Trefis: Highlights Week Ending 15 January 2016

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 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 108 top stories this week:

Technology (36 articles)

• Samsung, 6 articles (16, 17, 22, 24, 25, 33)

• Akamai, 5 articles (10, 19 – 21, 23)

• Broadcom, 5 articles

• Amazon, 4 articles (26 – 28, 30)

• Seagate, 4 articles (8, 12 – 14)

• Intel, 2 articles (9, 29)

Consumer (25 articles)​

• Volawagen, 6 articles (9, 11, 12, 15, 21, 23)

• Gap, 2 articles (1, 19)

• L’Oreal, 2 articles (4, 24)

• Unilever, 2 articles (7, 10)

Media & Telecom (18 articles)​

• Time Warner, 10 articles (1 – 5, 7 – 9, 11, 12)

• Juniper, 2 articles (15, 16)

Financial Services (9 articles)

• Capital One, 5 articles (3 – 5, 7, 9)

Energy & Utilities (8 articles)

• Exxon Mobil, 4 articles (1, 6 – 8)

• Schlumberger, 3 articles (2 – 4)

Basic Materials (6 articles)

• Alcoa, 3 articles (4 – 6)

• US Steel, 2 articles (1, 2)

Industrials & Transportation (5 articles)​

• CSX, 2 articles (2, 5)

Health Care (1 article)

All 108 investment stories this week are listed below.

Technology

1. Connectivity, Home Entertainment & Networking: What Is Broadcom’s Revenue & Gross Profit Breakdown? on January 15th

2. Alibaba Opens A Physical Store: Eyeing A Broader Market? on January 15th

3. What is Broadcom’s Revenue & Gross Profit Growth In The Last 3 Years? on January 15th

4. AMD’s Q4’15 Earnings Preview: Things Could Turnaround In 2016 on January 15th

5. How Has Broadcom’s Revenue And EBITDA Composition Changed Between 2012 & 2015? on January 15th

6. Cree Earnings Preview: Cost Cutting Measures And Commercial Lighting Business To Boost Profitability In 2016 on January 15th

