Trefis: Highlights Week Ending 27 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 95 top stories this week:

Consumer (27 articles)

• Coca Cola, 2 articles (6, 20)
• Gamestop, 2 articles (1, 11)
• Nike, 2 articles (4, 21)

Technology (21 articles)

Media & Telecom (11 articles)

Energy & Utilities (9 articles)

Financial Services (8 articles)

Industrials & Transportation (8 articles)

• Caterpillar, 2 articles (2, 6)
  

Health Care (6 article)

• Abbott, 2 articles (2, 6)

Basic Materials (5 articles)

All 95 investment stories this week are listed below.

Consumer

1. GameStop’s Focuses On Technology Brands For Top-Line Growth on June 27th
2. Las Vegas Sands’ Singapore Operations Will Grow Over VIP Gaming on June 27th
3. Tesla Will Have To Fulfill Backlog Of Orders From U.K. And China To Meet Q2 Deliveries Targeton June 27th
4. Earnings Review: Strong Performance In Europe And North America Keeps Nike On Growth Track on June 27th
5. Frito-Lay Dominates U.S. Salty Snacks, But Rising Cracker Sales Could Stall Growth on June 27th
6. Coca-Cola Life And Glaceau Smartwater To Be Launched In The U.K. on June 27th
7. Despite Declining Overall Auto Sales In Brazil, Luxury Volumes Are On The Rise on June 27th
8. Target’s Grocery Business Growth Is Slow Despite Its Efforts on June 26th
9. Increased Coupon Redemption And Higher Expenses Hurt Bed Bath & Beyond’s Q1 Results on June 26th
10. Production In Brazil To Boost Volumes And Profitability For Jaguar Land Rover on June 26th
11. GameStop Software Sales To See Revival Post E3 on June 26th
12. Expansion In The West Provides Opportunities For Dunkin’ Brands on June 26th
13. NYX Cosmetics Acquisition Could Drive L’Oréal’s North American Sales Higher on June 25th
14. Walgreen Sustains It’s Top-Line Growth But Reports Lower Gross Margin on June 25th
15. Casino Operators Eye Japan As The Nation Moves A Step Forward Towards Gambling Legalization on June 25th
16. Mercedes-Benz-BMW Battle Shifts To Plug-In Electric Vehicles In The U.S. on June 25th
17. Japan’s Backing To Fuel-Cell Cars Could Benefit Toyota’s New Model on June 25th
18. Rising Meat Prices Could Hurt McDonald’s Margins on June 24th
19. Dr. Pepper’s Much Needed Non-Carbonated Growth Could Come From Snapple Tea on June 24th
20. Coca-Cola’s All-Natural Brands Simply And Vitaminwater Could Face Headwinds Going Forwardon June 24th
21. Earnings Preview: Nike Set To Gain From FIFA World Cup Frenzy on June 24th
22. Wal-Mart Looks To Revamp Its Canada Grocery Business With Increased Investment And A New CEO on June 24th
23. Refreshed Product Lineup To Boost Honda’s North America Market Share on June 23rd
24. Bed Bath & Beyond Earnings Preview: Housing Slowdown To Weigh On Results, But Pent-Up Demand Could Help on June 23rd
25. Lexus Set To Gain Share Of U.S. Luxury Market With Refreshed Model Lineup on June 23rd
26. Ford’s Investments Will Impact Short Term Profitability But Promise Long Term Rewards on June 23rd
27. Harley-Davidson Jumps Onto The Green Bandwagon With An All-Electric Motorcycle on June 23rd

Technology

1. Nvidia Refocuses Its Plan to Target Servers, Instead Promoting Its GPUs In ARM Servers on June 27th
2. AOL Expands Its Video Offering To Apple TV on June 27th
3. Key Trends Impacting Expedia’s Hotel Division on June 27th
4. Accenture Earnings:Revenue Growth Across Divisions on June 27th
5. AMD Expands Its Professional Graphics Portfolio To Increase Its Footprint In The Market on June 26th
6. Intel Raises Its Q2’14 Outlook On Account Of Improving PC Demand on June 26th
7. A Closer Look At Oracle’s Acquisition Of MICROS Systems – Part 1 on June 26th
8. ADP’s Focus On Time And Attendance Products Should Help Increase Clients on June 26th
9. Western Digital’s Consumer Electronics And External Storage Division In Focus on June 26th
10. All-Flash Arrays Offer Strong Opportunity For NetApp Despite Competition on June 26th
11. Let’s Not Discount Zynga’s Mobile Efforts on June 25th
12. Where Are Priceline and TripAdvisor Headed With the Restaurant Reservations Business on June 25th
13. LinkedIn Expands Its Job Listings Efforts With Standalone Job Search App on June 24th
14. Accenture Earnings Preview: Will Consulting Revenue Grow In Q3? on June 24th
15. What Will Drive Growth In Twitter’s Timeline Views Per User? on June 24th
16. Micron Retains Its Growth Momentum In Q3’14 on June 24th
17. Why eBay’s Stock Has Taken A Beating In Recent Months on June 23rd
18. Why Online Travel Companies Are Buying Restaurant Reservation Operators on June 23rd
19. Google’s Nest Labs Strengthens Its Portfolio with $555 Million Acquisition of Dropcam on June 23rd
20. Why iPad Sales Growth Has Been Slowing on June 23rd
21. Alibaba’s Acquisiton Of UCWeb Could Be A Threat To Baidu’s Mobile Plans on June 23rd

