Python: moviepy.editor – Combine and cut mp4 or other format clips to make a video clip for publication or distribution using Python MoviePy Editor – Practical Example Case

As I learnt to use Python for the CFDS (Chartered Financial Data Scientist) certificate, I now sometimes also use that coding knowledge for other practical use cases. For example recently I wanted to combine and cut some mobile phone footage I had taken. Here’s some example code how to do that: from moviepy.editor import * import moviepy.editor as mp # you can also use .avi etc instead of .mp4 (i.e….


Using Python Script pynput to Control Mouse, Keyboard and Execute Repeat Tasks like Downloading – in Combination with Sleep Timer Function

You may come across tasks that require you browsing a website and clicking on certain links, downloading files on a daily basis. If so, this code has proven useful to me, as it allows me to delegate the downloading to the python script. You will need to install several modules: webbrowser, pynput, time, keyboard Step 1: Script to Open Webbrowser First step, you need to call the desired website address…


softwareONE Conference Call Notes – Positive Momentum, Growth Acceleration , Software and Cloud, Synergies

Your first question comes from Stacy Pollard from JP Morgan. Please go ahead. Your line is open. Year on Year Growth, Positive Growth for the Year Q: Can you talk about the pipeline for software and cloud and what kind of year on year growth you’d expect for the second half? And could you make it to a positive growth for the full year? CEO: On the first one. In…


Cembra Conference Call Notes – July 22nd(!) – Competition from Technology Driven Players, Crowd Lenders – Tailwinds: Still 30% Use Cash, Maestro vs Mastercard and Visa, Retailer Scepticism, Supervisory and Competition Bodies involved

Considering the loss of the Migros Credit Card, August 23rd, 2021 the following statements from the July 22nd, 2021 conf call are noteworthy, useful to remember. Also note that Migros had signalled this competitive renewal weeks and months ago, so it is likely that management of Cembra knew in advance that the loss of this client was a considerable risk. Especially also considering what happend with Coop Credit Card (TopCard…


u-blox Conference Call Notes – Gross Margin, Capitalising R&D, Value Chain, Chip Cost Increase, High Price Setting Power, Shortages in Component Market, Redesigning Products, Supply Chain, Guidance Problems

The following transcript was compiled based on the first part of the u-blox conf call on 20.08.2021. Pricing Power, Gross Margin, Chip Manufacturing Q: The first question I had is on the gross margin that is quite strong in the first half of the year. […] We see a lot of shortages and more and more pricing increases in terms of manufacturing of chips and more recently the foundries players…


Tecan Conference Call Notes – Paramit, vPoke: Proprietary Computer Directed Assembly, Growth Margin Driver, Life Sciences, Medical Mechatronics – Growth Rates, Revenue Share

vPoke – Proprietary Computer Directed Assembly Q: Relating to the vPoke assembly software […]. How much of a growth margin driver could that be for the can stand alone business if applied to the components business […] CEO:So we’re actually quite excited about vPoke. […] vPoke is technology infrastructure that has been created by Paramit over the past three decades. And it’s been very successfully deployed by them in that…


Alcon Conference Call Notes – US doing really well, International Markets: Back to 2019 levels in early 2022, Capacity Expansion in Vision Care, Plenty of Capacity in Surgical Business

Today I listened in on the Alcon Conf Call and must say I was impressed by the answers and the products this company offers. The good results are a reflection of how Alcon improves lives of many, many people around the world. The quotes below are from the CFO and CEO. US doing really well Let me let me try and give a little bit of color on the quarter…


Swisscom Conference Call Notes – Fibre to the Home Market Share, 5G CAPEX impact, Fastweb Wholesale Sales, UPC Sunrise New Brand & Salt Competition

The quotes below were taken from the Swisscom earnings conf call Market Share – Fibre to the Home What have you seen in the areas where you have expanded with fibre to the home (FTTH). Are there any signs that you are kind of gaining market share for example? CEO: In areas where we, it depends region by region on the local competition. It’s very fragmented. But we have regions…


