Trefis: Highlights Week Ending 23 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 77 top stories this week:

Consumer (26 articles)

• Aeropostale, 2 articles (1, 14)
• Gamestop, 2 articles (2, 22)

Technology (18 articles)

• Apple, 3 articles (2, 14, 16)
• Hewlett Packard, 2 articles (5, 17)
  
• Nokia, 2 articles (2, 8)

Financial Services (13 articles)

• MetLife, 2 articles (3, 8)

Media & Telecom (8 articles)

• China Telecom, 2 articles (3, 6)

Industrials & Transportation (5 articles)

Health Care (4 articles)

• Medtronic, 2 articles (2, 4)

Energy & Utilities (3 articles)

All 77 investment stories this week are listed below

Consumer

1. Aeropostale’s Struggles Continue Despite Its Recent Efforts on August 23rd
2. GameStop Harnesses Digital Trends Amid Industry Shift on August 23rd
3. American Eagle Outfitters Stumbles With Weak Results And Outlook on August 22nd
4. PepsiCo Plans To Munch On Indian Snacks Market Share on August 22nd
5. L’Oréal Targets Acquisitions In New Markets To Drive Sales on August 22nd
6. Target’s Results Show The Toll Of A Weak U.S. Economy And Canadian Expansion on August 22nd
7. Emerging Markets Help Honda Motors Reach $42 on August 22nd
8. Home Depot Reports Strong Results On Housing Recovery, Raises Outlook on August 22nd
9. Lowe’s Gains On Housing Recovery And Raises Outlook on August 22nd
10. Ann Earnings Preview: Strong Ann Taylor And Improved LOFT To Offset Industry Weakness on August 22nd
11. Philip Morris’ Potential Downside From The EU’s Illegal Cigarette Trade on August 21st
12. Under Armour: Key Changes To Our $66 Price Estimate on August 21st
13. Limited Brands: Strong Product Offerings Can Help Beat Weak Industry Trends on August 21st
14. Aeropostale Earnings Preview: Weak Back-To-School Season Could Hurt Results on August 21st
15. How Is Wynn’s Las Vegas Casino Business Trending? on August 21st
16. Best Buy’s Earnings Improve On Its Turnaround Strartegy on August 21st
17. Will Taco Bell & Supply Chain Issues Bite Into Chipotle’s Growth Story? on August 21st
18. Kraft’s Sustained Weakness In Its Grocery Business Can Hamper Growth on August 20th
19. Urban Outfitters Shakes Off Industry Weakness With Strong Growth on August 20th
20. RadioShack Tries New Concept Stores To Spur Turnaround Efforts on August 20th
21. GameStop’s Earnings Face Industry Headwinds But Digital Sales Will Help on August 20th
22. Las Vegas Sands Revised Estimates And Outlook on August 20th
23. Gap Inc’s Results Will Reflect Its Resilience on August 20th
24. Ford’s Efforts To Revive Lincoln Goes Beyond New Launches on August 19th
25. A&F’s Earnings Preview: Weak Industry Trends Could Hurt Results on August 19th
26. Colgate-Palmolive’s Indian Market Share Unlikely To Be Hurt By P&G’s Entry on August 19th

