Trefis: Highlights Week Ending 30 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 80 top stories this week:

Consumer (21 articles)

• Guess, 2 articles (5, 18)
• L’Oreal, 2 articles (2, 14)

Technology (18 articles)

Financial Services (14 articles)

Media & Telecom (9 articles)

• Verizon, 3 articles (1, 2, 8)

Energy & Utilities (7 articles)

Health Care (5 articles)

Industrials & Transportation (4 articles)

Basic Materials (2 articles)

All 80 investment stories this week are listed below

Consumer

1. Daimler Looks To Boost Chinese Sales Through Hefty Investments on August 30th
2. L’Oréal Earnings: Recovery In Developed Markets, Strength In New Markets Lifts Results on August 30th
3. Altria Could Add $5 Billion In Value By Selling E-Cigarettes on August 30th
4. Beauty Product Players See Big Opportunity In Africa on August 30th
5. Guess’ Gaps Higher On Strong Results on August 29th
6. Lear Corporation New Coverage: $72 Price Estimate on August 29th
7. Are Happy Meal’s Hurting McDonald’s Brand Image? on August 29th
8. Las Vegas Sands Is Benefiting From Singapore’s Economic Recovery on August 29th
9. Philip Morris Scores First Victory Against The Thai Government on August 28th
10. Starbucks Evolution Continues As Company Set To Roll Out Snacks Soon on August 28th
11. Harley-Davidson Will Revamp Model Line But Upside May Be Limited on August 28th
12. Toyota Unveils 2014 Corolla Pricing Which Is Pivotal To Its Profitability on August 28th
13. Unilever Has The Right Ingredients To Turnaround Its Spreads Business on August 27th
14. L’Oréal Earnings Preview: Long Term Prospects Remain Bright Despite Currency Headwinds on August 27th
15. GM Needs More Than Just Model Refreshes In Europe on August 27th
16. Dr Pepper Snapple’s Low-Calorie TEN Lineup Can’t Escape The Soda Slump on August 27th
17. Ann Earnings: Strong Brands Guide The Company Through A Rough Quarter on August 26th
18. Guess’ Earnings Preview: Weak North America And Europe Will Weigh On The Results on August 26th
19. Abercrombie & Fitch Falls On Weak Results And Downbeat Guidance on August 26th
20. Gap Looks Reenergized With Strong Results Despite Weak Industry Trends on August 26th
21. Limited Brands Posts Steady Growth And Raises Its Outlook on August 26th

Technology

1. Why Activision Should Stick To Propriety Franchises And Maintain Digital Output on August 30th
2. Amazon Plans To Sell Physical Goods Through Mobile Apps on August 30th
3. Does Groupon’s Focus On Physical Goods Make Sense? on August 30th
4. What Happens To EA If The Next Gen Consoles Don’t Do As Well As Expected? on August 30th
5. Samsung’s Galaxy Gear Would Broaden Its Mobile Ecosystem But Add Little Value on August 29th
6. AOL’s Local News Plans Hit A Rough Patch on August 29th
7. Should Investors Be Excited About LinkedIn Lowering Its Age Limit? on August 29th
8. Will Competition Limit PayPal’s Future Growth? on August 29th
9. Yahoo’s Redesigned Web Pages Are Paying Off on August 29th
10. Micron’s Worth $13: Current Trends Impacting The Memory Market on August 29th
11. Kayak Dumps TripAdvisor, Launches Own Hotel Review Feature on August 28th
12. Factors That Could Lower Our Valuation For F5 Networks on August 27th
13. Salesforce Pre-Earnings: Expecting Robust Growth At The Expense Of Margins on August 27th
14. Broadcom’s Mobile Portfolio Remains Strong Despite Rumors To The Contrary on August 27th
15. Facebook Could Add Over $25 Billion In Value On Higher International ARPU on August 27th
16. How Are International Markets Faring For Monster? on August 27th
17. Pandora’s Monetization Jumps But Risks Still Not Fully Priced In on August 26th
18. Nokia’s Ratings Downgrades Do Not Reflect NSN’s Significant Value on August 26th

