Trefis: Highlights Week Ending 13 May 2016

Written by Trefis

Below is a summary of the activity at Trefis during the past week thatTrefis 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 137 top stories this week:

Consumer (37 articles)​

• Volkswagen, 6 articles (2, 4, 9, 30, 32, 37)

• Las Vegas Sands Casinos, 4 articles (6, 8, 12, 14)

• Philip Morris, 4 articles (24, 29, 31, 36)

• Ralph Lauren, 2 articles (7, 27)

• Revlon, 2 articles (19, 34)

• Toyota, 2 articles (5, 37)

Technology (30 articles)

• Alibaba, 5 articles (18, 19, 23, 29, 30)

• Alphabet, 4 articles (13, 15, 25, 27)

• Electronic Arts, 2 articles (14, 26)

• Groupon, 2 articles (8, 9)

• Nvidia, 2 articles (3, 17)

Financial Services (26 articles)

• ManuLife, 7 articles (13, 14, 17, 18, 20, 21, 26)

• U.S. Investment Banks, 6 article (2 – 5, 8, 9, 12)

• CME, 5 articles (​1, 7, 10, 15, 16)

• ICE, 3 articles (6, 11, 19)

• NASDAQ OMX, 3 articles (22 – 24)

Media & Telecom (16 articles)​​

• T-Mobile, 5 articles (9, 10, 13 – 15)

• Disney, 2 articles (3, 12)

• Nokia, 2 articles (8, 16)

• Sirius XM, 2 articles (1, 4)

Industrials & Transportation (15 articles)​

• FedEx, 3 articles (1, 6, 10)

• Alaska Air, 2 articles (2, 3)

• Johnson Control, 2 articles (7, 11)

• 3M, 2 articles (4, 5)

​Energy & Utilities (8 articles)​

• Baker Hughes, 3 articles (4 – 6)

• ConocoPhillips, 2 articles (1, 2)

Basic Materials (8 articles)​

Health Care (1 articles)​​

All 137 investment stories this week are listed below.

Consumer

1. Here’s How Walmart Plans To Take On Amazon Prime on May 13rd

2. What Is Volkswagen’s Fundamental Value Based On Expected 2016 Results? on May 13rd

3. By What Percentage Can LVS’ Revenue & EBITDA Grow In The Next 3 Years? on May 13rd

4. How Has Volkswagen’s Revenue And EBITDA Composition Changed Over 2012-2016E? on May 13rd

5. Toyota’s Earnings Dip On Currency Impact and Unit Sales Decline In Key Geographies on May 13rd

6. What’s LVS’ Casinos Revenue & EBITDA Breakdown? on May 13rd

7. Ralph Lauren Q4 And FY 2016 Earnings And Revenue Beat Expectations on May 13rd

8. By What Percentage Did LVS’ Revenue & EBITDA Grow In The Last 5 Years? on May 13rd

9. What Is Volkswagen’s Revenue And EBITDA Breakdown? on May 13rd

10. Here’s How Chipotle Is Strengthening Its Food Safety Program on May 12nd

11. Weakness In Macau Business Weighs Over MGM Resorts’ Q1 Earnings on May 12nd

12. What’s Las Vegas Sands’ Fundamental Value Based On Expected 2016 Results? on May 12nd

13. American Eagle Outfitters Vs Abercrombie & Fitch: Who Has Handled Store Consolidation Better? on May 12nd

14. How Has Las Vegas Sands’ Revenue & EBITDA Composition Changed Over The Last 5 Yearson May 12nd

15. Gap’s Sales Decline Continues: Has The Company Lost Its Battle With Fast Fashion Retailers?on May 12nd

16. What’s Las Vegas Sands’ Revenue & EBITDA Breakdown? on May 12nd

17. How Significant Is The South African Market For Starbucks? on May 11st

18. AB InBev Is Not Eyeing Developed Market Growth Through The SABMiller Acquisition on May 11st

19. Is Revlon Increasing Focus On Its Hair Care Business? on May 11st

20. How Did The Top Two Beauty Companies Perform In The Fragrance Segment Over The Last Five Years? on May 11st

21. How Did the Different Segments Of Coach Perform In Q3 2016? on May 11st

22. How Did The Top Two Beauty Companies Perform In The Hair Care Segment Over The Last Five Years? on May 11st

23. How Can Daimler’s Mercedes-Benz Segment Grow In The Next Five Years? on May 10th

24. How Did The Market Share For Philip Morris Change in Q1 2016 In EU And Its Key Markets, As Compared To Q1 2015? on May 10th