Dufry Conference Call Notes – Expected Recovery late 2022 and in to 2023 – US Labour Market Challenging

The following statements were made during the conf call of 10th August 2021. Dufry CFO on Expected Turnover Recovery CFO: Now, the question is, by when we expect […] turnover to recover entirely to 2019 levels. In our case, we believe that this is around late 2022, and then in the first full year 2023, and in that regard, taking into account what I just said, because the cash flow…


GAM Conference Call Notes – USPs, Private Labeling, Client Locations, Sustainable Investing, Performance Fees

GAM Investments is a global asset management firm built by investors for investors. We operate in 15 countries and collectively manage CHF 126.0 billion in assets for our clients (as at 30 June 2021). The following statements were made during the conf call of 4th August 2021. GAM on Wealth Management, Client Locations CEO: So your first question was around wealth management. We touched on that. Your question in terms…


Oerlikon Conference Call Notes (II) – Polymer Recycling, Mechanical Recycling, Chemical Recycling, Textile Recycling, Organic Growth, Inorganic Growth, Electrical Vehicles, e-mobility, Europe and US Auto Manufacturers Production Not Back To Normal

Speakers: Dr. Roland Fischer, CEO Oerlikon Group and Philipp Müller, CFO Oerlikon operates its business in two Divisions – Surface Solutions and Polymer Processing Solutions – and has a global footprint of more than 10 600 employees at 179 locations in 37 countries. In 2020, Oerlikon generated CHF 2.3 billion in sales and invested CHF 118 million in R&D. Growth – Organic vs Inorganic (M&A), Polymer Processing Good morning. Thank you very much, congratulations ffor those results. My first question…


Oerlikon Conference Call Notes (I) – Wage Inflation Transitory, Unemployment Benefits in US Expiring, Salaries, Aviation, Narrow Body vs Wide Body, US and China Domestic vs Long-Haul International

Speakers: Dr. Roland Fischer, CEO Oerlikon Group and Philipp Müller, CFO Oerlikon operates its business in two Divisions – Surface Solutions and Polymer Processing Solutions – and has a global footprint of more than 10 600 employees at 179 locations in 37 countries. In 2020, Oerlikon generated CHF 2.3 billion in sales and invested CHF 118 million in R&D. Commenting to Z Capital Wage Inflation – Salary Increases – Transitory – Probably No Material Impact CEO: So I…


Swiss Re Conference Call Notes – Yield Environment, Interest Rates, Fixed Income Portfolio, Florida Primary and Retail Insurers, Weather Losses, Catastrophe Budget, Redundancies in Property and Accident&Health

The call with Christian Mumenthaler (Group CEO), John Dacey (Group CFO), Thierry Léger (Group CUO) focused exclusively on Q&A. First questions from Autonomous: First of all, you use the term protecting the yield of the fixed income portfolio. Hence there was much lower fixed income realized gains. Over the last five years, 70% of Swiss Re’s realized gains have come from fixed income, so I’m not quite sure how to…


Credit Suisse Conference Call Notes (II) – MDs, Joiners vs Leavers, Investing in People Internally, Good Talents, Young People, Not High Payer, April-May Outflows, June Positive Momentum, Outlook: Third Quarter Seasonally Lower

Commenting to Barclays CEO: […] if you look at MD’s, we do have a slight negative net movement in terms of MD’s joiners versus leavers. But again, we are very much focused on investing in the business. We are replacing people through internal candidates and talents and where needed through external talents. Commenting to Exane: CEO: […] we are fully focused on investing in the investment bank, and within that…


Credit Suisse Conference Call Notes (I) – Rating Agencies, Downgrades, Risks Priced, Higher Capital Ratios, CDS, Capital Guidance, Capital Ratios, CET1, Leverage Ratio, Static vs Dynamic Margining

