Trefis: Highlights Week Ending 07 December 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 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

1. A Snapshot Of Why Facebook’s Stock Is Tied To Its Mobile Monetization on December 7th
2. IBM Strengthens Social Enterprise Software Dominance With Kenexa Buy on December 7th
3. Weekly Mobile Notes: Apple’s Rocky Week As Nokia Shines on December 7th
4. Nokia Broadens Lumia Portfolio With Entry-Level 620 For Emerging Markets on December 7th
5. Is Growth In Nvidia’s Tegra Sales Enough To Offset PC Weakness? on December 7th
6. Qualcomm Targets Emerging Markets With Cheap Quad-Core Chipsets on December 7th
7. Apple’s China Potential Could Be Limited By A Subsidy Compromise With China Mobile on December 7th
8. Pandora Improves Mobile Monetization But Faces Escalating Content Costs And Competition on December 6th
9. Can The New Opteron Chips Revive AMD’s Server Business? on December 6th
10. Zynga Applies For A Gambling License And Eyes New Revenue Stream on December 6th
11. Nokia Inches Closer To $4.50 Fair Value With China Mobile Deal on December 6th
12. Amazon Entices Families With Bundled Content For Kids on December 6th
13. Why Apple’s Fall Was Exaggerated; Sticking With $710 Estimate on December 6th
14. NSN Takes Another Step Towards Restructuring Success With Optical Business Sale on December 5th
15. Mobile Apps Drive eBay’s Payment Volumes This Holiday Season on December 5th
16. Adobe Offers New Tools For Mobile Game Development on December 5th
17. Will Cree Be Able To Sustain Current Growth In Margins? on December 5th
18. Perfect World Expands Its Global Footprint With Malaysian Subsidiary on December 5th
19. Nokia Scores Big Win With China Mobile Partnership For Lumia 920T on December 5th
20. Broadcom Could Gain Share With Its New 3G Platform For Android on December 5th
21. Why Facebook May Be Thinking Of Buying Whatsapp on December 4th
22. Apple Can Stuff Investors’ Holiday Quarter Stocking With Profits From Fast iPhone 5 Rollout on December 4th
23. OpenTable Would Be Worth $70 If You Ignored Its International Business on December 4th
24. Amazon And Google At War Over Cloud Storage Prices on December 4th
25. Applied Could See A Turnaround In Solar Equipment Demand Next Year on December 4th
26. Can IBM Docs Make A Dent In The Corporate Cloud Email Space? on December 3rd
27. What Do Revised Terms With Zynga Mean For Facebook? on December 3rd
28. Zynga’s Contract Change Will Help Its Real-Money Gaming Initiative on December 3rd
29. F5 Extends Its Cloud Capabilities By Introducing Solutions For Amazon Web Services on December 3rd
30. Nokia’s Flagship Lumia Likely To Make A Chinese Appearance This Week on December 3rd
31. VeriSign Revised To $38 as Dept. of Commerce Limits Price Hikes on December 3rd

Consumer

1. Can Mexico Deliver Growth For Lowe’s and Home Depot? on December 7th
2. Japanese Autos Show Improvement In China While GM And Ford Impress on December 7th
3. Can SodaStream Shake Up The North American Beverage Market? on December 7th
4. Will Unilever’s Foods Strategy In Developed And Emerging Markets Pay Off? on December 7th
5. Sandy and Generics Bear Down On Rite Aid’s November Sales on December 7th
6. MGM Refinances Debt As Recovery Gains Traction on December 7th
7. How Guess? Plans To Recover From Its Slump on December 6th
8. Starbucks Is Ready To Brew Up More Growth With U.S. Expansion Plans on December 6th
9. Estée Lauder Shifts Focus To Under Performing Fragrances Segment on December 6th
10. P&G And Kimberly-Clark Soaking Up Growth In Asia on December 6th
11. GM’s Car Sales Are Cruzing But Truck Inventory Is A Worry on December 6th
12. What’s Driving Big Growth For Under Armour on December 5th
13. A Closer Look At Bed Bath & Beyond’s World Market Stores on December 5th
14. 3 Steps Kimberly-Clark’s Taking To Improve Profitability on December 5th
15. Urban Outfitters Rings In Holiday Web Sales With Seasonal Offerings And Edgy Catalogs on December 5th
16. Green Mountain’s Results Were Strong But Here Are The Caveats on December 4th
17. U.S. Auto Sales Motor Ahead By 15% As Industry Recovers From Sandy on December 4th
18. Limited Brands Is On Its Way To Happy Holidays on December 4th
19. Less Pain At The Pump Is Good News For Wal-Mart on December 3rd
20. Guess Takeaways: Earnings Depressed As Europe Sinks But Asia Provides Hope on December 3rd
21. Strong Brand Loyalty And Online Business Bolster Ann Taylor’s Outlook on December 3rd

