Trefis: Highlights Week Ending 16 August 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 66 top stories this week:

Technology (23 articles)

• LinkedIn, 2 articles (6, 19)
• Renren, 2 articles (3, 21)

Consumer (15 articles)

• Wal-Mart, 2 articles (4, 15)

Media & Telecom (7 articles)

• China Mobil, 2 articles (1, 4)
• Cisco, 2 articles (2, 5)

Financial Services (6 articles)

Energy & Utilities (6 articles)

• Trina Solar, 2 articles (2, 3)

Basic Materials (3 articles)

• Silver Wheaton, 2 articles (1, 3)

Health Care (3 articles)

All 66 investment stories this week are listed below

Technology

1. Applied’s Confident Of Growth Next Year Despite Slow Weakness This Quarter on August 16th
2. Pandora Faces Big Challenges Though Strong Growth Expected on August 16th
3. Renren’s Top-Line Growth Hurt By Delays In Its Gaming Pipeline on August 16th
4. Dell’s Margins Slip Even As Revenues Stabilize on August 16th
5. Factors Driving Texas Instrument’s $36 Price Estimate on August 16th
6. What Is Fueling LinkedIn’s Growth? on August 15th
7. AMD: Growth Opportunities & Challenges In The Game Console Market on August 15th
8. Seagate: A Look At The PC, Tablet And Laptop Disks Division on August 15th
9. eBay’s Marketplaces Has Momentum For Continued Growth on August 15th
10. How SAP’s Hybris Acquisition Can Help Its E-Commerce Business on August 15th
11. Qualcomm’s Recent Rally Could Continue As Fundamentals Remain Strong on August 14th
12. Intel’s Worth $29: What’s Driving The Company’s Outlook? on August 14th
13. Cree Lights Up Earnings As Future Is Looking Brighter on August 14th
14. Sina’s Results Show Rising Weibo Monetization on August 14th
15. Accenture Acquires PRION Group To Bolster Its PLM Consulting Service on August 13rd
16. Google Play Eyes The College E-Texbook Space on August 13rd
17. OpenTable’s Shares Jump On Facebook Mobile Deal on August 13rd
18. Perfect World Could See Its Growth Accelerate In The Second Quarter on August 13rd
19. Revising LinkedIn Estimates On Stronger Growth But Stock Still Looks Rich on August 13rd
20. How Will Video Ads Impact Facebook? on August 12nd
21. Renren Pre-Earnings: Slower Growth Expected on August 12nd
22. NetApp Earnings Preview: Hardware Weakness Offset By Software And Services on August 12nd
23. Yahoo! Japan Bolsters Shopping Division With Venture Republic Acquisition on August 12nd

Consumer

1. Housing Recovery Will Boost Lowe’s Sales And Outlook on August 16th
2. Latin America Bolsters Estée Lauder’s Growth Prospects on August 16th
3. Home Depot’s Earnings Will Gain As The Housing Recovery Continues on August 16th
4. Weak Economic Growth Weighs On Wal-Mart’s Earnings on August 16th
5. American Eagle Outfitters’ Pre-Earnings: Weak Spending And High Promotions Will Weigh On Results on August 16th
6. Target’s Results Could Benefit From Better Macro Conditions And Rewards Program on August 15th
7. P&G Targets The Oral Care Market In Its Global Expansion on August 15th
8. A Look At Avon Products And Its Plans To Spur Growth on August 15th
9. Raising Tesla’s Estimates Following Positive Sales Guidance on August 14th
10. Raising Estimates As Starbucks Brews Up Stronger Growth on August 14th
11. PepsiCo Targets Premium Water Category Amid CSD Woes on August 13rd
12. Best Buy’s Earnings: Turnaround Will Not Show Big Gains Just Yet on August 13rd
13. Anthropologie And Online Sales Will Lift Urban Outfitters’ Results on August 13rd
14. Estée Lauder Preview: New Products And Emerging Markets In Focus on August 13rd
15. Wal-Mart’s International Growth Will Carry U.S. Sluggishness on August 12nd

Media & Telecom

1. Why 3G Has Failed To Boost China Mobile’s Earnings on August 16th
2. Cisco Posts Solid Results But Macro Uncertainty Limits Visibility on August 15th
3. BlackBerry’s Enterprise Strength Is Key To Unlocking Value If Sold on August 13rd
4. China Mobile Preview: 4G Potential Is Key As 3G Headaches Continue on August 13rd
5. Cisco To Ride Data Growth As Macro-Economic Concerns Subside on August 12nd
6. Time Warner Reports Solid Growth In Profits As Cable Networks Shine on August 12nd
7. Netflix’s International Potential And Past Performance on August 12nd

Financial Services

1. Q2 2013 U.S. Banking Review: Mortgage Originations on August 16th
2. Citigroup Looks To Wind Down Another Alternative Investment Fund on August 14th
3. How Will The Partnership With Wells Fargo Affect American Express? on August 13rd
4. Q2 2013 U.S. Investment Bank Round-Up: Equity Underwriting on August 13rd
5. Q2 2013 U.S. Investment Bank Round-Up: Debt Origination on August 12nd
6. E*Trade’s Order Routing Practices Come Under Scrutiny on August 12nd

Energy & Utilities

1. Yingli Preview: Margins And Chinese Deal In Focus on August 16th
2. Trina’s Sempra Deal Can Help It Grow In The U.S. Utility Solar Market on August 16th
3. Trina Solar Preview: Gross Margins And Shipments Are Expected To Improve on August 15th
4. ConocoPhillips’ Sale Of Canadian Oil Sands Asset To Boost Returns on August 14th
5. Mexico’s Planned Oil Reforms Can Help U.S. Oilfield Services Companies on August 14th
6. LDK Solar Preview: Margins Can Show Cost And Utilization Improvements on August 12nd

Industrials & Transportation

1. Boeing’s Commercial Airplane Lineup Positions It Well For Growth on August 14th
2. Airline Stocks Dip As The Justice Department Blocks US Airways-American Merger on August 14th
3. Alaska’s New Cabin Seats Can Help Lift Growth on August 13rd

Basic Materials

1. Silver Wheaton’s Results Get Hit By Weak Silver Prices on August 16th
2. DuPont Plants The Seeds For Growth In Africa With Pannar Deal on August 12nd
3. Weak Silver Prices Will Dull Silver Wheaton’s Earnings on August 12nd

Health Care

1. Intuitive Surgical Revised To $440 As Concerns Weigh On Growth on August 14th
2. Why Abbott’s Troubles With Chinese Regulators Are Not A Big Deal on August 13rd
3. Why Johnson & Johnson’s Oncology Focus Is Important For Its Future on August 13rd