The following quotes are all from the conference call that took place on the morning of July 29th, 2021. There are good reasons to believe that the stock has found a floor, bad news priced, based on the statements in the conf call. CFO comments on rating agencies and potential downgrades Replies to question from HSBC. CFO: I think quite clearly the Archegos loss and the Greensill supply chain funds…


Adecco Conference Call Notes – AKKA Takeover – Merger with Modis – Value Accretive – Automotive Sector Coming Back – Execution Risk – Underlying Long Cycle Business – Wage Inflation

The following Adecco CEO and CFO comments were taken from the conf call response to a Barcalys analyst. Value Accretive – Detailed Due Diligence I would like to say first that the acquisition of AKKA is exactly the profile of acquisition we were looking for and that we have acquired or we will be acquiring this asset at a price that is really materially value accretive. And you have heard…


Logitech Conference Call Notes – Securing Components, Supply Chain, Logistics, Buffer Stock – Strong Balance Sheet, Gross Margins, Higher Air Freight, Higher Ocean Freight Rates, Headwinds, Normalisation to Historic Levels

On July 26th Logitech reported results. In the conference call (webcast uploaded to youtube) the following points were interesting: Supply Chain Bottlenecks, Logistics Nightmares, Component Constraints, General Issues The analyst from Citi asked about the impact supply chain bottlenecks, logistics, component sourcing and other issues. The answer from Logitech: “We gained share in most categories, in fact the vast majority of our categories and I do think part of it…


Amazon Transcribe vs Google Transcript vs IBM Watson – Speech to Text Comparison – Using Python Script, a .wav File Podcast – Amazon APIKey Credentials

This article will give you working examples of Speech to Text Python scripts and give you a real life comparison of the resulting transcripts. Feel free to post a question or email me with any feedback! Or network on LinkedIn. Note that you should register with Amazon Cloud Services or IBM Cloud, IBM Watson in order to receive credentials needed for running the Python script. In the case of Amazon:…


EFG International H1 2021 Conference Call Notes

On 21 July 2021, EFG International reported results. I listened in on the conf call and thought the following were the most relevant pieces of information. Capital Ratios, Acquisition Targets, Organic Growth Currently EFG is in the market to acquire attractive targets in order to complement organic growth, as their capital ratios are very solid. In the absence of suitable targets a return of capital will be considered. Depending on…


Actively Managed Certificate (AMC) – Nachhaltigkeits-Champions – CO2-Kompensation – Investieren mit Zukunft – Fallstricke – Hohe Kosten – Nachteile betreffend Sicherheit und Aufsicht

Aktuell werden sogenannte AMC, Actively Managed Certificate, vermarktet. Das Zielpublikum sind Anleger, die nachhaltig und unter Gewährleistung von CO2-Neutralität investieren wollen und ein hohes Risiko eingehen können. Auf einer Skala von 1 bis 7, sind die Produkte mit einer 5 bewertet. Die Anleger sollten einen langfristigen Anlagehorizont haben, ein hohes Kapitalwachstum anstreben und bereit sein grössere Kursschwankungen in Kauf zu nehmen. Im untersuchten Beispielprodukt sind Firmen wie AXA, Cement Roadstone…


Gefahren und Risiken im Bereich der Anlegerschutzdurchsetzung – UWG und Revision Art. 266 ZPO weichen den Rechtsstaat auf – Rechtfertigungsgründe fallen weg

Wer als Vermögensverwalter ausgebildet ist, hat die Interessen der Anleger als Priorität im Auge und beobachtet den Markt, die Mitbewerber und die Werbung und Informationen von Firmen, die sich öffentlich exponieren und um das Kapital der Anleger buhlen. Jährlich kommt es zu Dutzenden Fällen von Betrug, Firmenliquidationen und Konkurseröffnung von rechtlich unzulässig Agierenden. Staatlich beauftragt mit Anlegerschutz ist die FINMA. Der Staat kämpft jedoch prinzipiell mit limitierten Resourcen, Kampf um…


The Put Call Ratio (PCR) in Switzerland – Comparison of first five months 2020 to 2021