7. How Is Broadcom’s Revenue & Gross Profit Composition Expected To Change By 2020? on January 15th

8. What Will Seagate’s Revenue And EBITDA Look Like In 5 Years? on January 15th

9. Intel’s Q4’15 Earnings Review: Growth To Re-Accelerate in 2016 on January 15th

10. By What Percentage Can Akamai’s Revenues Grow Over the Next Five Years? on January 15th

11. Why Did Ctrip Invest In India’s Biggest OTA, MakeMyTrip? on January 15th

12. How Has Seagate’s Revenue Composition Changed Since 2012? on January 15th

13. How Will The Composition Of Seagate’s Unit Shipments Vary From 2015 Through 2019? on January 14th

14. Enterprise, PC And Consumer Electronics Storage: What’s Seagate’s Revenue & Earnings Breakup? on January 14th

15. Why Is Qualcomm Banking On Drones And Automotive Communications? on January 14th

16. What Will Drive Samsung’s Semiconductor Growth Over The Next Five Years? on January 14th

17. Why We Expect Samsung’s Revenues To Decline In The Next 5 Years on January 14th

18. Why Is Google Increasing Its Focus on Virtual Reality? on January 13rd

19. What Has Led To A ~100% Increase In Akamai’s Revenues & EBITDA In The Last Five Years? on January 13rd

20. How Has Akamai’s Revenue Composition Changed In The Last Five Years? on January 13rd

21. What’s Akamai’s Revenue & EBITDA Breakdown In Terms Of Different Products? on January 13rd

22. What Is Samsung’s Fundamental Value Based On Expected 2015 Results? on January 13rd

23. What’s Akamai’s Fundamental Value Based On Expected 2015 Results? on January 13rd

24. How Has Samsung’s Revenue Mix Changed Over The Last 5 Years? on January 13rd

25. What Drove Samsung’s Growth In The Last 5 Years? on January 13rd

26. Amazon’s Revenue Composition: How Has It Changed And What’s The Future Outlook? on January 12nd

27. By What Percentage Did Amazon’s Revenue & EBITDA Grow In The Last 5 Years? on January 12nd

28. What Is Amazon’s Fundamental Value Based On Expected 2015 Results? on January 12nd

29. Intel’s Q4’15 Earnings Review: Growth To Be Driven By Data Center, IoT & Memory on January 12nd

30. What Is Amazon’s Revenue and EBITDA Breakdown? on January 12nd

31. SAP Q4 Preliminary Earnings: Top-Line Surges Across The Board; S/4HANA Adoption Picked Pace on January 12nd

32. What’s Activision Blizzard’s Fundamental Value Based On Expected 2015 Results? on January 12nd

33. What Does Samsung’s Revenue & EBITDA Mix Look Like For 2015? on January 12nd

34. Should Apple Double Down On Share Buybacks? on January 12nd

35. Broadcom’s Expanding Portfolio Will Help It Defend Its Connectivity Market Share on January 11st

36. Yahoo Considers Selling Its Internet Business on January 11st

Consumer

1. Where Can Gap Inc’s Namesake Brand Revenue Come From In The Next Three Years? on January 15th

2. How Starbucks Plans To Grow Its International Operations on January 15th

3. Unilever Q4 Earnings Preview: Repeat of Q3’s Blockbuster Performance Unlikely on January 15th

4. What Is L’Oreal’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? on January 15th

5. Does Chipotle Have A Plan To Woo Customers Back? on January 14th

6. Is Walmart Increasing Its Focus On Indian E-commerce Market? on January 14th

7. How Does Unilever’s EBITDA Margins Compare With Its Peers? on January 14th

8. What Factors Led To A Trend Reversal In Best Buy’s Stock? on January 14th

9. Why Premium Brands Are 3x As Valuable As Non-Premium Brands For Volkswagen on January 14th

10. By How Much Will Unilever’s FCF Grow By 2020? on January 14th

11. How Much Will Premium Brands Contribute To Volkswagen’s Top Line By 2018? on January 14th

12. What’s Volkswagen’s Fundamental Value Based On Expected 2015 Results? on January 14th

13. American Eagle Managed To Beat The Odds This Holiday Season on January 13rd

14. For Athletic Wear Vendors, How Athleisure Can Continue To Grow By Remaining “Trendy” on January 13rd

15. The Year That Was: Volkswagen on January 13rd

16. Urban Outfitters’ Holiday Sales Fall Flat As Consumer Spending Goes Astray on January 12nd

17. Under Armor And The Future Of “Wearables” on January 12nd

18. How China Could Be The Key Driver Of Nike’s Future Revenues on January 12nd

19. Gap Inc Left Reeling And Asking – Et Tu Old Navy? on January 11st

20. Ford Transforming Into An Auto And Mobility Company With “Ford Pass”: A Futuristic Move? on January 11st

21. Where Will Volkswagen’s Revenue And EBITDA Growth Come From Over The Next Three Years? on January 11st

22. Fueled By The Continued Success Of Both Its Brands, L Brands’ December Sales Show Record Growth on January 11st

23. How Has Volkswagen’s Revenue And EBITDA Composition Changed Over 2011-2015? on January 11st

24. With Wearable Technology, Is L’Oréal Taking The Beauty Industry To The Next Level? on January 11st

25. Altria’s Wine Segment: Surprising Top Performer for 2015 on January 11st

Media & Telecom

1. What’s Revenue & EBITDA Breakdown For Warner Bros., Time Warner’s Biggest Revenue Contributor? on January 15th

2. What’s Time Warner’s Fundamental Value Based On Expected 2015 Results? on January 15th

3. How Important Is HBO For Time Warner? on January 15th

4. What Factors Can Drive Growth At Time Warner’s Turner Networks? on January 14th

5. What’s Time Warner’s Revenue and EBITDA Breakdown? on January 13rd

6. How Much Revenues Can HBO’s Streaming Services Add In Next 5 Years? on January 13rd

7. By What Percentage Did Time Warner’s Revenue & EBITDA Grow In The Last 5 Years? on January 13rd

8. Time Warner: What Could Be HBO’s Value In 2018? on January 13rd

9. How Has Time Warner’s Revenue Composition Changed Over The Last 5 Years? on January 13rd

10. Netflix Is Now Global: But Is China’s Market Key For Its International Success? on January 13rd

11. By What Percentage Can Time Warner’s Revenue & EBITDA Grow In The Next 3 Years? on January 13rd

12. What Could Time Warner’s HBO Be Worth If It Reaches 65% Of The U.S. Pay-TV Households By 2020? on January 13rd

13. China Unicom And Telecom Deepen Cooperation With 4G Resource Sharing Agreement on January 13rd

14. Dish Launches Advanced DVR And Sling TV Gets A Makeover: Is The Company Ready To Fight The Media War? on January 12nd

