Written by Trefis
Below is a summary of the activity at Trefis during the past week thatTrefisthoughtEconintersect 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.
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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 116 top stories this week:
Consumer (47 articles)​
Toyota, 9 articles (15, 17, 18, 20, 25, 26, 28, 30, 31)
Philip Morris, 6 articles (27, 32, 34, 38, 45, 47)
ABInBev, 5 articles (1, 7, 13, 14, 22)
American Eagle Outfitters, 4 articles (4, 6, 9, 11)
CVS, 4 articles (3, 5, 8, 10)
Honda, 4 articles (36, 43, 44, 46)
Coca Cola, 3 articles (23, 28, 33)
Nike, 2 articles (19, 42)
Technology (23 articles)
Apple, 3 articles (12, 15, 23)
Alibaba, 2 articles (5, 17)
NetApp, 2 articles (20, 21)
Nvidia, 2 articles (7, 13)
Samsung, 2 articles (10, 19)
Travelzoo, 2 articles (2, 3)
Twitter, 2 articles (16, 22)
Financial Services (17 articles)
Travelers, 4 articles (3 – 5, 8)
CME, 2 articles (1, 2)
MetLife, 2 articles (10, 15)
Industrials & Transportation (9 articles)​
UPS, 6 articles (1 – 6)
​Energy & Utilities (6 articles)​
Anadarko, 3 articles (1 – 3)
SunPower, 2 articles (4, 5)
Media & Telecom (6 articles)​
Basic Materials (5 articles)​
Rio Tinto, 5 articles (1 – 5)
Health Care (3 article)​
Roche, 2 articles (1, 3)
All 116 investment stories this week are listed below.
Consumer
Where Will AB InBev’s Revenue And EBITDA Growth Come From Over The Next Three Years?on March 24th
Why McDonald’s Is Working On A Loyalty Program? on March 24th
By How Much Can CVS’s Revenue & EBITDA Grow In The Next 5 Years: Trefis Estimate on March 24th
By How Much Did American Eagle Outfitters’ Revenue & EBITDA Grow In The Last Five Years?on March 24th
By What Percentage Did CVS’s Revenue & EBITDA Grow In The Last 5 Years? on March 24th
How Has American Eagle Outfitters’ Revenue Composition Changed In The Last Five Years? on March 24th
How Has AB InBev’s Revenue And EBITDA Composition Changed Over 2012-2016E? on March 24th
What’s CVS’s Fundamental Value Based on Expected 2016 Results? on March 24th
What’s American Eagle Outfitters’ Fundamental Value Based On Expected 2016 Results? on March 24th
What is CVS’s Current Revenue & EBITDA Breakdown? on March 24th
What’s American Eagle’s Revenue & Net Income Breakdown In Terms Of Different Operating Segments? on March 24th
How Did Guess’s Stock Perform Vis-A-Vis Its Peers Over The Last 5 Years ? on March 24th
By What Percentage Have AB InBev’s Revenues And EBITDA Grown Over The Last Five Years? on March 24th
What Is AB InBev’s Fundamental Value Based On Expected 2016 Results? on March 23rd
What’s Driving Toyota’s Unit Sales Growth In The U.S. on March 23rd
GameStop Q4 Earnings Preview: Technology Brands & Digital Segment To Remain The Highlight; Core Segments Struggle on March 23rd
How Differing Japan Projections Impact Toyota Motor on March 23rd
How Has Toyota’s Luxury Brand Lexus Performed Relative To The U.S. Luxury Car Market? on March 23rd
Nike Q3 2015 Earnings: Company Beats Earnings Estimate, Loses Out On Revenues on March 23rd
How Has Toyota’s Unit Pricing Varied Across Geographies Over The Last Five Years? on March 23rd
What Is Anheuser-Busch InBev’s Revenue And EBITDA Breakdown? on March 23rd
What Is Coca-Cola’s Fundamental Value Based On Expected 2016 Results? on March 23rd
Why Are We Bullish On MGM Resorts? on March 22nd
What’s Driving Toyota’s Truck Sales In The U.S. on March 22nd
What Is Toyota’s Fundamental Value Based On Expected 2016 Results on March 22nd
How Has Philip Morris’ Shipment Volume, By Brand, Changed Over The Past 3 Years? on March 22nd
