Trefis: Week in Review 01 June 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 105 top stories this week:

Technology (24 articles)

• Apple, 2 articles (7, 18)
• Facebook, 2 articles (8,15)
• Intel, 2 articles (3, 13)
• Nvidia, 2 articles (21, 23)
• Pandora, 2 articles (12, 22)
• RIM, 2 articles (1, 9)
  
• Texas Instruments, 2 articles (4, 11)
  

Consumer (21 articles)

• Gaming and Casinos, 3 articles (4, 16, 19)
• Tobacco, 2 articles (5, 14)
  
• Unilever, 2 articles (2, 15)
  

Financial Services (15 articles)

• Citigroup, 2 articles (1, 10)
• Credit Suisse, 2 articles (1, 15)
  
• Royal Bank of Scotland, 2 articles (1, 12)

Energy & Utilities (14 articles)

• BP, 3 articles (3, 6, 11)
• Sun Tech, 2 articles (1, 9)
  

Media & Telecom (12 articles)

• Sprint, 3 articles (3, 4, 6)
• China Unicom, 2 articles (1, 12)

Industrials & Transportation (8 articles)

Basic Materials (7 articles)

• Arcelor Mittal, 2 articles (4, 7)

Health Care (4 articles)

• Abbott Labs, 2 articles (2, 4)

All 105 investment stories this week are listed below.

Technology

1. RIM Valued At $14.50 After Lowered Guidance on June 1st
2. 5G Wi-Fi Solutions To Help Broadcom Defend Leadership In Wireless Connectivity on June 1st
3. Embedded Security, Other Features Support Higher Prices For Intel Chips on June 1st
4. Enhanced Product Line To Boost TI’s Embedded Processor Business on June 1st
5. Qualcomm’s Slow And Steady Quad-Core Strategy on May 31st
6. Major Trends Behind Our $8.40 Valuation For AMD on May 31st
7. Debunking iPad Mini Rumors – Part II on May 31st
8. Facebook’s Savior Could Be Social Commerce on May 31st
9. RIM Shocks Markets With Weak Sales Guidance, Outlook Uncertain on May 31st
10. Cree’s Stock Is Capped On LED Market Outlook $27 Despite Big Correction on May 31st
11. TI’s New Analog-To-Digital Converters Speed Up Product Development For Designers on May 31st
12. Pandora’s Future Plans To Mitigate Soaring Costs on May 31st
13. Can Intel Retain Its Dominance In The PC Microprocessor Market? on May 31st
14. F5 Networks Reaches $128 With Shift To Cloud on May 30th
15. Social Advertising Is Facebook’s Backbone And Drives $33 Stock Value on May 30th
16. Lexmark Is The Undisputed Managed Print Services Leader on May 30th
17. Why Zynga Is Worth $14 on May 30th
18. Debunking iPad Mini Rumors – Part I on May 30th
19. OpenTable’s New Index Opens Potential Revenue Channels on May 30th
20. Carriers And App Support Are Key To Nokia’s Turnaround Plans on May 30th
21. Tegra Could Become Nvidia’s Most Valuable Business on May 29th
22. Pandora’s Cost Structure Brings Big Downside Risks on May 29th
23. Nvidia’s Kai Platform Makes Low-Cost Android Tablets A Reality on May 29th
24. NetApp Announces Q4 Results And Cautions On Europe IT Spending on May 29th

Consumer

1. Kraft Snack Its Way To $40 With Focus On Middle East And China on June 1st
2. Unilever Pushes For A Larger Share of Indian Food Market on June 1st
3. Six Reasons Why We Are Bullish On CVS Caremark Stock on June 1st
4. Wynn’s Macau Money Machine Draws More Competition on May 31st
5. Altria Bets On Smokeless Products, Introduces Verve in Select Stores on May 31st
6. Colgate Palmolive Hungers Market Share In Oral Care Business on May 30th
7. Mid-Calorie Sodas Give Dr Pepper And Pepsi A Jolt Of Life on May 30th
8. General Motors’ Stock Worth A Spin Despite Europe Overhang on May 30th
9. Key Factors Behind Bed Bath & Beyond’s Future Growth on May 30th
10. Why We Believe In The Zipcar Story, Part I: The Bigger Picture on May 30th
11. China Is The Next Big Growth Market For L’Oreal And Estee Lauder on May 30th
12. Ford Heads To $16 On Global Growth Despite Sick Indian Unit on May 30th
13. Global Presence Supports LVS $63 Fair Value And Growth Outlook on May 30th
14. Tobacco Companies Mired With New Legislation And More Taxes on May 30th
15. Unilever Wants To Repeat Indian Succcess In Indonesia on May 30th
16. Macau’s Casino Industry Faces Labor Shortage on May 30th
17. Frito-Lay Adds Gluten-Free New Products To Cash In On Trend on May 29th
18. Heinz Results Show Strong EM Growth on May 29th
19. Key Factors Driving Wynn’s VIP Table Games Revenues on May 29th
20. P&G Worth $70 As It Slows Emerging Markets Expansion on May 28th
21. Starbucks Under Pressure To Cut Packaged Coffee Prices, Krispy Kreme Enters India on May 28th