15. How Much Can Juniper’s Routing Sales Grow In The Next Three Years? on January 12nd

16. How Much Have Juniper’s Revenue & EBITDA Increased In The Last Five Years? on January 12nd

17. What Will BlackBerry’s Software Revenue Mix & Growth Drivers Be? on January 12nd

18. U.S. Wireless Weekly Notes: AT&T, Sprint & Verizon on January 11st

Financial Services

1. Charles Schwab Earnings Preview: Asset-Based Revenues To Drive Q4 Results on January 15th

2. Strong Q4 Retail Banking Performance Helps JPMorgan Post Record Results For 2015 on January 15th

3. How Does Capital One’s Credit Card Market Share Compare With Its Peers? on January 13rd

4. How Is Capital One’s Loan Portfolio Expected To Grow Over The Next Five Years? on January 12nd

5. What Factors Will Drive Capital One’s Revenues, Profits In The Future? on January 12nd

6. U.S. Investment Banks Benefit As Global M&A Industry Ends 2015 On A High on January 11st

7. How Capital One Has Been Able To Improve Interest Revenues Despite Shrinking Interest Margins on January 11st

8. CME Group: Trading Activity Slows Down in December, But Sets Volume Record For The Year on January 11st

9. How Has Capital One’s Loan Loss Figure Changed Over The Last Five Years? on January 11st

Energy & Utilities

1. Why Is Exxon Mobil’s Crude Oil & NGL’s EBITDA Margin Greater Than Its Refined Products EBITDA Margin? on January 15th

2. How Much Has Schlumberger’s Revenue And EBITDA Increased In The Last Five Years? on January 12nd

3. How Has The Composition Of Schlumberger’s Revenue And EBITDA Changed In The Last Five Years? on January 12nd

4. What Is Schlumberger’s Revenue And EBITDA Breakdown? on January 12nd

5. Crude Oil: A Quick Recap Of The Year 2015 on January 12nd

6. Which Factors Will Drive A $17 Billion Increase In Exxon Mobil’s Crude Oil & NGLs Revenue In The Next 5 Years? on January 11st

7. Which Factors Will Drive A $58 Billion Increase In Exxon Mobil’s Refined Petroleum Products Revenue In The Next 5 Years? on January 11st

8. Which Factors Will Drive A ~$6 Billion Increase In Exxon Mobil’s Natural Gas Revenue In The Next 5 Years? on January 11st

Basic Materials

1. By What Percentage Can U.S. Steel’s Revenue & EBITDA Grow In The Next 3 Years? on January 15th

2. How Has U.S. Steel’s Revenue Composition Changed Over The Last 5 Years? on January 15th

3. Newmont Mining Well Placed To Face The Challenges Of 2016 on January 12nd

4. Alcoa Q4 2015 Earnings Review: Weakness in Aluminum Prices Weighs On Results on January 12nd

5. By What Percentage Will Alcoa’s Automotive Revenues Grow Over The Next Five Years? on January 11st

6. How Will The Revenue Composition Of Alcoa Change Over The Next Five Years? on January 11st

Industrials & Transportation

1. Johnson Controls’ Banking On China’s Automobile Battery Market on January 14th

2. CSX Q4 2015 Earnings Review: Lower Fuel Expenses And Productivity Improvements Offset Impact Of Top Line Headwinds On Results on January 14th

3. FedEx Receives The Much Awaited EC Approval on January 13rd

4. What Will Be Alaska Air’s Valuation In 2020? on January 12nd

5. CSX Q4 2015 Earnings Preview: Lower Fuel Expenses And Efficiency Improvements To Partially Offset Impact Of Lower Shipments And Fuel Surcharge Revenues on January 11st

Health Care

1. Pharma Stocks Are Down But There Is Still Value To Be Unlocked on January 13rd