Financial Services

1. Financials Weekly Notes: Citigroup, Capital One & UBS on December 7th
2. The Market Has Overreacted To Travelers’ Revised Sandy Estimates on December 7th
3. How Citigroup’s Reorganization Can Lift Its Share Value on December 7th
4. UBS Gets Back To Basics In Bid For GE’s Swiss Lending Unit on December 6th
5. MetLife Is Worth More Than You Think Due To Asian Growth on December 6th
6. BlackRock Bets On ETF Growth And Regulatory Liberalization In Asia on December 6th
7. State Street Is Angling For Fed Approval On Higher Shareholder Payouts on December 6th
8. Why MasterCard’s Transaction Volumes Will Continue To Climb on December 5th
9. A Closer Look At Nasdaq OMX’s Business And $29 Fair Value on December 5th
10. Fiscal Cliff Or Not American Express Is Currently Undervalued on December 5th
11. Visa Looks Fairly Valued At $150 on December 5th
12. Capital One Buys Data Analytics Firm To Tap Spending Trends At Local Businesses on December 4th
13. CME Is Managing A Tough Year But Is Still Worth $60 on December 4th
14. Travelers Looks Set For $70 Despite Losses From Superstorm Sandy on December 4th
15. Two Failed RBS Divestitures Now Face Different Fates on December 3rd
16. Morgan Stanley Shareholders Likely To Earn Rich Dividends Soon on December 3rd

Energy & Utilities

1. Solar This Week: First Solar And SunPower’s Asian Ambitions on December 7th
2. Can First Solar And SunPower Benefit From Chinese Market Demand? on December 7th
3. Halliburton Can Gain On Shale Exploration In China on December 6th
4. Can Iraq Prove To Be The Next Big Market For Baker Hughes? on December 6th
5. Tighter CO2 Emission Norms Could Mean Thinner Margins For Duke Energy Ahead on December 5th
6. LDK Solar Posts Another Big Loss Citing Low Prices And Utilization Levels on December 4th
7. First Solar Could Benefit From New Solar Project Bids In India on December 4th
8. The Value Of Kinder Morgan’s CO2 Business on December 4th

Industrials & Transportation

1. How Rising Global Energy Demand Bodes Well For GE’s Long-Term Growth on December 7th
2. The 737MAX Is Turning Out To Be Boeing’s Trump Card on December 6th
3. Caterpillar To Offer Natural Gas Powered Engines And Vehicles on December 5th
4. Delta Eyes International Expansion With A Stake In Virgin Airways on December 5th
5. Lockheed Makes Crucial Progress In The F-35 Program on December 3rd
6. JetBlue Heads West In Search Of Growth And Diversification on December 3rd

Health Care

1. Weekly Healthcare Note: Pfizer and Merck on December 7th
2. Boston Scientific: Upside Scenario For Our $6 Price Estimate on December 6th
3. Roche Holdings Patent Cliff: A Look At The Oncology Division on December 5th
4. UnitedHealth Updates: Expecting Slower Growth In 2013 on December 5th
5. Johnson & Johnson Patent Cliff: A Look At The Pharmaceutical Division on December 4th
6. Weekly Healthcare Summary: Abbott, Pfizer, JNJ, Boston Scientific, Medtronic and Roche Holdings on December 3rd

Media & Telecom

1. Disney Invests $300 Million In Magic Kingdom Florida, But Is It Worth It? on December 7th
2. What Are The Implications Of Netflix’s Deal With Disney? on December 6th
3. Viacom May Have Bottomed Out As Nickelodean And MTV Ratings Recover on December 4th
4. Is Everyone Trying To Undercut Netflix On Price? on December 4th
5. Time Warner Cable Uses WeFi’s Technology To Expand WiFi Reach on December 3rd
6. News Corp May Split Sooner Than You Think on December 3rd

Basic Materials

1. What’s Behind Freeport’s Renewed Foray Into Energy? on December 6th
2. What Does The Zircon Glut Mean For Rio Tinto? on December 3rd
3. Can The ArcelorMittal-France Truce Last? on December 3rd