Trefis: Highlights Week Ending 14 March 2014

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 with the most covered companies (more than 1 article) of the week identified.

Table of Contents for the 56 top stories this week:

Technology (12 articles)

Consumer (12 articles)

• Coca Cola, 2 articles (4, 7)

Media & Telecom (9 articles)

Financial Services (6 articles)

Energy & Utilities (6 articles)

Industrials & Transportation (6 articles)

Basic Materials (5 articles)

All 56 investment stories this week are listed below.

Technology

1. Nuomi’s Sale Will Lift Renren’s Margins Even As Top-line Slumps on March 14th
2. Oracle Q3FY14 Earnings Preview: Engineered Systems Should Lead Oracle’s Hardware Division Recovery on March 14th
3. Adobe Earnings Preview: Revenues From Cloud Services In Focus on March 13rd
4. Why Facebook’s Shares Are Running Up on March 13rd
5. Qualcomm Benefits From China Mobile’s Likely Shift To Five-Mode Handsets on March 13rd
6. Stacking Twitter’s R&D And Marketing Costs Against Facebook on March 12nd
7. Broader Growth Helps Perfect World Beat Expectations on March 12nd
8. Subscription Growth Story Still Intact For TripAdvisor on March 11st
9. Constant Contact Shifts Focus To Increasing ARPU As Customer Base Growth Continues To Decelerate on March 11st
10. Estimating The Value Of Kindle Hardware Sales For Amazon on March 11st
11. Reasons For Upgrading AOL Price To $42 From $34 on March 10th
12. Quick Analysis Of Pandora’s Performance In 2014 So Far on March 10th

Consumer

1. PepsiCo’s Bittersweet Symphony: Sugar Variants Might Save Ailing Sodas In Time on March 14th
2. Key Trends Shaping Professional Hair Care Sales For L’Oréal on March 13rd
3. Bed Bath & Beyond Slashes Its Q4 Outlook On Bad Weather; Amazon Might Be The Secret Gainer on March 13rd
4. Coca-Cola In Brazil: Global Events And Energy Drinks Could Drive Growth (Part 2) on March 13rd
5. Coffee Prices Surge: Starbucks To Maintain Profitability But Green Mountain’s Margins Can Erode on March 13rd
6. American Eagle Outfitters’ Profits Fall But It Still Looks Good For The Long Run on March 12nd
7. Coca-Cola In Brazil: Global Events And Energy Drinks Could Drive Growth (Part 1) on March 12nd
8. Why Is The Cotai Vision A Boon For Las Vegas Sands? on March 11st
9. Anthropologie & Free People Propel Urban Outfitters Despite A Slump In Namesake Brandon March 11st
10. Surge In LOFT Revenues Will Drive Ann’s Q4 Results Amid Retail Market Woes on March 11st
11. Gigafactory Will Cost Tesla $5 Billion But Offers Significant Cost Reductions on March 10th
12. Aeropostale Earnings Preview: Special Collections Can Offset The Impact Of Weak Holiday Season on March 10th

Media & Telecom

1. Regulatory Uncertainties And Mixed 4G Strategy Overshadow China Unicom’s Otherwise Strong Fundamentals on March 14th
2. CBS Renewal Of The Big Bang Theory To Continue Growing Advertising Income on March 13rd
3. Disney May Turnaround Its Interactive Media Losses Over Infinity on March 12nd
4. The Latest Deal With Sony Pictures Highlights Comcast’s Efforts To Push Its On-Demand And Streaming Services on March 12nd
5. BlackBerry Sells U.S. Real Estate As Restructuring Picks Up Pace on March 12nd
6. Cisco Hopes To Combat SDN Threat And Defend Margins With New, Simplified Marketing Strategy on March 10th
7. Viacom’s Nickelodeon Continues Its Ratings Uptrend Into 2014 on March 10th
8. Time Warner Nearing The Separation Of Its Publishing Business on March 10th
9. VAT On Telecom Services Could Hurt Carrier Profits In China on March 10th

Financial Services

1. CME Finally Gets Approval To Start London-Based Derivatives Exchange on March 14th
2. NASDAQ OMX Introduces Kill Switch On Trading Platform, Two New Indexes on March 14th
3. RBS Shares Are Good For $12 Despite Recent Misgivings on March 14th
4. A Look At Prudential’s U.S. Retirement Solutions Business on March 13rd
5. How American Express Gains A Competitive Advantage From Its Closed-Loop Network on March 13rd
6. Should State Street Worry About ETF Outflows? on March 13rd

Energy & Utilities

1. Why The Shift To Unconventionals In The Permian Will Help Oilfield Services Companies on March 14th
2. Why ANR’s Met Coal Shipments Will Decline This Year Despite Higher Global Steel Production on March 13rd
3. Why Is SunPower Planning To Issue Solar Asset Backed Bonds? on March 12nd
4. A Look At Angola’s Pre-Salt Oilfield Services Market on March 11st
5. What To Expect From Exxon In 2014? on March 10th
6. A Look At Schlumberger’s Reservoir Characterization Business on March 10th

Industrials & Transportation

1. CSX Optimistic About Domestic Coal Business, Power Plant Closures May Affect Demandon March 14th
2. JetBlue To Gain From The American-US Airways Merger Despite Its American Partnership Termination on March 12nd
3. Access To Additional Gates At Dallas Love Field Airport Will Add To Growth In Southwest’s Results on March 12nd
4. Norfolk Southern Has Increased Focus On Intermodal Business But Revenue Per Unit Limits Growth on March 11st
5. Caterpillar Intensifies Focus On Dealer Performance To Drive Results In A Tough Macro on March 11st
6. Union Pacific Set To Benefit From New Rail Facility In Santa Teresa on March 10th

Basic Materials

1. The Ongoing Copper Price Slump And Possible Implications For Freeport McMoran on March 14th
2. The Latest Iron Ore Price Slump: Causes And Effects on March 13rd
3. Vale Stares At $1 Billion Investment Loss If Guinea Panel Recommendation Implementedon March 11st
4. Barrick Gold Will Divest 10% Stake In African Unit To Optimize Portfolio on March 11st
5. DuPont’s Encirca Farm Services To Bolster Agricultural Revenues on March 11st