In Which Company Should You Invest In, Taking Into Account Patent Dynamics?

|
Includes: FB, HAL, INTC, TCEHY, UTX
by: Innovalpha
Summary

List of 170 innovation-driven companies with Grade A selected out of 7000 companies.

First ten companies are Tencent, Halliburton, United Technologies, Samsung Electronics, BOE Technology, Intel, Facebook, Toyobo, Nippon Steel & Sumitomo and Hitachi.

Diversification for the investor with exposure to other regions like Europe and Asia in all fields.

1. 7000 Companies Analyzed

According to patent patterns identified within companies, investors shall consider the companies identified in the table below with Grade A (such grade corresponds to a patent pattern with a higher likelihood of outperformance according to backtests and real-track performance).

As mentioned previously, nearly 7000 companies have been taken into account worldwide and in all fields. Out of these 7000 companies, nearly 2100 have an IP Index and approximately 170 have a Grade A. It is therefore a powerful filtering system helping the investor in his selection process. It also allows the investor to gain exposure to other regions like Europe and Asia.

1.1 Changes - Sorted by Grade and Score

We consider first the weekly changes (upgrades and downgrades).

  • Example: IP Index over time of Mitsubishi Electric (OTCPK:MIELY) - Upgraded to Grade A with a Score of 92