How Does Toyota’s Performance Vary Across Geographies on March 22nd
How Has Coca-Cola’s Revenue And Gross Profit Composition Changed Over 2012-2016E? on March 22nd
Why Highlander Is The Most Important Vehicle For Toyota Right Now on March 22nd
What Is Driving Toyota’s Brand Unit Sales Growth on March 22nd
How Has Philip Morris’ Revenue And EBITDA Composition Changed In The Last 5 Years? on March 22nd
What Is Coca-Cola’s Revenue And Gross Profit Breakdown? on March 22nd
How Will Philip Morris’ Revenue And EBITDA Change In The Next 3 Years? on March 22nd
Why We Revised Our Tesla Price Estimate To $136 on March 21st
How Much Has Honda Been Investing In Growth Opportunities on March 21st
How Did Aeropostale’s Revenues And Losses Decline In 2015? on March 21st
Philip Morris: Year 2015 In Review on March 21st
How Honda’s Automotive Performance Differs Across Geographies on March 21st
How Has Macau Revenue & EBITDA Contribution Changed For The U.S. Casino Companies In The Last 5 Years? on March 21st
How GM’s Valuation Depends On Different CapEx Projections on March 21st
Nike’s Latest Innovation: Stepping into The Future on March 21st
Honda’s Brand Image Is Changing In The U.S. on March 21st
The Most Significant Trends For Honda Motor Company on March 21st
By What Percentage Did Philip Morris’ Revenue & EBITDA Change In The Last 5 Years? on March 21st
How Honda’s Automotive Business Is Faring In Japan on March 21st
What is Philip Morris’ Fundamental Value Based On Expected 2016 Results? on March 21st
Technology
Why We Revised Our Price Estimate For VMware To $74 on March 25th
How Has Travelzoo’s Stock Performed In The Last Five Years? on March 24th
Travelzoo: The Year 2015 In Review on March 24th
How Much Does Web Services Contribute To Amazon’s Valuation? on March 24th
Should Alibaba Focus On Revenues Instead Of Transaction Volume? on March 23rd
Is Baidu Looking To Get Ahead In The Autonomous Cars Race? on March 23rd
What’s Nvidia’s Fundamental Value Based on Expected 2016 Results? on March 23rd
Why ADP’s Payroll Processing Business Can Be Key To Its Long Term Growth? on March 23rd
How Much Is The Growth In Paychex’s Payroll Revenues Correlated To The Number Of Clients?on March 23rd
How Will Samsung’s Revenues Trend In 2016? on March 23rd
Why Paychex’s HR Outsourcing & Services Business Can Be Key To Its Long Term Growth on March 23rd
How Much Of An Impact Will The iPhone SE Have On Apple’s Financials? on March 23rd
Why The Automotive Market Is Important For Nvidia? on March 22nd
How Yahoo Is Trying To Drive Revenues For Tumblr? on March 22nd
iPhone SE Could Be One Of Apple’s Least Profitable Handsets on March 22nd
Advertising, Data Licensing: What’s Twitter’s Revenue Breakdown? on March 21st
How Alibaba Is Working Towards Establishing Itself In Rural China? on March 21st
Cloud Boosts Adobe’s Q1 Revenues Yet Again on March 21st
Analyzing The Galaxy S7 Bill Of Materials: Likely Less Reliant On Samsung Components on March 21st
What Is NetApp’s Presence In The Storage Systems Market? on March 21st
How Crucial Is Hardware Maintenance To NetApp’s Product Sales? on March 21st
What Is Twitter’s Fundamental Value Based On Expected 2016 Results? on March 21st
What’s The Outlook For Apple’s Wearables Business? on March 21st
Financial Services
How Has CME’s Revenue Composition Changed Over The Past 5 Years? on March 23rd
What’s CME’s Revenue And EBITDA Breakdown By Segment? on March 23rd
What Is Travelers’ Revenue And Earnings Breakdown By Segment? on March 23rd
How Has Travelers’ Revenue Composition Changed In The Last Five Years? on March 23rd
