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posted on 19 December 2015

Trefis: Highlights Week Ending 17 December 2015

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Below is a summary of the activity at Trefis during the past week that Trefis thoughtEconintersect 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.

Table of Contents for the 85 top stories this week:

Technology (22 articles)

  • Accenture, 2 articles (3, 16)

  • Oracle, 2 articles (9, 19)

  • Twitter, 2 articles (1, 20)

Financial Services (16 articles)

  • Black Rock, 6 articles (1, 2, 5-8)

Health Care (15 articles)

  • Merck, 9 articles (1-4, 9-13)

  • J&J, 4 articles (5-8)

  • Pfizer, 2 articles (14, 15)

Consumer (14 articles)

Media & Telecom (7 articles)​

  • Netflix, 2 articles (3, 7)

Industrials & Transportation (6 articles)​

  • FedEx, 3 articles (1, 5, 6)

Energy & Utilities (3 articles)

Basic Materials (2 articles)

All 85 investment stories this week are listed below.


  1. What Is Twitter's Ad Revenue Opportunity From Passive Users? on December 18th

  2. "Google For India": How Does This Fit Into Google's Big Picture? on December 18th

  3. Accenture Earnings: Strong Dollar Impacts Revenue And New Sigings Growth on December 18th

  4. Explaining Apple Pay's Expansion Into China on December 18th

  5. Can Call of Duty: Black Ops III Outpace The Performance Of Previous Black Ops Titles? on December 18th

  6. Weekly Notes On Gaming Industry: Electronic Arts & Activision Blizzard on December 18th

  7. Can Amazon Repeat Its Margin Performance In 2016? on December 17th

  8. Pandora Survives The Royalty Rate Hike Scare As The Web IV Verdict Goes Its Way on December 17th

  9. Oracle Q2 Earnings: Past Bookings Boost Cloud Revenues; No Respite for On-Premise Business on December 17th

  10. Some Of The Key Drivers Expected To Fuel Expedia's Growth In 2016 on December 17th

  11. Yahoo! Japan Set To Acquire In A Bid To Strengthen Its Online Travel Business on December 16th

  12. TripAdvisor's Star Performers In 2015 on December 16th

  13. "News Feed" For Slower Connections: Facebook's Strategy To Build A Stronger User Base on December 16th

  14. Can LinkedIn's New Mobile App Increase User Engagement? on December 15th

  15. Will Microsoft's Surface Phone Succeed Where Windows Phone Failed? on December 15th

  16. Accenture Earnings Preview: Revenues To Grow, But New Signings Likely Under Pressure on December 15th

  17. Blockbuster Start For Black Ops III & King Digital Acquisition Drives ATVI Stock To All-Time High on December 15th

  18. How Is Priceline Shaping Up For The Future? A View Into The Most Significant Strategic Decisions By The Company In 2015 on December 14th

  19. Oracle's Cloud Growth Likely Continued in Q2, But Will It Be Enough? on December 14th

  20. How Twitter Plans To Generate Revenues From Passive Users on December 14th

  21. Bull, Bear And Base Case Scenarios For Yelp on December 14th

  22. How Alibaba Is Expanding Its Footprint In India ? on December 14th

Financial Services

  1. What Is BlackRock's Share Of The U.S. And Global ETF Markets? on December 18th

  2. What Is The Composition Of BlackRock's Assets Under Management By Investor Type? on December 18th

  3. How Much Value Can BNY Mellon's Shares Gain From A Fed Rate Hike? on December 17th

  4. How Much Value Can State Street's Shares Gain From A Fed Rate Hike? on December 17th

  5. What Has Contributed To BlackRock's Revenue Growth Since 2010? on December 17th

  6. How Much Are BlackRock's Operating Divisions Worth Individually? on December 17th

  7. What Proportion Of BlackRock's Revenues Come From Its Various Divisions? on December 16th

  8. What Is The Composition Of BlackRock's Total Assets Under Management By Product Offering? on December 16th

  9. Which U.S. Banks Have The Most Upside If The Fed Starts Raising Interest Rates Now? on December 16th

  10. How Would Citigroup's Value Be Affected If Fed Begins Rate Hike Now? on December 16th

  11. How Would U.S. Bancorp's Value Be Affected If Fed Begins Rate Hike Now? on December 15th

  12. How Would Bank of America's Value Be Affected If Fed Begins Rate Hike Now? on December 15th

  13. How Would Wells Fargo's Value Be Affected If Fed Begins Rate Hike Now? on December 15th

  14. How Would JPMorgan's Value Be Affected If Fed Begins Rate Hike Now? on December 14th

  15. How Will U.S. Banks' Net Interest Margins Change Over 2016-18? on December 14th

  16. If The Fed Begins Raising Rates Next Month, How Will Banks' Interest Margins Change In 2016-17? on December 14th

Health Care

  1. How Much Revenue Can Merck's Cancer Drug Keytruda Add In 2020? on December 18th

  2. Why Merck's Cancer Drug Keytruda Can Be Key To Its Long Term Growth? on December 18th

  3. Considering The EU Launch Of Biosimilar For Remicade, Merck's 2nd Largest Drug, Does The Company Face Meaningful EPS Decline In 2016? on December 18th