1.2 Listing of Companies - Changes - Sorted by Grade and Score

PI = Patent Index

Wtrend = Weekly trend

Grade: From A to F, determined by the type of patent pattern

Score: Computed by summing bonus/malus points

Count = Number of companies taken into account to build the Patent Index

Company

Symbol

CHANGES

GRADE

PI

SCORE

Country

ICB

MITSUBISHI ELECTRIC

659704

UPGRADE

A

1518

92

JP

2757

CASIO COMPUTER

617896

UPGRADE

A

15

12

JP

3743

PIAGGIO

B15CPD

UPGRADE

A

8

12

IT

3353

IMPAX

US029X

UPGRADE

A

3

6

US

4577

ICD

KR19XI

UPGRADE

A

3

4

KR

9576

TRICAN WELL

286996

UPGRADE

A

3

4

CA

573

ICOM

645843

UPGRADE

A

4

2

JP

9578

POLYONE

US02F3

UPGRADE

B

21

26

US

1353

COWAY

KR04IX

DOWNGRADE

B

15

20

KR

3722

WOODWARD

WGOV

UPGRADE

B

27

18

US

2757

SPRINT COMMUNICATIONS

FON

UPGRADE

B

15

16

US

6575

DAELIM

KR012E

DOWNGRADE

B

10

14

KR

2357

NISSIN KOGYO

607147

DOWNGRADE

B

12

10

JP

3355

AT&T

SBC

UPGRADE

B

10

10

US

6535

APTARGROUP

ATR

UPGRADE

B

6

10

US

2723

DAISO

666178

UPGRADE

B

9

8

JP

1353

KANSAI

IN06EP

UPGRADE

B

4

6

IN

2353

MONDELEZ

KFT

DOWNGRADE

B

5

6

US

3577

TECAN

569620

UPGRADE

B

13

6

CH

4535

MONDI

B1CRLC

DOWNGRADE

B

5

6

GB

1737

EPISTAR

TW03TL

DOWNGRADE

B

3

6

TW

9576

VAISALA

FI1097

UPGRADE

B

5

6

FI

2737

SWEDISH MATCH

504856

UPGRADE

B

5

4

SE

3785

WILMAR

B17KC6

UPGRADE

B

3

4

SG

3577

NAVITAS

B0498J

UPGRADE

B

3

4

AU

5377

HOWARD HUGHES

US10F2

UPGRADE

B

3

4

US

8633

QUINTILES

US40YO

UPGRADE

B

3

2

US

4573

SEOUL SEMICONDUCTOR

KR05M2

DOWNGRADE

C

27

26

KR

9576

TRIMBLE NAVIGATION

TRMB

DOWNGRADE

C

25

22

US

2737

RELIANCE INDUSTRIES

IN0027

DOWNGRADE

C

36

22

IN

533

DONALDSON

DCI

DOWNGRADE

C

28

22

US

2757

NAGASE

661982

DOWNGRADE

C

18

16

JP

1357

SHOWA

680562

DOWNGRADE

C

15

14

JP

3355

INKTEC

KR207K

DOWNGRADE

C

17

12

KR

1357

IDEX

IEX

DOWNGRADE

C

9

8

US

2757

SUEZ

EF025

DOWNGRADE

C

4

6

FR

7577

MELEXIS

534433

UPGRADE

C

3

4

BE

9576

ANHEUSER-BUSCH

475531

UPGRADE

C

3

2

BE

3533

RYOBI

676290

DOWNGRADE

C

3

2

JP

3355

VESUVIUS

50840

UPGRADE

C

4

2

GB

2727

ENEA

EW052

DOWNGRADE

C

3

2

PL

7535

SUMITOMO BAKELITE

685850

UPGRADE

C

77

0

JP

1357

SIEMENS

480710

UPGRADE

C

1618

0

DE

2727

SUNCOR ENERGY

TSU

UPGRADE

C

4

0

CA

537

KONICA MINOLTA

649670

UPGRADE

C

535

0

JP

9574

MEIDENSHA

657590

UPGRADE

C

22

0

JP

2757

AKZO NOBEL

401190

UPGRADE

C

78

0

NL

1357

TOMY

604692

UPGRADE

C

5

0

JP

3747

GILEAD SCIENCES

GILD

UPGRADE

C

24

0

US

4573

HISAMITSU PHARMACEUTICAL

642890

UPGRADE

C

16

0

JP

4577

NCC

464574

UPGRADE

C

3

0

SE

2357

HEXAGON

B096C6

UPGRADE

C

8

0

SE

2737

SATO

677757

UPGRADE

C

22

0

JP

9574

RIKEN VITAMIN

673994

DOWNGRADE

D

2

2

JP

3577

EAST JAPAN RAILWAY

629854

UPGRADE

D

2

0

JP

5759

MUSASHI SEIMITSU

613522

UPGRADE

D

1

0

JP

3355

MORITA

660274

UPGRADE

D

1

0

JP

2757

SEMTECH

SMTC

DOWNGRADE

D

2

0

US

9576

SUMITOMO HEAVY

685873

DOWNGRADE

E

38

-2

JP

2757

HYUNDAI MOTOR

KR004F

DOWNGRADE

E

1

-2

KR

3353

NTT DOCOMO

612927

DOWNGRADE

E

257

-2

JP

6575

LS

KR032G

DOWNGRADE

E

11

-2

KR

2733

EDWARDS LIFESCIENCES

EW

DOWNGRADE

E

36

-2

US

4537

IBIDEN

645610

DOWNGRADE

E

36

-2

JP

2733

AKEBONO BRAKE

601120

DOWNGRADE

E

13

-2

JP

3355

ACTUANT

APW

DOWNGRADE

E

7

-2

US

2727

DONGFENG

CN0OCZ

DOWNGRADE

E

0

-2

CN

3353

DEUTSCHE POST

461785

DOWNGRADE

E

13

-2

DE

2771

AARTI

IN40CL

DOWNGRADE

E

0

-2

IN

1357

KAO CORPORATION

648380

DOWNGRADE

E

181

-2

JP

3767

CABOT

CBT

DOWNGRADE

E

33

-2

US

1357

1.3 Number of companies per Grade

1.4 Listing of Companies with GRADE A ONLY - Sorted by Score

The first ten companies are:

Tencent (OTCPK:TCEHY), Halliburton (NYSE:HAL), United Technologies (NYSE:UTX), Samsung Electronics (OTC:SSNLF), BOE Technology, Intel (NASDAQ:INTC), Facebook (NASDAQ:FB), Toyobo (OTCPK:TYOBY), Nippon Steel & Sumitomo (NSSMY) and Hitachi (OTCPK:HTHIY).

  • Highlight: IP Index over time of Tencent (TCEHY, Internet) based in China in FIRST SPOT with IP Index of 1147, Grade A with a Score of 164.

Tencent experienced a massive 5-fold increase in its IP Index since 2012.

