Trefis: Highlights Week Ending 26 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.

Table of Contents for the 86 top stories this week:

Technology (23 articles)

• Intel, 3 articles (2, 8, 17)
• Alibaba, 2 articles (14, 21)
  
• Baidu, 2 articles (13, 18)
• Micron, 2 articles (2, 7)
  
• Paychex, 2 articles (9, 23)
  

Consumer (23 articles)

• Bed Bath & Beyond, 2 articles (13, 22)
• Ford, 2 articles (6, 11)
• Home Depot, 2 articles (15, 17)
• Nike, 2 articles (3, 17)
• Target, 2 articles (1, 23)

Energy & Utilities (12 articles)

• Petrobas, 3 articles (1, 5, 10)
• Exxon Mobil, 3 articles (5, 6, 10)
  
• BP, 2 articles (5, 7)
• Trina Solar, 2 articles (8, 12)
  

Media & Telecom (8 articles)

• Blackberry, 2 articles (3, 4)

Industrials & Transportation (7 articles)

Financial Services (5 articles)

• JP Morgan, 2 articles (1, 2)

Basic Materials (5 articles)

• Rio Tinto, 2 articles (3, 4)

Health Care (3 articles)

All 86 investment stories this week are listed below.

Technology

1. Applied Materials: Here’s Why China Is An Important Market For The Diplay Equipment Businesson September 26th
2. Weekly Semiconductor And Tech Update: INTC, BRCM, FFIV, MU, TXN on September 26th
3. Week In Review: Google, Yahoo, AOL, Yelp on September 26th
4. How Significant Can The New Candidate Management Tool Be For Monster? on September 26th
5. Mobile Weekly Notes:Apple’s iPhone Sales, BlackBerry’s New Device and Samsung’s Note 4 Launch on September 26th
6. A Look At Symantec’s Individual Business Units on September 26th
7. Micron Closes Its Fiscal 2014 On A Strong Note Driven By Healthy Memory Market Conditionson September 26th
8. Intel’s Collaboration With Tsinghua To Expand Its Footprint In The Chinese Mobile Chip Marketon September 26th
9. Paychex Posts Strong Growth On Pricing Increase And New Service Offerings on September 25th
10. Twitter Raises $1.8 Billion In Debt – What Does This Tell Us? on September 25th
11. Accenture Earnings: Revenue Growth Across Divisions But Order Booking Slows on September 25th
12. Seagate’s Baidu Deal Could Help With Cost-Effective Cold Data Storage on September 25th
13. Market Potential For Baidu’s Popular PC Faster Software on September 24th
14. Will eBay Face Heat From Alibaba? on September 24th
15. How Is Fox Sports Network Subscription Trending? on September 23rd
16. Factors Responsible For Our Revised Price Estimate For Priceline on September 23rd
17. Intel Invests $6 Billion In Israel To Create Advanced Chip Manufacturing Facility on September 23rd
18. Baidu Inks Strategic Research Agreements With Seagate and BMW on September 23rd
19. Expedia Adds HomeAway’s Vacation Rentals To Its Product Portfolio on September 22nd
20. Accenture Earnings Preview: Challenging Business Environment Would Continue To Temper Revenue Growth on September 22nd
21. What Will Justify $100 Price Estimate For Alibaba Group? on September 22nd
22. SAP To Acquire Concur Technologies To Boost Cloud Sales on September 22nd
23. Growth In Client Base Could Offset Impact Of Weak U.S. Job Market On Paychex’s Earnings on September 22nd

Consumer

1. Target Plans Conservatively For The Holiday Season Despite A Promising Industry Forecast on September 26th
2. Last Two Weeks In The Beverage World: KO, PEP, DPS And BUD on September 26th
3. Strong Showing In China, Europe and North America Keeps Nike’s Topline Growth Rate Humming Nicely on September 26th
4. Fortnightly Tobacco Companies Review: Lawsuits In Florida And Uruguay on September 26th
5. Refurbished Accord Critical To Honda’s Success In The U.S. Car Market on September 26th
6. Ford’s Russia Woes Could Affect European Operations Negatively on September 26th
7. Can Volkswagen Succeed In India? on September 26th
8. Fremont Factory Delays Shouldn’t Affect Tesla’s Sales This Quarter on September 25th
9. Will Ann’s Management Decide To Sell? on September 25th
10. Hyatt To Sell A Portfolio Of 38 Properties To Lone Star Funds on September 25th
11. What’s Ford Doing To Revive Its European Business on September 25th
12. Ralph Lauren: Main Supply Chain Challenges Ahead on September 25th
13. Margins Remain A Concern For Bed Bath & Beyond Despite EPS Beat on September 25th
14. Walgreen In Talks To Sell Off Its Infusion Services Business on September 24th
15. Home Depot: Could The Impact Of The Data Breach Be Significant? on September 24th
16. CFO Departure Could Further Delay Turnaround For Avon Products on September 23rd
17. Earnings Preview: Nike’s Strategy Should Keep Delivering Growth Across All Categories on September 23rd
18. The Week That Was: Home Depot And Lowe’s on September 23rd
19. Weekly Notes On Restaurant Industry: McDonald’s, Burger King & Chipotle Mexican Grill on September 23rd
20. Weekly Auto Notes: General Motors on September 23rd
21. RadioShack: Hopes That New Products & Initiatives Can Lift The Mobility Business on September 22nd
22. Bed Bath & Beyond Earnings Preview: Profits Will Be Under Pressure on September 22nd
23. Retail Week In Review: Wal-Mart, Target And Costco on September 22nd

