Trefis: Highlights Week Ending 07 June 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 62 top stories this week:

Technology (19 articles)

• Samsung, 2 articles (9, 16)

Consumer (14 articles)

Financial Services (11 articles)

• Wells Fargo, 2 articles (1, 4)

Media & Telecom (6 articles)

• At&T, 2 articles (1, 2)
• Verizon, 2 articles (1, 3)
  

Basic Materials (4 articles)

Energy & Utilities (3 articles)

• Solar stocks, 2 articles (1, 2)

Health Care (3 articles)

Industrials & Transportation (2 articles)

All 77 investment stories this week are listed below

Technology

1. As 5G Wi-Fi Proliferates Broadcom Munches On More Market Share on June 7th
2. Micron Benefits From Higher mDRAM Penetration on June 7th
3. The Key Risks Affecting Sina’s $66 Valuation on June 6th
4. Amazon Launches In India But Don’t Get Too Excited Yet on June 6th
5. F5 Gains As Cisco Exits The ADC Market on June 6th
6. Activision Looks Set For $16 Despite A Setback To The Titan Project on June 6th
7. Salesforce Targets Social Media Marketing Spend With ExactTarget on June 5th
8. Applied’s Equipment Demand Will Gain On Higher Spending By Key Tech Players on June 5th
9. Apple’s Patent Loss To Samsung Isn’t A Big Deal Yet on June 5th
10. Nvidia Has Huge Potential In The Mid-Range Smartphone Market on June 5th
11. Yelp’s Growth Increasingly Relies On Its Success With Mobile Ads on June 5th
12. IBM Bolsters Its Cloud Computing Platform With SoftLayer Deal on June 5th
13. EMC’s Capital Return Plans Are Another Sign That Its Shares Are Undervalued on June 4th
14. A Snapshot Of Of Constant Contact’s Business on June 4th
15. Zynga Slashes Headcount As It Struggles To Transform Its Business on June 4th
16. Samsung’s Galaxy Tab 3 Is A Huge Win For Intel on June 4th
17. After Setbacks SAP Is Positioned For Faster Growth In Resource Planning Software on June 3rd
18. LinkedIn’s 20+ Million Indian Members Shows Its Growth Potential But Monetization Lags on June 3rd
19. Perfect World’s Stock Surges On Improved Outlook on June 3rd

Consumer

1. Key Trends Behind American Eagle Outfitters’ Cheap Stock on June 7th
2. Estée Lauder Smells Market Share Gains With New Launches on June 7th
3. Ann Still Has Plenty Of Growth Despite A Lackluster Quarter on June 7th
4. Sands Starts Selling Apartments In Macau’s Sizzling Real Estate Market on June 7th
5. A Look At Some Of Tesla’s Future Plans on June 7th
6. How Wal-Mart Plans To Spur Its Domestic Growth on June 6th
7. Walgreen’s Balance Rewards Program Is Helping Drive Sales on June 6th
8. How “New Markets” Will Shape L’Oréal’s Future on June 6th
9. Procter & Gamble Expands Its Prestige Beauty Presence In The Travel Retail Market on June 5th
10. What’s RadioShack Doing To Revamp Its Image And Stock? on June 4th
11. Honda Looks To ‘Amaze’ In India As Market Still Offers Huge Growth on June 4th
12. What Unilever Could Learn From The Kraft-Starbucks’ Dispute? on June 4th
13. Guess Reports Weak Q1 Results But Its Long-Term Outlook Is Encouraging on June 4th
14. Costco’s New Membership Growth Keeps Sales Humming on June 3rd

Financial Services

1. Financial Weekly Notes: Wells Fargo, U.S. Bancorp & RBS on June 7th
2. Visa’s U.S. Business Is Booming On These Trends on June 7th
3. Tagged As Too Big To Fail AIG And Prudential Will Face Closer Scrutiny on June 7th
4. Wells Fargo The Opportunist, Brushes Off Net Interest Margins Concerns on June 6th
5. A Snapshot Of Charles Schwab’s Business [Part I] on June 5th
6. A Look At Hartford’s Commercial Property And Casualty Insurance Business on June 5th
7. BlackRock Stokes Investor Demand For Quick, High Returns With “Ultra-Short” Funds on June 5th
8. Goldman Tests The Waters With Hedge Fund Product For The Masses on June 4th
9. Morgan Stanley Cuts Its Fixed Income Targets As Focus Shifts on June 3rd
10. RBS Closes In On Branch Sale Deal As Part Of Bailout Agreement on June 3rd
11. Understanding Deutsche Bank’s Challenges With Basel III Compliance on June 3rd

Media & Telecom

1. Weekly Telecom Notes: Sprint, Verizon and AT&T on June 7th
2. Behind In LTE Coverage AT&T Spends Big To Gain New Customers on June 7th
3. Verizon Bets Big On Mobile Content Growth With Splashy NFL Deal on June 7th
4. NYT’s Revamped Mobile Website Will Strengthen Its Offering on June 7th
5. Netflix Loses An Important Deal To Amazon on June 6th
6. Disney Hikes Theme Park Ticket Prices But It Means Little For Shareholders on June 4th

Basic Materials

1. Weak Aluminum Prices Hit Alcoa’s Debt Ratings, Weighs On Outlook on June 7th
2. Will Rio Tinto Opt For An Initial Public Offer (IPO) For Its Diamond Business? on June 6th
3. Barrick Gold’s Crucial Mega Mine May Be Delayed At Least By One Year on June 4th
4. Freeport’s Shut Indonesian Mine Will Impact Production Targets on June 4th

Energy & Utilities

1. Three Things To Watch In LDK Solar’s Q1 Earnings on June 7th
2. Higher Panel Prices Brighten Yingli’s Prospects on June 3rd
3. Why KMP Shelved Its Freedom Pipeline Plans on June 3rd

Health Care

1. Pfizer Is Not Worried About Viagra Losing Its U.K. Patent This Month on June 7th
2. A Few Reasons Why You Should Pay Attention To Johnson & Johnson on June 5th
3. Merck’s Shares Perk Up On Cancer Drug Clinical Trial Data on June 4th

Industrials & Transportation

1. What’s Driving Union Pacific’s Business In 2013? on June 6th
2. Lockheed Martin Is Getting Mixed International Support For Its F-35 Program on June 3rd