Trefis: Highlights Week Ending 18 April 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 61 top stories this week:

Technology (16 articles)

• Google, 2 articles (3, 13)
  
• IBM, 2 articles (1, 14)
• Sandisk, 2 articles (4, 10)
• SAP, 2 articles (2, 11)
  

Consumer (12 articles)

• Coca Cola, 2 articles (4, 7)
  
• Pepsico, 2 articles (3, 11)
  

Financial Services (7 articles)

Industrials & Transportation (6 articles)

Health Care (6 article)

• Abbott, 2 articles (3, 6)
• UnitedHealth, 2 articles (1, 5)
  

Media & Telecom (6 articles)

• China Unicom, 2 articles (1, 6)
  

Energy & Utilities (5 articles)

Basic Materials (3 articles)

All 61 investment stories this week are listed below.

Technology

1. IBM Earnings: Revenues Decline As Hardware Sales Continue To Disappoint on April 17th
2. SAP Q1FY14 Quick Take: On-Premise Revenues Contract, On-Demand Sales Accelerate on April 17th
3. Google Earnings: Revenue Grows But Disappoints Market on April 17th
4. Enterprise Storage Drives SanDisk’s Q1 Results, Embedded Storage Could Follow Suit on April 17th
5. Intel’s Q1’14 Earnings: Expanding Footprint In New Markets, Strong Data Center Performance & Higher PC Market Share Drive Growth on April 16th
6. Fox News Sees Continued Growth In Ratings And Subscription Fee on April 16th
7. Yahoo Earnings: Costs Drag Profitability Even As Revenue Grows on April 16th
8. Weak Trading Revenues Weigh Down Q1 Results For Credit Suisse on April 16th
9. Feeble Presence In Mobile Search Will Adversely Impact Travelzoo on April 15th
10. Enterprise Storage To Drive SanDisk’s First Quarter Performance on April 15th
11. Q1FY14 Preview: Increased Cloud Focus Should Boost Top Line For SAP on April 14th
12. AMD’s Diversified Product Portfolio To Drive Growth In 2014 on April 14th
13. Google Earnings Preview: Revenue Growth To Remain Strong on April 14th
14. IBM Earnings Preview: Focus On Revenues For Future Growth Indication on April 14th
15. Q1 Preliminary Results: ARPU Boost Gives Upside To Our $26 Valuation For Constant Contacton April 14th
16. Regulatory Approval In China Lifts Uncertainty Around Nokia’s Emerging Market Licensing Potential on April 14th

Consumer

1. Kimberly-Clark Earnings Preview: Baby Care And Consumer Tissue Will Witness Margin Expansion on April 17th
2. Revlon Earnings Preview: Expect Subdued Color Cosmetics Sales, Robust Sales Contribution From TCG on April 17th
3. PepsiCo Rides On Growth In Frito-Lay And Developing Markets In The First Quarter on April 17th
4. Here’s How We Value Green Mountains And Coca-Cola’s Partnership on April 17th
5. Harley-Davidson Earnings Preview: Volumes To Rise, Restructuring And Start-Up Costs To Impact Margins on April 17th
6. American Eagle Outfitters Has Plenty To Explore In China & Mexico on April 16th
7. Coca-Cola Earnings Review: Still Beverages Offset Decline In Sparkling, Restructuring Impacts Margins on April 16th
8. Weak North American Market Shrinks Q1FY14 Sales Growth For L’Oréal on April 16th
9. Burger King Worldwide New Coverage: $29 Trefis Price Estimate on April 16th
10. Chipotle Earnings Preview: Sales To Remain Robust But Margins May Suffer on April 15th
11. PepsiCo Earnings Preview: Soft Drinks To Underperform Once Again on April 14th
12. Philip Morris Earnings Preview: Regulatory Headwinds Continue To Challenge Growth on April 14th

Financial Services

1. American Express Manages Expenses To Offset Slowdown In Revenue Growth on April 17th
2. Bank of America Sees Strong Operational Improvement Despite Q1 Loss on April 17th
3. Growth In Trading And Client Assets Drives Strong Quarter For Charles Schwab on April 16th
4. Improved Trading Revenues Lift Citigroup’s Q1 Results on April 15th
5. Wells Fargo Overcomes Shrinking Revenues To Report Record Results For Q1 on April 15th
6. JPMorgan Shares Fall After Bank Reports Slow Start To The Year on April 14th
7. Charles Schwab Earnings Preview: Growing Client Asset Base And Yield Rate To Drive Quarteron April 14th

Industrials & Transportation

1. CSX’s Earnings Dip Due To Cold Weather Related Disruptions on April 17th
2. Cost Cutting & A Better Defense Spending Environment Will Likely Boost Lockheed’s Earningson April 17th
3. UTC’s Earnings Preview: Restructuring Costs Will Likely More Than Offset Sales Growth on April 16th
4. Union Pacific’s Earnings Preview: Volume Growth May Offset High Operating Costs on April 15th
5. Industrial Segment Growth & Gains From Cost Cuts Will Likely Lift GE’s Results on April 15th
6. Delta Is Expanding In Seattle To Target The Fast Growing Asia Air Travel Market on April 14th

Health Care

1. UnitedHealth’s Results Meet Expectations But ACA Implementation Affects Bottom Line on April 17th
2. Intuitive Surgical Earnings Preview: Preliminary Q1 Results Indicate Disappointing Quarter on April 17th
3. Abbott’s Mixed Q1 Earnings Beat Estimates on April 17th
4. Roche Reaffirms Full Year Outlook But Suffers From Currency Movements on April 16th
5. UnitedHealth Earnings Preview: Focus On Market Share, Medicare Cuts on April 16th
6. Abbott Earnings Preview: Emerging Markets & New Products Likely To Drive Sales on April 15th

Media & Telecom

1. China Unicom’s Profit Rises 74% On Revenue Growth In 3G/4G & Broadband on April 17th
2. Netflix Earnings Preview: Euphoria Of Q4 2013 To Subside In Q1 2014 on April 17th
3. BlackBerry May Exit Devices Business If It Remains Unprofitable on April 15th
4. China Mobile Earnings Preview: Strong 3G Subscriber Growth To Drive Revenues; Profitability Likely To Remain A Concern on April 15th
5. Relativity Media Makes A Bid For Maker Studios; Vote On Disney’s Bid Tomorrow on April 14th
6. China Unicom Earnings Preview: Expanding Subscriber Base In 3G, Broadband To Drive Revenues on April 14th

Energy & Utilities

1. Halliburton Q1 Preview: Three Trends Driving The North American Business on April 17th
2. Natural Gas Pipelines Drive KMP’s First Quarter Earnings on April 17th
3. Trends That Could Drive Baker Hughes’ Q1 Earnings on April 16th
4. Schlumberger Earnings Preview: Watching The North American Business on April 16th
5. Kinder Morgan Q1 Preview: Expect Higher Natural Gas Transport Volumes on April 15th

Basic Materials

1. Cliffs’ Earnings Preview: Lower Iron Ore And Coal Prices Likely to Impact Results on April 17th
2. Indonesian Government Relaxes Its Stance In Tax Dispute With Freeport And Newmont on April 15th
3. DuPont Earnings Preview: Early Seed Shipments, Lower Chemical Prices To Weigh On Earnings Growth on April 14th