Trefis: Highlights Week Ending 21 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 59 top stories this week:

Consumer (19 articles)

• Nike, 3 articles (6, 10, 17)
• Guess, 2 articles (5, 13)
  
• Kraft, 2 articles (3, 7)
  

Technology (16 articles)

• Apple, 3 articles (1, 2, 10)
• Nokia, 2 articles (2, 14)
• Qualcomm, 2 articles (2, 9)
  

Media & Telecom (8 articles)

• China Mobile, 2 articles (3, 7)
• China Telecom, 2 articles (2, 6)
  

Financial Services (6 articles)

Industrials & Transportation (4 articles)

• FedEx, 2 articles (1, 3)

Health Care (4 articles)

Energy & Utilities (3 articles)

Basic Materials (3 articles)

All 59 investment stories this week are listed below.

Consumer

1. MGM Resorts Will Benefit From The Recovery In Las Vegas Casino Operations on March 21st
2. New Partnerships To Aid Walgreen’s Growth But Higher Promotional Investment Can Impact Margins on March 21st
3. Higher Commodity Costs To Weigh On Kraft’s Margins This Year on March 21st
4. PepsiCo Set To Enter At-Home Carbonation Market With Bevyz on March 21st
5. Guess’s Earnings Miss Estimates But Online Growth And European Recovery Show Promise on March 20th
6. Nike’s China Problem on March 20th
7. Price-Based Competition In The Grocery Segment Weighs On Kraft on March 20th
8. Aeropostale’s Future Looks Uncertain Following Subdued Results, Downbeat Guidance And Sycamore Deal on March 19th
9. Consumer Goods Update: Reduced Currency Volatility, Developed Market Recovery Should Re-accelerate Top Line Growth In 2014 on March 19th
10. Nike Brand Apparel Division In Focus on March 19th
11. McDonald’s Looking To Protect Its Morning Share With New Breakfast Pastries? on March 19th
12. Avon Revised To $15: Operational Challenges To Continue In Short Term on March 18th
13. Guess’s Sales Will Continue To Stumble Amid Sluggish Economic Environment on March 18th
14. Moderation In Growth And Downbeat Guidance Unlikely To Hurt Ann’s Long Term Outlook on March 18th
15. Big Year Ahead For Honda As It Looks To Debut New Models on March 18th
16. GameStop Faces New Threat From Wal-Mart on March 18th
17. NIKE Earnings Preview: Growth in North America and Europe to Drive Nike on March 18th
18. Ford’s Chinese Investments Reaping Dividends As Sales Continue To Surge on March 18th
19. Harley-Davidson’s Bid In The Growing Luxury Motorcycle Market In India on March 17th

Technology

1. iWatch Could Add $50 Billion To Apple’s Value on March 21st
2. Weekly Mobile Notes: Apple, Nokia And Qualcomm on March 21st
3. Should eBay Listen To Carl Icahn? on March 21st
4. SanDisk To Benefit From VMware Certification As Software-Defined Storage Gains Traction on March 21st
5. Drop In VeriSign Shares Highlights Risks Associated With Domain Business on March 20th
6. Renren’s Results Continue To Disappoint Investors on March 20th
7. AMD’s Expanding Gaming Business To Drive Growth on March 20th
8. Activision Price Estimate Revised to $22 On Digital Revenues, Margin Improvement on March 20th
9. Qualcomm To See Near-Term LTE Market Share Gains in China But Regulatory Uncertainties Remain on March 20th
10. Apple Introduces Cheaper iPhone 5C Targeting LTE Growth In International Markets on March 20th
11. Oracle’s Earnings Improve, Brightening Prospects For Long Term Success on March 19th
12. Nvidia Expands Its Modem Technology To Microsoft’s Surface 2 Tablet on March 19th
13. Adobe Earnings: Cloud Services Deliver Another Quarter Of Growth on March 19th
14. Nokia Loses Supreme Court Appeal In Indian Tax Dispute But Faces Limited Liabilities on March 18th
15. Why Lexmark is Worth $40? on March 18th
16. Salesforce’s European Data Center Investments Increase Near-term Pressure On Bottom Line on March 17th

Media & Telecom

1. Numbers Show A Disconnect Between Netflix’s Market Valuation And Business Growth Trajectory on March 21st
2. China Telecom Posts Robust 2013 Results On 3G And Broadband on March 21st
3. China Mobile Suffers Rare Earnings Decline Driven By Higher Handset Subsidies on March 21st
4. Comcast Will Continue To Benefit From U.S. Broadband Growth on March 20th
5. While DirecTV Feels The Pinch From Unfavorable Change In Foreign Currency, Long Term Outlook For Latin America Looks Strong on March 19th
6. China Telecom Earnings Preview: Rising 3G Demand And Broadband Expansion To Drive 2013 Results on March 19th
7. China Mobile Earnings Preview: Growing 3G Adoption Likely To Drive Revenues, Subsidy Costs Could Hurt Profits on March 19th
8. AT&T’s Leap Acquisition Should Drive Data ARPU And Boost Its Prepaid Standing on March 18th

Financial Services

1. Barclays’ Decision To Sell Index Business Complements Investment Bank Revamp on March 21st
2. Fed Stress Test For Banks: Rationale, Results & Implications on March 21st
3. JPMorgan Finalizes Sale Of Physical Commodities Unit For $3.5 Billion on March 20th
4. Increase In Card Usage Is Good News For Banks on March 19th
5. U.S. Banks Took Big Strides Towards Basel III Compliance In 2013 on March 18th
6. FDIC Sues 16 Global Banks For Roles In Manipulating LIBOR on March 18th

Industrials & Transportation

1. Higher Volumes At Ground Boost FedEx’s Third Quarter Revenues on March 21st
2. Growth In Domestic Consumption And Demand For Healthcare In China Presents Growth Opportunity For 3M on March 21st
3. FedEx Ground To Benefit From Holiday Season Sales But Costs Remain A Concern on March 17th
4. New Tank Car Regulations Proposed By AAR May Negatively Impact Railroads on March 17th

Health Care

1. Recent Trials Could Help Pfizer Solidify Its Dominance In Pneumococcal Vaccine Market on March 20th
2. REBEL Bare Metal Stent Could Be A $200 Million Opportunity For Boston Scientific on March 20th
3. Johnson & Johnson’s Sale Of K-Y Brand To Reckitt Benckiser Confirms Focus on Pharma on March 18th
4. Near Term Uncertainty Weighing On Intuitive Surgical’s Stock on March 17th

Energy & Utilities

1. Why The U.S. Utility Solar Market Is Slowing Down on March 20th
2. Yingli Has A Disappointing Quarter Despite Higher Shipments on March 19th
3. How A Potential Spin Off Of The Oilfield Services Division Would Impact Chesapeake on March 18th

Basic Materials

1. Alcoa Announces Additional Investments In European Wheels Business To Meet Rising Demandon March 21st
2. Here’s Why We Think Cliffs Natural Is Fairly Valued At $24 on March 19th
3. Low Silver And Gold Prices Will Impact Silver Wheaton’s Year-Over-Year Profits on March 18th