Trefis: Highlights Week Ending 22 March 2013

Written by Trefis

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 70 top stories this week:

Technology (14 articles)

• Amazon, 2 articles (10, 14)
• EBay, 2 articles (1, 6)
  
• Micron, 2 articles (2, 9)

Consumer (14 articles)

• Aeropostale, 2 articles (6, 14)
• Pepsi, 2 articles (8, 11)
• Walgreen, 2 articles (4, 7)
  

Financial Services (13 articles)

• Citigroup, 2 articles (3, 10)

Energy & Utilities (8 articles)

• Suntech, 3 articles (1, 5, 8)

Media & Telecom (8 articles)

• China Mobile, 2 articles (1, 8)
• China Telecom, 2 articles (1, 5)
• China Unicom, 2 articles (1, 2)
  

Industrials & Transportation (6 articles)

• Fed Ex, 2 articles (1, 5)

Health Care (4 articles)

• Abbott Labs, 2 articles (1, 4)
• Boston Scientific, 2 articles (2, 4)
• Intuitive Surgical, 2 articles (1, 3)
  

Basic Materials (3 articles)

All 70 investment stories this week are listed below.

Technology

1. How Does eBay Fare If Visa And MasterCard Levy A Digital Wallet Fee? on March 22nd
2. Micron’s Earnings Confirm That Market Dynamics Are Improving on March 22nd
3. Pandora Generates Massive Value If It Reaches Its Content Acquisition Costs Targets on March 21st
4. Why Cree Will Continue Growing Its LED Market Share on March 21st
5. TripAdvisor’s Meta Display Results And Global Expansion Boost User Growth on March 21st
6. eBay Overhauls Marketplace Fees To Win Over Angry Amazon Sellers on March 21st
7. Travelzoo Launches New iPhone Application To Tap Expanding Mobile User Base on March 20th
8. Intel’s New Mobile Platform Expands Its Reach In Key Growth Market on March 20th
9. Micron Overview: Key Segments Behind Our $6.50 Price Estimate on March 20th
10. Amazon Sellers Vent Over Higher Fees But We Expect Little Near Term Impact on March 20th
11. A Look At Activision’s Revenues From Microsoft Consoles on March 19th
12. Applied’s Worth $13.50 As Semi Equipment Demand Picks Up on March 18th
13. Baidu Is Cheap But Faces Headwinds From Slowing Search Advertising Growth In China on March 18th
14. Amazon’s Declining Margins And Slowing Sales Justify Our $240 Price Tag on March 18th

Consumer

1. A Snapshot Of Our Altria Price Estimate on March 22nd
2. Gap’s Expansion Plans And Growing Web Presence Brighten Its Outlook on March 21st
3. Developing Markets Offer McDonald’s Big Growth But Slimmer Profits on March 21st
4. What Does The 10-Year Contract With AmerisourceBergen Mean For Walgreen? on March 21st
5. Toyota Can Pounce As A Weaker Yen Could Spell Trouble For Detroit on March 20th
6. Is Aeropostale A Potential Buyout Candidate For Private Equity? on March 20th
7. Walgreen Rolls Out New ABC Distribution Agreement As Drug Sales Drive Outlook on March 20th
8. PepsiCo’s Outlook Fizzles As Its Beverages Business Faces Headwinds on March 19th
9. What Justifies American Eagle Outfitters’ 25% Upside? on March 19th
10. Dr Pepper Snapple Looks Beyond North America For Growth on March 18th
11. Water Gives Coke And Pepsi A Way Out Of The Soda Slump on March 18th
12. Why We Remain Bullish On Coach’s Outlook on March 18th
13. GM Is Getting Lapped By German Automakers In China’s Luxury Car Market on March 18th
14. Weak Holidays Hurt Aeropostale’s Q4 Sales But Its Future Could Be Brighter on March 18th