Financial Services

1. Financials Weekly Notes: Citigroup, Credit Suisse & RBS on June 1st
2. U.S. Bancorp Continues Innovating On Mobile Banking Solutions on June 1st
3. Three Reasons Why Nasdaq Will Hit $24 on May 31st
4. Asian Expansion Is The Key Driver To Manulife’s $13.15 Fair Value on May 31st
5. MetLife Set for International Growth And $35 Stock Price on May 31st
6. European Banks Continue To Hold The Market Hostage on May 31st
7. Wells Fargo Remains King Of The Mortgage Market, $35 Fair Value on May 30th
8. Barclays Launches U.S. Online Accounts To Fund Card Business on May 30th
9. CME Looks To Boost Energy Contract Volumes With New Platform on May 30th
10. Citigroup Sheds Half Of Turkish Akbank As Asset Sales Continue on May 30th
11. State Street Ready For $51 And Title As World’s Largest Custody Bank on May 30th
12. RBS Fair Value $8.70: Readies For Insurance Arm Spin-Off on May 29th
13. AIG Ready To Bet Again On Subprime Securities on May 29th
14. Prudential Looks To Boost Group Insurance By Including Dental Coverage on May 29th
15. Top-Level Exits At Credit Suisse Is Bad News on May 28th

Energy & Utilities

1. Suntech Worth $2.70 Despite Falling Sales And Tariffs on June 1st
2. U.S. Govt Could Delay Exxon’s Plans To Export Natural Gas on June 1st
3. BP May Sell Stake in Russian Subsidiary After Latest Round of Trouble on June 1st
4. What The KMI-El Paso Merger Means To KMP on May 31st
5. Big Oil May Consider Purchasing Chesapeake As Low Gas Prices Depress Its Valuation on May 31st
6. Gulf of Mexico Leak Estimates Return to Haunt BP on May 31st
7. Icahn And Firmer Natural Gas Prices Could Spark Chesapeake Rally on May 31st
8. Schlumberger Could Pump Big Profits From China Shale on May 30th
9. Suntech Warns That Possible European Solar Tariffs Could Be Catastrophic on May 29th
10. Yingli Green Energy Earnings Preview: U.S. Tariffs Could Put Company in Red on May 29th
11. BP’s Russian Troubles Take a New Turn As TNK-BP CEO Resigns on May 29th
12. Major Challenges Remain For Shale Exploration in China on May 29th
13. Duke Energy Updates: Nuke Plans; Mercury at Catawba; Rate Cuts For Commercial Customers on May 29th
14. China-U.S. Renewables Spat Widens As China Probes Trade Rules Violations on May 28th

Media & Telecom

1. China Unicom’s 3G Revenues Will Pass 2G This Year on June 1st
2. Verizon Mobile Video Search Engine Could Boost LTE Adoption on June 1st
3. Weekly Telecom Notes: Sprint Bids iDEN Goodbye; China Unicom Maintains 3G Lead on June 1st
4. Sprint Dials Up $3.75 On iPhone And Network Vision Strategies on May 31st
5. Sirius Tunes In $2.30 On Vehicle Sales And Used Car Market Growth on May 31st
6. Sprint To Build LTE Over iDEN’s Grave on May 31st
7. Juniper Concerned As Alcatel Lucent Makes Core Router Play on May 31st
8. Carriers Brace For The Death Of SMS Due To Smartphones on May 30th
9. Four Key Trends Behind CBS’s $34.75 Value on May 30th
10. Pay-TV Subscriber Turnaround Lends Upside to Comcast Stock on May 30th
11. China Telecom Launches U.K. Mobile Venture To Diversify Business on May 30th
12. China Unicom Keeps 3G Lead With Network Upgrade on May 28th

Industrials & Transportation

1. GE India Expands Product Portfolio on May 31st
2. Three Reasons Why JetBlue’s Stock Looks Cheap on May 31st
3. GE Grinds To $20 With Mining Acquisitions on May 30th
4. Boeing’s Stock Can Take Flight As 787 Dreamliner Production Gets Humming on May 30th
5. Delta, United Continental To Feel The Pinch Of Lower Baggage Revenues on May 30th
6. US Airways Stock Worth $12 On Intl Growth And Better Cost Structure on May 30th
7. Caterpillar Still Worth $108 Though April Sales Data Show Slower Growth on May 30th
8. FedEx Acquires Rapidão Cometa To Expand LatAm Footprint on May 30th

Basic Materials

1. Dow Looks Solid at $32 Helped by Strong Pricing, Electronics Segment on June 1st
2. U.S. Steel Upside / Downside Scenarios To $33 Price on May 31st
3. DuPont Sprouts To $57 With Agriculture And Nutrition Business on May 31st
4. ArcelorMittal Faces Hurdles With India Expansion on May 30th
5. Volatile Gold Prices Hit Mining Stocks But Relief In Sight on May 30th
6. Alcoa Cuts Capacity But China & Autos Drive $12 Value on May 30th
7. ArcelorMittal: Wage Hikes Hurt Mining Margin; Defers Brazil Expansion on May 29th

Health Care

1. European Medicines Agency’s Approval Of Intyla Will Fortify Pfizer’s Oncology Segment on June 1st
2. Pharma Patent Cliff (II): Abbott’s Trilipix, TriCor and Niaspan on May 31st
3. Pharma Updates: Merck Bids To Acquire Amylin; JNJ’s HIV Drug Fails on May 30th
4. Abbott’s Pipeline Key in Advance of 2016 Patent Cliff on May 30th