Written by Trefis
Below is a summary of the activity at Trefis during the past week that Trefis thoughtEconintersect 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 85 top stories this week:
Technology (22 articles)
Accenture, 2 articles (3, 16)
Oracle, 2 articles (9, 19)
Twitter, 2 articles (1, 20)
Financial Services (16 articles)
Black Rock, 6 articles (1, 2, 5-8)
Health Care (15 articles)
Merck, 9 articles (1-4, 9-13)
J&J, 4 articles (5-8)
Pfizer, 2 articles (14, 15)
Consumer (14 articles)
Media & Telecom (7 articles)​
Netflix, 2 articles (3, 7)
Industrials & Transportation (6 articles)​
FedEx, 3 articles (1, 5, 6)
Energy & Utilities (3 articles)
Basic Materials (2 articles)
All 85 investment stories this week are listed below.
Technology
What Is Twitter’s Ad Revenue Opportunity From Passive Users? on December 18th
“Google For India”: How Does This Fit Into Google’s Big Picture? on December 18th
Accenture Earnings: Strong Dollar Impacts Revenue And New Sigings Growth on December 18th
Explaining Apple Pay’s Expansion Into China on December 18th
Can Call of Duty: Black Ops III Outpace The Performance Of Previous Black Ops Titles? on December 18th
Weekly Notes On Gaming Industry: Electronic Arts & Activision Blizzard on December 18th
Can Amazon Repeat Its Margin Performance In 2016? on December 17th
Pandora Survives The Royalty Rate Hike Scare As The Web IV Verdict Goes Its Way on December 17th
Oracle Q2 Earnings: Past Bookings Boost Cloud Revenues; No Respite for On-Premise Business on December 17th
Some Of The Key Drivers Expected To Fuel Expedia’s Growth In 2016 on December 17th
Yahoo! Japan Set To Acquire Ikyu.com In A Bid To Strengthen Its Online Travel Business on December 16th
TripAdvisor’s Star Performers In 2015 on December 16th
“News Feed” For Slower Connections: Facebook’s Strategy To Build A Stronger User Base on December 16th
Can LinkedIn’s New Mobile App Increase User Engagement? on December 15th
Will Microsoft’s Surface Phone Succeed Where Windows Phone Failed? on December 15th
Accenture Earnings Preview: Revenues To Grow, But New Signings Likely Under Pressure on December 15th
Blockbuster Start For Black Ops III & King Digital Acquisition Drives ATVI Stock To All-Time High on December 15th
How Is Priceline Shaping Up For The Future? A View Into The Most Significant Strategic Decisions By The Company In 2015 on December 14th
Oracle’s Cloud Growth Likely Continued in Q2, But Will It Be Enough? on December 14th
How Twitter Plans To Generate Revenues From Passive Users on December 14th
Bull, Bear And Base Case Scenarios For Yelp on December 14th
How Alibaba Is Expanding Its Footprint In India ? on December 14th
Financial Services
What Is BlackRock’s Share Of The U.S. And Global ETF Markets? on December 18th
What Is The Composition Of BlackRock’s Assets Under Management By Investor Type? on December 18th
How Much Value Can BNY Mellon’s Shares Gain From A Fed Rate Hike? on December 17th
How Much Value Can State Street’s Shares Gain From A Fed Rate Hike? on December 17th
What Has Contributed To BlackRock’s Revenue Growth Since 2010? on December 17th
How Much Are BlackRock’s Operating Divisions Worth Individually? on December 17th
What Proportion Of BlackRock’s Revenues Come From Its Various Divisions? on December 16th
What Is The Composition Of BlackRock’s Total Assets Under Management By Product Offering? on December 16th
Which U.S. Banks Have The Most Upside If The Fed Starts Raising Interest Rates Now? on December 16th
How Would Citigroup’s Value Be Affected If Fed Begins Rate Hike Now? on December 16th
How Would U.S. Bancorp’s Value Be Affected If Fed Begins Rate Hike Now? on December 15th
How Would Bank of America’s Value Be Affected If Fed Begins Rate Hike Now? on December 15th
How Would Wells Fargo’s Value Be Affected If Fed Begins Rate Hike Now? on December 15th
How Would JPMorgan’s Value Be Affected If Fed Begins Rate Hike Now? on December 14th
How Will U.S. Banks’ Net Interest Margins Change Over 2016-18? on December 14th
