Trefis: Highlights Week Ending 12 June 2015

June 13th, 2015
in contributors, syndication

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Below is a summary of the activity at Trefis during the past week that Trefis thought Econintersect readers would find interesting.

Trefis is a financial community structured around trends, forecasts and insights related to some of the most popular stocks in the US. It provides the unique feature of allowing the user to model future valuation based upon projected changes in components of each business. It also provides communication capabilities among members, including consensus of member analysis compared to Trefis staff analysis and blogging opportunities for members.

Click on graphic to go Trefis interactive page.

Click "Read more..." to see our clickable table of contents with the most covered companies (more than 1 article) of the week identified.

Follow up:

Table of Contents for the 68 top stories this week:

Technology (20 articles)

  • Apple, 5 articles (2, 7, 10, 14, 17)
  • Pandora, 2 articles (2, 13)
  • Xiaomi, 2 articles (14, 19)

Consumer (15 articles)

  • Diago, 3 articles (2, 4, 9)
  • Lululemon, 2 articles (11, 15)

Media & Telecom (9 articles)

  • CBS, 2 articles (1, 5)
  • Netflix, 2 articles (2, 9)

Financial Services (7 articles)

Energy & Utilities (6 articles)                          

  • Yingli, 3 articles (1, 3, 6)
  • First Solar, 2 articles (1, 2)
  • SunPower, 2 articles (1, 2)

Industrials & Transportation (4 articles)

  • Airline stocks, 2 articles (1, 4)

Health Care (4 articles)

  • Merck, 2 articles (2, 3)

Basic Materials (3 articles)


All 68 investment stories this week are listed below.



  1. Why We Are Revising Our Price Estimate For Perfect World on June 12nd
  2. Weekly Radio Notes: No Impact Of Apple Music Launch So Far On Pandora And Sirius XM on June 12nd
  3. Nvidia's Acquisition Of TransGaming's Technology To Enrich Its Gaming Platform on June 12nd
  4. These Three Factors Can Significantly Upgrade Ctrip's Valuation on June 12nd
  5. Twitter Announces Change In Leadership As Challenges Continue on June 12nd
  6. Akamai Takes Strategic Steps With Focus On Security Solutions Business on June 11st
  7. Why Apple Music Is Unlikely To Move The Needle For Apple on June 11st
  8. F5 Networks Expands Into Secure Data Transmission Sector on June 11st
  9. Why Is E3 2015 Important For Electronic Arts & Activision Blizzard? on June 11st
  10. How Apple Is Bolstering Its Advertising Strategy With iOS 9 on June 11st
  11. How A Market Share Loss In Storage Systems Could Impact NetApp's Stock Price on June 10th
  12. Will Qualcomm's Move To Sell UK Spectrum Create Opportunities For The Company? on June 10th
  13. Two Scenarios That Can Impact Pandora's Valuation Significantly on June 10th
  14. Can Xiaomi Overtake Apple, Samsung? on June 9th
  15. Will Texas Instruments Be Part Of The Recent Mergers & Acquisitions Wave? on June 9th
  16. Exploring Yelp’s Base, Bull and Bear Case Scenarios on June 9th
  17. Key Takeaways From The WWDC And Their Impact On Apple's Strategy on June 9th
  18. Exploring Adobe's Base, Bear And Bull Cases — Part Two on June 8th
  19. Upcoming Xiaomi Mi5 Rumored To Sport Qualcomm's Snapdragon 820 on June 8th
  20. China Online Travel In Focus Again: Qunar Rejects Ctrip's Acquisition Bid on June 8th



