Trefis: Highlights Week Ending 28 September 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.

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Click “Read more…” to see our new clickable table of contents and most covered companies of the week.

Table of Contents for the 88 top stories this week:

Technology (21 articles)

• Apple, 4 articles (2, 12, 13, 16)
• Research in Motion, 3 articles (3, 7, 15)
• Groupon, 2 articles (4, 8)
• Nokia, 2 articles (3, 9)
  
• Paychex, 2 articles (18, 20)
  

Consumer (20 articles)

• Tesla, 2 articles (1, 15)
• Walmart, 2 articles (13, 19)

Energy & Utilities (15 articles)

• Conoco Phillips, 3 articles (5, 11, 14)
• Chevron, 2 articles (2, 3)
• Exxon Mobil, 2 articles (2, 12)
  

Financial Services (11 articles)

• Royal Bank of Scotland, 2 articles (1, 2)
• Morgan Stanley, 2 articles (1, 8)

Industrials & Transportation (7 articles)

• General Electric, 2 articles (2, 3)

Media & Telecom (7 articles)

• Sprint, 2 articles (2, 10)
• Verizon, 2 articles (2, 12)

Health Care (4 articles)

Basic Materials (3 articles)

• Rio Tinto, 2 articles (2,3)

All 88 investment stories this week are listed below.

Technology

1. Mayer Will Focus Yahoo On Personalization And Mobile Going Forward on September 28th
2. EA Stock Could Kick Higher On FIFA 13′s Blockbuster Potential on September 28th
3. Weekly Mobile Notes: Apple, RIM and Nokia on September 28th
4. Micron’s Q4 Earnings Are Hit By Persistently Soft Demand on September 28th
5. Groupon Launches Payments Service And Acquires Online Reservation Startup Savored on September 28th
6. Perfect World Robust Games Pipeline Underpins $18 Fair Value on September 28th
7. RIM Manages To Conserve Cash As It Prepares For BB10 Launch Next Year on September 28th
8. Groupon Acquires Savored, Should OpenTable Be Concerned? on September 27th
9. Nokia Introduces Two New Touchscreen Asha Handsets Targeting Emerging Markets on September 27th
10. Google’s Chinese Music Service Exit Will Benefit Baidu’s Ting on September 27th
11. Patch’s New Look Still Leaves It Inferior To Competitors on September 27th
12. Apple Clears First Hurdle, Possible iPhone 5 Launch In China Before The Year-End on September 27th
13. Apple Can Ride China Potential Past $800 With China Mobile’s Support on September 25th
14. Emerging Markets And SAP Leadership Will Drive Accenture’s Q4 Results on September 25th
15. RIM Earnings Preview: Focus On Cash Flow Until BB10 Launch on September 25th
16. Overwhelming Pre-Order Demand Could Be The Reason Behind Apple’s Disappointing iPhone 5 Sales on September 25th
17. Amazon Shrugs While Wal-Mart Says No More Kindles on September 25th
18. Paychex Sales Slow As Employment Growth Limps Along on September 25th
19. eBay’s New Logo Is Symbolic Of Its Shifting Business Model on September 24th
20. Paychex Earnings Preview: What We’re Watching on September 24th
21. Facebook Charges For Marketing On Company Pages on September 24th

Consumer

1. Tesla Cuts Revenue Forecast Due To Delay In Model S Production Ramp-Up on September 28th
2. Japanese Autos See Falling Demand In China Amid Nationalist Row on September 28th
3. GM’s CAW Labor Deal Can Help Slim The Cost Structure on September 28th
4. Rite Aid Is Worth $1.50 On Demand For Generics As Competition Heats Up on September 27th
5. MGM Aims For Foothold In Massachusetts With MGM Springfield on September 27th
6. Will A New CEO Solve RadioShack’s Problems? on September 27th
7. Ford Looks To Cure Its European Malaise With Job Cuts, New Models on September 27th
8. Pepsi And Kraft Look For A Bite Of The Chinese Snack Market on September 27th
9. Nike Earnings Preview: China Slowdown And Gross Margins In Focus on September 27th
10. Walgreen Earnings To Take A Hit On Lost Express Scripts Sales on September 26th
11. European Debt Crisis And Slower China Growth Weigh On Mercedes-Benz’s Outlook on September 26th
12. Amazon’s Showrooming Impact And Quick Growth Threaten Wal-Mart on September 26th
13. Wal-Mart Could See Bumper Holiday Season Sales on September 26th
14. 3 Trends Affecting Chipotle Mexican Grill’s $400 Valuation on September 26th
15. Tesla Could Be Worth $37 With Charging System Plans on September 25th
16. Honda Lays Out Aggressive Growth Plans on September 25th
17. Dunkin’ Brands $34 Fair Value: Unveils Fall Menu, Plans New Locations In Texas on September 25th
18. Kraft Is Betting Big On The Global Cookie Business’ Future on September 24th
19. Wal-Mart Is Finally Opening Its Stores In India on September 24th
20. The Quest To Develop The Perfect Tasting Fewer Calories Soda Continues on September 24th