  4. How Much Revenues Can Merck's Phase 3 Pipeline Add By 2020? on December 18th

  5. Considering Recent Divestitures, Should J&J Trim Its Medical Devices Segment Further? on December 17th

  6. If Remicade Biosimilar Hits The U.S. Market In 2017, Does J&J Face Any Meaningful EPS Decline? on December 17th

  7. How Much Revenues Can J&J's Phase 3 Pipeline Add By 2020? on December 17th

  8. What Percentage Of Its Revenue Could J&J Lose Solely Due To Patent Losses Over The Next 5 Years? on December 17th

  9. By What Percentage Can Merck's Revenue Grow Over The Next 3 Years? on December 16th

  10. What's Merck's Revenue And Earnings Breakdown In Terms Of Therapeutic Areas? on December 16th

  11. What Led To Nearly 15% Decline In Merck's Revenues & EBITDA In The Last 5 Years? on December 16th

  12. How Has Merck's Revenue Composition Changed In The Last 5 Years? on December 16th

  13. What's Merck's Fundamental Value Based On Expected 2015 Results? on December 16th

  14. Looking At M&A History, What Metrics Suggest That Pfizer Has Been Conservative While Engineering Allergan Deal? on December 14th

  15. How Much Additional Synergies Does Pfizer Require To Justify Premium Paid For Allergan? on December 14th


  1. Here's Why We Believe Colgate-Palmolive Is Currently Overvalued on December 18th

  2. One View: Shifting To An Omni-Channel Strategy Won't Be Enough To Save Fashion Retailers on December 18th

  3. Some Of The Key Regions Expected To Fuel L'Oréal's Future Growth on December 18th

  4. What Factors Can Drive Growth For Hyatt's Owned Hotels Segment? on December 17th

  5. Lululemon Interactive Analysis: The Importance of High Product Turnover Rate on December 17th

  6. Why Is Ford Increasing Focus On Electric Vehicles? on December 17th

  7. Volkswagen Accelerating Its Push For Electrics At The Right Time? on December 17th

  8. Product Innovation In Appliances And Consumer Electronics Will Drive Top Line Growth At Best Buy on December 16th

  9. Is McDonald's' All Day Breakfast Strategy Working? on December 16th

  10. Is The Chinese Slowdown No Longer Impacting Tata Motors? on December 15th

  11. Here's How Dunkin' Brands Plans To Drive Growth In the Future on December 15th

  12. Can Walmart-Pay Help Drive Revenues? on December 15th

  13. How The Potential AB InBev-SABMiller Deal Focuses On Africa on December 14th

  14. Can Chipotle Mexican Grill Recover From The E.Coli Outbreak Impact ? on December 14th

Media & Telecom

  1. Sirius XM Retains Howard Stern, Prevents Potential Subscriber Loss on December 18th

  2. How Would Junos Disaggregation Work For Juniper? on December 17th

  3. Can Netflix's Bandwidth Saving Plan Attract More Subscribers? on December 16th

  4. How Did 2015 Turn Out For Disney's Studio And What To Expect In 2016? on December 16th

  5. BlackBerry Q3 Preview: Software Sales, Priv In Focus on December 16th

  6. Cisco's Partnership With Philips Reflects Its Strong IoT Focus on December 16th

  7. How Increasing Original Content Will Benefit Netflix In The Long Run on December 14th

Industrials & Transportation

  1. FedEx Q2 2016 Earnings: Company Posts A Solid Quarter Driven By The E-commerce Boom on December 18th

  2. Competition For Boeing As COMAC's C919 Is The New Kid On The Block on December 16th

  3. Paris Climate Agreement Spells Trouble For Coal on December 16th

  4. US Airlines: So Far In This Month on December 16th

  5. FedEx, UPS and the Trans-Pacific Partnership on December 16th

  6. FedEx Pre-Earnings: Higher Volumes and Changes in the Pricing Policy Could Boost Revenues on December 15th

Energy & Utilities

  1. How A Tax Credit Extension Could Impact The U.S. Solar Industry on December 17th

  2. What Caused Chesapeake's Stock To Plunge So Drastically? on December 15th

  3. First Solar's 2016 Guidance Belies Its Recent Strength on December 14th

Basic Materials

  1. Alcoa Maintains Focus On High Growth Aerospace Segment Prior To Planned Split In 2016 on December 18th

  2. Cost Reduction The Way Forward For Rio Tinto In Subdued Commodity Pricing Environment on December 14th

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