Trefis: Highlights Week Ending 03 May 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 109 top stories this week:

Technology (27 articles)

• Facebook, 2 articles (5, 20)
• Priceline, 2 articles (4, 13)
• Renren, 2 articles (2, 14)
• Seagate, 2 articles (6, 23)
• Shutterfly, 2 articles (8, 18)

Consumer (24 articles)

• Kraft Foods, 3 articles (3, 9, 14)
• CVS Caremark, 2 articles (5, 23)
• Jones Group, 2 articles (2, 24)

Financial Services (22 articles)

• Mastercard, 3 articles (8, 11, 21)
• Prudential, 3 articles (7, 10, 20)
• AIG, 2 Articles (2, 19)
• Deutsche Bank, 2 articles (16, 17)
• MetLife, 2 articles (1, 14)
  
• Visa, 2 articles (8, 22)

Media & Telecom (11 articles)

• CBS, 3 articles (3, 6, 10)
• Time Warner, 3 articles (2, 7, 8)
• Comcast, 2 articles (4, 9)
• Sirius XM, 2 articles (5, 11)

Energy & Utilities (10 articles)

• Chesapeake, 2 articles (3, 10)
• Sun Power, 2 articles (5, 9)
  

Industrials & Transportation (9 articles)

Basic Materials (4 articles)

Health Care (2 articles)

All 109 investment stories this week are listed below.

Technology

1. Monster’s Weak Results Show Recovery Will Be Difficult on May 3rd
2. Renren Gains From Facebook’s Absence In China on May 3rd
3. Mobile Offerings Boosts OpenTable’s Earnings; $56 Fair Value on May 3rd
4. Priceline’s Big Bet On Mobile Is Starting To Pay Off on May 3rd
5. Facebook’s Mobile Business Ramp Up Is Finally Bearing Fruit on May 3rd
6. Seagate’s Revenue Declines But Improving Outlook Lifts Shares on May 3rd
7. Applied Regains Its Top Spot With Improving Semiconductor Equipment Outlook on May 2nd
8. ADP’s Earnings Will Gain On Interest Income And More Payroll Clients on May 2nd
9. Shutterfly Growth Jumps But It Needs To Tighten Up Expenses on May 2nd
10. As Zynga Reinvents Itself A Volatile Year Awaits on May 2nd
11. Here’s Why Perfect World Is Focusing On International Growth on May 2nd
12. Apple’s Swan Dive Into Debt Unlocks Value For Shareholders on May 2nd
13. Priceline’s Acquisition Will Unlock Kayak’s Value on May 1st
14. Renren New Coverage $3.17 Estimate: Diverse Chinese Internet Company With Bright Prospects on April 30th
15. Sina’s Stock Jumps As Alibaba Picks Up A Stake In Weibo on April 30th
16. LinkedIn Results Will Show Strong Growth Across The Board on April 30th
17. SanDisk Price Estimate Revised To $65 On Stabilizing Prices on April 30th
18. Shutterfly’s Earnings: All About User Base Growth on April 30th
19. Samsung Surfs The Smartphone Boom Despite Soft Macro Conditions on April 30th
20. Facebook’s Mobile Monetization And Potential Hit Features Are Key To Earnings on April 30th
21. Western Digital’s Robust Growth And Outlook Support $64 Value on April 29th
22. Yelp’s Mobile Monetization And International Growth Are Keys To Earnings on April 29th
23. Weak PC Sales And ASPs Will Weigh On Seagate’s Earnings on April 29th
24. Baidu Feels The Pinch Of More Competition As Mobile Monetization Needed on April 29th
25. Growing Costs A Concern As Constant Contact Looks To Accelerate User Base Growth on April 29th
26. VeriSign’s Solid Growth, Predictable Business Model Support Its Outlook on April 29th
27. Amazon’s Margins Take Another Hit As Sales Growth Slows Down on April 29th

Consumer

1. Generics And Calendar Effects Weigh On Walgreen’s April Sales on May 3rd
2. Jones Group’s Domestic Wholesale Revenues Will Likely Fall Going Forward on May 3rd
3. Kraft Foods Group Gains On New Products Sales And Trimming Expenses on May 3rd
4. GM Cruises In The U.S. And China; Europe On The Mend on May 3rd
5. Generic Drugs Boost CVS Caremark’s Earnings; $57 Fair Value on May 2nd
6. What Factors Are Impacting Ann Taylor Stores’ Margins? on May 2nd
7. Why Is Banana Republic Important For Gap? on May 2nd
8. What’s Driving Our Estimates For American Eagle’s Store Margins on May 1st
9. Kraft Foods Group’s New Products Support Revenue Growth on May 1st
10. Volume Gains Will Beef Up Hillshire Brands’ Earnings on May 1st
11. Estée Lauder Earnings Preview: Revenue Growth To Remain Modest on May 1st
12. Adverse Currency Movements Impact Avon Products’ Earnings on May 1st
13. GameStop Is Worth $33 But Eighth-Generation Consoles Could Fuel Upside on May 1st
14. A Closer Look At Kraft’s Refrigerated Meals Business on April 30th
15. How Valuable Is Aeropostale’s Direct-To-Consumer Business? on April 30th
16. Best Buy Exits Europe With Stake Sale In Joint Venture With Carphone Warehouse on April 30th
17. Starbucks Results Were A Grande And It Has Venti Sized Growth Plans on April 30th
18. Altria Lights Up Earnings Despite Sliding Cigarette Volumes on April 30th
19. Wynn Rides Big Growth In Macau As Expansion Plans Support Outlook on April 30th
20. LVS Earnings Preview: Asian Operations Will Drive Results on April 30th
21. Harley-Davidson Announces Solid Results On Strong U.S. Performance on April 30th
22. A Weak Yen & Strong North American Performance Lift Honda’s Profits on April 30th
23. CVS Caremark Earnings Preview: Generics And Front Store Sales Can Lift Margins on April 29th
24. Jones Group’s International Retail Growth In Focus on April 29th