25. How Much Do The Big Auto Companies Invest In Research And Development Comparatively?on May 10th

26. Which Apparel Retailer Relies The Most On International Markets And Which Has Performed The Best? on May 10th

27. How Will Ralph Lauren Perform in Q4 And FY 2016? on May 10th

28. Why Is Ford Investing In Pivotal? on May 10th

29. How Did Philip Morris’ Cigarette Shipment Volume Change In Q1 2016, As Compared To Q1 2015? on May 10th

30. Why Is Volkswagen’s Operating Margin Relatively Low? on May 10th

31. How Did Philip Morris’ Revenue And Operating Companies Income In Each Region Change In Q1 2016, As Compared To Q1 2015? on May 9th

32. Volkswagen’s Luxury Brands Performing Well In The U.S. This Year Despite Scandal on May 9th

33. Higher Owned Hotels RevPAR Growth Bolsters Hyatt’s Q1 Earnings on May 9th

34. Revlon’s Q1 2016 Earnings Results on May 9th

35. How Did L Brands Perform In Q1 FY2016? on May 9th

36. What Is The Timeline With Regards To Philip Morris’ Reduced Risk Products (RRPs)? on May 9th

37. How Much Have Big Auto Companies Been Investing In Growth Opportunities? on May 9th

Technology

1. F5 Networks’ Expected Revenue Growth For 2016: Trefis Estimate on May 13rd

2. Why Micron’s DRAM Business Will Continue To Grow Despite The Declining DRAM Prices on May 13rd

3. Nvidia Starts Fiscal’17 On A Strong Note: Continued Strength In Gaming, Professional Visualization, Data Center & Automotive on May 13rd