Financial Services

1. Where Does Travelers Stand In The U.S. Business Insurance Market? on March 22nd
2. Here’s Why BlackRock Strikes The Right Note With Its Cost-Cutting Plan on March 22nd
3. Financials Weekly Notes: Citigroup, Credit Suisse & Deutsche Bank on March 22nd
4. The Fed’s Stress Test & State Street: Approved For $2.1B Share Buyback Plan on March 21st
5. Freddie Mac Drags 15 Banks To Court Over Losses From LIBOR Manipulation on March 21st
6. How Will Visa Benefit From The Mobile Phone Revolution? on March 21st
7. The Fed’s Stress Test & U.S. Bancorp: 18% Dividend Hike & $2.25B Share Buyback Plan Cleared on March 20th
8. The Fed’s Stress Test & Capital One: Investors Rewarded With 500% Dividend Hike on March 20th
9. A Look At The Indian Life Insurance Market on March 19th
10. The Fed’s Stress Test & Citi: $3B TruPS Redemption Bolsters $1.2B Stock Buyback Plan on March 19th
11. Why Is The Crisis In Cyprus Affecting Banks Elsewhere? on March 19th
12. The Fed’s Stress Test & BNY Mellon: 15% Dividend Hike & $1.35 Billion Share Buyback Approved on March 18th
13. The Fed’s Stress Test & BofA: $10.5 Billion Stock Reduction Plan Cleared on March 18th

Energy & Utilities

1. How Wuxi Suntech’s Bankruptcy Impacts China’s Solar Industry on March 22nd
2. ConocoPhillips’ Gulf Of Mexico Discovery Will Help It Hit Growth Targets on March 22nd
3. Schlumberger Highlights Weak North American Activity As A Near Term Headwind on March 20th
4. How Important Is The Powder River Basin To ANR? on March 20th
5. Suntech Reportedly Declares Bankruptcy Raising Questions On China’s Next Move on March 20th
6. Yingli Could Be Hit As China Mulls Subsidy Cuts For Utility Scale Projects on March 19th
7. Halliburton Could Gain On Polish Shale Gas Exploration on March 19th
8. What Are The Implications Of Suntech’s Failure To Make Its Bond Payment? on March 18th

Media & Telecom

1. Weekly Telecom Notes: China Mobile, China Unicom And China Telecom on March 22nd
2. China Unicom Benefits From Lower Subsidies As 3G Growth Continues Unabated on March 22nd
3. Dish Network’s Pay-TV Market Share Outlook on March 22nd
4. What’s The Outlook For HBO’s U.S. Pricing Growth? on March 21st
5. China Telecom’s Heavy Investment In 3G Is Paying Off on March 21st
6. Can ESPN Sustain Its Fee Per Subscriber Growth? on March 19th
7. CBS’s Cable Networks Business Has Bright Growth Prospects on March 19th
8. China Mobile Raises CapEx Guidance To Fund LTE Rollout As Data Demand Surges on March 18th

Industrials & Transportation

1. FedEx’s Weak Results Spark Fears Of A Long And Feeble Recovery on March 21st
2. CSX’s Intermodal Business Is The Engine To Growth On Coal Weakness on March 20th
3. Airbus And Boeing’s Battle For The Skies Heats Up With Big New Orders on March 20th
4. Shale Gas Boom Can Help Union Pacific Offset Coal Weakness on March 20th
5. FedEx Earnings: Holidays To Boost Ground And Freight As Express Recovery Continues on March 18th
6. United’s Reliability And Customer Experience Are Key To Better 2013 Results on March 18th

Health Care

1. Weekly Healthcare Note: Abbott Labs And Intuitive Surgical on March 22nd
2. Boston Scientific: A Look At The Cardiac Rhythm Management Division on March 22nd
3. Downside Risks To Intuitive Surgical’s $600 Fair Value on March 21st
4. Weekly Healthcare Note: Boston Scientific And Abbott Labs on March 18th

Basic Materials

1. Dow Pushes Divestiture Agenda To Improve Profits And Growth Prospects on March 20th
2. Is ArcelorMittal’s Stake Sale In Canadian Mine Part Of Its Bigger Plan? on March 19th
3. Silver Wheaton Earnings: Production, Vale Deal And Guidance In Focus on March 18th