Media & Telecom

1. What Is Driving The Growth For Disney Channel? on June 27th
2. How Is The Broadcasting Business Trending For NBCUniversal? on June 26th
3. A Deadly Blow For Aereo As Supreme Court Rules That The Service Violates The Copyrights On Programming on June 26th
4. Sirius XM Turns To Used Car Market As New Car Market Matures on June 25th
5. FDD-LTE 4G Licenses Could Get China Telecom Back In The Race on June 25th
6. China Unicom Leads The Chinese Wireless Market In Net Subscriber Adds on June 25th
7. How Are DirecTV’s U.S. Operations Trending? on June 24th
8. Strong U-verse Adoption Likely To Drive AT&T’s Wireline Sales on June 24th
9. Why Dish Should Not Sell Its Spectrum To Verizon on June 23rd
10. Reinvention Of MTV Will Drive Advertising Growth on June 23rd
11. What Would Justify Netflix’s Current Market Price? on June 23rd

Energy & Utilities

1. Here’s Why Most Of The Growth In ConocoPhillips’ Future Cash Flows Will Come From The U.S.on June 27th
2. Trina Solar Revised To $14 On Cost and Market Related Concerns on June 27th
3. Halliburton Revised To $71 On Deepwater and Pumping Outlook on June 27th
4. Chesapeake To Increase Production Of Natural Gas Liquids To Compensate For Falling Natural Gas Prices on June 27th
5. Initiating Coverage Of Petrobras: $17 Trefis Price Estimate on June 27th
6. Kinder Morgan Set To Benefit From Increased Production And Consumption Of Natural Gas on June 26th
7. How The MLP Spin Off Helps Transocean on June 25th
8. Exxon Mobil Breaks Ground On New Chemical Plant In The U.S. To Tap Lower Natural Gas Prices on June 23rd
9. Chevron’s New Base Oil Plant To Improve Its Downstream Profitability on June 23rd

Financial Services

1. Discover Looks To Tap The Asian Market on June 27th
2. NY Lawsuit Deals A Blow To Barclays’ Dark Pool Trading Operations on June 27th
3. NASDAQ’s Trading Volumes Decline After A Strong Start To 2014 on June 26th
4. Why Asset Managers Are Betting On Active ETFs on June 25th
5. Travelers’ Personal Insurance Division and Key Trends on June 25th
6. A Look At The Loan Portfolios Of The Largest U.S. Banks on June 24th
7. Citigroup Inks Deals To Dispose Of Retail Units In Greece and Spain on June 24th
8. UBS Under Criminal Probe For Fraud In Puerto Rico on June 23rd

Industrials & Transportation

1. How Has Consolidation Helped Improve Airline Industry’s Financial Health? on June 27th
2. Caterpillar’s Lower End User Sales Point To A Tough Second Quarter on June 27th
3. Sikorsky’s Black Hawk Platform Wins U.S. Air Force’s Combat Rescue Helicopter Contract on June 27th
4. What Is United Doing To Improve Its Cost Performance? on June 25th
5. Developing Markets Are Important For 3M’s Growth and Margins on June 25th
6. Caterpillar’s Strong Balance Sheet Will Enable It To Endure The Ongoing Mining Sector Weakness on June 25th
7. GE Is Set To Expand Its Power Business With Alstom Acquisition on June 24th
8. Thinner Glass Production Will Help Corning Reduce Costs on June 23rd

Health Care

1. What If Legacy Pharmaceutical & Consumer Business Keeps Falling For Merck? on June 27th
2. Abbott Eyeing Growth In European Cataract Surgery Market With New Approval on June 27th
3. Intuitive Surgical Gets CE Approval For New Device But Near-Term Uncertainties Remain on June 26th
4. Health Insurance Exchanges And Their Impact On UnitedHealth Group on June 25th
5. Pfizer’s Plan B In Immuno-Oncology: Collaboration With Smaller Companies on June 24th
6. Abbott Acquires Veropharm To Expand Presence In Russia on June 24th

Basic Materials

1. A Look At Silver Wheaton’s Business Model: Risks And Opportunities on June 27th
2. Aerospace Takes Center Stage For Alcoa With Firth Rixson Acquisition on June 27th
3. A Look At Vale’s S11D Iron Ore Project on June 25th
4. Alcoa Continues Aerospace Push With Announcement Of Virginia Facility Expansion on June 23rd
5. Barrick Gold Focuses On Low-Cost Mines In Subdued Gold Pricing Environment on June 23rd