Trefis: Highlights Week Ending 07 August 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 74 top stories this week:

Media & Telecom (21  articles)

• Disney, 3 articles (8, 12, 20)
• Dish, 2 articles (2, 19)
• Motorola, 2 articles (4, 14)
  
• Netflix, 2 articles (2, 9)
• Sprint, 2 articles (11.21)
  
• Time Warner, 2 articles (2, 18)
  
• Viacom, 2 articles (1, 13)

Consumer (20 articles)

• Ralph Lauren, 4 articles (1, 2, 6, 12)
• Tesla, 2 articles (4, 18)

Technology (14 articles)

• Activision, 2 articles (1, 10)
• Hewlett-Packard, 2 articles (5, 11)
• Priceline, 2 articles (4, 8)
  

Energy & Utilities (9 articles)

• Duke, 2 articles (1, 5)
• First Solar, 2 articles (2, 9)
  

Basic Materials (6 articles)

• Barrick Gold, 2 articles (2, 5)
• Rio Tinto, 2 articles (1, 4)
  

Financial Services (4 articles)

All 74 investment stories this week are listed below.

Media & Telecom

1. The Steep Fall In Viacom’s Stock Post Earnings Is Unwarranted on August 7th
2. Weekly Pay-TV Notes: TWC-Charter Deal Gains Support, Netflix Sets Japan Launch Date And Dish Reports Second Quarter Results on August 7th
3. NYT Earnings: Digital Circulation And Subscription Initiatives Boost Revenues Yet Again on August 7th
4. Motorola Solutions Gaining Steam With Product Innovation, Contract Wins & Operating Efficiency on August 7th
5. China Mobile Q2 Preview: Will ARPU Recover? on August 7th
6. HBO And Warner Bros. Will Drive Time Warner’s Future Growth on August 6th
7. Dish’s Positive Earnings Performance Overshadowed by Likely Disruptions With $3.3 Billion Auction Discount Repayment on August 6th
8. Disney Lowers FY 16 Guidance, Though Star Wars And Shanghai Are Key Factors To Driving Future Growth on August 5th
9. Why We Believe Netflix Stock Is Worth $103 on August 5th
10. How Will The 4G Rollout Impact China Telecom’s Q2 Earnings? on August 5th
11. Sprint’s Turnaround Gains Momentum, But It Isn’t Out Of The Woods Yet on August 5th
12. Here Are The Key Triggers For Disney’s Stock – Part 1 on August 4th
13. Viacom Q3 FY 15 Earnings Preview: Watchout For Advertising Income Amid A Double Digit Drop In Ratings on August 4th
14. Cable Networks Likely Drove CBS’ Q2 Earnings on August 4th
15. Motorola Solutions Earnings Preview: Order Backlog, Cost Cuts Can Drive Growth on August 4th
16. Publishing Decline At CBS Should Not Alarm Investors on August 3rd
17. Weekly Pay-TV Notes: Netflix Signs New Content Deal; TWC Announces Strong Q2 Results on August 3rd
18. Time Warner Q2 2015 Earnings Preview: Turner Networks And HBO Likely To Drive Earnings Growth on August 3rd
19. Dish Q2 Preview: Focus On Shrinking Pay-TV Subscriber Base, Future Spectrum Auction Strategy And Sling TV on August 3rd
20. Disney’s Q3 FY 15 Earnings Preview: Look For Cable Networks Growth Amid A Tough Comp And Currency Effects on August 3rd
21. Sprint Earnings Preview: How Are Subscriber Net Adds Trending? on August 3rd

Consumer

1. Ralph Lauren Q1 2016 Earnings Review: Results Meet Expectations In Spite Of Currency Headwinds on August 7th
2. Factors Justifying Our $141 Valuation of Ralph Lauren — Part 2 on August 6th
3. Domestic Hotel And Macau Casino Operations Will Drive MGM’s Future Growth on August 6th
4. Tesla: Key Takeaways From Earnings on August 6th
5. Jaguar Land Rover’s Struggles In China To Weigh On Its Financials In The Near Term on August 6th
6. Factors Justifying Our $141 Valuation of Ralph Lauren- Part 1 on August 5th
7. Earnings Review: Toyota Posts Record Profits On Weak Yen But Faces Tough Road Ahead on August 5th
8. CVS Reports A Solid Q2’15, Pending Acquisitions To Further Accelerate Growth on August 5th
9. Is Store Consolidation Actually Working Out For Gap Inc? on August 4th
10. Can Keurig 2.0 Turn The Story For Keurig Green Mountain In Q3 2015? on August 4th
11. Here’s Why No One Wants To Buy Aeropostale — Neither Products Nor The Company on August 4th
12. Ralph Lauren Earnings Preview: A Bright Future Could Lie Ahead For Ralph Lauren on August 4th
13. Macau Slowdown Weighs On Wynn’s Q2 Earnings But Outlook Positive on August 3rd
14. P&G’s Near-Term Outlook Darkens as Volumes Drop in Q4 on August 3rd
15. L’Oreal Delivers One Of Its Strongest Quarters, Driven By Organic And Inorganic Growth, Coupled By Currency Tailwinds on August 3rd
16. Avon’s Sales Decline Persists In Q2 On the Back Of Currency Headwinds, Brazil’s Economic Problems, And Representative Base Erosion on August 3rd
17. Earnings Review: Renewed Quality Focus Boosts Honda’s Profits on August 3rd
18. Earnings Preview: What We Will Be Watching Out For In Tesla’s Earnings Report on August 3rd
19. Diageo Preliminary Earnings Review: Net Sales Maintained Against Innovations Even As Headwinds Persisted on August 3rd
20. Earnings Preview: Rising US Light Truck Sales To Boost Toyota Profits on August 3rd