Listing of Companies with GRADE A ONLY - Sorted by Score

Company

Symbol

CHANGES

PI

WTREND

SCORE

Country

ICB

TENCENT

B01CT3

SAME

1147

UP

164

CN

9535

HALLIBURTON

HAL

SAME

935

UP

146

US

573

UNITED TECHNOLOGIES

UTX

SAME

1005

UP

138

US

2713

SAMSUNG ELECTRONICS

KR002D

SAME

1520

UP

138

KR

3743

BOE TECHNOLOGY

CN24Y3

SAME

881

UP

124

CN

2733

INTEL

INTC

SAME

1405

UP

98

US

9576

FACEBOOK

US20PD

SAME

186

DOWN

94

US

9535

TOYOBO

690050

SAME

110

SAME

94

JP

3763

NIPPON STEEL & SUMITOMO

664256

SAME

174

UP

92

JP

1757

HITACHI

664280

SAME

397

SAME

92

JP

9576

MITSUBISHI ELECTRIC

659704

UPGRADE

1518

UP

92

JP

2757

ORANGE

517617

SAME

138

DOWN

88

FR

6535

KLA-TENCOR

KLAC

SAME

167

DOWN

84

US

9576

WESTERN DIGITAL

WDC

SAME

65

SAME

76

US

9572

ABBVIE

US20SG

SAME

88

UP

66

US

4577

CGG

421539

SAME

75

SAME

64

FR

573

HARMAN

HAR

SAME

53

SAME

60

US

3743

GREE

PJ050

SAME

82

SAME

58

JP

5377

ARCELIK

405180

SAME

227

DOWN

58

TR

3722

WAL-MART

WMT

SAME

56

UP

48

US

5373

UACJ

JP10QZ

SAME

33

SAME

40

JP

1753

KDDI

624899

SAME

36

SAME

36

JP

6575

KMW

KR308M

SAME

30

UP

36

KR

9578

MYLAN

MYL

SAME

27

SAME

34

US

4577

OJI HOLDINGS

665770

SAME

23

SAME

34

JP

1737

SQUARE ENIX

630926

SAME

22

SAME

32

JP

9537

VALMET

FI3022

SAME

26

SAME

30

FI

2757

PIRAMAL ENTERPRISES

IN08AN

SAME

18

SAME

30

IN

4577

SUMITOMO RIKO

689391

SAME

32

SAME

28

JP

3355

CHIYODA

619170

SAME

21

SAME

28

JP

2757

BRASKEM

BR027B

SAME

23

SAME

28

BR

1353

AOL

U1235

SAME

21

SAME

28

US

9535

SUNEDISON

WFR

SAME

25

SAME

28

US

9576

WUXI LITTLE SWAN

CN25PV

SAME

26

SAME

26

CN

3722

HARMONIC DRIVE

JP10EN

SAME

19

SAME

26

JP

2757

ASICS

605737

SAME

24

SAME

26

JP

3765

HALLA VISTEON

KR04DS

SAME

16

DOWN

26

KR

3355

TACHI-S

686949

SAME

12

SAME

24

JP

3355

AZBIL

698554

SAME

17

SAME

24

JP

2737

DIGITALGLOBE

US03LA

SAME

16

SAME

24

US

2791

TELEDYNE

TDY

SAME

13

SAME

22

US

2713

NIPPON YUSEN

664396

SAME

13

SAME

22

JP

2773

BROCADE

BRCD

SAME

13

SAME

22

US

9578

TESLA MOTORS

US10YL

SAME

21

SAME

20

US

3353

LG DISPLAY

KR00FQ

SAME

29

SAME

18

KR

9572

SAFRAN

476776

SAME

10

SAME

18

FR

2713

DIALOG SEMICONDUCTOR

DE101T

SAME

10

DOWN

18

DE

9576

NVIDIA

NVDA

SAME

16

SAME

18

US

9576

CJ CGV

KR06FW

SAME

14

SAME

16

KR

5755

NOMURA RESEARCH INSTITUTE

639092

SAME

13

SAME

16

JP

9533

MARUHA NICHIRO

687020

SAME

8

DOWN

16

JP

3573

ERICSSON

430384

SAME

8

SAME

16

SE

9578

SIS

TW0380

SAME

11

UP

16

TW

9576

TRANSOCEAN

RIG

SAME

10

DOWN

16

US

573

TD AMERITRADE

AMTD

SAME

9

SAME

16

US

8777

GALAPAGOS

BE106W

SAME

14

SAME

16

BE

4573

UNISON

KR04BQ

SAME

8

SAME

16

KR

2353

LOTTE CHEMICAL

KR03Q4

SAME

9

UP

16

KR

1353

SUMITOMO DAINIPPON

625086

SAME

9

SAME

14

JP

4577

REPSOL

473322

SAME

11

DOWN

14

ES

537

SOFTBANK

677062

SAME

10

SAME

14

JP

6575

OCI COMPANY

KR00P0

SAME

9

UP

14

KR

1353

STAR MICRONICS

684152

SAME

9

DOWN

14

