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 clickable table of contents and most covered companies of the week.
Table of Contents for the 103 top stories this week:
Technology (31 articles)
- Nokia, 5 articles (3, 4, 11, 19, 30)
- Apple, 4 articles (3, 7, 13, 22)
- Zynga, 3 articles (10, 27, 28)
- Amazon, 2 articles (12, 24)
- Facebook, 2 articles (1, 21)
- IBM, 2 articles (2, 26)
Consumer (21 articles)
- GM, 3 articles (2, 11, 17)
- Ford, 2 articles (2, 17)
- Guess?, 2 articles (7, 20)
Financial Services (16 articles)
- Citigroup, 2 articles (1, 3)
- Capital One, 2 articles (1, 12)
- UBS, 2 articles (1, 4)
- Wells Fargo, 2 articles (2, 4)
Energy & Utilities (8 articles)
- First Solar, 3 articles (1, 2, 7)
- SunPower, 2 articles (1, 2)
Industrials & Transportation (6 articles)
Health Care (6 articles)
- Boston Scientific, 2 articles (2, 6)
- Johnson & Johnson, 2 articles (5, 6)
- Pfizer, 2 articles (1, 6)
- Roche, 2 articles (3, 6)
Media & Telecom (6 articles)
- Netflix, 2 articles (2, 4)
Basic Materials (3 articles)
All 112 investment stories this week are listed below.
Technology
- A Snapshot Of Why Facebook’s Stock Is Tied To Its Mobile Monetization on December 7th
- IBM Strengthens Social Enterprise Software Dominance With Kenexa Buy on December 7th
- Weekly Mobile Notes: Apple’s Rocky Week As Nokia Shines on December 7th
- Nokia Broadens Lumia Portfolio With Entry-Level 620 For Emerging Markets on December 7th
- Is Growth In Nvidia’s Tegra Sales Enough To Offset PC Weakness? on December 7th
- Qualcomm Targets Emerging Markets With Cheap Quad-Core Chipsets on December 7th
- Apple’s China Potential Could Be Limited By A Subsidy Compromise With China Mobile on December 7th
- Pandora Improves Mobile Monetization But Faces Escalating Content Costs And Competition on December 6th
- Can The New Opteron Chips Revive AMD’s Server Business? on December 6th
- Zynga Applies For A Gambling License And Eyes New Revenue Stream on December 6th
- Nokia Inches Closer To $4.50 Fair Value With China Mobile Deal on December 6th
- Amazon Entices Families With Bundled Content For Kids on December 6th
- Why Apple’s Fall Was Exaggerated; Sticking With $710 Estimate on December 6th
- NSN Takes Another Step Towards Restructuring Success With Optical Business Sale on December 5th
- Mobile Apps Drive eBay’s Payment Volumes This Holiday Season on December 5th
- Adobe Offers New Tools For Mobile Game Development on December 5th
- Will Cree Be Able To Sustain Current Growth In Margins? on December 5th
- Perfect World Expands Its Global Footprint With Malaysian Subsidiary on December 5th
- Nokia Scores Big Win With China Mobile Partnership For Lumia 920T on December 5th
- Broadcom Could Gain Share With Its New 3G Platform For Android on December 5th
- Why Facebook May Be Thinking Of Buying Whatsapp on December 4th
- Apple Can Stuff Investors’ Holiday Quarter Stocking With Profits From Fast iPhone 5 Rollout on December 4th
- OpenTable Would Be Worth $70 If You Ignored Its International Business on December 4th
- Amazon And Google At War Over Cloud Storage Prices on December 4th
- Applied Could See A Turnaround In Solar Equipment Demand Next Year on December 4th
- Can IBM Docs Make A Dent In The Corporate Cloud Email Space? on December 3rd
- What Do Revised Terms With Zynga Mean For Facebook? on December 3rd
- Zynga’s Contract Change Will Help Its Real-Money Gaming Initiative on December 3rd
- F5 Extends Its Cloud Capabilities By Introducing Solutions For Amazon Web Services on December 3rd
- Nokia’s Flagship Lumia Likely To Make A Chinese Appearance This Week on December 3rd
- VeriSign Revised To $38 as Dept. of Commerce Limits Price Hikes on December 3rd
Consumer
- Can Mexico Deliver Growth For Lowe’s and Home Depot? on December 7th
- Japanese Autos Show Improvement In China While GM And Ford Impress on December 7th
- Can SodaStream Shake Up The North American Beverage Market? on December 7th
- Will Unilever’s Foods Strategy In Developed And Emerging Markets Pay Off? on December 7th
- Sandy and Generics Bear Down On Rite Aid’s November Sales on December 7th
- MGM Refinances Debt As Recovery Gains Traction on December 7th
- How Guess? Plans To Recover From Its Slump on December 6th
- Starbucks Is Ready To Brew Up More Growth With U.S. Expansion Plans on December 6th
- Estée Lauder Shifts Focus To Under Performing Fragrances Segment on December 6th
- P&G And Kimberly-Clark Soaking Up Growth In Asia on December 6th
