F

The financial strength grammar relies on the contextualize_matches.lua post-processing script. This script uses the configurable entities to match sections of your documents, and then recombines these entities to return a different set of entities that represent the financial sentiment.

For more information see Financial Sentiment Analysis.

financial_strength.ecr
Entity Description
finance/analyst

An entity to support finding analyst statements that express financial strength.

After post-processing, this entity returns the following entities:

  • finance/strong. A financial analyst statement that shows improving finances. For example, "Eduction Inc. under weight to over weight". 
  • finance/neutral. A neutral financial analyst statement. For example, "Eduction Inc. equal weight". 
  • finance/weak. A financial analyst statement that shows degrading finances. For example, "Eduction Inc. over weight to under weight". 
  • finance/following/strong. A financial analyst statement indicating that an analyst starts to follow a company with a positive initial outlook. For example, "Analyst Group initiates coverage on Eduction Inc. with a Buy rating".
  • finance/following/neutral. A financial analyst statement indicating that an analyst starts to follow a company with a neutral initial outlook. For example, "Analyst Group initiates coverage on Eduction Inc. with a hold rating"
  • finance/following/weak. A financial analyst statement indicating that an analyst starts to follow a company with a negative initial outlook. For example, "Analyst Group initiates coverage on Eduction Inc. with an Underperform rating." 

finance/company/tagged/known

finance/news

Entities to support finding news statements that express financial strength. You must configure these entities together.

After post-processing, these entities return the following entities:

  • news/improve/context. News about improving finances with an explicit company context. For example, "Eduction Inc. reports rise in profits".
  • news/neutral/context. Neutrally reported news with an explicit company subject. For example, "Eduction Inc. announced $1bn in profits".
  • news/degrade/context. News about degrading finances with an explicit company context. For example, "Eduction Inc reports fall in profits".
  • news/improve/nocontext. News with an implicit company context. For example, "Eduction Inc. had a successful year. Profits rose 10 percent". 
  • news/degrade/nocontext. News of degrading finances with an implicit company context. For example, "Eduction Inc. had a bad year. Profits fell 10 percent".
  • news/neutral/reports/nocontext. A neutral report with an implicit or no company subject. For example, "reported profits of $1bn".
  • news/improve/reports/nocontext. A report of improving finances with an implicit company subject. For example, "It was a good year for Eduction Inc as they announced a 10 percent rise in profits".
  • news/degrade/reports/nocontext. A report of degrading finances with an implicit company subject. For example, "It was a bad year for Eduction Inc as they announced a 10 percent fall in profits".
  • news/deal/positive/context. A reported approved deal with an explicit company subject. For example, "Shareholders approve the Eduction Inc. deal".
  • news/deal/negative/context. A reported blocked deal with an explicit company subject. For example, "Shareholders block the Eduction Inc. deal".
  • news/takeover/context. A reported takeover with explicit company subject. For example, "Eduction Corp. hope to consolidate their market position with a $1bn takeover of Eduction Inc."