Trefis: Highlights Week Ending 20 March 2015

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 to go 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 79 top stories this week:

Technology (21 articles)

• Apple, 2 articles (8, 21)
• Cree, 2 articles (1, 6)
• Ctrip, 2 articles (4, 17)
  
• Micron, 2 articles (1, 7)
• Oracle, 2 articles (11, 20)
  

Consumer (15 articles)

• Guess, 2 articles (4, 12)

Financial Services (14 articles)

• Goldman Sachs, 2 articles (1, 14)
• JP Morgan, 2 articles (1, 12)
• Morgan Stanley, 2 articles (1, 11)
  

Media & Telecom (10 articles)

• Comcast, 3 articles (1, 4, 6)
• China Telcom, 2 articles (5, 10)
• Time Warner, 2 articles (1, 4)
  

Energy & Utilities (7 articles)

Industrials & Transportation (5 articles)

• FedEx, 2 articles (2, 4)

Health Care (4 articles)

• Pfizer, 2 articles (1, 2)
  

Basic Materials (3 articles)

• Silver Wheaton, 2 articles (1, 3)
  

All 79 investment stories this week are listed below.

Technology

1. Here’s Why We Changed Twitter’s Price Estimate To $49.30 on March 20th
2. Weekly Tech Update: AMAT, BRCM, CREE, FFIV, INTC, MU, QCOM, NVDA, TXN on March 20th
3. How Pandora Plans To Generate More Revenues Amid Threatening Royalty Rates on March 20th
4. Ctrip Q4 2014 Earnings Review: Top Line Soars With The Pull of Investments And Acquisitions, While Shares Rise in Tandem on March 20th
5. Here’s Why We Have Changed Monster Worldwide’s PT To $6.80 on March 20th
6. Rising Competition Can Reduce Cree’s LED Market Share, Lowering Its Valuation on March 19th
7. Continued Stability In Memory Product Prices Can Significantly Increase Micron’s Valuation on March 19th
8. Why Apple’s Solid-Gold Watch Represents Good Strategy on March 19th
9. Here’s Why Instagram’s Business Will Become Huge For Facebook In The Future on March 18th
10. Softer Advertising Marketplace Likely To Weigh Over Fox’s Broadcasting Operations on March 18th
11. Oracle Takes Aim at Salesforce.com as Currency Headwinds Eat Into Q3 Revenues on March 18th
12. Here’s Why WhatsApp Can Become A Multi-Billion Dollar Business For Facebook on March 18th
13. Adobe Earnings: Cloud Services Deliver Growth Yet Again on March 18th
14. Nvidia Announces New Technology & An Updated GPU Roadmap on March 18th
15. Weekly Chinese Internet Note: Baidu’s Autonomous Car And Internet Plus on March 17th
16. Motorola Solutions: A Look At Top Line Growth Drivers For 2015 on March 17th
17. Ctrip Fourth Quarter 2014 Earnings Preview: Strategic Investments In Focus on March 17th
18. Renren Earnings Preview: Impact of Faster Internet, Gaming Consoles In Focus on March 17th
19. Weekly Online Travel Agency Notes: Priceline, Expedia, TripAdvisor on March 16th
20. Weekly Software Notes: Oracle, Salesforce and SAP on March 16th
21. Mobile Weekly Notes: Apple and Samsung on March 16th

Consumer

1. Weekly Casino Notes: MGM’s Stock Price Surges As REIT Proposal Gains Momentum on March 20th
2. Target’s Plans To Protect Its Bottomline May Get Hindered By Probable Wage Hike on March 20th
3. How Bed Bath & Beyond Progressed Through 2014 on March 19th
4. Guess Rises On Profits Beat While Currency Headwinds Subdue Topline Growth on March 19th
5. Toyota Keeping Pace With U.S. Automakers Despite Dip In Passenger Car Sales on March 18th
6. A Scenario That Can Impact McDonald’s Stock Price on March 18th
7. Impact Of A V-Shaped Recovery In Oil Prices On The Home Improvement Names on March 18th
8. Chevrolet’s 2016 Malibu Represents A Big Opportunity For GM on March 17th
9. Here’s What Best Buy Plans To Do In FY 2016 on March 17th
10. P&G Mulling Sale or IPO of Some of Its Beauty Brands on March 17th
11. Our Revised Price Estimate Of $159 For Wynn Resorts on March 17th
12. Guess Earnings Preview: Traffic Decline & Currency Headwinds To Weigh On Results on March 17th
13. Scenarios That Could Change Coca-Cola As We Know It on March 16th
14. Ann Rises On Better-Than-Expected Growth; Shows Merchandise And Cost Savings Improvement on March 16th
15. Tesla’s Lithium Supply Constraints Might Hamper Its Growth on March 16th