Several studies have analyzed the PCR as a sentiment indicator of stock markets: see, for example, Billingsley and Chance (1988), Simon and Wiggins III (2001), Pan and Poteshman (2006), Allen M. Poteshman (2006), Chang et al. (2009), Deborah J. Weir (2012) in the US, Chikashi Tsuj (2009) in Japan, Sangram Keshari Jena, Aviral Kumar Tiwari and Amarnath Mitra (2019) in India, Jianhua Gang, Nan Huang, Ke Song and Ruyi Zhang (2020)…


Unlauterer Wettbewerb – Art. 3 Abs. 1 lit. h UWG – Überredungsintensität – Verkaufsmethode – Beeinträchtigung – SECO Meldung empfohlen

Im Rahmen meiner regelmässigen Wiederholungskurse im Zusammenhang mit Geldwäscherei wird u.a. auch auf Einzelfälle und Beispiele eingegangen. Persönlich finde ich, um potentielle Investoren und Anleger besser informieren und somit auch vor Finanzverlusten schützen zu können, sehr nützlich, sich mit der Thematik intensiv zu beschäftigen.  Hier zum Thema besonders aggressive Verkaufsmethoden: Unlauter handle gemäss Art. 3 Abs. 1 lit. h UWG insbesondere, wer den Kunden durch besonders aggressive Verkaufsmethoden in seiner…


Wie Investoren und Kleinanleger betrogen werden – Aktienvertrieb als Hauptgeschäftstätigkeit – Einsatz von Vermittlern und Finanzberatern – Umgehung der Börsengesetzgebung

Im Rahmen meiner regelmässigen Wiederholungskurse im Zusammenhang mit Geldwäscherei wird u.a. auch auf Einzelfälle und Beispiele eingegangen. Persönlich finde ich, um potentielle Investoren und Anleger besser informieren und somit auch vor Finanzverlusten schützen zu können, sehr nützlich, sich mit der Thematik intensiv zu beschäftigen. Dabei helfen Dokumente und Quellen der Finanzmarkaufsicht. Hier die Zitate aus einem Enforcement Bericht der FINMA: Fall 22, 2016, FINMA Kasuistik Parteien: U AG, V AG,…


Finanzierung Geschäftstätigkeit durch unerlaubte Entgegennahme von Publikumseinlagen – Darlehen unter der Bezeichnung “Anleihensobligationen” – uneinheitliche Ausgabebedingungen

Die FINMA publiziert unter https://www.finma.ch/de/durchsetzung/kasuistik-und-gerichtsentscheide/kasuistik/2020-16/ bspw. diesen Entscheid zum obengenannten Thema ZusammenfassungZur Finanzierung ihrer Geschäftstätigkeit gab die X AG Darlehen unter der Bezeichnung “Anleihensobligationen” aus und nahm damit von über 160 Anlegern rund CHF 2.5 Mio entgegen. Dabei verlängerte sie während laufender Ausgabe die Zeichnungsfrist zweimal um je mehrere Monate und versprach den zusätzlichen Anlegern, für das erste Jahr den Zins pro rata temporis auszuzahlen. Gleichzeitig traf die Gesellschaft individuelle…


Superprovisorische Verfügungen der FINMA – Wie man sie im Handelsregister findet – Gefahr für Anleger und Gläubiger – Anlegerschutz

Sie fragen sich bei einer Anlage, ob es sich um eine seriöse Firma mit gutem Leumund und weisser Weste handelt? Dann suchen Sie den Handelsregisterauszug der Firma, die Sie interessiert und untersuchen Sie die letzten 10 Einträge. Wenn da steht: Die Eidgenössische Finanzmarktaufsicht FINMA hat mit superprovisorischer Verfügung vom [DATUM] die Beispiel Compliance AG, Bspstr. 9, 8002 Zürich, als Untersuchungsbeauftragten eingesetzt. Die Untersuchungsbeauftragte wird ermächtigt, anstelle der Organe für die…


