Trefis: Highlights Week Ending 12 September 2014

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. This week no company had more than one article.

Table of Contents for the 60 top stories this week:

Energy & Utilities (3 articles)

• Exxon Mobil, 2 articles (1, 3)
  

Media & Telecom (3 articles)

• Viacom, 2 articles (1, 2)

Health Care (1 article)

Basic Materials (5 articles)

• Newmont Mining, 2 articles (4, 5)
  

Industrials & Transportation (7 article)

Technology (15 articles)

• Intel, 3 articles (6, 12, 13)
• Facebook, 3 articles (3, 9, 15)
  
• Shutterfly, 2 articles (4, 11)
• Yahoo!, 2 articles (3, 5)
  

Financial Services (10 articles)

• Mastercard, 2 articles (1, 10)
• Visa, 2 articles (1, 10)
  

Consumer (16 articles)

All 60 investment stories this week are listed below.

Energy & Utilities

1. How Does Exxon Plan To Tap The Growth In Global Chemicals Demand? on September 11st
2. Easing Legal Issues, Lower Costs and MLP Creation Support Our $42 Estimate For Transocean on September 9th
3. Weekly Oil and Gas Notes: Exxon’s Refinery Upgrade, BP’s Oil Spill Liabilities on September 8th

Media & Telecom

1. Weekly Media Notes: Sony And Viacom Ink A Deal For Web Based Television Service on September 12nd
2. Viacom To Benefit As Strong Ratings Growth At VH1 Drives Network Revenue Near Term on September 10th
3. Growing New Vehicle Sales And A Push Into Used Cars Will Drive Sirius XM’s Subscriber Growth on September 9th

Health Care

1. Weekly Pharma Notes: Bristol-Myers Squibb, Johnson & Johnson, Merck And Roche on September 8th

Basic Materials

1. Reasons For The Recent Decline In Gold Prices on September 12nd
2. Alcoa Maintains Its Aerospace Focus With $1 Billion Boeing Deal on September 12nd
3. A Look At Barrick Gold’s Pascua Lama Project on September 10th
4. Newmont To Resume Normal Operations In Indonesia As Standoff With Government Ends on September 8th
5. Weekly Metals And Mining Recap: ArcelorMittal, Newmont And Rio Tinto on September 8th

Industrials & Transportation

1. Airlines Week In Review: American, United, Southwest & JetBlue on September 12nd
2. Likelihood Of Gorilla Glass On iPhone 6 Bodes Well For Corning on September 11st
3. Industrials Week In Review: 3M, Deere and Caterpillar on September 9th
4. Railroads Week In Review: Union Pacific, Norfolk Southern And CSX on September 8th
5. GE Intensifies Focus On Infrastructure Businesses With Sale Of Its Appliances Unit on September 8th
6. JetBlue Aims To Retain Its Cost Advantage With Addition Of New Airbus A321s on September 8th
7. Airlines Week In Review: Delta And Alaska on September 8th

Technology

1. Weekly Chinese Internet Notes: Baidu and Perfect World on September 12nd
2. Storage Company Weekly Notes: New Product Launches by WDC, SNDK, STX on September 12nd
3. Week In Review: Google, Yahoo, AOL, Yelp, Facebook on September 12nd
4. Weekly Internet Notes: CTCT, CTRP, SFLY, VRSN on September 12nd
5. Alibaba’s IPO Price Likely to Boost Yahoo’s Stock Price Estimate on September 12nd
6. Weekly Semiconductor Technology Notes: INTC, BRCM, TXN, AMD, CREE, AMAT on September 12nd
7. F5 To Remain A Leader In The ADC Market, Which Continues To Grow Though At A Slower Rate on September 11st
8. Microsoft-Nokia Eye Bigger Share In Smartphone Industry With New Launches At Year End on September 10th
9. How Meaningful Are Video Ad Revenues For Facebook? on September 10th
10. Apple’s New Launches Look Good, But Don’t Expect Large Upside From The Watch Yet on September 10th
11. Progress On Buyout Talks Should Lend Volatility To Shutterfly’s Stock on September 9th
12. Intel Launches Its Most Energy-Efficient Processor To Spur PC Demand on September 9th
13. Intel Looks Set To Make A Mark In Wearable Technology on September 9th
14. Western Digital’s My Passport Wireless Drive To Help Boost Branded Product Sales on September 9th
15. Weekly Internet Notes: Amazon, Facebook, LinkedIn, Groupon on September 8th

Financial Services

1. Credit Card Company Weekly Notes – American Express, Visa And MasterCard on September 12nd
2. Why Wells Fargo Will Soon Have The Largest Deposit Base Among U.S. Banks on September 12nd
3. IntercontinentalExchange’s SuperDerivatives Acquisition To Boost Market Data Business on September 11st
4. How Do The Largest U.S. Banks Fare In Terms Of Basel III Compliance? on September 11st
5. A Quick Comparison Of Interest Margins For The Largest U.S. Banks on September 11st
6. Q2 2014 Banking Review: Outstanding Loan Portfolio on September 11st
7. CME Enters Race For Gold Pricing Benchmark After Winning Silver Fix Bid on September 10th
8. Goldman, Morgan Stanley Likely To Face Steeper Capital Requirements on September 10th
9. RBS Announces An IPO To Divest 25% Stake In Citizens on September 10th
10. Credit Card Companies Weekly Notes: Visa And MasterCard on September 8th

Consumer

1. Target To Go Aggressive On Its “Known For” Categories on September 12nd
2. Currency Headwinds & A Sluggish North American Market Could Depress L’Oréal’s Sales on September 11st
3. New Product Launches And Cost Savings Should Benefit Colgate’s H2’14 Results on September 11st
4. Philip Morris Likely To Further Gains In Indonesia on September 11st
5. McDonald’s Faces Declining Sales In Asia After China Food Scandal on September 11st
6. Jaguar’s New Compact Sedan XE Unveiled In London on September 10th
7. Where Is Bed Bath & Beyond’s E-Commerce Business Headed? on September 10th
8. How Will The Decline In Macau Gaming Impact Las Vegas Sands? on September 9th
9. Acquisition Of Davis Beverage Group Would Strengthen Dr. Pepper’s Direct Store Delivery System on September 9th
10. How Are MGM’s U.S. Slots Operations Trending? on September 9th
11. How Will The Lower Casino Revenues In Macau Impact Wynn Resorts? on September 8th
12. Rite Aid Reports Another Quarter Of Rising Sales In Q2’14 on September 8th
13. Why Are Wal-Mart’s Margins Gradually Declining? on September 8th
14. Weekly Casino Notes: Stock Prices Correct After Third Consecutive Monthly Decline In Macau Gaming Revenues on September 8th
15. Apparel Week In Review: Gap Inc, Abercrombie & Fitch And American Eagle Outfitters on September 8th
16. Weekly Drug Store Notes: RAD, CVS, WAG on September 8th