JP

2757

HANWHA

KR01BN

SAME

7

SAME

14

KR

2797

ESSENTRA

B07443

SAME

10

SAME

14

GB

2797

LUMENS

KR117K

SAME

7

SAME

14

KR

9578

WACOM

660392

SAME

10

DOWN

14

JP

9572

DAIWA HOUSE

JP101A

SAME

11

SAME

14

JP

8673

PPC

ZA20ZA

SAME

6

SAME

12

ZA

2353

CASIO COMPUTER

617896

UPGRADE

15

UP

12

JP

3743

PIAGGIO

B15CPD

UPGRADE

8

UP

12

IT

3353

NITTO KOHKI

662589

SAME

10

SAME

12

JP

2757

TE CONNECTIVITY

U0104

SAME

7

SAME

12

US

2733

CHUGOKU MARINE

619600

SAME

10

SAME

12

JP

1357

SEIKAGAKU

676394

SAME

10

SAME

12

JP

4577

HINDUSTAN

IN051B

SAME

5

UP

10

IN

2357

ADT US

US20L9

SAME

8

SAME

10

US

2791

CAR

HK5028

SAME

7

SAME

10

HK

5759

DANONE

407023

SAME

7

SAME

10

FR

3577

LAS VEGAS SANDS

LVS

SAME

5

SAME

10

US

5752

JUNGHEINRICH

DE402X

SAME

9

SAME

10

DE

2753

SINGAPORE TECHNOLOGIES

604321

SAME

10

SAME

10

SG

2713

SK HYNIX

KR00EP

SAME

4

SAME

8

KR

9576

CUREXO

KR139O

SAME

7

SAME

8

KR

4535

DOOSAN ENGINE

KR18M6

SAME

6

SAME

8

KR

2753

KEURIG GREEN MOUNTAIN

GMCR

SAME

10

SAME

8

US

3577

ROPER

ROP

SAME

4

SAME

8

US

2737

SHOWA SANGYO

680560

SAME

5

SAME

8

JP

3577

INTEGERPL

EW057

SAME

4

SAME

8

PL

5555

SAFT

B09YFD

SAME

7

SAME

8

FR

2733

LINKEDIN

US11I6

SAME

5

DOWN

8

US

2793

HANA MICRON

KR13YD

SAME

7

SAME

8

KR

9576

HONDA

JP40DP

SAME

4

SAME

8

JP

5375

DMG MORI SEIKI

575339

SAME

10

SAME

8

DE

2757

FIELDS

659147

SAME

5

SAME

8

JP

5752

CIENA

CIEN

SAME

5

SAME

8

US

9578

SILGAN

SLGN

SAME

10

SAME

8

US

2723

SANMINA

US00YK

SAME

4

SAME

8

US

2733

OCADO

GB001S

SAME

6

SAME

8

GB

5337

GUANGDONG ELECTRONICS

CN24MR

SAME

5

SAME

8

CN

7537

DENTSU

641628

SAME

4

SAME

8

JP

5555

KOPEX

546360

SAME

4

SAME

8

PL

2757

TADANO

686972

SAME

6

SAME

8

JP

2753

SAVE

B08F43

SAME

4

SAME

8

IT

2777

MANDOM

656097

SAME

10

SAME

8

JP

3767

HUNTINGTON INGALLS

US10M9

SAME

4

SAME

6

US

2717

SCREEN HOLDINGS

625102

SAME

3

SAME

6

JP

9576

FIREEYE

US406W

SAME

8

SAME

6

US

9537

SEGA SAMMY

619545

SAME

6

SAME

6

JP

3747

TORAY CHEMICAL

KR03CQ

SAME

3

SAME

6

KR

1353

FEDEX

FDX

SAME

3

SAME

6

US

2771

PRAJ

IN08GT

SAME

4

SAME

6

IN

2757

TOYO ENGINEERING

689971

SAME

3

SAME

6

JP

2357

TPR

JP10AJ

SAME

4

SAME

6

JP

3355

GAP

GPS

SAME

3

SAME

6

US

5371

GENIC

KR1A2O

SAME

3

SAME

6

KR

3767

L&F

KR060H

SAME

6

SAME

6

KR

2733

LENNOX

LII

SAME

7

SAME

6

US

2353

HANCOCK

HBHC

SAME

3

SAME

6

US

8355

TATA GLOBAL

IN106C

SAME

4

SAME

6

IN

3573

UBS

478511

SAME

3

SAME

6

CH

8355

CHANG WAH

TW11D4

SAME

5

SAME

6

TW

9576

CHOW TAI FOOK JEWELLERY

HK2069

SAME

6

SAME

6

CN

5371

TATA CHEMICALS

IN0AIX

SAME

6

SAME

6

IN

1357

IMPAX

US029X

UPGRADE

3

UP

6

US

4577

SHANGHAI PHARMACEUTICALS

CN1IFX

SAME

3

SAME

6

CN

4577

STAPLES

SPLS

SAME

3

SAME

6

US

5379

THE A2 MILK

NZ401R

SAME

3

SAME

6

NZ

4573

VICTREX

92922

SAME

4

SAME

6

GB

1357

NOVADAQ

CA40A0

SAME

5

SAME

6

CA

4535

TWITTER

US40A0

SAME