  1. These Scenarios Could Push Our Valuation of Kimberly-Clark Below the $100 Mark on June 12nd
  2. Diageo: Merger With AB InBev Might Not Be Lucrative on June 12nd
  3. Improving Jobs And Housing Market Good News For Bed Bath & Beyond on June 12nd
  4. Diageo: Could An Acquisition Be In The Cards? on June 11st
  5. Target Seeking Fashion To Gain Growth Momentum on June 11st
  6. Aeropostale's Price Estimate Revised To $3.29 on June 11st
  7. These Two Factors Could Significantly Decrease Revlon's Stock Price on June 11st
  8. What Factors Can Drive MGM Resorts' Stock Price? on June 10th
  9. Diageo Could Be A Good Buy For Anheuser-Busch InBev on June 10th
  10. Rite Aid Q1 Sales Overview: Investments in Store Remodeling Are Starting to Payoff on June 10th
  11. Earnings Review: Positive Growth In All Product Categories Knocks Lululemon Out of Its Two Year Slump on June 10th
  12. P&G’s On the Way to Sell 15% – 30% Of Its Beauty Business on June 9th
  13. How Crucial Are Improving India Sales For Tata Motors? on June 8th
  14. Here's Why Home Depot Continues To Win on June 8th
  15. Earnings Preview: New Stores and Growing Men's Business Can Bring Cheer to Lululemon This Quarter on June 8th


Media & Telecom

  1. Weekly Media Notes: Frozen Attraction At Disney Theme Park, Rupert Murdoch To Step Down And CBS' New Streaming Service on June 12nd
  2. Launching Into Spain, Italy And Portugal Makes Sense For Netflix on June 12nd
  3. Is BlackBerry + Android A Good Idea? on June 12nd
  4. Can Sprint Turn Things Around Quickly Enough? on June 11st
  5. How Will Showtime's Streaming Service Impact CBS' Performance? on June 11st
  6. Merger With T-Mobile The Right Step, But Dish Needs To Speed Things Along on June 9th
  7. Scenarios That Could Significantly Impact China Telecom's Valuation on June 9th
  8. Cisco Enhances Internet Of Everything Capabilities With New Security Products on June 9th
  9. Weekly Pay-TV Notes: Dish Launches Sling’s Spanish Variant, AT&T Agrees To Concessions For DirecTV Deal, Netflix Adds Four New Original Animated Shows on June 8th


Financial Services

  1. Weekly Insurance Notes: Prudential, AIG on June 12nd
  2. A Detailed Look At HSBC's Large-Scale Reorganization Plan on June 11st
  3. TD Ameritrade: Trade Volumes Fall Through May, New Strategy To Focus On Upmarket Investors on June 11st
  4. Improved Focus On Cards, Better Cost Management Could Help Capital One Shares Scale $110on June 10th
  5. Q1 2015 U.S. Banking Review: Outstanding Automobile Loans on June 8th
  6. Surge In Interest Rate, FX, Energy Derivative Trading For CME on June 8th
  7. European Banking Weekly Notes: Deutsche Bank, HSBC and Barclays on June 8th


Energy & Utilities

  1. Solar Weekly Notes: Yingli's Earnings And Price Revision, SunPower And First Solar's Yieldcoon June 12nd
  2. Updates On SunPower And First Solar's Joint YieldCo on June 11st
  3. Why We Cut Our Price Estimate For Yingli To $1.20 on June 10th
  4. Oil Prices To Remain Capped In The Short Term, Despite Fewer Shale Oil Barrels on June 9th
  5. Weekly Oil & Gas Notes: Petrobras' New Oil Discovery And ConocoPhillips' Surmont 2 Start-upon June 8th
  6. Key Takeaways From Yingli Green Energy's Q1 And What Lies Ahead on June 8th


Industrials & Transportation

  1. Airlines' Stocks Drop As Fear Of Price War Clouds The Industry on June 11st
  2. Lockheed Martin's Winning Streak Continues in F-35 Program on June 10th
  3. Corning’s Lotus NXT Glass To Grow On Declining Panel Prices, Higher Resolution on June 9th
  4. Airlines Weekly Notes: Alaska and Delta Report Traffic Results For May on June 8th


Health Care

  1. Some Hope For Alzheimer's Patients From Biogen's Data, But Upside For Roche Is Limited on June 12nd
  2. Merck May Dent Gilead's Hepatitis C Sales on June 9th
  3. Merck's New Filing For Keytruda Is A Meaningful Move on June 8th
  4. Weekly Insurance Notes: UnitedHealth, MetLife, Prudential on June 8th


Basic Materials

  1. Trends Driving Our $12 Price Estimate For Alcoa on June 11st
  2. Newmont's Purchase Of CC&V Gold Mine A Smart Move on June 10th
  3. The Impact Of Copper Supply Side Constraints On Barrick Gold's Stock Price on June 8th


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