Most Active Warrants in Switzerland 07.01.2022 – UBS, DAX, Novartis, Credit Suisse, Logitech, AMS, SMI, Nestlé, Roche, Swatch

As part of my algo collection I scan derivatives trades, in order to find unusual patterns and early indicators. Below are the following lists: 1) Turnover Total by Issuer and Underlying (i.e. company), 2) List of largest trades in Mid&Small Cap Swizerland 3) Foreign Shares 4) Large Cap Switzerland 5) Index Warrants – all single trades by size from 07.01.2022 6) Market Share and Turnover. Such lists can prove useful…


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Most Active ETP in Switzerland 07.01.2022 – 21Shares Ethereum, WisdomTree Bitcoin, 21Shares Bitcoin, 21Shares Solana, CoinShares Physical Ethereum, 21Shares Algorand, SEBAX ETP

The largest ETP turnover on 07.01.2022 was in: [’21Shares Ethereum ETP’, ‘WisdomTree Bitcoin’, ’21Shares Bitcoin’, ’21Shares Solana (SOL) ETP’, ‘CoinShares Physical Ethereum’] USD Crypto Turnover CHF Crypto Turnover EUR Crypto Turnover GBP Crypto Turnover Questions or feedback? Feel free to write me at contact@zuberbuehler-associates.ch or add a comment.


Most Active ETF in Switzerland 07.01.2022 – UBSETF SXI Real Estate Funds, iShares SPI, ZKB Gold, Invesco EQQQ, iShares S&P500, AMUNDI US Treasuries 7-10

TOP FIVE: The largest CHF ETF turnover on 07.01.2022 was in: [‘UBSETF SXI RE FUNDS CHF DIS’, ‘iSh Core SPI (CH) CHF Dis’, ‘ZKB GOLD ETF’, ‘ZKB Gold ETF hedged (CHF)’, ‘VanEck Semiconductor UCITS ETF’] TOP FIVE: The largest USD ETF turnover on 07.01.2022 was in: [‘Invesco EQQQ’, ‘iSh Core S&P500 USD Acc’, ‘AMUNDI US TREAS 7-10 ETF’, ‘iSh Core S&P500 USD Dis’, ‘iSh MSCI Wrld ESG-Sc USD Acc’] TOP…


Most Active Foreign Bonds 07.01.2022 – Münchener Hypothekenbank, National Australia Bank, Credit Agricole London Branch, Crédit Mutuel, Russian Railways, CIBC, BNP Paribas

Most Active Foreign Bonds 07.01.2022. [‘Münchener Hypothekenbank’, ‘National Australia Bank Limited’, ‘Credit Agricole S.A., London Branch’, ‘Banque Fédérative du Crédit Mutuel’, ‘Joint Stock Company Russian Railways’, ‘Canadian Imperial Bank of Commerce’, ‘BNP Paribas’, ‘National Australia Bank Limited’, ‘Coca-Cola (the) Company’, ‘Metropolitan Life Global Funding I’]. Questions or feedback? Feel free to write me at contact@zuberbuehler-associates.ch or add a comment.


Most Active Swiss Domestic Bonds 07.01.2022 – Sika, MSC Cruises, Nant de Drance, Bank Cler, Eurofima, Coop-Gruppe

Most Active Swiss Domestic Bonds 07.01.2022. [‘Pfandbriefbank schweizerischer Hypothekarinstitute’, ‘Schweizerische Eidgenossenschaft’, ‘Pfandbriefzentrale der schweizerischen Kantonalbanken’, ‘Sika AG’, ‘MSC Cruises SA’, ‘EUROFIMA’, ‘Kantonsspital St. Gallen’, ‘Kanton Genf’, ‘Schweizerische Eidgenossenschaft’, ‘Pfandbriefbank schweizerischer Hypothekarinstitute’]. Questions or feedback? Feel free to write me at contact@zuberbuehler-associates.ch or add a comment.