Technology

1. Activision’s Stock Up 12% On Impressive Digital Growth In Q2 & Positive Guidance on August 7th
2. Nvidia’s Gaming & Automotive Segment Continue To Shield It Against The PC Slowdown: Q2’16 Earnings Review on August 7th
3. Here’s Why We Have Changed Sina’s Price Estimate To $48 on August 6th
4. Besides The Dampening Effect Of Currency Headwinds, Priceline’s Impressive Growth Story Continues on August 6th
5. Scenarios That Can Significantly Impact Hewlett-Packard’s Stock Price – Part 3 on August 5th
6. Zynga Earnings Preview: Trends We Are Watching on August 5th
7. In Q2 2015, Ctrip Achieved One Of Its Highest Organic Growth Rates In Recent Years, And Promised An Even Better Future on August 4th
8. Priceline Q2 2015 Earnings Preview: Strategic Initiatives Might Bear Fruit, Though Currency Headwinds Expected To Decelerate Growth on August 4th
9. Yahoo! Japan Earnings: Revenues From Mobile And E-Commerce Grows Yet Again on August 4th
10. Activision Blizzard’s Q2 2015 Earnings Preview: Improving Software Sales Raise Hopes on August 3rd
11. Scenarios That Can Significantly Impact Hewlett-Packard’s Stock Price – Part 2 on August 3rd
12. LinkedIn Delivers Strong Results, But Stock Trades Down on August 3rd
13. Cable Networks Likely Drove Fox’s Q4 FY15 Earnings on August 3rd
14. Seagate Earnings: Weakness In PC Market Leads To Fall In Revenues on August 3rd

Energy & Utilities

1. Indiana, Brazil Woes Dampen Duke Energy’s Earnings on August 7th
2. First Solar Earnings Takeaways: Solid Tech And Cost Improvements Projected on August 6th
3. Petrobras 2Q Preview: Higher Production, Thicker Downstream Margins Expected on August 5th
4. Transocean 2Q Preview: Weak Day Rates And Lower Pricing Power Likely To Weigh On Profitson August 5th
5. Duke Earnings Preview: Declining Per Capita Electricity Consumption, Currency Effects Could Pressure Margins on August 4th
6. Chesapeake Energy 2Q Preview: Lower Prices, Production To Weigh On Results on August 4th
7. Exxon Maintained At $81 Per Share After 2Q Earnings on August 4th
8. ConocoPhillips Sharpens Focus On Lowering Costs As Oil Prices Eat Into Profits on August 3rd
9. First Solar Earnings Preview: Solar Project Pipeline, Efficiencies In Focus on August 3rd

Basic Materials

1. Rio Tinto 1H 2015 Earnings Review: Rising Production Levels Despite Weak Iron Ore Prices on August 7th
2. Barrick Gold Q2 Earnings Review: Cost Rationalization And Debt Reduction Continue In Response To Weak Gold Prices on August 7th
3. Silver Wheaton Earnings Preview: Lower Gold And Silver Prices To Weigh On Q2 Results on August 7th
4. Rio Tinto’s First Half 2015 Earnings Preview: Strong Production Volumes And Cost Reduction Initiatives To Partially Offset Impact Of Low Commodity Prices on August 4th
5. Barrick Gold Earnings Preview: Lower Gold Prices To Negatively Impact Q2 Results on August 3rd
6. ArcelorMittal Earnings Review: Weak Iron Ore Prices And Dollar Strength Weigh On Q2 Resultson August 3rd

Financial Services

1. Q2 2015 U.S. Investment Bank Round-Up: Equity Underwriting on August 7th
2. Q2 2015 U.S. Investment Bank Round-Up: Advisory Services on August 6th
3. British Government Begins RBS Stake Sale After The Bank Posts Modest Q2 Profits on August 5th
4. HSBC’s Lukewarm Q2 Results Demonstrate Progress On Reorganization Plan on August 5th