Financial Services

1. U.S. Banking Weekly Notes: JPMorgan, Goldman Sachs, Morgan Stanley, BNY Mellon on March 20th
2. India Opens Insurance Sector To Foreign Players on March 20th
3. RBS Close To A Deal With UBP For Sale Of Coutts International on March 19th
4. UBS Expands Its U.S. Oil Banking Team To Make The Most Of Low Oil Price Environment on March 19th
5. NASDAQ OMX To Launch Energy Derivatives To Compete With ICE, CME on March 18th
6. How Much Cash Is Wells Fargo Looking To Return To Shareholders In 2015? on March 18th
7. U.S. Bancorp Plans To Return $4.8 Billion To Shareholders on March 18th
8. State Street’s 2015 Capital Plan Includes $1.8B In Buybacks, 13% Dividend Hike on March 18th
9. TD Ameritrade Maintains High Trading Volumes Through February on March 17th
10. Solid Start To 2015 Continues Through February With High Trade Volumes For E*Trade on March 17th
11. Morgan Stanley’s Plan To Return $4.25 Billion To Shareholders Gets Fed Clearance on March 17th
12. JPMorgan Announces $6.4 Billion In Share Buybacks Along With 10% Dividend Hike on March 17th
13. Citigroup Ends Payout Drought With Plans To Return $8.4 Billion To Shareholders on March 16th
14. Goldman Hikes Dividends, Remains Tight-Lipped About Share Buybacks on March 16th

Media & Telecom

1. Weekly Pay-TV Notes: Charter Helps Comcast-TWC Deal Move Forward, FCC Pauses Major Deal Reviews And TWC declares Dividend on March 20th
2. China Mobile’s 2014 Revenues Grow On 4G Device Sales And Higher Data Traffic on March 20th
3. Our Revised Price Estimate Of $91 For Time Warner on March 18th
4. FCC’s Recent Rulings Add Uncertainty To Time Warner Cable’s Deal With Comcast on March 18th
5. China Telecom Earnings: Network Upgrade Costs, Sluggish Subscriber Gains Weigh On Profits on March 18th
6. Comcast: Fifty Shades’ Performance Epitomizes Universal’s Low-Budget Strategy on March 17th
7. Is Piracy A Serious Threat To Netflix? on March 17th
8. Why Sprint Is Offering To Pay Customers To Switch To Its Network on March 17th
9. Dish Network Price Estimate Revised To $79.80 Based On Spectrum Valuation on March 16th
10. China Telecom Earnings Preview: Sluggish 3G/4G Adds, VAT To Hurt Profits on March 16th

Energy & Utilities

1. Weekly Oil & Gas Notes: ConocoPhillips’ Capex Plan And Shell’s Nigerian Asset Sale on March 20th
2. Oilfield Services Weekly Notes: Scrapped Rigs, Lower U.S. Activity, New Technologies on March 20th
3. Is The OPEC’s Strategy Working? on March 20th
4. China Ups Solar Target By 20%: Is It Achievable? Who Will It Benefit? on March 19th
5. Solar Weekly Notes: First Solar, SunPower, Trina Solar on March 16th
6. U.S. Oil Rig Count Trends Lower, Shouldn’t Have Major Effect on March 16th
7. Weekly Oil & Gas Notes: Shell’s Kashagan Update, BP’s Egypt Investment and Chevron’s Divestment Plan on March 16th

Industrials & Transportation

1. Why Norfolk Southern’s ARPU Could Continue To Decline on March 19th
2. FedEx Earnings: Stock Down Despite Surge In Profits on March 19th
3. JetBlue Expands Mint Service To The Caribbean In Pursuit Of Higher Margins on March 18th
4. FedEx Earnings Preview: Operating Expenses In Focus on March 16th
5. What’s Driving Honeywell’s Industrial Sales? on March 17th

Health Care

1. These Three Factors Can Trigger Movement In Pfizer’s Stock Price on March 20th
2. Pfizer Can Add 5%-10% Value By Streamlining Its R&D Spending on March 19th
3. Medtronic’s Two Year Study Reveals Positive Results For Its CoreValve System on March 19th
4. Boston Scientific’s Watchman Device Ready To Enter U.S. Market on March 17th

Basic Materials

1. Lower Precious Metal Prices Weigh On Silver Wheaton’s Q4 Results on March 20th
2. How Rio Tinto Would Benefit From A Recovery In Iron Ore Prices on March 18th
3. Silver Wheaton Earnings Preview: Lower Precious Metal Prices To Weigh On Q4 Results on March 16th