Trefis: Highlights Week Ending 08 April 2016

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 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 120 top stories this week:

Consumer (45 articles)​

• Altria, 8 articles (12, 19, 21, 28, 38, 39, 42, 45)

• Tesla, 7 articles (13, 14, 25, 29, 32, 36, 44)

• Home Depot, 5 articles (2, 3, 5, 6, 10)

• Rite Aid, 5 articles (18, 24, 27, 31, 35)

• Urban Outfitters, 4 articles (23, 26, 30, 34)

• Avon, 3 articles (22, 33, 37)

• Ford, 3 articles (4, 19, 42)

• GM, 2 articles (15, 43)

Technology (30 articles)

• eBay, 8 articles (9, 10, 12, 17, 18, 21 -23)

• EMC, 4 articles (1, 2, 8, 16)

• Pandora, 4 articles (27 – 30)

• Apple, 2 articles (19, 26)

• Expedia, 2 articles (4, 6)

• Micron, 2 articles (3, 28)

Media & Telecom (17 articles)​

• The New York Times, 6 articles (2, 3, 6, 7, 11, 12)

• BlackBerry, 4 articles (5, 8, 13, 17)

• Chinese wireless carriers, 2 articles (9, 10)

Financial Services (15 articles)

• U.S. Investmnt Banks, 4 articles (4, 7, 13, 14)

• European Investment Banks, 4 article (5, 8, 12, 15)

• Intercontinental Exchange, 3 articles (1 – 3)

• Prudential, 3 articles (9 – 11)

Basic Materials (6 articles)​

• Alcoa, 2 articles (4, 6)

• Vale, 2 articles (1 – 3)

​Energy & Utilities (5 articles)​

Health Care (3 articles)​​

• Abbott, 3 articles (1 – 3)

Industrials & Transportation (no articles)​

All 120 investment stories this week are listed below.