If The Fed Begins Raising Rates Next Month, How Will Banks’ Interest Margins Change In 2016-17? on December 14th
Health Care
How Much Revenue Can Merck’s Cancer Drug Keytruda Add In 2020? on December 18th
Why Merck’s Cancer Drug Keytruda Can Be Key To Its Long Term Growth? on December 18th
Considering The EU Launch Of Biosimilar For Remicade, Merck’s 2nd Largest Drug, Does The Company Face Meaningful EPS Decline In 2016? on December 18th
How Much Revenues Can Merck’s Phase 3 Pipeline Add By 2020? on December 18th
Considering Recent Divestitures, Should J&J Trim Its Medical Devices Segment Further? on December 17th
If Remicade Biosimilar Hits The U.S. Market In 2017, Does J&J Face Any Meaningful EPS Decline? on December 17th
How Much Revenues Can J&J’s Phase 3 Pipeline Add By 2020? on December 17th
What Percentage Of Its Revenue Could J&J Lose Solely Due To Patent Losses Over The Next 5 Years? on December 17th
By What Percentage Can Merck’s Revenue Grow Over The Next 3 Years? on December 16th
What’s Merck’s Revenue And Earnings Breakdown In Terms Of Therapeutic Areas? on December 16th
What Led To Nearly 15% Decline In Merck’s Revenues & EBITDA In The Last 5 Years? on December 16th
How Has Merck’s Revenue Composition Changed In The Last 5 Years? on December 16th
What’s Merck’s Fundamental Value Based On Expected 2015 Results? on December 16th
Looking At M&A History, What Metrics Suggest That Pfizer Has Been Conservative While Engineering Allergan Deal? on December 14th
How Much Additional Synergies Does Pfizer Require To Justify Premium Paid For Allergan? on December 14th
Consumer
Here’s Why We Believe Colgate-Palmolive Is Currently Overvalued on December 18th
One View: Shifting To An Omni-Channel Strategy Won’t Be Enough To Save Fashion Retailers on December 18th
Some Of The Key Regions Expected To Fuel L’Oréal’s Future Growth on December 18th
What Factors Can Drive Growth For Hyatt’s Owned Hotels Segment? on December 17th
Lululemon Interactive Analysis: The Importance of High Product Turnover Rate on December 17th
Why Is Ford Increasing Focus On Electric Vehicles? on December 17th
Volkswagen Accelerating Its Push For Electrics At The Right Time? on December 17th
Product Innovation In Appliances And Consumer Electronics Will Drive Top Line Growth At Best Buy on December 16th
Is McDonald’s’ All Day Breakfast Strategy Working? on December 16th
Is The Chinese Slowdown No Longer Impacting Tata Motors? on December 15th
Here’s How Dunkin’ Brands Plans To Drive Growth In the Future on December 15th
Can Walmart-Pay Help Drive Revenues? on December 15th
How The Potential AB InBev-SABMiller Deal Focuses On Africa on December 14th
Can Chipotle Mexican Grill Recover From The E.Coli Outbreak Impact ? on December 14th
Media & Telecom
Sirius XM Retains Howard Stern, Prevents Potential Subscriber Loss on December 18th
How Would Junos Disaggregation Work For Juniper? on December 17th
Can Netflix’s Bandwidth Saving Plan Attract More Subscribers? on December 16th
How Did 2015 Turn Out For Disney’s Studio And What To Expect In 2016? on December 16th
BlackBerry Q3 Preview: Software Sales, Priv In Focus on December 16th
Cisco’s Partnership With Philips Reflects Its Strong IoT Focus on December 16th
How Increasing Original Content Will Benefit Netflix In The Long Run on December 14th
Industrials & Transportation
FedEx Q2 2016 Earnings: Company Posts A Solid Quarter Driven By The E-commerce Boom on December 18th
Competition For Boeing As COMAC’s C919 Is The New Kid On The Block on December 16th
Paris Climate Agreement Spells Trouble For Coal on December 16th
US Airlines: So Far In This Month on December 16th
FedEx, UPS and the Trans-Pacific Partnership on December 16th
FedEx Pre-Earnings: Higher Volumes and Changes in the Pricing Policy Could Boost Revenues on December 15th
Energy & Utilities
How A Tax Credit Extension Could Impact The U.S. Solar Industry on December 17th
What Caused Chesapeake’s Stock To Plunge So Drastically? on December 15th
First Solar’s 2016 Guidance Belies Its Recent Strength on December 14th
Basic Materials