Trefis: Highlights Week Ending 21 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 45 top stories this week:

Consumer (17 articles)

• American Eagle, 2 articles (4, 16)
• Gap, 2 articles (1, 10)
• LBrands, 2 articles (3, 11)
  

Technology (9 articles)

• Salesforce, 2 articles (1, 7)

Media & Telecom (6 articles)

• Dish, 2 articles (4, 6)
  

Financial Services (4 articles)

Basic Materials (4 article)

Health Care (3 article)

Energy & Utilities (2 article)

• Trina Solar, 2 articles (1, 2)
  

All 45 investment stories this week are listed below.

Consumer

1. Gap Inc Sees Some Potential For Next Year But Q2 2015 Remains Weak on August 21st
2. Volkswagen’s Troubles Run Deep on August 21st
3. L Brands Solid Growth Streak Continues Despite Its Exit From The Apparel Division on August 21st
4. Why The Fall In American Eagle’s Stock Is Warranted Despite Strong Q2 Results on August 21st
5. Earnings Review: Target Continues To Impress, Increases Guidance Again on August 20th
6. How Coke Is Restructuring Its Way To Higher Profitability on August 20th
7. Lowe’s Q2 Earnings Review: Pros and Dotcom Sales Could Support Further Growth on August 20th
8. Wynn Resorts: What Happens If Recovery In Macau Gaming Comes Sooner? on August 20th
9. Home Depot Q2 Earnings Review: Macroeconomic Fundamentals And Company Strategies Could Ensure Further Growth on August 19th
10. Gap Inc Earnings Preview: Underlying Performance, Omni-Channel Business In Focus As Sales Remain Weak on August 18th
11. Due To Internal Restructurings And Currency Headwinds, L Brands Growth Is Expected To Continue Albeit At A Slower Pace on August 18th
12. Waning Demand For Flagship Brands, Slowdown In Travel Retail Lead To Weak Quarter For Estee Lauder on August 18th
13. Urban Outfitters Earnings: Underlying Concerns Overshadow Top Line Gains on August 18th
14. Why is Unilever Rushing Towards Premium Personal Care Brands? on August 17th
15. Sports Drink Wars In The U.S. To Get Exciting? on August 17th
16. American Eagle Earnings Preview: Better Merchandise Can Help Counter Traffic Decline on August 17th
17. Philip Morris: Impact Of A Sudden Excise Hike In Asia on August 17th

Technology

1. Salesforce Eyeing Expansion Into Industry Verticals as Q2 Revenues Beat Expectations on August 21st
2. Tableau’s Entry Into China A Good Move As Company Targets International Growth on August 20th
3. The Scenario That Can Significantly Bolster Priceline’s Valuation on August 20th
4. Seagate Eyes The Flash Array Market With $645 Million Dot Hill Acquisition on August 20th
5. Accenture Looks To Boost Consulting Division Revenues With The Recent Acquisitions on August 19th
6. HP Earnings Preview: What We Are Watching on August 18th
7. Salesforce’s Revenue and Margin Expansion Likely to Continue in Q2 on August 18th
8. NetApp Earnings Preview: Can Sub-$25K All-Flash Array Boost Performance? on August 18th
9. Why Mobile Is Crucial For Pandora’s Top Line Growth And Bottom Line Sustenance on August 17th

Media & Telecom

1. Weekly Media Notes: Continued Sell-off In Media Stocks Amid Future Growth Concerns on August 21st
2. China Mobile Earnings Driven By Data Traffic Growth on August 21st
3. China Telecom Performs Well Where It Counts, With Solid Data Growth on August 20th
4. What Happens If Dish Decides To Drop Viacom? on August 19th
5. Ericsson Can Overcome Challenges In The Mobile Infrastructure Business on August 19th
6. Why We Are Revising Dish Network’s Price Estimate To $74 on August 17th

Financial Services

1. Q2 2015 U.S. Banking Review: Net Interest Margin on August 21st
2. Q2 2015 U.S. Banking Review: Custody Banking Assets on August 20th
3. Q2 2015 U.S. Banking Review: Common Equity Tier 1 Capital Ratios on August 19th
4. Q2 2015 U.S. Banking Review: Price-To-Book Ratios on August 18th

Basic Materials

1. Grim Business Conditions For Steel Reflected In U.S. Steel’s Announcement To Permanently Close Alabama Facilities on August 21st
2. Reduction In Oil & Gas Capex A Good Move By Freeport-McMoRan on August 20th
3. Will We Be Driving Aluminum Cars In Ten Years Time? on August 20th
4. Royal Gold Streaming Agreement A Smart Move For Barrick As It Looks To Shed Debt on August 17th

Health Care

1. Merck’s Ebola Vaccine Won’t Move The Needle on August 21st
2. Almost A Quarter Of Bristol-Myers Squibb’s Valuation Is Dependent On Yervoy’s & Nivolumab’s Growth on August 19th
3. Opportunity For Roche To Further Strengthen Its Cancer Business Against Evolving Competitionon August 17th

Energy & Utilities

1. Trina Solar’s Q2 Results, Outlook Indicate That Fears Of Chinese Solar Slowdown Could Be Overstated on August 19th
2. Trina Solar Q2 Preview: Is The Chinese Market Slowing Down? on August 17th