Trefis: Highlights Week Ending 11 October 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 with the most covered companies (more than 1 article) of the week identified.

Table of Contents for the 44 top stories this week:

Technology (17 articles)

• Amazon, 2 articles (7, 8)
• Micron, 2 articles (4, 12)
  

Consumer (8 articles)

Financial Services (8 articles)

Media & Telecom (4 articles)

Basic Materials (3 articles)

• Alcoa, 2 articles (1, 3)

Health Care (2 articles)

Energy & Utilities (1 article)

Industrials & Transportation (1 article)

All 44 investment stories this week are listed below

Technology

1. Assessing Competitive Risks To Qualcomm As A Nascent LTE Market Matures on October 11st
2. Despite Some Macroeconomic Headwinds, eBay Will Show Strong Growth on October 11st
3. AMD Could Return To Profitability In Q3: New Products & Alternate Growth Markets In Focus on October 11st
4. Micron Reports A Strong Quarter With Elpida On Board on October 11st
5. Google Earnings Preview: Growth In Ad Revenue And Motorola Mobility In Focus on October 10th
6. IBM Earnings Preview: Services Revenues To Grow In Q3 On Better Order Backlog on October 10th
7. Assessing Amazon’s Web Services Ambitions As It Bags $600 Mn CIA Cloud Deal on October 10th
8. Amazon Considers Set-top Boxes To Expand Video Streaming And Grow Merchandise Sales on October 9th
9. How Instagram’s Monetization Can Help Facebook on October 8th
10. Intel’s Q3 Results Expected To Confirm Continued Weakness In PCs on October 8th
11. AOL Launches Gathr Subscription Service To Boost Revenues on October 8th
12. Micron To Report Another Strong Quarter Backed By A Revival In The Memory Market on October 7th
13. Groupon Should Use Its Cash For Acquisitions on October 7th
14. Nokia Gets Aggressive With Patent Litigation After Microsoft Deal on October 7th
15. Oracle Challenges SAP’s HANA With New In-Memory Offering on October 7th
16. Yahoo Earnings Preview: Monetization Rate And Mobile Ads Revenue In Focus on October 7th
17. 2.5% Of LinkedIn’s Visitors Upgrading To Premium Would Help Justify Market Price on October 7th

Consumer

1. Gap Inc Stumbles To Industry Weakness But Long-Term Outlook Is Still Positive on October 11st
2. Unilever’s Profit Warning Indicates Slowdown Across The Consumer Products Industry on October 10th
3. Fiscal 2013 Will Be A Dismal Year For Abercrombie & Fitch on October 10th
4. Costco’s Sales Remain Resilient Amid Retail Market Woes on October 10th
5. American Eagle Outfitters’ International Business Holds Good Promise For Long Term Growth on October 8th
6. Ford Cruises Despite Slump In U.S. Auto Sales For September on October 8th
7. GameStop Gets Ready For The Holiday Rush on October 7th
8. Why Best Buy’s Stock Price Has Risen By Over 200% on October 7th

Financial Services

1. Securities Exchange Weekly Notes: ICE To Complete NYSE Acquisition by November 4 on October 11st
2. Will Citigroup’s International Retail Business Help Counter Its Q3 Trading Woes? on October 11st
3. After CME, Eurex Potpones FX Futures Launch on October 10th
4. Why BlackRock Is Better Off Without The ‘Systemically Important’ Tag on October 10th
5. Schwab Report Predicts Strong Growth In ETFs Over Coming Years on October 9th
6. Wells Fargo’s Q3 Figures Should Be Solid Even As Mortgage Originations Fall on October 9th
7. UBS Irks Wealthy Clients In Puerto Rico Over Millions In Losses on October 8th
8. Why Barclays’ Decision To Revamp Wealth Management Operations Makes Sense on October 7th

Media & Telecom

1. DukeNet Acquisition Will Bolster Time Warner Cable’s Business Services In The Southeast on October 11st
2. AT&T Looks To Free Up Cash With Tower Sales For LTE Upgrades And European Investments on October 9th
3. China Mobile’s Valuation Could Take A 20% Haircut On Rumored Regulatory Change on October 9th
4. China Unicom Could Ring Up Big Gains From Favorable Regulatory Changes on October 8th

Basic Materials

1. Alcoa’s Revenues Fall Marginally On Lower Prices But Profits Rise On Productivity Gains on October 9th
2. ArcelorMittal Sells Partial Stake In Turkish Steel Company As Part Of Deleveraging on October 8th
3. Alcoa Earnings Preview: Low Aluminum Prices Will Weigh On Results on October 7th

Health Care

1. Johnson & Johnson Earnings Preview: Pharmaceutical Business Will Get Bigger on October 10th
2. Pfizer Gets Drug Approval For Hot Flashes, Targets 33 Million Women In The U.S. on October 8th

Energy & Utilities

1. A Closer Look At Kinder Morgan’s Terminals Business on October 9th

Industrials & Transportation

1. International Operations To Support Growth For UPS Despite Short Term Currency Headwinds on October 9th