Financial Services

1. How Much Trading Revenues Do U.S. Banking Giants Rope In Each Quarter? on August 30th
2. MasterCard Expands In Africa And Japan on August 30th
3. How Much Can E*Trade Fetch From Selling Its Market-Making Unit? on August 30th
4. Q2 2013 U.S. Banking Review: Assets Under Custody on August 29th
5. Visa’s Expense Management Delivers Significant Value Amid Industry Shifts on August 29th
6. BATS Merger With Direct Edge May Challenge The Market Data Businesses Of NYSE And NASDAQ on August 29th
7. RBS Shares Tank As U.K. Banking Commission Chair Supports Splitting The Bank on August 28th
8. How Will Rising Bond Yields Affect Travelers? on August 28th
9. Why Ameritrade’s Trading Commissions Business Is More Valuable Than Schwab’s on August 28th
10. How Consumer Spending Trends Will Affect Discover Financial on August 27th
11. Citigroup Comfortably Leads U.S. Peers In Basel III Readiness on August 27th
12. NYSE, NASDAQ Blame Each Other For Aug 22 ‘Flash Freeze’ on August 27th
13. Moody’s Threatens Another Round Of Ratings Cut For U.S. Banks on August 26th
14. U.K. Regulator Slaps Banks With £1.3 Billion Redress Order For Mis-Selling Card Protection on August 26th

Media & Telecom

1. Weekly Telecom Notes: Verizon-Vodafone Deal, AT&T’s LTE Ramp Up And Sprint’s Growth Concerns on August 30th
2. How Verizon Can Unlock Value Despite Paying A Hefty Price For Vodafone on August 30th
3. NYT Finalizes The Sale Of The New England Media Group on August 30th
4. Juniper Partners With VMware To Combat Cisco As SDN Takes Off on August 30th
5. Time Warner Cable And CBS Unable To Reach A Concensus As NFL Nears on August 29th
6. Sprint Faces Subscriber Growth Concerns After iDEN Shutdown on August 28th
7. Better Ratings Are Boosting TNT’s Advertising Revenues on August 27th
8. Verizon Aims To Get Rid Of The Unlimited Data Scourge With Verizon Max on August 27th
9. Comcast Is Cashing In On The Huge Demand For Broadband on August 26th

Energy & Utilities

1. SunPower $25 Fair Value Driven By Growth In U.S. Utilities And Japanese Solar Adoption on August 30th
2. LDK Solar Q2: Margins Remain Weak As Liquidity Position Deteriorates on August 28th
3. How Is Chesapeake’s Natural Gas Division Doing? on August 28th
4. Trends Lifting Halliburton’s Pressure Pumping Business on August 27th
5. Exxon Mobil Cuts Its Stake In Iraqi Oil Field Amid Tensions, Low Returns on August 26th
6. Anadarko Rakes In $2.6 Billion From African Asset Sale on August 26th
7. BP’s Oil Spill Cost Uncertainties Continue on August 26th

Health Care

1. Despite Near-Term Troubles Eliquis’ Future Looks Bright on August 30th
2. Januvia’s Performance Raises Concerns For Merck on August 29th
3. Why Roche’s Patent Problems In India Aren’t A Big Concern on August 29th
4. Johnson & Johnson’s Medical Devices & Diagnostics Business Is Poised For Long Term Growth on August 28th
5. Potential Upside From UnitedHealth’s Optum Business on August 28th

Industrials & Transportation

1. Corning Aims To Dominate Notebook Cover Glass Market With Gorilla Glass NBT on August 28th
2. Caterpillar’s Solid Balance Sheet And Cash Flow Support Its Outlook Despite Industry Weakness on August 27th
3. Just How Important Is The E-Commerce Boom To UPS and FedEx? on August 27th
4. Weekly Airlines Note: Delta And US Airways on August 26th

Basic Materials

1. Dow Continues Its Expansion In The Gulf Coast On Favorable Feedstock on August 30th
2. Barrick Announces Sale Of Australian Assets To Cut Costs And Debt on August 26th