News analysis provides Theme Frequency in News Indices (TFNI) that address information about 15 important fields in economy. The TFIs are computed based on about 4,000 economic news articles every day that are scraped from the internet. The total number of news articles used for this analysis is about 18 million.
where \(\Omega_t=\{A_1^{(t)},\cdots,A_{N_t}^{(t)}\}\) is the set of news articles at time \(t\), and the indicator identifies whether a sentence contains the word groups defining a specific economic field.
- Economic Forecasting Using News Texts: The Compilation and Usage of Text-based Economic Field Indicators [뉴스 텍스트를 이용한 경기 예측: 경제부문별 텍스트 지표의 작성과 활용]. (2022) Seo, Beomseok, BOK Issue Note 2022-(18).
- Econometric Forecasting Using Ubiquitous News Texts: Text-enhanced Factor Model. (2023) Seo, Beomseok, BOK Issue Note 2023-(10).
Market analysis compares the Text-based Business Confidence Indicators (TBCI) to the corresponding KOSPI indices by field. TBCIs are computed based on about 2,000 analyst reports per month generated from about 50 investment banks in Korea. The total number of analyst reports used for this analysis is about 130 thousand.
where \(X_{i,t}\) summarizes the balance of positive and negative sentences for field \(i\) at time \(t\).
- Industrial Monitoring Using AI Algorithm: Analyst Report Text Mining [AI를 이용한 산업 모니터링: 증권사 리포트 텍스트 분석]. (2023) Seo, Beomseok, BOK Issue Note 2023-(5).
Factor analysis provides the Text-based Business Condition Factors (BC-factors) that show the top 5 issues in 40 industries that affect their business condition. BC-factors are computed based on about 2,000 analyst reports per month generated from about 50 investment banks in Korea.
N: the number of sentences analyzed / C: the number of companies analyzed / A: the number of IBs that wrote the reports for the corresponding company, field, and time.
- Industrial Monitoring Using AI Algorithm: Analyst Report Text Mining [AI를 이용한 산업 모니터링: 증권사 리포트 텍스트 분석]. (2023) Seo, Beomseok, BOK Issue Note 2023-(5).
Event analysis provides examples of Text-based Impact of an Event Indicators (TIEI) and Text-based Evaluation of an Event Indicators (TEEI) for events selected for their importance in the economy.
- Industrial Monitoring Using AI Algorithm: Analyst Report Text Mining [AI를 이용한 산업 모니터링: 증권사 리포트 텍스트 분석]. (2023) Seo, Beomseok, BOK Issue Note 2023-(5).