Trefis: Highlights Week Ending 19 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 69 top stories this week:

Technology (15 articles)

• Adobe, 2 articles (6, 15)
• Oracle, 2 articles (3, 14)

Consumer (12 articles)

Industrials & Transportation (12 articles)

• FedEx, 2 articles (4, 11)
• Jet Blue, 2 articles (9, 12)
  

Financial Services (10 articles)

• Nasdaq OMX, 2 articles (2, 4)
  

Media & Telecom (10 articles)

• Comcast, 2 articles (8, 10)
• Viacom, 2 articles (1, 5)

Energy & Utilities (4 articles)

Basic Materials (4 articles)

Health Care (2 articles)

All 69 investment stories this week are listed below.

Technology

1. Here Are The Key Factors Underlying Our Valuation For Baidu on June 19th
2. After Xiaomi, Qualcomm’s Snapdragon Chipset Powers One Plus Smartphones on June 18th
3. Currency Headwinds Dampen Rapid Growth of Oracle’s Cloud Business in Q4 on June 18th
4. A Scenario That Could Significantly Dampen TripAdvisor’s Price Estimate on June 18th
5. How Semiconductor Business Could Significantly Impact Applied Materials’ Valuation on June 18th
6. Adobe Earnings: Cloud Growth And Product Launch In Focus on June 17th
7. Here Are The Key Challenges Impacting Renren on June 17th
8. Cree Collaborates With Smart Things, Takes Home Automation To A New Level on June 17th
9. How Can International Expansion Impact Alibaba’s Stock? on June 17th
10. AMD Launches Revolutionary Graphics Cards To Gain Share In PC Gaming on June 17th
11. Micron Focuses On Mobile, Servers & Automotive As It Reduces Its DRAM Dependence On PCs on June 16th
12. What Can Qualcomm Achieve From Its New MuLTEfire Technology ? on June 15th
13. How Is FX Network Trending For 21st Century Fox? on June 15th
14. Strong Cloud Growth Expected in Oracle’s Q4 Results on June 15th
15. Adobe Earnings Preview: Cloud Growth In Focus Yet Again on June 15th

Consumer

1. Costco’s Auto Program: A Unique Approach To Increase Membership on June 19th
2. Mercedes-Benz Is Catching Up With Competition In China on June 19th
3. A Scenario That Can Add To Abercrombie & Fitch’s Value on June 19th
4. Altria: Silver Lining In The Reynolds-Lorillard Deal? on June 18th
5. How Are Las Vegas Sands’ Singapore Hotel Operations Trending? on June 18th
6. Gap Inc’s To Close 175 Gap Stores In An Effort To Boost Its Profitability on June 18th
7. P&G Set to Sell $12 Billion Worth of Its Beauty Brands to Coty on June 18th
8. L Brands Is Developing A Habit Of Topping Estimates on June 16th
9. Volkswagen’s Split Could Be Good News on June 16th
10. Target Seeking Higher Traffic & Business Consolidation With CVS Deal on June 16th
11. The Strong Dollar Is Weighing Down These Large Beverage Companies on June 15th
12. McDonald’s: Better Days Ahead? on June 15th

Industrials & Transportation

1. Could American Airlines Ditch Its Fellow Legacy Carriers For Gulf Partnerships? on June 19th
2. Paris Air Show: Boeing Loses Out To Airbus On Total Commercial Orders, Creates Buzz About Upcoming Jet on June 19th
3. Caterpillar’s Retail Statistics Reinforce Expected Weakness on June 19th
4. FedEx Earnings: Fuel Continues To Temper Growth on June 18th
5. Shifting Transcon Flights To Newark Will Improve United’s Profitability on June 18th
6. Will Sikorsky and Textron Come Together Through A Reverse Morris Trust? on June 17th
7. Can Uber Disrupt FedEx And UPS? on June 16th
8. Railroads Weekly Review: Norfolk Southern, CSX, Union Pacific on June 16th
9. JetBlue’s Stock Rises As The Airline Reports Growth in Unit Revenue on June 16th
10. How Johnson Controls’ Exit From The Automotive Seating Business Impacts Its Stock on June 16th
11. FedEx Earnings Preview: Fuel Price Decline, Pricing Mechanism To Drive Earnings on June 15th
12. How Will An Oil Price Recovery Impact JetBlue’s Stock Price? on June 15th

Financial Services

1. UBS Sells Alternative Fund Services Business, Will Enhance Focus On Wealth Management on June 19th
2. Exchange Operators Month In Review: May Trading Volumes For CME, NASDAQ, ICE on June 19th
3. Barclays To Discontinue Trading In Non-Agency U.S. Mortgage-Backed Securities on June 18th
4. Mid-Year Slowdown In Trading Activity For NASDAQ OMX Group on June 17th
5. BNY Mellon Adds $770 Billion To Its Custody Assets With T. Rowe Price Deal on June 17th
6. Sustained Period Of Low Trade Volumes For E*Trade, Stock Worth $23 on June 16th
7. Q1 2015 U.S. Banking Review: Outstanding Commercial Loan Portfolio on June 16th
8. Growing Asset Base Could Offset Sluggish Trade Volumes For Charles Schwab In The Long Run on June 16th
9. European Banking Weekly Notes: RBS, HSBC and Barclays on June 15th
10. BlackRock Expands Mexico Infrastructure Investment Offering With Latest Acquisition on June 15th

Media & Telecom

1. Weekly Media Notes: Disney’s Princess Diaries 3, News Corp’s Stake In Elara And Viacom Rating Woes on June 19th
2. How Much Of An Effect Is Cord Cutting Having On Cable Companies? on June 19th
3. Factors That Could Potentially Trigger Movement In Time Warner Cable’s Stock Price on June 19th
4. Dish’s Sling TV Off The Blocks Quickly, But Still Has A Long Road Ahead on June 18th
5. How Are Viacom’s Smaller Networks And International Expansion Trending Amid A Changing Media Landscape? on June 17th
6. How Are DirecTV’s U.S. Operations Trending? on June 17th
7. Verizon Not Selling Huffington Post But Ad Business Still Key on June 16th
8. Is A Comcast-Sprint Deal Next? on June 16th
9. What Sirius XM May Suffer Due To Slower-Than-Expected Subscriber Adds on June 15th
10. Weekly Pay-TV Notes: Dish In Talks To Secure Funding For T-Mobile Deal, Comcast’s Jurassic World Opens Big on June 15th

Energy & Utilities

1. Solar Weekly Notes: First Solar’s Efficiency Milestone, Trina’s India Plans on June 19th
2. How Would The Iran Nuclear Deal Impact Oil Prices? on June 18th
3. Two Scenarios That Could Lead To Significant Upside For Trina Solar’s Stock on June 16th
4. Where Is The U.S. Oil Rig Count Headed? on June 15th

Basic Materials

1. Here’s Why The Olin Deal Is a Positive For Dow Shareholders on June 19th
2. U.S. Steel Increases Automotive Steel Capacity With Purchase Of AK Steel’s Stake In DESCO on June 18th
3. A Closer Look At Vale’s Salobo Mine on June 16th
4. How ArcelorMittal Could Be Impacted By The Potential Imposition Of Anti-Dumping Duties On U.S. Steel Imports on June 15th

Health Care

1. Is Pfizer’s Failure In Anti-Depressant Pristiq Meaningful? on June 18th
2. Bristol-Myers Squibb Price Estimate Revised to $65, Here’s Why on June 17th