Energy & Utilities

1. Transocean Could Face Drilling Ban In Brazil After Preliminary Injunction on September 28th
2. Weekly Oil & Gas Notes: Exxon Mobil, Chevron & BP on September 28th
3. Chevron Pays Fines Related To Brazil Spill on September 28th
4. First Solar Makes Inroads Into Rural India on September 28th
5. Weekly Oil & Gas Summary: Anadarko And ConocoPhillips on September 28th
6. Petrobras Wins Approval To Acquire Anadarko’s Stake In Offshore Block on September 28th
7. Alaska’s Plans To Export LNG To Asian Markets Is Huge For Oil And Gas Majors on September 28th
8. Alpha Natural Shifts Strategy And Closes Eight Mines on September 27th
9. Baker Hughes Could Benefit From Increasing Gas Rig Count on September 27th
10. Renewed Support From The Chinese Government Will Help Trina Solar on September 27th
11. An Indian Consortium Shows Interest In ConocoPhillips’ Alberta Oil Sands Assets on September 25th
12. Exxon Mobil Expands Operations In Bakken With $1.6 Billion Deal on September 24th
13. Schlumberger Turns To Enhanced Fracking Technology To Bolster Margins on September 24th
14. ConocoPhillips Wins A Significant Victory In Ongoing Arbitration Battles With Venezuela on September 24th
15. SunPower Counts On Leasing, Supply Contracts To Foster Residential Growth on September 24th

Financial Services

1. Financials Weekly Notes: BNY Mellon, Morgan Stanley And RBS on September 28th
2. RBS Sets $4.2 Billion Price For Its Insurance Business As Spin-Off Nears on September 28th
3. Dicover Looks Solid As Credit And Direct Banking Business Show Strong Growth on September 28th
4. Bank Shares Struggle On Economic Growth, Unemployment Concerns on September 27th
5. Nasdaq Teams Up With Amazon To Offer Cloud Storage Services on September 26th
6. Goldman Sachs Looks To Cash In On Commodities Over Short Term on September 26th
7. Discover Q3 Earnings Preview: Credit Card Income, Loans Diversification Key Focus Areas on September 25th
8. Morgan Stanley Smith Barney Gives Way To Morgan Stanley Wealth Management on September 25th
9. BNY Mellon Expands Cross-Border Payment Offering, Named Custodian For Chinese Fund on September 25th
10. Bank of America Speeds Up Cuts With Project New BAC on September 24th
11. Charles Schwab Joins The Price Wars, Cuts Expense Ratios For ETFs on September 24th

Industrials & Transportation

1. Caterpillar Is Still Worth $95 Despite Cutting Its Earning’s Outlook on September 27th
2. GE’s Mining Business To Drive Long-Term Growth For Its Transportation Division on September 27th
3. GE Alters MetLife Deal To Circumvent FDIC’s Regulatory Concerns on September 26th
4. Boeing Lags Behind Airbus In New Orders For India Commercial Planes on September 25th
5. Union Pacific’s Improving Coal Shipments From Powder River Basin And Colorado Support Outlook on September 24th
6. Delta’s Focus On Profitability Bodes Well Long Term on September 24th
7. US Airways’ Margins Are Vulnerable To Rising Crude Oil Prices on September 24th

Media & Telecom

1. Verizon’s Christmas Launch Of Redbox Instant Will Drive Data Usage on September 28th
2. Nickelodeon Pumps New Programming To Boost Ratings on September 28th
3. Cloud Gaming: Cable Companies Gain While Microsoft Loses on September 26th
4. Netflix Updates: The Positives Are Overshadowed By Pessimism For Now on September 25th
5. How Strong Auto Sales Bode Well For Automakers & Media Companies Alike on September 25th
6. China Mobile’s Unproven Technology Gives Unicom Room To Run In 3G Race on September 24th
7. Disney Has Ample Opportunity In Emerging Markets Expansion on September 24th

Health Care

1. Bristol-Myers A Step Closer To Eliquis’ Approval In EU on September 27th
2. European Panel Backs Pfizer’s Eliquis For Atrial Fibrillation on September 26th
3. Roche Could Be Worth $52 On These Drivers on September 24th
4. Doctors’ Opposition To Expanded Carotid Stent Use Could Hurt Medical Devices Companies on September 24th

Basic Materials

1. Vale Might Choose To Prioritize Brazilian Project Over Simandou In Guinea on September 26th
2. What Is Rio Tinto’s Motive Behind Selling Two South African Coal Mines To Forbes Coal? on September 26th
3. Rio Tinto Showcases Exotic Diamonds To Spur Chinese Demand on September 26th