Energy & Utilities

1. Petrobras’ New Gas Discovery Increases Its Potential In The Sergipe-Alagoas Basin on September 26th
2. The Main Trends Driving Duke Energy’s International Business on September 26th
3. Here’s Why Marcellus Shale Play Is So Important For Chesapeake on September 26th
4. ANR: Trends Driving Metallurgical Coal Prices on September 26th
5. Weekly Oil & Gas Notes: Exxon, BP and Petrobras on September 26th
6. U.S. Sanctions On Russia Weigh On Exxon’s Arctic Exploration Program on September 25th
7. BP Breaks Ground On The Southern Gas Corridor Amid Increasing EU Sanctions On Russia on September 25th
8. Trends Driving Our $15 Price Estimate For Trina Solar on September 24th
9. First Solar Could Benefit As India Plans Solar Overhaul on September 24th
10. Weekly Oil and Gas Notes: Petrobras, ConocoPhillips And Exxon on September 23rd
11. Oilfield Services Week In Review: Higher Land Rig Count, Schlumberger’s Probable Contract Win on September 22nd
12. Solar Week In Review: Trina’s Capacity Constraints, Yingli’s Distributed Project, SunPower’s Production Milestone on September 22nd

Media & Telecom

1. How Is News Corp’s Print Media Business Trending? on September 25th
2. Juniper’s Cloud Computing Gaining Traction With New Orders on September 25th
3. BlackBerry Q2 Preview: Subscriber Trends And BBM MAUs In Focus on September 24th
4. Passport Launch May Not Be A Solution To BlackBerry’s Handset Woes on September 24th
5. What Justifies A $445 Price Estimate For Netflix? on September 23rd
6. China Mobile’s 4G Subscribers Soar In August; iPhone 6 Could Provide Further Boost on September 23rd
7. China Unicom’s 3G-4G Subscriber Adds Slow Down In August On Growing Competition, Dual 4G Strategy on September 23rd
8. Weekly Review: U.S. Wireless Carriers on September 22nd

Industrials & Transportation

1. Aviation Week In Review: Boeing & United Technologies on September 26th
2. Industrials Week In Review: Johnson Controls, Deere, Caterpillar and 3M on September 26th
3. Railroads Week In Review: Norfolk Southern, CSX And Union Pacific on September 26th
4. How Successful Has Alaska Been In Lowering Its Costs? on September 26th
5. Southwest’s Near Term Growth Drivers: Expiry Of Wright Amendment Restrictions & Slot Winson September 24th
6. Initiating Coverage Of Textron At $38 Trefis Price Estimate on September 24th
7. Logistics Industry Week In Review: FedEx and United Parcel Service on September 23rd

Financial Services

1. Financials Weekly Notes: U.S. Bancorp, Citigroup, JPMorgan And RBS on September 26th
2. JPMorgan Sells Health Savings Account Unit To Webster Financial on September 26th
3. A Look At Loan-To-Deposit Ratios At The Country’s Largest Banks on September 25th
4. How BlackRock Is Dealing With Negative Interest Rates in Europe on September 24th
5. Goldman Details Plans To Foray Into Active ETF Market on September 24th

Basic Materials

1. Weekly Chemical Notes: Peltz Pushes DuPont For Split, Dow Receives Regulatory Approvals on September 26th
2. Alcoa Launches Aluminum Truck Wheel In Europe As Shift Towards Value-added Products Continues on September 26th
3. Three-Dimensional Mapping Technology To Help Rio Tinto Control Operating Costs on September 25th
4. Weekly Metals And Mining Notes: ArcelorMittal, Rio Tinto And U.S. Steel on September 23rd
5. Cooperation Agreement With Cosco Will Help Vale Lower Transportation Costs on September 23rd

Health Care

1. Intuitive Surgical: Concerns Remain But Expansion Into Emerging Markets Could Revive Growthon September 26th
2. What Is InterMune’s Revenue Potential For Roche? on September 25th
3. Weekly Medical Technology Update: Medtronic And Boston Scientific on September 22nd