4. Symantec Q4 2016 Earnings Preview on May 13rd

5. Apple’s Didi Investment Signals That It Could Get More Creative With Its Cash on May 13rd

6. How Has F5 Networks’ Revenue Mix Changed In The Last 5 Years? on May 13rd

7. Sina Earnings: Advertising, Weibo Drive Q1 Results on May 13rd

8. How Do Groupon’s Revenue Per Gross Billings Vary Across Regions? on May 13rd

9. How Does Groupon’s Gross Billings Per Customer Vary Across Regions? on May 13rd

10. How Is TripAdvisor Gearing Up For Competition In The Vacation Rental Space? on May 12nd

11. How Did Priceline’s Different Segments Perform Over The Last Five Years? on May 12nd

12. What’s Contributing To Pandora’s Content Cost Increase ? on May 11st

13. What Was The Estimated Mobile Revenue Per Search For Google In 2015? on May 11st

14. Where Will Electronic Arts’ Revenue And Gross Profit Growth Come From Over The Next Three Years? on May 11st

15. What Was The Estimated Desktop Revenue Per Search For Google In 2015? on May 10th

16. How Has Applied’s Revenue Mix Changed In The Last 5 Years? on May 10th

17. Nvidia’s Q1’17 Earnings Preview: Gaming, Data Center & Automotive Segments Will Continue To Drive Growth on May 10th

18. What Will Alibaba’s Revenue And EBITDA Look Like In 5 Years? on May 10th

19. How Has Alibaba’s Revenue & EBITDA Composition Changed Over The Last Five Years? on May 10th

20. What Lies Ahead For NetApp’s Software, Entitlements & Maintenance Sales? on May 10th

21. Monster’s Stock Drops Over Disappointing Q1 Results, Q2 Guidance on May 10th

22. Key Takeaways From Fox’s Fiscal Q3 Earnings on May 9th

23. Can Alibaba’s Cloud Business Be Its Next Driver Of Growth? on May 9th

24. Can Facebook Sustain Its High User Engagement Levels? on May 9th

25. How Much Are Advertiser Paying For Internet Users In Rest Of The World To Google? on May 9th

26. Electronic Arts’ Q4 FY 2016 Earnings Review: Latest Editions Of Sports Titles To Lead Revenue Growth on May 9th

27. How Much Are Advertiser Paying For US Internet Users To Google? on May 9th

28. What is Zynga’s Revenue Breakdown By Geography? on May 9th

29. What’s Alibaba’s Fundamental Value Based On Expected 2016 Results? on May 9th

30. What’s Alibaba’s Revenue & Earnings Breakdown By Segment? on May 9th

Financial Services​

1. How Much Did CME’s Foreign Exchange Contract Volume Change Between 2014-15? on May 13rd

2. How Much In Total Advisory & Underwriting Fees Did The Largest U.S. Investment Banks Generate In Q1 2016? on May 13rd

3. How Have Equity Underwriting Fees For The Largest U.S. Investment Banks Changed In The Last 5 Quarters? on May 13rd

4. How Have M&A Advisory Fees For The Largest U.S. Investment Banks Changed Over The Last 5 Quarters? on May 13rd

5. How Have Debt Origination Fees For U.S. Investment Banks Changed Over The Last Five Quarters? on May 13rd

6. How Much Will ICE’s Data Service Revenues Benefit From The IDC Acquisition? on May 12nd

7. What Drove The Surge In CME’s Energy Derivatives Volumes In 2015? on May 12nd

8. How Much In M&A Advisory Fees Did The 5 Largest U.S. Investment Banks Generate In Q1 2016? on May 12nd

9. How Much In Debt Origination Fees Did The 5 Largest U.S. Investment Banks Generate In Q1 2016? on May 12nd

10. Why Did CME’s Commodity Derivative Volumes Increase Last Year? on May 12nd

11. Why We Revised ICE’s Price Estimate To $259 Per Share on May 12nd

12. How Much In Equity Underwriting Fees Did The 5 Largest U.S. Investment Banks Generate In Q1 2016? on May 12nd

13. How Much Can Manulife’s Revenue Grow In The Next Five Years? on May 11st

14. How Did Manulife’s Operating Margins Change In The Last Five Years? on May 11st

15. How Did CME’s Average Daily Volume By Product Change Last Year? on May 11st

16. How Has CME’s Revenue By Product Line Changed In The Last Five Years? on May 11st

17. How Much Did Manulife’s Revenue & EBT Grow In The Last Five Years? on May 11st

18. What Is Manulife’s Fundamental Value Based On Expected 2016 Results? on May 11st

19. How Has ICE’s Financial Leverage Changed Since The IDC Acquisition? on May 11st

20. What Is Manulife’s Revenue And EBT Breakdown By Operating Segment? on May 10th

