Trefis: Week in Review 18 May 2012

Written by Trefis Staff

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 new clickable table of contents and most covered items of the week.  Note: We have introduced greater detail in the list as of May 18.

Table of Contents for the 113 top stories this week:

Technology (37 articles)

• Facebook, 7 articles (3, 5, 7, 9,19, 23, 33)
• Google, 5 articles (3, 10, 13, 15, 28)
  
• Microsoft, 4 articles (4, 8, 24, 35)
  
• Amazon, 2 articles (4, 16)
• AMD, 2 articles (2, 18)
  
• Apple, 2 articles (6, 11)
• Groupon, 2 articles (20, 29)
• Nvidia, 2 articles (14, 37)
• Sina, 2 articles (22, 36)
• Yelp, 2 articles (30, 34)
  
• Zynga, 2 articles (12, 25)
  

Consumer (29 articles)

• Avon, 2 articles (8, 27)
  
• Costco, 2 articles (23, 28)
  
• Walgreen, 2 articles (4, 10)
  

Financial Services (11 articles)

• JP Morgan Chase, 3 articles (8, 9, 10)
  
• Bank of America, 2 articles (1, 7)

Energy and Utilities (10 articles)

• Suntech, 3 articles (2, 4, 8)
  

Basic Materials (6 articles)

• Vale, 2 articles (1, 3)
  

Media & Telecomm (5 articles)

• Cisco, 2 articles (1, 3)
  

Industrials & Transportation (3 articles)

Health Care (2 articles)

All 113 investment stories this week are listed below.

Technology

1. Perfect World’s Earnings Should Help Calm Fears On Chinese ADRs on May 18th
2. Applied Materials Earnings Raises Hopes For A Revival In Equipment Spending on May 18th
3. Weekly Internet Update: Facebook & Google on May 18th
4. Weekly Tech Summary: Microsoft & Amazon on May 18th
5. Monetizing Huge Indian Facebook User Growth Will Be A Challenge on May 18th
6. Weekly Mobile: Apple’s Supply-Chain, China Mobile’s iPhone Deal & Qualcomm’s Outlook on May 18th
7. Facebook’s Ready For Its Debut, Historic IPO Prices At $38 on May 18th
8. Microsoft Will Offer $15 Windows 8 Upgrade to Boost Sales on May 18th
9. Facebook Offers To Highlight Your Status Updates For Cash on May 17th
10. Will Google’s Multi-Partner Nexus Device Strategy Work? on May 17th
11. Apple’s Rumored iTV Plans Don’t Add Much To $700 Stock Value on May 17th
12. Zynga Acquires Wild Needle, Mobile Gaming Startup Targeted at Women on May 17th
13. F5 Integrates Google’s Speedier Delivery Protocol To Make Web Faster on May 17th
14. Patents From IPWireless Support Nvidia’s Growing Mobile Business on May 17th
15. Google Rolls Out Knowledge Graph for an Improved Search Experience on May 17th
16. Amazon’s Planned Front-Lit Kindle Helps Travelers, Night Readers on May 17th
17. LinkedIn Releases Windows Phone App As Mobile Focus Continues on May 17th
18. Applied Materials Earnings Thursday To Show Spending Slowdown on May 16th
19. Facebook’s Coming At $100+ Billion, Should Be Closer To $82 on May 16th
20. Groupon Launches Rewards, Loyalty Program for Local Merchants on May 16th
21. SAP Reaches For $71 Taking Small Business Solutions To The Cloud on May 16th
22. Sina Worth $66, Maps Out Way Ahead For Weibo on May 16th
23. GM’s Exit May Signal Challenges For Facebook’s Ad Revenue Growth on May 16th
24. The New Social Bing May Give Microsoft An Edge In Search on May 16th
25. Zynga’s FarmVille Successor: Are Sequels A Good Growth Strategy? on May 16th
26. Creative Cloud May Prove To Be A Double Edged Sword For Adobe on May 16th
27. Baidu to Launch New Branded Smartphone to Increase Mobile Reach on May 15th
28. Google Integrates Free Offers With Maps, Could Help Wallet on May 15th
29. Groupon Rockets Toward $14 Fair Value After Earnings With Focus On New Offerings on May 15th
30. Yelp Allows Check-in Comments To Tap Diners’ Social Networks on May 15th
31. EMC Extends Flash Storage Expertise With XtremIO Acquisition on May 15th
32. Another CEO Bites The Dust At Yahoo Amid Resumegate on May 14th
33. Facebook’s App Center Aggregates Others’ Apps To Gain Adoption on May 14th
34. Yelp’s Intl. Expansion Targets Norway After Denmark on May 14th
35. Microsoft’s Next Big Hit: Kinect For Sound? on May 14th
36. Sina Can Reach $65 If Earnings Show Better Ad Business Outlook on May 14th
37. Nvidia’s Q1 Earnings: Tegra3 and Kepler GPU’s Promise a Better 2012 on May 14th

