Trefis: Highlights Week Ending 13 November 2015

Written by Trefis

Below is a summary of the activity at Trefis during the past week thatTrefis 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 providescommunication 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 48 top stories this week:

Technology (18 articles)​

• Applied Materials, 2 articles (3, 12)

• Facebook, 2 articles (7, 10)

Consumer (9 articles)​

• Tata, 2 articles (7, 9)

Media & Telecom (9 articles)​

Energy & Utilities (4 articles)

• Petrobras, 2 article (1, 3)

Financial Services (2 articles)

Industrials & Transportation (2 articles)

Basic Materials (2 articles)

Health Care (2 articles)

All 48 investment stories this week are listed below.

Technology

1. How Yelp’s International Expansion Can Boost Its Revenues? on November 13rd

2. Why Our $31 Price Estimate For Cree Is Justified on November 13rd

3. Applied Materials: Healthy Foundry Spending and Increased Adoption Of 3D NAND Can Drive Future Growth on November 13rd

4. Nvidia’s Jetson TX1 To Expand Tegra Processors’ Reach To A Wider Market on November 13rd

5. Why We Reduced Our Price Estimate For Groupon To $4.20 on November 13rd

6. Prime and AWS To Be Two Major Value Drivers For Amazon on November 12nd

7. What If Average Ad Pricing Continues To Increase Rapidly On Facebook? on November 12nd

8. What If Pandora’s Royalty Rates Don’t Rise Much In 2016 And Beyond? on November 12nd

9. Upside And Downside Scenario For Adobe’s Online Marketing Cloud on November 11st

10. The Three Key Drivers To Facebook’s Growth on November 11st

11. What Are The Key Growth Drivers For eBay? on November 11st

12. Applied Materials Earnings Preview: Weak Foundry Spending To Weigh On Q4 Growth, But It Can Pick Up Thereafter on November 11st

13. Car Wars – IV: How Do Driverless Car Fit Into Google’s Business on November 10th

14. A Closer Look at Tableau’s Q3 Earnings: International Expansion and New Products Driving Top-Line Growth on November 10th

15. Priceline Braved Currency Headwinds To Deliver A Successful Third Quarter on November 10th

16. Why Innovation Is Key For Twitter? on November 9th

17. TripAdvisor’s Q3 2015 Earnings Review: Instant Booking In Focus on November 9th

18. Smartphone Notes: Apple’s iPad Strategy, Samsung’s OS Gains, BlackBerry’s New Device on November 9th

Consumer

1. AB InBev And SABMiller Merger Focuses On Markets Outside The U.S. on November 13rd

2. Gap Inc’s October Woes Raise Concerns Around The Holiday Season on November 12nd

3. Here Are Ford’s Key Value Drviers on November 12nd

4. Omni-Channel Retailing Could Drive Future Growth For Walmart on November 11st

5. Healthy Snacks and Non-Carbonated Beverages Could Be Key For PepsiCo on November 10th

6. Strong US Macros Signal Good Times For Costco, As Store Expansion To Further Boost Growth on November 10th

7. Three Things Which Are Most Important For Tata Motors on November 10th

8. Does Honda’s Increased Capital Expenditure Make Sense? on November 9th

9. Tata Motors Earnings Review: Losses Reported As China Demand Continues To Wane on November 9th

Media & Telecom

1. Weekly Pay-TV Notes: Comcast To Unify Its Video Apps, TWC To Offer TV Service Over The Internet on November 13rd

2. How Weaker Software Monetization Could Impact BlackBerry’s Stock on November 13rd

3. Despite The Benefits, A China Unicom-Telecom Merger May Be Unlikely on November 12nd

4. Star Wars And DisneyLife Are Two Important Things For Disney To Look Forward To on November 11st

5. What Matters Most For Viacom? on November 10th

6. Dish Q3 Earnings: CEO Believes Any Spectrum Deal Before January Less Likely, Sling TV Reduces Pay-TV Subscriber Losses on November 10th

7. Here’s What Cisco and Ericsson Could Gain From Their Alliance on November 10th

8. Real Estate, Digital Platform To Shape The Future For News Corp on November 9th

9. Weekly Carrier Notes: Sprint’s Postpaid Growth, Chinese 4G Tie-Up Talks, Verizon’s Content Deals on November 9th

Energy & Utilities

1. Petrobras Q3 Earnings: Increased Upstream Production And Higher Downstream Margins Fail To Mitigate The Negative Effects Of Low Oil Prices on November 13rd

2. EOG Resources Is Likely To Sail Through The Downturn On The Back Of Its High Quality Assets on November 12nd

3. Petrobras Q3 Preview: Company Plagued By Internal And Macroeconomic Problems, Will Remain So In Near Term on November 11st

4. The Opportunities And Challenges In The Chinese Solar Market on November 10th

Financial Services

1. Q3 2015 U.S. Investment Bank Round-Up: Equity Underwriting on November 12nd

2. BlackRock Will See Gains From Newly Acquired Money Market Funds Once Rates Rise on November 9th

Industrials & Transportation

1. FedEx, UPS Gear Up For The Most Important Quarter Of The Year on November 11st

2. Impact Of The Slowdown In Wide-Body Jet Segment On Boeing on November 9th

Basic Materials

1. Barrick Continues To Make Smart Moves In Response To Subdued Gold Pricing Environementon November 13rd

2. ArcelorMittal Q3 Earnings Review: Challenging Business Conditions Take Their Toll On Resultson November 9th

Health Care

1. Roche Sees Small Molecule Opportunity Differently Now on November 13rd

2. Johnson & Johnson’s Recent Acquisition Of Novira Is A Play In A Small Market on November 9th