21. How Has Manulife’s Revenue Composition Changed In The Last Five Years? on May 10th

22. NASDAQ’s Cash Equity Volumes Decline In April on May 10th

23. European Fixed Income Volumes Surge In April For NASDAQ on May 10th

24. NASDAQ’s Equity Options Volumes Witness Mixed Trends In April on May 10th

25. What Is AIG’s Fundamental Value Based On Expected 2016 Results? on May 9th

26. Manulife Reports Solid Q1 Results On Strong Performance In Asia on May 9th

Media & Telecom

1. Have Sirius XM’s Earnings Become More Volatile In The Last Three Years? on May 13rd

2. Why News Corp Is Worth $14 on May 13rd

3. Why There Is Silver Lining To Disney Despite Recent Stock Decline? on May 12nd

4. How Sirius XM and Pandora Invest Their Money? on May 11st

5. What Has Driven Sprint’s Recent Margin Expansion? on May 11st

6. How Did The Prepaid And Wholesale Businesses Of U.S. Carriers Trend During Q1? on May 11st

7. How Did U.S. Wireless Carriers Fare In Terms Of Postpaid Adds During Q1? on May 11st

8. Nokia Earnings: Revenues Fall But Operating Income Surges on May 11st

9. By How Much Can T-Mobile’s Revenues Grow Over The Next 5 Years? on May 10th

10. How Has T-Mobile’s Revenue Mix Changed Over The Last 4 Years? on May 10th

11. How Have Cisco, Juniper And Huawei Progressed In The Enterprise Router Domain? on May 10th

12. What To Expect From Disney’s Earnings on May 9th

13. What Is T-Mobile’s Fundamental Value Based On Expected 2016 Results? on May 9th

14. How Have T-Mobile’s Revenues & EBITDA Trended Over The Last 4 Years? on May 9th

15. What’s T-Mobile’s Revenue And EBITDA Breakdown By Segment? on May 9th

16. Nokia Earnings Preview: China Slowdown To Weigh On Revenues on May 9th​

Industrials & Transportation

1. What is FedEx’s Fundamental Value Based On 2016 Estimates? on May 13rd

2. Why Is Alaska Air Acquiring Virgin America? on May 13rd

3. How Will Alaska Air Benefit From The Virgin America Deal Operationally? on May 13rd

4. What Was The Biggest Factor Which Resulted In A Change In Sales In Q1 2016 In Each Region For 3M? on May 12nd

5. How Did Each Of 3M’s Segments Perform In Q1 2016? on May 12nd

6. How Much Is FedEx’s Revenue Expected to Grow by 2020? on May 12nd

7. Why Did The SG&A Expenses For Johnson Controls Increase In The First Half Of FY 2016? on May 11st

8. Here’s Why We Revised American Airlines’ Price Estimate To $46 Per Share on May 11st

9. Why We’re Revising Our Price Estimate For Norfolk Southern To $86 on May 10th

10. What is FedEx’s Revenue & EBITDA Breakdown By Operating Segment? on May 10th

11. How Did Johnson Controls’ Segments Perform in Q2 2016? on May 10th

Energy & Utilities

1. How Will ConocoPhillips’ Revenue And EBITDA Grow Over The Next Five Years? on May 13rd

2. How Has ConocoPhillips’ Revenue And EBITDA Changed Over The Last Five Years? on May 13rd

3. Petrobras Q1 Earnings: Revenues And Earnings Suffer Due To Low Oil Price Environment, Company Cuts Capex on May 13rd

4. How Has Baker Hughes’ Revenue And EBITDA Composition Changed Over The Last Five Years? on May 12nd

5. How Has Baker Hughes’ Revenue And EBITDA Changed Over The Last Five Years? on May 12nd

6. What Is Baker Hughes’ Revenue And EBITDA Breakdown? on May 12nd

7. Trina Solar Q1 Earnings: Key Trends To Watch on May 12nd

8. Why We Are Bullish On Chesapeake Energy on May 10th

​Basic Materials

1. Why Is China Important For The Global Aluminum Industry ? on May 13rd

2. What Is The Extent Of Overcapacity In The Global Steel Industry? on May 13rd

3. Why Is China Important For The Global Copper Industry ? on May 12nd

4. How Has The Increase In Copper Production At Batu Hijau Impacted Newmont Mining’s Copper Mining Operations? on May 11st

5. Silver Wheaton Q1 2016 Earnings Review: Decline In Silver And Gold Prices Adversely Affects Results on May 10th

6. Why Have Copper Prices Declined Over The Past Year? on May 9th

7. ArcelorMittal’s Q1 2016 Earnings Review: Improved Performance Of NAFTA Division Drives Improvement In Results Amidst Challenging Business Conditions on May 9th

8. Why Have Aluminum Prices Declined Over The Past Year? on May 9th​

Health Care​

1. How Important Are Emerging Markets To Abbott? on May 10th