How Much Has Travelers’ Revenue & Earnings Grown In The Last Five Years? on March 23rd
How Have Outstanding Commercial Real Estate Loans For The Largest U.S. Banks Changed Since 2011? on March 23rd
How Have Outstanding Commercial Loans For The 5 Largest U.S. Banks Changed Since 2011?on March 23rd
What Is Travelers’ Fundamental Value Based On Expected 2016 Results? on March 23rd
How Have Outstanding Retail Loans For The 5 Largest U.S. Banks Changed Since 2011? on March 23rd
What Is MetLife’s Fundamental Value Based On Expected 2016 Results? on March 22nd
E-Trade Sees A Decline In Key Monthly Brokerage Metrics In February on March 22nd
Schwab’s Key Monthly Metrics Witness Growth In February on March 22nd
Ameritrade’s Key Monthly Brokerage Metrics Witness Growth In February on March 22nd
How Have Outstanding Mortgages For The 5 Largest U.S. Banks Changed Since 2011? on March 22nd
How Has Metlife’s Revenue Composition Changed In The Last Five Years? on March 21st
IntercontinentalExchange’s February Cash Equities Volumes See Growth on March 21st
How Does The Loan Book Of The 5 Largest U.S. Banks Differ In Terms Of Loan Types? on March 21st
Industrials & Transportation
By What Percentage Did UPS’s Revenue & EBITDA Grow In The Last 5 Years? on March 24th
What’s UPS’s Fundamental Value Based on Expected 2016 Results? on March 24th
What is UPS’ Current Revenue & EBITDA Breakdown? on March 24th
Where is UPS’s 2016 Revenue Growth Expected To Come From? on March 23rd
What contributed to UPS’s topline growth in 2015? on March 23rd
By How Much Can UPS’s Revenue & EBITDA Grow In The Next 5 Years: Trefis Estimate on March 23rd
How Important Will American’s International Operations Be In 2020? on March 22nd
US Legacy Carriers: A Comparison Of Aircraft Fleet on March 21st
How Will American Airlines’ Equity Value Move, If Crude Oil Prices Rebound To $100 Per Barrel By 2018? on March 21st
Energy & Utilities
What Is Anadarko’s Fundamental Value Based On 2016 Estimated Numbers? on March 23rd
How Has Anadarko Petroleum’s Revenue And EBITDA Composition Changed Between 2010-2016? on March 23rd
What Is Anadarko Petroleum’s Revenue And EBITDA Breakdown? on March 23rd
SunPower’s Equinox System Could Give It An Edge In The U.S. Residential Market on March 23rd
Why Is SunPower’s Residential Business More Valuable Than Its Commercial Business? on March 22nd
Why Are We Bullish On Trina Solar? on March 21st
Media & Telecom
Will Digital Health Be The Next Big Thing For Nokia? on March 24th
How Did Chinese Wireless Carriers Fare In Terms Of Subscriber Adds In February? on March 24th
China Telecom’s 2015 In Review: Mobile & Wireline Data Drive Earnings on March 23rd
Can Viacom’s Deal With ComScore Boost Its Advertising Revenues? on March 22nd
How Has The Advertising Income For The U.S. Media Companies Changed In The Last 5 Years? on March 21st
How Much Will News Corp’s Digital Real Estate Revenues Benefit From The Diakrit Acquisition?on March 21st
Basic Materials
By What Percentage Can Rio Tinto’s Revenue & EBITDA Change Over The Next 3 Years? on March 22nd
How Has Rio Tinto’s Revenue Composition Changed Over The Last 5 Years? on March 22nd
What Is Rio Tinto’s Revenue And EBITDA Breakdown? on March 21st
What Is Rio Tinto’s Fundamental Value Based On 2015 Results? on March 21st
By What Percentage Did Rio Tinto’s Revenue & EBITDA Decline Over The Last 5 Years? on March 21st
Health Care
Three Things To Watch Out For Roche This Year on March 23rd
Three Things To Watch Out For J&J This Year on March 23rd
Here Is Why We Are Bullish On Roche on March 22nd