Trefis: Highlights Week Ending 20 June 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 68 top stories this week:

Technology (23 articles)

• Open Table, 2 articles (14, 22)

Consumer (22 articles)

• American Eagle Outfitters, 2 articles (3, 8)
• GM, 2 articles (14, 17)
  
• Riteaid, 2 articles (4, 13)
  

Industrials & Transportation (7 articles)

• FedEx, 2 articles (4, 7)

Energy & Utilities (5 articles)

Media & Telecom (5 articles)

• Blackberry, 3 articles (1, 4, 5)

Financial Services (3 articles)

Basic Materials (2 articles)

Health Care (1 article)

All 68 investment stories this week are listed below.

Technology

Technology

1. Amazon Launches Another Device Of Its Own, This Time It’s A Smartphone! on June 20th
2. Micron’s Earnings Preview: Improving Market Dynamics To Spur Growth on June 20th
3. TI Expands Its Embedded Portfolio With WiFi Solutions For IoT on June 19th
4. BSkyB Transaction Will Be A Big Positive For 21st Century Fox on June 19th
5. Adobe Earnings: Cloud Adoption Continues Unhindered on June 19th
6. An Expanding LED Bulb Portfolio To Aid Cree’s Growth on June 18th
7. Microsoft is Fairly Valued At $41 on June 18th
8. Priceline Forays Into Online Restaurant Reservations With Acquisition Of OpenTable on June 18th
9. Paychex Expands Its Software-As-A-Service Based Solutions By Acquiring Nettime on June 18th
10. Flash Storage Consolidation Continues With SanDisk’s Fusion-io Acquisition on June 17th
11. Oracle Q4FY14 Preview: New License Sales To Be Weighed Down By Weak On-Premise Application Sales on June 17th
12. Akamai To Witness Revenue Rise From World Cup Streaming on June 17th
13. Yelp’s Expansion Into Latin America In Focus on June 17th
14. OpenTable’s Acquisition Sparks Investor Interest In Groupon, But The Company Needs To Address Some Deficiencies on June 17th
15. Is Google Glass The Next Big Money Maker? on June 17th
16. Electronic Arts: FPS Games To Drive Market Share on June 17th
17. Activision Relies On Its 3 Top Titles To Drive Revenues on June 17th
18. Nokia Looks To Bolster Its HERE Maps Business With Recent Buys on June 17th
19. VMware And Cisco To Fight It Out In The SDN Arena on June 16th
20. TripAdvisor Launches Direct Booking Tool For U.S. Traffic To Boost Smartphone Monetization on June 16th
21. Monster Is Rejuvenating on June 16th
22. How Much Is OpenTable Really Worth To Priceline? on June 16th
23. Samsung Launches New Premium Tablets, But Going After Apple’s Market Share Could Be A Challenge on June 16th

Consumer

1. How The Fast Casual Segment Is Gaining Market Share In The Restaurant Industry on June 20th
2. Walgreen Will Retain Its Growth Momentum In Q3’14 on June 20th
3. International Opportunities For American Eagle Outfitters’ Business – Part II on June 20th
4. Rite Aid Believes Growth Will Re-accelerate In The Second Half Of Fiscal 2015 on June 20th
5. Shifting Production To Central And Eastern Europe Could Boost Profits Of German Automakerson June 20th
6. Shopping App Stylr – Yet Another Acqusition For @WalmartLabs on June 19th
7. Best Buy To Benefit From Increasing Online Sales on June 19th
8. International Markets Opportunity For American Eagle Outfitters’ Business – Part I on June 18th
9. Why CVS Will Benefit From An Expanding MinuteClinic Footprint on June 18th
10. MGM Closer To Setting Up Springfield Casino Resort on June 18th
11. Stevia-Sweetened Coca-Cola Life To Be Launched In The U.S. on June 18th
12. Why Wal-Mart Never Picked Up In China? on June 17th
13. Rite Aid’s Earnings Preview: Higher Drug Costs To Impact Margins on June 17th
14. General Motors’ Aggressive $12 Billion Investment Plan To Regain Position As Market Leader In China on June 17th
15. Hillshire Brands Moves To End Pinnacle Deal In Light Of Tyson Foods’ Offer on June 17th
16. Daimler’s Mercedes-Benz Faces Stiff Competition From BMW And Lexus In The U.S. on June 17th
17. GM Recall Issues Continue But Sales Still Remain Strong on June 17th
18. How P.S. From Aeropostale Is Giving Mixed Signals on June 16th
19. A Closer Look At Target’s Domestic Expansion Approach on June 16th
20. Initiating Coverage: $58 Price Estimate For Hyatt Hotels on June 16th
21. Toyota’s Securitization of Car Loans Will Free Up Cash For More Loans In China on June 16th
22. What Tesla Stands To Gain From Sharing Its Patents on June 16th

Industrials & Transportation

1. Why UPS Chose To Follow Fedex’s Pricing Mechanism on June 20th
2. What Are Lockheed Martin’s Two Biggest Growth Opportunities? on June 20th
3. Airline Industry Will Have To Maintain Capacity Discipline To Remain Profitable on June 20th
4. Ground And Freight Growth Drives Fedex’s Quarterly Results While Express Remains Stagnanton June 19th
5. GE Aviation Is Poised For Solid Growth In The Coming Years on June 17th
6. Investments By Railroads And Trucking Constraints Drive Railroad Intermodal Volumes on June 17th
7. Fedex Ground Segment Revenue Likely To Grow Driven By Rate Increase And E-commerce Package Volume on June 16th

Energy & Utilities

1. BP Looks To Tap China’s Growing Natural Gas Demand With A $20 Billion LNG Deal on June 20th
2. Yingli’s Quarterly Loss Narrows On Higher ASPs, Debt Load Remains A Concern on June 18th
3. Understanding Solar Yieldcos on June 16th
4. Declining Trend In International Met Coal Prices Poses Threat To Alpha Natural Resources’ Margins on June 16th
5. Chevron Sheds Stake In Chad Oil Fields To Focus On Higher Growth Assets on June 16th

Media & Telecom

1. BlackBerry’s Losses Narrow On Lower Costs, But Revenue Growth Will Be Key For A Turnaround on June 20th
2. Cisco Enters Network Orchestration With Tail-f Buy on June 20th
3. China Mobile’s Steady Subscriber Adds Continue In May As 4G Picks Up on June 20th
4. BlackBerry’s Amazon Appstore Deal Should Free Up Resources To Aid Enterprise Focus on June 19th
5. BlackBerry Earnings Preview: Hardware Alliances And Enterprise Business In Focus on June 18th

Financial Services

1. IPO Values Euronext At $1.9 Billion, No Stake Retained By IntercontinentalExchange on June 20th
2. BNY Mellon To Re-Enter Reverse Mortgage Business With Home Equity Retirement Solutionson June 18th
3. Here’s Why Credit Suisse Is Looking To Spin Off Wake USA on June 17th

Basic Materials

1. ArcelorMittal Continues Automotive Push With Opening Of New Plant In China on June 18th
2. A Look At Freeport’s Oil And Gas Division on June 16th

Health Care

1. Medtronic’s $43 Billion Covidien Buyout Is More Than Just A Tax Saving Deal on June 16th1