3

SAME

6

US

9535

SRF

IN118F

SAME

4

SAME

6

IN

1353

VIEWORKS

KR19M7

SAME

3

SAME

6

KR

4535

KPIT TECHNOLOGIES

IN12V3

SAME

3

SAME

6

IN

9533

DAEWON KANG

KR11V8

SAME

3

SAME

6

KR

3355

EQUIFAX

EFX

SAME

4

SAME

6

US

8775

YUNGJIN

KR16SA

SAME

3

SAME

6

KR

4577

ASIAN PAINTS

IN01Y4

SAME

3

SAME

6

IN

2353

ASSURANT

AIZ

SAME

3

SAME

6

US

8575

AVIGILON

CA408Y

SAME

5

SAME

6

CA

2791

JENAX

KR20U7

SAME

4

SAME

6

KR

1757

BENESSE

612192

SAME

4

SAME

6

JP

5377

BIOSENSORS

B07G2Y

SAME

3

SAME

6

SG

4535

HUNTING

447889

SAME

3

SAME

4

GB

573

MICRONICS

656730

SAME

6

SAME

4

JP

9576

UPL

IN0AT8

SAME

3

SAME

4

IN

1357

ICD

KR19XI

UPGRADE

3

UP

4

KR

9576

EO TECHNICS

KR10Q2

SAME

3

SAME

4

KR

9576

TRENT

IN0AHW

SAME

3

SAME

4

IN

5373

SEKISUI HOUSE

679390

SAME

3

SAME

4

JP

3728

SIMM

KR10P1

SAME

4

SAME

4

KR

2733

SAWAI PHARMACEUTICAL

678495

SAME

3

SAME

4

JP

4577

DAIHEN

666184

SAME

3

SAME

4

JP

2733

DREAMWORKS

DWA

SAME

4

SAME

4

US

5553

TRICAN WELL

286996

UPGRADE

3

UP

4

CA

573

ZERIA

613773

SAME

4

SAME

4

JP

4577

NEOPOST

692552

SAME

11

SAME

4

FR

9574

GREAT WALL MOTOR

CN0P2Q

SAME

3

SAME

4

CN

3353

DRAX

B0MBCM

SAME

6

SAME

4

GB

7535

INFORMATICA

INFA

SAME

3

SAME

4

US

9537

UNICREDIT

423244

SAME

4

SAME

4

IT

8355

BROADRIDGE

U0016

SAME

3

SAME

2

US

2795

DOMINION RESOURCES

D

SAME

4

SAME

2

US

7535

ACXIOM

ACXM

SAME

6

SAME

2

US

5555

ICOM

645843

UPGRADE

4

UP

2

JP

9578

MAXIMUS

US317X

SAME

3

SAME

2

US

2791

CRH

18270

SAME

3

SAME

2

IE

2353

PAN PACIFIC

VN407T

SAME

3

SAME

2

VN

2791

PI = Patent Index

Wtrend = Weekly trend

Grade: From A to F, determined by the type of patent pattern (here only Grade A shown)

Score: Computed by summing bonus/malus points

Count = Number of companies taken into account to build the Patent Index

2. Disclaimer

The information provided in this document is given for indicative purposes only. Innovalpha Sàrl. provides no assurance as to its completeness or accuracy nor the reasonableness of the conclusions based upon such information. This document is not intended to constitute an offer or solicitation for the purchase or sale of an investment program or of any one or more of the models mentioned in the document. There is no assurance that the models investment objectives will be achieved and investment results may vary significantly over time. Past performance should not be construed as a guide to future performance. The content of this document is subject to change without prior notification. All information and data presented in this document is for informational purpose only and should not be reproduced, distributed nor used without prior written authorization of Innovalpha Sàrl.

Disclosure: The author is long UTX. The author wrote this article themselves, and it expresses their own opinions. The author is not receiving compensation for it. The author has no business relationship with any company whose stock is mentioned in this article.

Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.