Consumer

1. How Was L Brand’s Monthly Performance In March 2016? on April 8th

2. Where Will Home Depot’s Revenue And EBITDA Growth Come From Over The Next Three Years? on April 8th

3. By What Percentage Have Home Depot’s Revenues And EBITDA Grown Over The Last Five Years? on April 8th

4. Wynn’s Preliminary Q1 Results Points Towards Outperformance In The Macau Market on April 7th

5. What Is Home Depot’s Revenue And EBITDA Breakdown? on April 7th

6. How Has Home Depot’s Revenue And EBITDA Composition Changed Over 2012-2016E? on April 7th

7. What’s Wynn Resorts’ Fundamental Value Based On Expected 2016 Results? on April 7th

8. What’s Wynn Resorts’ Revenue & EBITDA Breakdown? on April 7th

9. What Is Revlon’s Fundamental Value Based On 2016 Estimated Numbers? on April 7th

10. What Is Home Depot’s Fundamental Value Based On Expected 2016 Results? on April 7th

11. Does PepsiCo Need A CEO Succession Plan? on April 6th

12. How Will Altria’s Revenue And EBITDA Change In The Next 3 Years? on April 6th

13. How Much Of Tesla’s Overall Revenue Is Unrecognized Due To Accounting Principles? on April 6th

14. How Much Do Tesla’s GAAP and Non GAAP Margins Differ? on April 6th

15. GM Retains Top Spot In The U.S. Auto Market In Q1 on April 6th

16. How Did Premium Vehicle Brands Fare In The U.S. Auto Market In Q1? on April 6th

17. Walgreens Q2 2016 Earnings Review: Acquisition Synergies To Boost Margins Going Forward on April 6th

18. What To Expect From Rite Aid’s Q4 and Fiscal 2016 Earnings? on April 6th

19. How Has Altria’s Revenue And EBITDA Composition Changed In The Last 5 Years? on April 6th

20. Can Costco Attract Customers With Its New Partnership With Visa? on April 5th

21. Altria: Year 2015 In Review on April 5th

22. What Led To Avon’s Revenue And EBITDA Decline Over The Last Five Years? on April 5th

23. By How Much Have Urban Outfitters’ Revenue & EBITDA Increased In The Last Five Years? on April 5th

24. What contributed to Rite Aid’s topline growth in 2015? on April 5th

25. How Much Revenue Does Tesla Make Per Each Unit Vehicle Sold? on April 5th

26. What’s Urban Outfitters’ Revenue & Net Income Breakdown By Different Operating Segments? on April 5th

27. Where Is Rite Aid’s Topline Growth Expected To Come From In 2016? on April 5th

28. How Has Altria’s Shipment Volume, By Brand, Changed Over The Past 3 Years? on April 5th

29. How Has Tesla’s Gross Margin Behaved Over The Last Three Years? on April 5th

30. How Has Urban Outfitters’ Revenue Composition Changed In The Last Five Years? on April 5th

31. What is Rite Aid’s Current Revenue & EBITDA Breakdown? on April 5th

32. How Much Does Tesla Spend On Research and Development? on April 5th

33. What Is Avon’s Fundamental Value Based On 2016 Estimated Numbers? on April 5th

34. What’s Urban Outfitters’ Fundamental Value Based On Expected 2016 Results? on April 5th

35. What’s Rite Aid’s Fundamental Value Based on Expected 2016 Results? on April 5th

36. How Much Does Tesla Spend On Selling, General and Administrative Expenses Per Unit Sold? on April 5th

37. Why We’re Revising Our Price Estimate For Avon From $3 To $5 on April 5th

38. How Has Altria’s Retail Share In Smokable Products And Smokeless Products Changed Over The Last Year? on April 5th

39. What is Altria’s Revenue And EBITDA Breakdown? on April 4th

40. Why Ford’s Q1 Sales Gains In The U.S. Should Worry Investors on April 4th

41. Are Declining Car Sales Impacting Toyota In the U.S.? on April 4th

42. What is Altria’s Fundamental Value Based On Expected 2016 Results? on April 4th

43. Why GM’s February Sales Numbers In China Are Misleading on April 4th

44. Why Tesla’s March 31st Release Marked A Step Change For Electric Vehicles on April 4th

45. By What Percentage Did Altria’s Revenue & EBITDA Grow In The Last 5 Years? on April 4th

Technology

1. What’s EMC’s Revenue & Earnings Breakdown By Segment? on April 8th

2. How Has EMC’s Revenue & EBITDA Composition Changed Over The Last Five Years? on April 8th

3. Samsung’s Preliminary Q1 Numbers Likely Driven By Strong S7 Sales, Better Cost Management on April 8th

4. What Drove Expedia’s Revenue And EBITDA Growth Over The Last Five Years? on April 8th

5. What Does Qualcomm’s Latest Licensing Deal With EWPE Imply? on April 8th

6. Where Can Expedia’s Growth Come From In The Next 5 Years? on April 8th

7. What Is Travelzoo’s Fundamental Value Based On 2016 Estimated Numbers? on April 8th

8. What Will EMC’s Revenue And EBITDA Look Like In 5 Years? on April 8th

9. How Did eBay Compare With Amazon On Same-Store-Sales Growth In March? on April 8th

10. Is eBay Focusing On Brand Building? on April 7th

11. Here’s How Alibaba Is Keeping Its Users Hooked To Alipay on April 7th

12. What Is eBay’s Fundamental Value Based On Expected 2016 Results? on April 7th

13. How Much Revenue Can Periscope Generate Over The Next 3 Years? on April 7th

14. What Is Priceline’s Fundamental Value Based On 2016 Estimated Numbers? on April 7th

15. What Is TripAdvisor’s Fundamental Value Based On 2016 Estimated Numbers? on April 7th

16. What’s EMC’s Fundamental Value Based On Expected 2016 Results? on April 7th

17. How Much Can eBay’s Revenue & EBITDA Grow In The Next Five Years? on April 6th

18. How Much Has eBay’s Revenue & EBITDA Grown In The Last Five Years? on April 6th

