Trefis: Highlights Week Ending 05 July 2013

Written by Trefis

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 for larger image and go to Trefis interactive page.

Click “Read more…” to see our clickable table of contents and most covered companies of the week.

Table of Contents for the 49 top stories this week:

Media & Telecom (12 articles)

Technology (10 articles)

• Groupon, 2 articles (6, 9)

Financial Services (8 articles)

Basic Materials (6 article)

• Barrick Gold, 2 articles (3, 5)

Energy & Utilities (5 articles)

Consumer (4 articles)

Health Care (3 articles)

Industrials & Transportation (1 articles)

All 49 investment stories this week are listed below.

Media & Telecom

1. China Telecom Upbeat On 3G CDMA Network Acquisition & Wireline Broadband on July 5th
2. Viacom Picks Up The Remaining Stake In MTV Italia on July 5th
3. CBS’ Lovefilm Deal Highlights Its Growing Reliance On Licensing Fees on July 5th
4. A Look At Netflix’s Streaming Growth In The U.S. on July 5th
5. What Is Happening With Dish’s Bid For LightSquared? on July 3rd
6. DirecTV Brazil’s Subscriber Numbers Lowered After Restatement on July 3rd
7. Disney’s Monsters U. And Iron Man 3 Show The Benefits Of Studios Unit on July 3rd
8. China Unicom Bets On 3G & Broadband Growth on July 3rd
9. China Mobile Rides The Smartphone Wave As Data Revenue Is Key To Growth on July 2nd
10. NYT’s Digital Content Will Benefit From New England Media Group Sale on July 2nd
11. Universal Studios Brings Transformers The Ride 3D To Orlando Park on July 1st
12. Cisco Readies For The Macro-Economic Recovery With New Product Refreshes on June 29th

Technology

1. Our Take On Facebook’s Outlook on July 5th
2. Can Zynga’s New CEO Solve Its Problems? on July 5th
3. ADP Benefits From Delay In Obamacare’s Mandatory Reporting Requirements on July 5th
4. Another Look At LinkedIn’s Large Potential In Job Postings on July 3rd
5. Accenture Lowers Its Guidance As Consulting Revenues Decline on July 3rd
6. Will Groupon Reserve Chomp On OpenTable’s Business? on July 2nd
7. Expedia Targets Mobile Bookings And Corporate Travel For Growth on July 2nd
8. NetApp Eyes Market Share Gains With New Version Of Flagship Storage Operating System on July 1st
9. Why Are Groupon Subscribers Buying Fewer Deals? on July 1st
10. Nokia Buys Siemens’ Stake In NSN For Hardly Anything on July 1st

Financial Services

1. South Korean Regulator Warns Deutsche Bank Over Unlicensed Activities on July 5th
2. Citigroup Settles Mortgage Repurchase Row With Fannie Mae on July 5th
3. The Potential For Credit Card Growth Outside The U.S. – Part 1 on July 3rd
4. Prudential Financial Challenges Its Label As Systemically Important on July 3rd
5. Barclays Tightens Its Belt By Sending Investment Banking Jobs Abroad on July 3rd
6. BlackRock Closes ETF Acquisition Deal With Credit Suisse on July 3rd
7. An Overview Of How Ameritrade Makes Money on July 1st
8. Assessing Manulife’s Asian Potential Part One: Japan on July 1st

Basic Materials

1. Vale’s Board Approves Mega Iron Ore Mine After Receiving Key Environmental License on July 5th
2. Alcoa Earnings Preview: Low Prices And High Inventory Levels Will Weigh On Results on July 5th
3. What’s Taking The Shine Off Barrick Gold? on July 3rd
4. Alcoa Decides To Close Aluminum Smelter In Italy Amid Continued Headwinds on July 1st
5. Barrick Gold Will Take $5.5 Billion Impairment Charge On Chilean Mine on July 1st
6. ArcelorMittal Targets Auto Market With New Fuel-Efficient Car Door Solutions on July 1st

Energy & Utilities

1. Chesapeake Raises More Funds By Selling Off Coveted Oil Rich Assets on July 5th
2. Is Clean Coal Viable For Utility Companies In The Long Run? on July 3rd
3. Suntech Extends Forbearance Deal And Mulls Equity Conversion on July 2nd
4. Key Factors Driving First Solar’s Systems Business on July 1st
5. A Look At Schlumberger’s Product Segments And Key Drivers on July 1st

Consumer

1. Why Gap Lacks The Appetite To Expand Beyond Budapest In Hungary on July 5th
2. Avon Sheds Silpada Designs After Failed Silver Jewelry Foray on July 3rd
3. American Eagle Outfitters’ International Expansion Adds To Upside on July 2nd
4. What’s Driving Costco’s Growth In The U.S.? on July 2nd

Health Care

1. UnitedHealth Exits California While Obama Extends Deadline For Employers on July 3rd
2. Emerging Markets Drive Abbott Laboratories’ Growth And $38 Fair Value on July 3rd
3. Roche Can Weather Europe’s New Approvals For Biosimilars on July 2nd

Industrials & Transportation

1. CSX Stock Can Chug Higher On Intermodal Growth on July 2nd