Trefis: Highlights Week Ending 25 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 61 top stories this week:

Technology (18 articles)

• Apple, 3 articles (1, 7, 8)
• Accenture, 2 articles (3, 15)
• Salesforce, 2 articles (14, 18)
  

Consumer (17 articles)

• Volkswagen, 3 articles (2, 4, 14)
• Starbucks, 2 articles (1, 11)
  

Media & Telecom (12 articles)

• Time Warner, 2 articles (1, 3)

Financial Services (8 articles)

• E*Trade, 2 articles (2, 8)
  

Industrials & Transportation (3 Articles)

Health Care (2 articles)

Energy & Utilities (1 article)

All 61 investment stories this week are listed below.

Technology

1. Car Wars – II: Why Is Apple Interested In Cars? on September 25th
2. Why we believe LinkedIn can reach 100,000 corporate customers on September 25th
3. Accenture Earnings: Guidance And Orderbook Lacks Luster on September 25th
4. New Mobile Processors Can Reignite Qualcomm’s Chipset Business, But Key Threats Cannot Be Ignored on September 25th
5. Human Capital Management Notes: ADP, Paychex In Focus on September 25th
6. Constant Contact: What Lies Ahead on September 25th
7. How Much Of An Impact Would An Apple Car Have On Apple’s Stock? on September 25th
8. Why Applied Needn’t Worry About The Current Slowdown In Foundry Spending on September 24th
9. Tough Road Ahead For eBay As It Battles Increased Competition on September 23rd
10. Electronic Arts: Why FIFA Sales Growth Will Probably Slow Down This Year on September 23rd
11. Pandora Jumps On Copyright Office’s Positive Response on September 23rd
12. Why We Believe Akamai’s Average Revenue per Media Customer Could Cross $1 Million By 2022 on September 22nd
13. Here’s Why Amazon Will Continue To Gain Market Share In The U.S. on September 22nd
14. Is Salesforce’s Analytics Cloud Really Making Waves? on September 22nd
15. Accenture Earnings Preview: Acquisitions To Boost Topline, While Order-book Growth To Remain Tepid on September 22nd
16. Can AMD Sustain Its Share Gain In Discrete GPUs? on September 21st
17. Adobe Earnings Recap: Cloud Boosts Revenues Across Divisions on September 21st
18. The One Theme Underpinning Salesforce’s Dreamforce 2015 and Its Entire Future on September 21st

Consumer

1. Monthly Notes On Coffee Industry: Starbucks & Keurig Green Mountain on September 25th
2. The Domino Effect Of Volkswagen’s Emissions Scandal on September 25th
3. Why DNKN Stock Has The Potential To Go 20% Higher In The Coming Quarters on September 25th
4. Earnings Preview: Costco Set To Deliver Yet Another Earnings Beat As Domestic Business Remains Strong on September 25th
5. What Could The Dieselgate Scandal Cost Volkswagen? on September 24th
6. Best Buy And Macy’s Enter Into Partnership As Retailers Look To Improve Asset Utilization on September 24th
7. Colgate-Palmolive May be Headed for Trouble in Its Biggest Market on September 24th
8. Car Wars – Part I: Lessons For The Auto Industry From The Ascent of The Smartphone on September 23rd
9. Nike Earnings Preview: US, China Key To Growth on September 23rd
10. Here’s Why Ralph Lauren Could See Better Days on September 22nd
11. Starbucks Looks Forward To Winter Season, As Single-Serve Market Share Improves on September 22nd
12. Q2 Earnings Preview: Bed, Bath & Beyond Likely Had Another Sluggish Quarter As Industry Growth Remains Soft on September 22nd
13. Oh Volkswagen, What Have You Done! on September 22nd
14. Diageo: What Could The AB InBev – SABMiller Deal Mean? on September 21st
15. Rite Aid Q2 Earnings Review: Reimbursement Pressure Eats Into Margins As Remodeled Stores To Drive Sales Growth on September 21st
16. Specialty Pharmacy Boom Will Continue And CVS Health To Be a Major Beneficiary on September 21st
17. Another L Brands Story: The Ingredients Behind The Sweet Smell Of Bath & Body Works’ Success on September 21st

Media & Telecom

1. Weekly Pay-TV Notes: Shareholders Approve TWC-Charter Merger, Blindspot Debuts Big For Comcast’s NBC on September 25th
2. Why The $1 A Month iPhone 6S Offer Could Be Great For Sprint on September 25th
3. Time Warner: Turner Networks Will See Continued Growth In International Markets Despite The Rise of Digital Video Platforms on September 24th
4. Cisco Seeks Partnerships To Revive Its China Business Amid Geopolitical Headwinds on September 24th
5. Disney: Star Wars Presence At Infinity 3.0 May Be Enough To Revive Video Game Sales, But Significant Growth Unlikely on September 23rd
6. BlackBerry Earnings Preview: Will Core Software Sales Pick Up? on September 23rd
7. Motorola Cutting Expenses To Grow Profits Amid Shrinking Gross Margins on September 22nd
8. How Big Is The Used Car Opportunity For Sirius XM? on September 22nd
9. Why Media Companies Should Not License More Content To Netflix? on September 21st
10. Weekly Publishing Notes: News Corp Acquires Video Distribution Platform Unruly, NYT Declares Dividend on September 21st
11. With IoT Warming Up, Nokia Pushing NB-LTE To Improve Wireless Footing And Curb Competition on September 21st
12. China Mobile’s 4G Momentum Should Continue After Solid August Numbers on September 21st

Financial Services

1. Q2 2015 U.S. Banking Review: Third-Party Mortgage Servicing Portfolios on September 24th
2. Trade Volumes Rise In August For E*Trade After A Slow Q2 on September 24th
3. High Trade Volumes Across Derivatives, Equities In Europe, U.S. For NASDAQ OMX on September 24th
4. Q2 2015 U.S. Banking Review: Outstanding Commercial Loan Portfolio on September 23rd
5. Q2 2015 U.S. Banking Review: Mortgage Portfolios on September 22nd
6. Charles Schwab Reports Sustained Period Of High Trading Activity on September 22nd
7. European Banking Notes: Deutsche Bank, Credit Suisse and RBS on September 21st
8. Brokerages Weekly Notes: Trade Volumes Surge In August For E*Trade, TD Ameritrade, Charles Schwab on September 21st

Industrials & Transportation

1. Southwest Airlines Will Focus On Expanding Its International Operations In 2016 on September 25th
2. Partnering With Icelandair Will Enhance Alaska Air’s Customer Satisfaction on September 25th
3. Why Is China Plant Important For Boeing? on September 24th

Health Care

1. Pipeline Drugs Need To Fire For Johnson & Johnson’s Oncology Business on September 23rd
2. How Biosimilars Can Impact Pharma Company Valuations on September 21st

Energy & Utilities

1. Halliburton-Baker Hughes Merger In Trouble Again? on September 23rd