Financial Services

1. MetLife Continues To Expand In Asia While Maintaining Share In The U.S. on May 3rd
2. AIG’s P&C Business Is Fueling Its Huge Recovery on May 3rd
3. Derivatives Growth And Belt Tightening Drive NYSE Euronext’s Performance on May 3rd
4. Manulife’s Pricing Initiatives Lead To Lower Asian Insurance Sales on May 3rd
5. RBS Q1 Performance Invokes Mixed Response Despite The Long Awaited Profit on May 3rd
6. Here Is How Banks Benefit From The Ongoing Rally In Home Prices on May 3rd
7. Prudential’s Results Are Like A Rock Despite Currency Headwinds on May 2nd
8. Visa And MasterCard’s Growth Marches On As The World Shifts To Plastic on May 2nd
9. Hartford’s Higher Rates Help Lift Margins And Outlook on May 2nd
10. A Look At Prudential’s Individual Annuity Business on May 2nd
11. MasterCard Overview And Key Trends To Watch (Part 2) on May 1st
12. CME Earnings Preview: Derivatives Trading Volume In Focus on May 1st
13. UBS Shows The Strength Of Its New Business Model With Solid Q1 Results on May 1st
14. MetLife Earnings Preview: International Growth Is Key on May 1st
15. Q1 2013 U.S. Investment Bank Round-Up: Advisory Services on May 1st
16. Deutsche Bank Boosts Shares On Results And Plans To Sell Shares on May 1st
17. Deutsche Bank: The Bond Industry’s Reform Will Lead To Further Consolidation on April 30th
18. Manulife Earnings Preview: Looking East For Growth on April 30th
19. AIG Earnings Preview: P&C Leads The Way on April 30th
20. Prudential Financial Earnings Preview: What We’re Watching on April 29th
21. MasterCard Earnings Preview: Global Shift To Plastic Supports Growth on April 29th
22. Visa Earnings Preview: Card Growth And Mobile Services Key Drivers To Watch on April 29th

Media & Telecom

1. China Mobile 3G Adds Need To Pick Up The Pace As Profits Stagnate on May 3rd
2. Time Warner Q1 Earnings: Cable Networks Gain, Movie and Publishing Disappoint on May 3rd
3. Strong Ad Spending And Fatter Margins Lift CBS’s Results on May 3rd
4. Triple-Play Bundling Drives Comcast Earnings on May 3rd
5. Sirius XM’s Subscriber Growth Keeps Rolling on May 2nd
6. Where Are CBS & CW Network Ad Revenues Headed? on May 1st
7. Time Warner Cable’s Shifts Away From Triple-Play As Broadband Carries Results on April 30th
8. Time Warner’s Earnings Will Depend On Its Cable Networks For Growth on April 29th
9. Comcast’s Broadband Growth And Pay-TV Subscriber Trends In Focus on April 29th
10. Cable Networks Will Drive CBS’ Earnings on April 29th
11. The Outlook For Sirius XM’s Average Subscription Fee on April 29th

Energy & Utilities

1. ANR Has A Tough Quarter On Declining Met Coal Prices on May 3rd
2. First Solar Q1 Preview: Project Pipeline And Chilean Operations In Focus on May 3rd
3. Chesapeake Results Show Improvements On Higher Oil Production on May 2nd
4. Duke Energy Preview: Cost Savings In Focus As Load Growth Likely To Slow on May 2nd
5. How Can SunPower’s EMEA Business Get Back On Track? on May 2nd
6. Stabilizing Prices And New Funding Could Help Yingli Green Energy on May 1st
7. A Look At Transocean’s North Sea Operations on May 1st
8. Alpha Natural Resources Q1: What We Are Watching on May 1st
9. SunPower Q1 Preview: Cost Reduction And Europe In Focus on May 1st
10. Higher Natural Gas Prices And Liquids Production Will Fuel Chesapeake’s Results on April 29th

Industrials & Transportation

1. Recent Coal Market Trends Support Higher Coal Volumes At Union Pacific on May 3rd
2. Higher Traffic And Capacity Expansion Lift Alaska’s Outlook on May 3rd
3. Fuller Flights And Higher Fares Help United Cut Losses on May 1st
4. Higher Maintenance Costs Clip JetBlue’s Profits on May 1st
5. Southwest’s Profits Fall But Fleet Revamp And AirTran Synergies Will Aid Growth on April 30th
6. Special Charges Weigh On Delta And U.S. Airways’ Profits on April 30th
7. 3M Posts Higher Profits But Cuts Outlook On Weak Demand on April 30th
8. Corning’s Earnings Stabilize As It Hedges Against Further Yen Decline on April 29th
9. Boeing’s Profits Rise Sharply Despite 787 Grounding on April 29th

Basic Materials

1. Alcoa Looks At Idling More Aluminum Smelting Capacity Amid Industry Headwinds on May 3rd
2. U.S. Steel Reports Net Loss On Lower Demand And Prices on May 1st
3. Newmont Revenues Decline On Lower Production And Prices on May 1st
4. Vale Earnings Recover But Macro Uncertainty Still Lingers on April 30th

Health Care

1. Patent Expiries Hit Pfizer’s Results But New Drugs, Emerging Markets Hold Promise on May 2nd
2. Boston Scientific’s Earnings Show Improving Outlook on April 30th