- GM’s Car Sales Are Cruzing But Truck Inventory Is A Worry on December 6th
- What’s Driving Big Growth For Under Armour on December 5th
- A Closer Look At Bed Bath & Beyond’s World Market Stores on December 5th
- 3 Steps Kimberly-Clark’s Taking To Improve Profitability on December 5th
- Urban Outfitters Rings In Holiday Web Sales With Seasonal Offerings And Edgy Catalogs on December 5th
- Green Mountain’s Results Were Strong But Here Are The Caveats on December 4th
- U.S. Auto Sales Motor Ahead By 15% As Industry Recovers From Sandy on December 4th
- Limited Brands Is On Its Way To Happy Holidays on December 4th
- Less Pain At The Pump Is Good News For Wal-Mart on December 3rd
- Guess Takeaways: Earnings Depressed As Europe Sinks But Asia Provides Hope on December 3rd
- Strong Brand Loyalty And Online Business Bolster Ann Taylor’s Outlook on December 3rd
Financial Services
- Financials Weekly Notes: Citigroup, Capital One & UBS on December 7th
- The Market Has Overreacted To Travelers’ Revised Sandy Estimates on December 7th
- How Citigroup’s Reorganization Can Lift Its Share Value on December 7th
- UBS Gets Back To Basics In Bid For GE’s Swiss Lending Unit on December 6th
- MetLife Is Worth More Than You Think Due To Asian Growth on December 6th
- BlackRock Bets On ETF Growth And Regulatory Liberalization In Asia on December 6th
- State Street Is Angling For Fed Approval On Higher Shareholder Payouts on December 6th
- Why MasterCard’s Transaction Volumes Will Continue To Climb on December 5th
- A Closer Look At Nasdaq OMX’s Business And $29 Fair Value on December 5th
- Fiscal Cliff Or Not American Express Is Currently Undervalued on December 5th
- Visa Looks Fairly Valued At $150 on December 5th
- Capital One Buys Data Analytics Firm To Tap Spending Trends At Local Businesses on December 4th
- CME Is Managing A Tough Year But Is Still Worth $60 on December 4th
- Travelers Looks Set For $70 Despite Losses From Superstorm Sandy on December 4th
- Two Failed RBS Divestitures Now Face Different Fates on December 3rd
- Morgan Stanley Shareholders Likely To Earn Rich Dividends Soon on December 3rd
Energy & Utilities
- Solar This Week: First Solar And SunPower’s Asian Ambitions on December 7th
- Can First Solar And SunPower Benefit From Chinese Market Demand? on December 7th
- Halliburton Can Gain On Shale Exploration In China on December 6th
- Can Iraq Prove To Be The Next Big Market For Baker Hughes? on December 6th
- Tighter CO2 Emission Norms Could Mean Thinner Margins For Duke Energy Ahead on December 5th
- LDK Solar Posts Another Big Loss Citing Low Prices And Utilization Levels on December 4th
- First Solar Could Benefit From New Solar Project Bids In India on December 4th
- The Value Of Kinder Morgan’s CO2 Business on December 4th
Industrials & Transportation
- How Rising Global Energy Demand Bodes Well For GE’s Long-Term Growth on December 7th
- The 737MAX Is Turning Out To Be Boeing’s Trump Card on December 6th
- Caterpillar To Offer Natural Gas Powered Engines And Vehicles on December 5th
- Delta Eyes International Expansion With A Stake In Virgin Airways on December 5th
- Lockheed Makes Crucial Progress In The F-35 Program on December 3rd
- JetBlue Heads West In Search Of Growth And Diversification on December 3rd
Health Care
- Weekly Healthcare Note: Pfizer and Merck on December 7th
- Boston Scientific: Upside Scenario For Our $6 Price Estimate on December 6th
- Roche Holdings Patent Cliff: A Look At The Oncology Division on December 5th
- UnitedHealth Updates: Expecting Slower Growth In 2013 on December 5th
- Johnson & Johnson Patent Cliff: A Look At The Pharmaceutical Division on December 4th
- Weekly Healthcare Summary: Abbott, Pfizer, JNJ, Boston Scientific, Medtronic and Roche Holdings on December 3rd
Media & Telecom
- Disney Invests $300 Million In Magic Kingdom Florida, But Is It Worth It? on December 7th
- What Are The Implications Of Netflix’s Deal With Disney? on December 6th
- Viacom May Have Bottomed Out As Nickelodean And MTV Ratings Recover on December 4th
- Is Everyone Trying To Undercut Netflix On Price? on December 4th
- Time Warner Cable Uses WeFi’s Technology To Expand WiFi Reach on December 3rd
- News Corp May Split Sooner Than You Think on December 3rd
Basic Materials
- What’s Behind Freeport’s Renewed Foray Into Energy? on December 6th
- What Does The Zircon Glut Mean For Rio Tinto? on December 3rd
- Can The ArcelorMittal-France Truce Last? on December 3rd