Trefis: Highlights Week Ending 05 June 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 61 top stories this week:

Technology (17 articles)

• Samsung, 2 articles (2, 13)

Media & Telecom (12 articles)

• Time Warner Cable, 3 articles (8, 11, 12)
• AT&T, 2 articles (6, 11)
• DirecTV, 2 articles (6, 11)
• Disney, 2 articles (1, 4)
  
• New York Times, 2 articles (2, 5)
  

Consumer (11 articles)

• Guess, 2 articles (5, 11)
• Macau gaming, 2 articles (1, 8)
  

Industrials & Transportation (8 articles)

• CSX, 2 articles (1, 7)
• Norfolk Southern, 2 articles (1, 7)
• Union Pacific, 2 article (1, 7)
  

Financial Services (5 articles)

Energy & Utilities (3 articles)

• Yingli, 2 articles (1, 2)
  

Health Care (3 articles)

• Medtronic, 2 articles (1, 3)
  

Basic Materials (2 articles)

All 61 investment stories this week are listed below.

Technology

1. Exploring Adobe’s Base, Bear And Bull Cases – Part One on June 5th
2. Mobile Weekly Notes: Apple, BlackBerry and Samsung on June 5th
3. Why Is Windows 10 Launch In July ’15 Vital For Microsoft? on June 5th
4. Here’s Why We Are Bullish On Facebook on June 4th
5. Western Digital’s New Releases And Product Upgrades Target Enterprise And Consumer Segments on June 4th
6. Key Challenges Besetting eBay’s Marketplaces Segment on June 3rd
7. Acquiring Altera Can Help Intel Retain Its Leadership In The High-Margin Data Center Businesson June 3rd
8. How the Application Delivery Network Segment Could Lead To A Significant Upside For F5 Networks? on June 3rd
9. Groupon’s Goals For 2015 & Beyond (Part 2 Of 2) on June 3rd
10. Symantec Expands Into Cloud DLP Market on June 3rd
11. Key Take Away From Google’s Development Conference on June 2nd
12. Broadcom To Be Acquired By Avago In Record Tech Deal on June 2nd
13. Scenarios That Could Impact The Valuation Of Samsung’s Semiconductor Division on June 2nd
14. Alibaba: Here Are The Key Growth Drivers In The Chinese E-Commerce Market on June 2nd
15. These Scenarios Could Significantly Raise Salesforce’s Valuation on June 1st
16. The Month That Was For The Online Travel Agencies on June 1st
17. How Much Has VMware Progressed In Network Virtualization? on June 1st

Media & Telecom

1. Weekly Media Notes: Disney Playmation, Showtime Standalone Service And More on June 5th
2. Exploring Base, Bull And Bear Case Scenarios For New York Times – Part Two on June 5th
3. Limited Options For Sprint If T-Mobile Merges With Dish Network on June 5th
4. Disney To Launch Playmation Toy Series In October on June 4th
5. Exploring Base, Bull And Bear Case Scenarios For New York Times – Part One on June 4th
6. AT&T-DirecTV Deal: FCC Likely To Grant Approval With Caveats on June 4th
7. Cisco Expands Intercloud Capabilities With Piston Cloud Computing Buy on June 4th
8. Why We Are Revising Our Price Estimate For Time Warner Cable on June 3rd
9. Competition Could Impact China Unicom’s Valuation By 10% on June 2nd
10. Scenarios That Could Impact China Mobile’s Valuation on June 1st
11. Weekly Pay-TV Notes: TWC-Charter To Merge; FCC Yet To Resume AT&T-DirecTV Review; Bill Murray Christmas Special On Netflix on June 1st
12. Time Warner’s CNN Sees Solid Ratings Growth In Q1 on June 1st

Consumer

1. Weekly Casino Notes: Casino Stocks Surge Amid An Uptick In Macau Gaming on June 5th
2. Post China’s Import Tariff Reduction, Both L’Oreal And Estee Lauder Slash Prices on June 4th
3. Could Delaying The Launch Of Project LiveWire Cost Harley-Davidson? on June 4th
4. Factors That Can Alter Bed, Bath & Beyond’s Valuation By 10% Or More on June 3rd
5. Guess’s Shares Up On Better-Than-Expected Earnings, But There’s Nothing Promising on June 3rd
6. What Factors Can Drive Wynn Resorts’ Stock Price? on June 2nd
7. Hyatt Invests In A Home Rental Startup Amid Changing Landscape In The Vacation Rental Industry on June 2nd
8. Casino Notes: Macau Gaming Revenues Plunge 37% In May on June 2nd
9. Unilever Expands Footprint in Middle East With New Facility in Dubai on June 1st
10. How Will CVS Health Benefit From its Acquisition of Omnicare? on June 1st
11. Guess Earnings Preview: Traffic Decline In the U.S. And Strong Dollar To Offset Slight Economic Recovery In Europe on June 1st

Industrials & Transportation

1. Railroads Weekly Review: Norfolk Southern, CSX, Union Pacific on June 5th
2. FedEx’s Margins To Grow On Aircraft Retirements and Pricing on June 4th
3. Update: Boeing’s Fighter Jet Future Sees Some Relief on June 2nd
4. If Sikorsky’s Out to Bid – Who Could Be The Buyer? on June 2nd
5. Understanding GE Capital’s Exit Plan on June 1st
6. FDX-TNT Acquisition: Risks, Rewards & Competition on June 1st
7. Railroads Weekly Review: Norfolk Southern, CSX, Union Pacific on June 1st
8. Industrials Weekly Review: Deere, 3M, Honeywell on June 1st

Financial Services

1. Q1 2015 U.S. Banking Review: Third-Party Mortgage Servicing Portfolios on June 5th
2. Q1 2015 U.S. Banking Review: Outstanding Mortgage Portfolio on June 5th
3. Q1 2015 Banking Review: Credit Card Charge-Off Rates on June 4th
4. Q1 2015 Banking Review: Credit Card Payment Volumes on June 4th
5. Q1 2015 U.S. Banking Review: Outstanding Card Balances on June 3rd

Energy & Utilities

1. Solar Weekly Notes: TSL, SPWR, YGE on June 5th
2. Yingli Green Energy Q1 Preview: China In Focus on June 4th
3. Why We Remain Bullish On First Solar Despite The Recent Selloff on June 3rd

Health Care

1. Medtronic Reports Strong Earnings, Covidien Integration Going Well on June 4th
2. Johnson & Johnson Roundup: Latest Updates Suggest Growing Push In Pipeline on June 1st
3. Medtronic Likely to Meet Earnings Estimates, Driven By Robust Sales on June 1st

Basic Materials

1. How U.S. Steel Could Be Impacted By The Potential Imposition Of Anti-dumping Duties On Steel Imports on June 4th
2. The Impact Of Copper Supply Side Constraints On Freeport’s Stock Price on June 2nd