Technology

1. Windows 8.1 May Not Bolster Microsoft’s Revenues In The Near Future on August 23rd
2. Weekly Mobile Notes: Apple, Nokia and BlackBerry on August 23rd
3. TripAdvisor’s Evolution Is Attracting More Travelers, Businesses And Internet Booking Engines on August 23rd
4. Lexmark Acquires Saperion To Bolster Its Perceptive Business on August 23rd
5. Weak Business Environment Weighs On HP’s Q3 Earnings on August 22nd
6. Qualcomm Is Hardly Threatened By Intel’s LTE Inroads on August 22nd
7. Revising Our Groupon Estimates On Higher Gross Billings & North America Growth on August 22nd
8. Nokia’s Low-End 520 Momentum Crucial For WP Ecosystem Development on August 22nd
9. Why Is Amazon’s Web Services Business Important? on August 21st
10. Sina’s Success With Weibo Supports Our Revised $78 Price Estimate on August 21st
11. IBM Buys Trusteer To Bolster Its Cloud Services on August 21st
12. NetApp Revised Higher On Solid Growth And Profit Margins But Challenges Remain on August 20th
13. Perfect World’s Results Helped By New Game Launches on August 20th
14. Apple Rallies On Investor Sentiment And Cheaper iPhone Potential on August 20th
15. Zynga Update: Paring Management Layers But No Progress On Other Fronts on August 19th
16. Apple Has A $45 Billion Opportunity If China Mobile Deal Materializes on August 19th
17. HP Pre-Earnings: Weak Results Expected As PC Slump Continues on August 19th
18. Raising Cree’s Estimates On Brighter Forecast And Model Changes on August 19th

Financial Services

1. Q2 2013 Banking Round-Up: Net Interest Margin Comparisons on August 23rd
2. ICE’s NYSE Euronext Deal Will Raise Its Game In The European Derivatives Market on August 23rd
3. MetLife’s Investment Strategy And Profit Margins Outlook on August 23rd
4. Proof That The Banking Industry Is All About Customer Perception on August 23rd
5. As Refi Boom Wanes Wells Fargo Cuts Headcount At Mortgage Lending Unit on August 23rd
6. NASDAQ’s Glitch Could Negatively Impact Its U.S. Listings Business on August 23rd
7. Major Exchanges Look To Seize The European Derivatives Market Opportunity on August 21st
8. A Look At MetLife’s U.S. Operations And Our $51 Estimate on August 21st
9. Q2 2013 Banking Round-Up: Price-to-Book Ratio Comparisons on August 21st
10. Schwab’s Trading Volumes Are Improving But Uncertainty Remains on August 21st
11. RBS Gets A Fresh £1.5 Billion Bid For Project Rainbow Branch Network on August 20th
12. Capital One Acquires Beech Street Capital To Boost Commercial Real-Estate Portfolio on August 19th
13. Why BofA’s Decision To Merge Merrill Operations Is A Good Sign on August 19th

Media & Telecom

1. Is Netflix’s Business Sustainable At Its Current Prices? on August 23rd
2. AT&T Ramps Up LTE Rollout To Gain On Verizon In Saturated Market on August 23rd
3. China Telecom Reaps Big Gains In 3G As 4G Buildout Looms on August 22nd
4. Web-Based TV Providers Would Need To Pay Up For ESPN on August 22nd
5. Viacom Nears A Content Deal With Sony on August 19th
6. China Telecom’s Earnings: 3G, CDMA Network Acquisition & Broadband To Provide Strong Growth on August 19th
7. CBS’ Ratings Are Immune To The First Week Of Blackouts on August 19th
8. How Are Sirius XM’s Profit Margins Trending? on August 19th

Industrials & Transportation

1. Weekly Aviation Note: United Technologies, General Electric And Boeing on August 23rd
2. Lockheed Is Making Steady Progress In Its International Business Expansion on August 23rd
3. What’s Driving Margin Expansion At Union Pacific? on August 23rd
4. Chevy’s Malibu Gives Johnson Controls’ Start-Stop Technology Broader Use on August 23rd
5. GE Sees Strong Returns On Its Industrial Internet Investments on August 21st

Health Care

1. Will There Be Further R&D Cuts From Pfizer? on August 23rd
2. Medtronic Maintains Its Growth Despite Weak Defibrillators Sales on August 22nd
3. Boston Scientific: A Review Of The Cardiac Rhythm Management Division And Our Estimates on August 21st
4. Medtronic Q1 Earnings Preview: Growth Momentum Picking Up on August 19th

Energy & Utilities

1. Trina Solar Estimates Revised Higher As Margins And Shipment Outlook Improve on August 22nd
2. Suntech Power Updates: Restructuring Talks, Possible Asset Sales on August 20th
3. How Is Kinder Morgan’s CO2 Business Doing? on August 20th