Trefis: Highlights Week Ending 05 September 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. This week no company had more than one article.

Table of Contents for the 38 top stories this week:

Technology (12 articles)

• Intel, 2 articles (1, 4)
• Oracle, 2 articles (2, 12)

Consumer (7 articles)

• Anheuser-Busch, 2 articles (3, 5)

Energy & Utilities (6 articles)

Media & Telecom (5 articles)

Financial Services (4 articles)

• JP Morgan Chase, 2 articles (2, 4)
  

Basic Materials (2 articles)

Industrials & Transportation (1 article)

Health Care (1 article)

All 38 investment stories this week are listed below.

Technology

1. Weekly Tech Notes: INTC, NVDA, AMD, BRCM, FFIV on September 5th
2. Weekly Enterprise Tech Software: Salesforce, Oracle and SAP on September 5th
3. Mobile Weekly Recap: Samsung’s New Phablets, Apple’s Stock Decline on September 5th
4. Intel & Opening Ceremony Introduce MICA – A Fashionable Wearable Device on September 4th
5. VeriSign’s Top Line Performance To Be Masked By Growth In ccTLDs on September 4th
6. FBI Scraps $500 Million Potential Deal With Motorola Solutions Following Protests on September 4th
7. Why Samsung’s Note 4 Is Unlikely To Turn Around Its Smartphone Troubles on September 4th
8. What’s Driving Pandora’s Total Active User Count? on September 3rd
9. Salesforce Launches New Offering To Strengthen Mobile CRM Push on September 3rd
10. An Upward Revision Of Our HP Price Estimate To $30 on September 3rd
11. Nokia’s HERE Maps Now In Samsung’s Galaxy Smartphones And Gear on September 3rd
12. Oracle Unlikely To Challenge TomorrowNow Verdict on September 2nd

Consumer

1. Week In Review: Wal-Mart, Costco And Target on September 5th
2. Walgreen Reports Strong Q4’14 Sales But Gross Margin Remains Under Pressure on September 5th
3. Latin America To Drive Volume And Margin Expansion For Anheuser-Busch InBev on September 5th
4. Mercedes-Benz Considering Manufacturing In Russia Amid Political Uncertainties on September 4th
5. New Coverage On Anheuser-Busch InBev: Price Estimate At $113 on September 4th
6. Looking At Our Estimates For Gap’s Global Store Fleet on September 3rd
7. Volkswagen’s Operating Profits Boosted By Porsche on September 3rd

Energy & Utilities

1. BP’s Oil Spill Liabilities Could Rise Sharply As The Court Finds It Grossly Negligent on September 5th
2. Oilfield Services Weekly Recap: Halliburton’s Macondo Settlement, Baker Hughes Deals on September 5th
3. Exxon Announces Norwegian Refinery Upgrade To Boost Its Downstream Margins on September 5th
4. Trina Solar Expands Project Business With Yunnan Metallurgical New Energy Acquisition on September 3rd
5. What’s Fueling Crude Oil Production Growth For EOG Resources? on September 2nd
6. Solar Weekly Recap: Earnings Misses, New Deals on September 2nd

Media & Telecom

1. How Is Time Warner Cable’s Broadband Business Trending? on September 4th
2. Comcast’s Cable Networks Are Trending Well As Distribution Revenues Continue To Grow on September 2nd
3. China Telecom Shows Improvement In Subscriber Adds; 4G Likely To Provide Further Boost on September 2nd
4. Week In Review: U.S. Wireless Carriers on September 2nd
5. China Mobile Continues Strong Run In Chinese Wireless Market With Robust 4G Adds on September 2nd

Financial Services

1. The Ongoing Price War In The European ETF Market Is Bad News For Deutsche Bank on September 5th
2. Financials Weekly Notes: JPMorgan, Citigroup, Goldman Sachs And Barclays on September 5th
3. Which Swiss Bank Has The Better Business Model: UBS or Credit Suisse? on September 2nd
4. Financials Weekly Notes: JPMorgan, Morgan Stanley, BNY Mellon And RBS on September 2nd

Basic Materials

1. ArcelorMittal Maintains Focus On Automotive Sector With New Range Of Automotive Steels on September 4th
2. Rio Tinto To Cut Jobs At Australian Coal Mine To Reduce Costs In Subdued Coal Pricing Environment on September 2nd

Industrials & Transportation

1. Automobile Industry Offers Growth Opportunity For Corning on September 4th

Health Care

1. Weekly Pharma Notes: Bristol-Myers Squibb, Pfizer, Merck And Roche on September 2nd