Consumer

1. Lowe’s Ready For Constructive Outlook In Earnings Monday on May 18th
2. Target Revised to $58: New Initiatives, Online Sales Drive Growth on May 18th
3. Dunkin’ Brands Heads To $36 With New Menu Items, Baskin-Robbins’ U.K. Expansion on May 18th
4. Drug Retail Weekly Notes: Walgreen, CVS Caremark & Rite Aid on May 18th
5. Home Depot Benefits From A Warmer Winter & Better Sentiment on May 18th
6. Ann Looks To Regain Confidence In Earnings Report After Last Quarter’s Miss on May 17th
7. Can Probiotic Juice Help Heinz’s Australian Operations? on May 17th
8. Avon’s Stock Slips After Coty Pulls Bid, Turnaround Pressure Mounts on May 17th
9. Coca-Cola Tests Natural Sweetners With Sprite And Fanta For Mid-Calorie Drinks on May 17th
10. Walgreen Adds To Loyalty Program To Attract Customers on May 17th
11. Kraft’s Marketing Smarts Opens Up New Channels For Dressings, Ritz Crackers on May 17th
12. Tesla’s Model S Has Shorter Range, Deliveries Start In June on May 17th
13. Aeropostale’s Margins And Outlook The Focus Of Earnings Thursday on May 17th
14. Zipcar Renews ABS Facility To Fund 2012 Domestic Fleet Expansion on May 16th
15. What’s On Tap For Gap Earnings Thursday on May 16th
16. What’s On Deck For Wal-Mart’s Earnings Thursday on May 16th
17. Harley Works On Riding Indian Growth To $59 on May 16th
18. Starbucks’ Asian Growth Faces A Tough Road Ahead on May 16th
19. McDonald’s Wins Market Share With New, Fresher Menu Items on May 16th
20. Limited Brands Earnings Preview: Margins in Focus on May 15th
21. Target’s $62 Fair Value: Web Sales And Margins In Focus For Earnings on May 15th
22. Coty Withdraws $10.7 Billion Offer After Avon Misses Deadline on May 15th
23. After Health Insurance, Costco Markets Mortgage Loans on May 15th
24. Abercrombie & Fitch’s Lookin Good To $66 Heading Into Earnings on May 15th
25. Chipotle’s A Winner Amid FDA Scrutinty On Animal Antibiotics on May 15th
26. Unilever Bets On Doubling Its Revenues In Africa By 2015 on May 15th
27. Avon’s Reviewing Coty’s Revised Buyout Offer on May 14th
28. Costco Partners With Aetna To Sell Health Insurance on May 14th
29. Home Depot’s Earnings: Home Improvement Spending In Focus on May 14th

Financial Services

1. BofA’s Good For $10, Non-U.S. Wealth Unit Attracts Several Bids on May 18th
2. BlackRock Kicks Up A Fuss On New Tax-Evasion Law That Will Hurt US Managers on May 18th
3. Visa’s Charged For $126 On Emerging Markets And Mobile Growth on May 18th
4. Capital One Rejigs Recently Acquired HSBC Card Unit on May 16th
5. Hartford Financial Targets Youth To Drive Retirement Plans on May 16th
6. MortgageIT Settlement Cost Deutsche Bank $200 Million on May 16th
7. U.S. Bancorp Beats BofA, Citi In Q1 Mortgage Lending on May 15th
8. Greece, JPMorgan Trading Loss Smoke Bank Stocks Monday on May 15th
9. JPMorgan’s $2 Billion Hedging Loss Hits The Entire Banking Industry on May 14th
10. No JPMorgan, UBS Heads To $15 On Wealth Management Strength on May 14th
11. RBS Avoids European Mess With Solid Trading Results on May 14th

Energy & Utilities

1. Investors Wary Of Chesapeake As Finances Deteriorate on May 18th
2. Suntech Partners With Phono Solar To Focus On Systems Business on May 18th
3. ANR Shuts Down 2 Mines On Slumping Met Coal Demand on May 17th
4. Suntech Strikes European Sales Agreement For 120 MW Of Panels on May 17th
5. ConocoPhillips Targets Shale Assets in Australia on May 16th
6. Baker Hughes Relies On Oil Exploration As Gas Rig Count Falls on May 16th
7. Chevron Snaps Up More LNG Business As Japan Pulls Out Of Nuclear on May 16th
8. Suntech Sees Upside as Polysilicon Prices Continue to Drop on May 16th
9. Argentina’s Seizure of Repsol’s Assets A Bad Sign For Shale Exploration In Latin America on May 15th
10. First Solar Could See Big Boost From Saudi Renewables Push on May 14th

Basic Materials

1. Vale in Talks to Sell Stake in Australian Coal Mine on May 17th
2. Silver Wheaton Worth $37 Despite Silver Prices Slump on May 17th
3. Vale’s Nickel Business Faces Challenges Ahead on May 16th
4. ArcelorMittal Shines To $22 As Americas Offset Dip in Europe on May 15th
5. Indonesia Export Bans Could Hurt Freeport on May 15th
6. U.S. Steel Worth $33 Despite Fitch Downgrade on May 15th

Media & Telecom

1. Weekly Telecom Notes: Wireless Consolidation, Shared Data Plans And Cisco’s Value on May 18th
2. Weekly China Wireless Notes: China’s Growth Concerns, iPhone Deal and ‘4G’ Rollout on May 18th
3. Cisco’s Post-Earnings Crash Makes The Stock Look Incredibly Cheap on May 17th
4. China Unicom Speeds Ahead In Smartphone Race With HPSA+ Rollout on May 15th
5. Disney’s Media Networks Biz Offsets Loss From Movie Studios on May 15th

Industrials & Transportation

1. GE Targets Double Digit Revenue Growth in Africa on May 18th
2. AAR Reports Mixed Weekly Rail Traffic As Coal Volumes Sink on May 17th
3. AMR Ready To Take Flight With US Airways As Creditors Take Closer Look on May 16th

Health Care

1. Pfizer’s Pipeline: Drugs To Watch Post Lipitor on May 17th
2. Johnson & Johnson’s CEO Looks To Bolster Cardiology Devices Segment Through Acquisitions on May 15th