https://newtalk.tw/news/view/2019-07-09/270210
私人飛機洩商機？科技公司追蹤路線 成功預測投資動向
新頭殼newtalk | 鄧天心 綜合報導
發布 2019.07.09 | 12:47
想要知道最新的投資決策，現在在商業市場上不少公司，類似對沖基
金等企業開始追蹤私人飛機的行蹤。
研調公司Gordon Haskett Research Advisors四月時寫了一份報告，
預測了巴菲特的控股公司波克夏海瑟薇（Berkshire Hathaway）將投
資西方石油公司（Occidental Petroleum Corp）根據Quandl提供的
數據，西方石油談合作投資的私人飛機飛往波克夏海瑟薇的據點，第
二天，波克夏海瑟薇就向西方國家石油投注100億美元現金。
在2018年時，牛津大學和瑞士聯邦科學與科技部門（Switzerland’s
federal Science and Technology department）就聯手一份調查，
追蹤三十多家上市公司的飛機，後來確定了7起併購活動。
航班跟蹤公司FlightAware針對商業企業追蹤上千家私人飛機，這些
資訊都是公開且並不違法，另外許多飛機也裝有廣播式自動監控技術
（ADS-B，Automatic Dependent Surveillance–Broadcast）也可以
取得飛機的位置、呼叫等資訊。
企業巨頭也因此開始減少使用私人飛機以免暴露行蹤，能想見，類似
的預測商業變動資訊也將變得越來越有價值。
https://www.cnbc.com/2019/04/30/a-corporate-jet-revealed-buffett-energy-deal-days-before-announcement.html
A corporate jet suggested Buffett's energy deal was in
works days before it was announced
PUBLISHED TUE, APR 30 2019 10:51 AM EDTUPDATED TUE, APR 30
2019 3:29 PM EDT
Eric Rosenbaum @ERPROSE
Warren Buffett took the market by surprise on Tuesday with
the announcement that Berkshire Hathaway would take a $10
billion preferred share stake in Occidental Petroleum,
contingent on its acquisition of Anadarko Petroleum
succeeding.
But investors didn't need to be surprised — they could have
made an educated guess the deal was coming since this past
weekend, when a corporate jet tracker spotted an Occidental
plane landing in Omaha.
Reports began surfacing in recent days that the Occidental
Gulfstream plane was a sign Buffett might be preparing a bid
in the hostile war between Chevron and Occidental over
Anadarko, a Permian Basin driller seen as a key prize in an
era of shale consolidation.
Analyst Don Bilson of independent research firm Gordon
Haskett Research Advisors sent a note to his clients on
Monday citing information from Quandl, which tracks
corporate jet activity and other alternative sources of data
important to the markets. Bloomberg cited information on
Monday from FlightAirMap showing the Gulfstream jet was in
Omaha on Sunday.
Haskett's Monday note, titled, “What was Occidental doing
in Omaha?” came as Occidental was formalizing its
counter-bid to Chevron's deal. It stated, “Here is where it
gets a little more interesting. Warren Buffett does not show
up as a holder of OXY or APC or CVX. And a quick search of
OXY's 10-K for ‘Nebraska' turns up nothing. Yet for some
reason, an OXY jet was seen in Omaha yesterday. That strikes
us as an odd trip for OXY to make, especially on a Sunday
and while it is engaged in a high-stakes M&A battle. While
we can't say what OXY might have been doing in Omaha
yesterday, it has occurred to us that it might be trying to
bring Buffett into this deal and help with the cash portion
of its offer. We have assumed that OXY could go higher than
$76 and if it really has paid Buffett a visit, we suspect it
is gearing up to top CVX's inevitable bump. This mention
comes with the standard caveat that Corporate Jet
information can be noisy and difficult to read.”
On Tuesday, Gordon Haskett analyst Bilson wrote to clients,
“It pays to keep track of those tail numbers!”
Alternative sources of information have been used for years
by hedge funds to stay ahead of the competition. Drones have
flown over mall parking lots to track retail traffic, as
well as operations at battleground stocks like Tesla to keep
a tabs on production and deliveries.
Tracking corporate planes as an M&A indicator was popular in
the 1990s, but companies began masking planes as a result.
An FAA decision in 2011 to open up records on private plane
flights led to renewed interest in the tactic. In 2017,
hedge funds made winning bets using Johnson & Johnson
corporate jet flight information before it acquired
Actelion.