Most Active Warrants in Switzerland 06.01.2022 – DAX, SMI, Novartis, Zurich, AMS, S&P500, Credit Suisse, Partners Group, Logitech, Roche

As part of my algo collection I scan derivatives trades, in order to find unusual patterns and early indicators. Below are the following lists: 1) Turnover Total by Issuer and Underlying (i.e. company), 2) List of largest trades in Mid&Small Cap Swizerland 3) Foreign Shares 4) Large Cap Switzerland 5) Index Warrants – all single trades by size from 06.01.2022 6) Market Share and Turnover. Such lists can prove useful…


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Most Active ETP in Switzerland 06.01.2022 – 21Shares Ethereum, 21Shares Bitcoin, 21Shares Crypto Basket Index, WisdomTree Bitcoin, 21Shares Polygon, 21Shares Solana, 21Shares Polkadot

The largest ETP turnover on 06.01.2022 was in: [’21Shares Ethereum ETP’, ’21Shares Bitcoin’, ’21Shares Crypto Basket Index’, ‘WisdomTree Bitcoin’, ’21Shares Polygon ETP’] USD Crypto Turnover CHF Crypto Turnover EUR Crypto Turnover GBP Crypto Turnover Questions or feedback? Feel free to write me at contact@zuberbuehler-associates.ch or add a comment.


Most Active ETF in Switzerland 06.01.2022 – UBSETF SPI, iShares MSCI USA SRI, iShares Nasdaq 100, iShares S&P500, Invesco EQQQ, XTrackers MSCI World

TOP FIVE: The largest CHF ETF turnover on 06.01.2022 was in: [‘UBSETF SPI CHF DIS’, ‘RaiETFSGoRS&T -H CHF hed-‘, ‘UBSETF GOLD H-CHF DIS’, ‘iSh Core SPI (CH) CHF Dis’, ‘ZKB GOLD ETF’] TOP FIVE: The largest USD ETF turnover on 06.01.2022 was in: [‘iSh MSCI USA SRI USD Acc’, ‘iSh Nasdaq 100 USD Acc’, ‘iSh Core S&P500 USD Acc’, ‘Invesco EQQQ’, ‘iSh Core S&P500 USD Dis’] TOP FIVE: The largest…


Most Active Foreign Bonds 06.01.2022 – Met Life, LGT Bank, Muni Finance, Crédit Mutuel, Hypo Noe, Transurban Queensland, Gazprom, Deutsche Bank, Bank of Montreal

Most Active Foreign Bonds 06.01.2022. [‘Metropolitan Life Global Funding I’, ‘LGT Bank AG’, ‘Municipality Finance PLC’, ‘Banque Fédérative du Crédit Mutuel’, ‘HYPO NOE Gruppe Bank AG’, ‘Transurban Queensland Finance Pty Ltd’, ‘Open Joint Stock Company Gazprom’, ‘Deutsche Bank AG’, ‘Bank of Montreal’, ‘Nederlandse Waterschapsbank N.V.’]. Questions or feedback? Feel free to write me at contact@zuberbuehler-associates.ch or add a comment.


Most Active Swiss Domestic Bonds 06.01.2022 – Eurofima, Sulzer, Vifor Pharma, Panalpina, Swissgrid, UBS, Swiss Prime Site, Credit Suisse

Most Active Swiss Domestic Bonds 06.01.2022. [‘Eurofima Europ. Ges. für die Fin. v. Eisenbahnmaterial’, ‘Sulzer AG’, ‘Schweizerische Eidgenossenschaft’, ‘Vifor Pharma AG’, ‘Panalpina Welttransport (Holding) AG’, ‘Pfandbriefzentrale der schweizerischen Kantonalbanken’, ‘Schweizerische Eidgenossenschaft’, ‘Pfandbriefbank schweizerischer Hypothekarinstitute’, ‘Pfandbriefbank schweizerischer Hypothekarinstitute’, ‘Sulzer AG’]. Questions or feedback? Feel free to write me at contact@zuberbuehler-associates.ch or add a comment.