Trefis: Highlights Week Ending 04 September 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 60 top stories this week:

Consumer (21 articles)

• Ford, 2 articles (6, 16)

Technology (15 articles)

• Samsung, 2 articles (5, 15)
  

Financial Services (8 articles)

Industrials & Transportation (5 Articles)

Media & Telecom (5 articles)

Basic Materials (3 articles)

Health Care (2 articles)

Energy & Utilities (1 article)

All 60 investment stories this week are listed below.

Consumer

1. Why Is Omni-Channel Imperative For American Eagle Outfitters? on September 4th
2. L Brands August Sales Grow Steadily With Core Segment Focus Reaping Benefits on September 4th
3. Casino Notes: Our Revised Price Estimates For Casino Stocks Amid Continued Decline In Macau Gaming And Concerns Over Slower Growth In China on September 4th
4. Light Truck Sales Lead The Way In The U.S. Automotive Market on September 4th
5. Why Urban Outfitters’ Free People Needs More Attention on September 3rd
6. How Ford Is Having An Atypical Year in 2015 on September 2nd
7. What Factors Can Drive Growth For Las Vegas Sands’ Macau Hotel Operations? on September 2nd
8. Why Under Armour’s New NBA Deal Is So Important For The Company on September 2nd
9. Target Betting Big on Digital Transformation, Likely To Yield These Benefits on September 1st
10. Rite Aid’s Sales Growth Slows As Newly Launched Generics Are The Likely Culprit on September 1st
11. What GM Is Doing To Protect Itself From The China Slowdown on September 1st
12. Tesla’s Business Model Highlights What The Shift To Electric Means For The Auto Industry on September 1st
13. The Month That Was: Automotive Stocks on August 31st
14. Monthly Notes On The Coffee Industry: Starbucks & Dunkin’ Brands on August 31st
15. Monthly Notes On The Restaurant Industry: Chipotle Mexican Grill & McDonald’s on August 31st
16. Two Things Ford Is Doing To Tackle The China Slowdown on August 31st
17. Aeropostale’s Underlying Concerns Escalate Following Another Dismal Quarter on August 31st
18. PepsiCo’s Snacks More Crucial To Overall Growth on August 31st
19. GameStop: Focus Shifts To New Businesses on August 31st
20. These Two Scenarios Can Dampen Estee Lauder’s Valuation on August 31st
21. Harley-Davidson: Where Will Growth Come From? on August 31st

Technology

1. Priceline Acquires AS Digital To Expand Its Global Presence In The Restaurant Reservation Segment on September 4th
2. Market Share And Broader Chinese Economy Risks Will Impact Baidu on September 4th
3. Death Knell For Adobe Flash As Google’s Chrome Withdraws Support, Though The Impact Will Be Minor on September 4th
4. Why The Subscription Business Is Important For Pandora And Where Is It Going? on September 4th
5. With Smartphone Business Floundering, Is Samsung Becoming A Semiconductor Company? on September 4th
6. Can Oracle’s Expansion Plans in China Overcome Nationalistic Tendencies and Heavy Competition? on September 3rd
7. Xiaomi’s Independent Chipsets Could Serve A Serious Blow To Qualcomm on September 3rd
8. Salesforce Expands Into Industry Verticals With Financial Services Cloud on September 2nd
9. Factors That Could Potentially Trigger Movement In Tableau’s Stock Price on September 1st
10. Yahoo Looks To Boost Revenues With Native Mobile Video Ads Support For Developers on September 1st
11. Opportunities Abound for Symantec as a Pure-Play Security Software Vendor on September 1st
12. SanDisk Continues To Focus On Enterprise SSDs Amid Weakness In Other Divisions on September 1st
13. Can The New GPU Lineup Help AMD Regain Its Share In Discrete GPUs? on August 31st
14. Monthly Update On Gaming Industry: Electronic Arts & Activision Blizzard on August 31st
15. Smartphone Weekly Notes: BBM User Adds, Apple’s iPhone Event, Samsung Pay on August 31st

Financial Services

1. Q2 2015 U.S. Banking Review: Outstanding Automobile Loans on September 4th
2. Barclays’ Sale Of Portuguese Ops At Discount Likely To Impact Exits In Italy, France on September 4th
3. Citigroup’s Sale Of Hungary Retail Banking An Important Step Towards Streamlining Operationson September 3rd
4. Q2 2015 U.S. Banking Review: Loan-To-Deposit Ratio on September 2nd
5. Q2 2015 U.S. Banking Review: Total Deposits on September 1st
6. Q2 2015 Banking Review: Credit Card Charge-Off Rates on September 1st
7. Q2 2015 U.S. Banking Review: Loan Portfolios on August 31st
8. Weak Trading Activity Continues For E*Trade on August 31st

Industrials & Transportation

1. Boeing Will Sustain Its Current Market Share In Commercial Airplane Deliveries on September 4th
2. Airlines Weekly Note: US Airlines Recover From Last Week’s Market Volatility on September 4th
3. Why Are The Airlines Splurging and Spending Money On Premium Services? on September 1st
4. Why Is Alaska Air Ahead Of Its Peers? – Part 2 on August 31st
5. United Continental Finally Makes Its Way To The S&P 500 on August 31st

Media & Telecom

1. Media Notes: Disney’s Studio To See Solid Growth With Or Without Dreamworks Deal, While CBS Live Stream Of NFL Highlights Changing Landscape on September 4th
2. Weekly Pay-TV Notes: Key Details On Comcast’s Watchble As Netflix Joins Hands With Vodafone Spain on September 4th
3. Looking At The Significance Of Sirius XM’s Latest $2 billion Share Repurchase Program on September 1st
4. Sprint’s Offer To DirecTV Customers Is Bold, But Will It Work? on August 31st
5. Monthly Networking Notes: Cisco, VMware, Juniper In Focus on August 31st

Basic Materials

1. Rising Chinese Steel Exports Continue To Wreak Havoc On Global Steel Industry on September 3rd
2. Vale’s Sale Of Stake In MBR Reflects Impact Of Weak Iron Ore Prices on September 2nd
3. Newmont Making The Right Moves To Counter Low Gold Prices on August 31st

Health Care

1. Roche Diagnostics Roundup: Gradual Addition To Portfolio on September 1st
2. Heavy Currency Headwinds Expected in Medtronic’s Q1 Results on September 1st

Energy & Utilities

1. How China’s Woes Can Hurt Solar Companies In North America And Europe on September 1st