19. Can The iPad Pro Revive Apple’s iPad Franchise? on April 6th

20. Why Has Cree Lowered Its Q3 2016 Guidance? on April 6th

21. What Can Move eBay’s Stock 10% In The Next 1-2 Years? on April 6th

22. How Has eBay’s Revenue Composition Changed In The Last Five Years? on April 5th

23. What Is eBay’s Revenue Breakdown By Segment? on April 5th

24. Can “Learning Paths” Boost LinkedIn’s Education Revenues? on April 5th

25. Where Will Activision Blizzard’s Revenue And Gross Profit Growth Come From Over The Next Three Years? on April 5th

26. Why We Expect iPhone ASPs To Trend Lower on April 5th

27. What’s Pandora’s Revenue & Net Income Breakdown In Terms Of Different Revenue Sources? on April 4th

28. How Has Pandora’s Revenue Composition Changed In The Last Five Years? on April 4th

29. By How Much Have Pandora’s Revenues & EBITDA Increased In The Last Five Years? on April 4th

30. What’s Pandora’s Fundamental Value Based On Expected 2016 Results? on April 4th

Media & Telecom

1. Verizon Is Preparing To Bid For Yahoo’s Internet Business. How Much Is It Worth? on April 8th

2. How Much Of NYT’s Value Comes From Digital Subscriptions? on April 7th

3. How Important Is The Digital Advertising Business Becoming For NYT? on April 7th

4. Can An Increase In Subscription Rates Impact Netflix’s Subscriber Growth? on April 6th

5. How Is BlackBerry’s Revenue Composition Expected To Change Over The Next 5 Years? on April 6th

6. How Much Upside Can An Increase In Digital Subscribers Drive For NYT? on April 6th

7. What Can Drive A 10% Downside To NYT’s Stock In The Next 2 Years? on April 6th

8. What Is BlackBerry’s Fundamental Value Based On Expected 2016 Results? on April 5th

9. How Have Chinese Carriers’ Subscriber Bases Trended Over The Last 5 Years? on April 5th

10. How Have ARPUs Of The Three Chinese Wireless Carriers Trended Over The Last Few Years? on April 5th

11. How Is NYT Expected To Grow In The Next Five Years? on April 5th

12. What Drove NYT’s Revenue And EBITDA Growth In 2015? on April 5th

13. Despite Mixed Results, Things Could Stabilize For BlackBerry This Year on April 5th

14. Can India Be The Next Growth Market For Viacom ? on April 4th

15. Can Shanghai Boost Disney’s Theme Park Revenues? on April 4th

16. How Important Is The Services Segment For Motorola Solutions? on April 4th

17. BlackBerry Posts A Mixed Q4 As Hardware & SAF Revenues Lag on April 4th

Financial Services​

1. IntercontinentalExchange’s March Cash Equities Volumes See Growth on April 8th

2. IntercontinentalExchange’s Equity Option Volumes See Robust Growth In March on April 8th

3. IntercontinentalExchange Sees Growth In Commodity & Financial Derivative Volumes In March on April 8th

4. What Was The Total Size Of M&A Deals Closed By Major U.S. Investment Banks In Q1? on April 7th

5. What Was The Total Size Of M&A Deals Closed By Major European Investment Banks In Q1? on April 7th

6. Trade Volumes Up For CME Across Key Asset Classes In March on April 7th

7. How Have Debt Origination Deal Volumes For U.S. Investment Banks Changed In The Last 5 Quarters? on April 6th

8. How Have Debt Origination Deal Volumes For European Investment Banks Changed In The Last 5 Quarters? on April 6th

9. What Is Prudential’s Fundamental Value Based On Expected 2016 Results? on April 5th

10. How Much Did Prudential’s Revenue & EBT Grow In The Last Five Years? on April 4th

11. How Has Prudential’s Revenue Composition Changed In The Last Five Years? on April 4th

12. What Was The Share Of European Investment Banks In Global Equity Underwriting For Q1 2016? on April 4th

13. What Was The Share Of Major U.S. Investment Banks In Global Equity Underwriting For Q1 2016? on April 4th

14. How Have Equity Underwriting Deal Volumes For U.S. Investment Banks Changed In The Last 5 Quarters? on April 4th

15. How Have Equity Underwriting Deal Volumes For European Investment Banks Changed In The Last 5 Quarters? on April 4th

Basic Materials

1. What Is Vale’s Revenue & EBITDA Breakdown? on April 8th

2. How Has The Increase In Steel Imports To The U.S. Impacted U.S. Steel’s U.S. Flat-Rolled Steel Operations? on April 8th

3. Why We’re Revising Our Price Estimate For Vale From $3 To $4 on April 8th

4. Alcoa’s Q1 2016 Earnings Preview: Weakness In Aluminum Prices To Negatively Impact Revenue & Earnings on April 8th

5. How Has The Increase In Steel Imports To The U.S. Impacted ArcelorMittal’s North American Operations? on April 7th

6. How Has Alcoa’s Reporting Structure Changed? on April 6th

Energy & Utilities

1. How Will The Halliburton-Baker Hughes Deal Failure Impact Halliburton’s Equity Value? on April 7th

2. What Is Chesapeake Energy’s Fundamental Value Based On 2016 Estimated Numbers? on April 6th

3. What Is Transocean’s Fundamental Value Based On 2016 Estimated Numbers? on April 6th

4. How Is SunPower’s Revenue Composition Expected To Change Over The Next 5 Years? on April 5th

Health Care

1. What’s Abbott’s Fundamental Value Based On Expected 2016 Results? on April 8th

2. How Has Abbott’s Revenue Mix Changed In The Last 5 Years? on April 8th

3. By What Percentage Did Abbott’s Revenue & Gross Profits Grow In The Last 5 Years? on April 8th

Industrials & Transportation

No articles this week.