Trefis: Highlights Week Ending 20 May 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 117 top stories this week:

Consumer (40 articles)​

• Ford, 4 articles (18, 29, 35, 40)

• McDonald’s, 3 articles (17, 22, 26)

• Starbucks, 3 articles (4, 7, 23)

• Tesla, 3 articles (3, 11, 12)

• Altria, 2 articles (36, 38)

• American Eagle Outfitters, 2 articles (14, 32)

• Las Vegas Sands Casinos, 2 articles (12, 21)

• Lowe’s, 2 articles (16, 33)

• Target, 2 articles (9, 24)

• Wal-Mart, 2 articles (1, 27)

Technology (37 articles)

• Hewlett Packard, 7 articles (4, 9, 11, 18, 21, 26, 32)

• Alibaba, 4 articles (2, 8, 10, 16)

• Applied Materials, 4 articles (3, 14, 28, 33)

• Alphabet, 3 articles (15, 19, 22)

• F5 Networks, 3 articles (27, 30, 34)

• eBay, 2 articles (4, 24)

• Salesdorce, 2 articles 7, 17)

Financial Services (10 articles)

• Intercontinental Exchange, 4 articles (1, 4 – 6)

• Largest U.S. Banks, 2 articles (​2, 10)

Industrials & Transportation (9 articles)​​

• 3M, 4 articles (3 – 5, 8)

Media & Telecom (9 articles)​​

• AT&T, 4 articles (1, 5, 7, 8)

• Cisco, 2 articles (3, 9)

Health Care (6 articles)​​

• Intuitive Surgical, 5 articles (1, 3 – 6)

​Energy & Utilities (3 articles)​

Basic Materials (3 articles)​

All 117 investment stories this week are listed below.

Consumer

1. Wal-Mart Strong Q1 Earnings: EPS, Revenue Beat Expectations on May 20th

2. What Is Dunkin’ Brands’ Fundamental Value Based On Expected 2016 Results? (Updated After Q1 2016 ) on May 20th

3. Here’s How Tesla Plans To Meet Its Model 3 Production Demand on May 20th

4. What’s Starbucks’ Fundamental Value Based On Expected 2016 Results? (Updated After Q2 FY’16) on May 20th

5. Earnings Review: Why Were Urban Outfitters’ Results Impressive? on May 20th

6. By What Percentage Have Volkswagen’s Revenues And EBITDA Grown Over The Last Five Years? on May 20th

7. Where Will Starbucks’ Revenue And EBITDA Growth Come From Over The Next Three Years? (Updated After Q2 FY’16) on May 20th

8. How Is Audi Holding Up Compared To Its Compatriots In Crucial Markets? on May 20th

9. Despite Earnings Beat, Target Faces Challenges Going Forward on May 20th

10. What Are The Key Takeaways From L Brands Q1 FY2016 Earnings Results? on May 19th

11. What Is Tesla’s Revenue & Expense Breakdown? on May 19th

12. Trefis Charts: Las Vegas Sands’ Singapore Hotel RevPAR Growth on May 19th

13. What Is Honda’s Revenue & Expense Breakdown? on May 19th

14. Why Did American Eagle Outfitters’ Shares Jump 15%? on May 19th

15. Here’s Why PepsiCo Is Increasing Focus On In-house Content Development on May 19th

16. Lowe’s Riding On Strong Customer Spending On Home Improvement; Beats Home Depot’s Comps In Q1 on May 19th

17. McDonald’s 2016 Revenues To Decline YoY Despite Improvement; To Pick Up Pace Thereafter on May 19th

18. What Can Move Ford’s Stock 10% In The Next 5-6 Years? on May 18th

19. What Is Toyota’s Revenue & Expense Breakdown? on May 18th

20. What Can Move GM’s Stock 10% In The Next 5-6 Years? on May 18th

21. Gap Inc Earnings Preview: Why The Retailer’s Sales Crashed & What’s Next? on May 18th

22. Where Will McDonald’s Revenue And EBITDA Growth Come From Over The Next Three Years? (Updated After Q1 2016) on May 18th

23. Starbucks’ Expansion Plans in China & Digital Channels Drive Growth In Q2 FY 2016 on May 18th

24. Home Depot Beats Consensus Estimates And The Trend Of Declining Sales For Retailers In Q1 on May 18th

25. Here’s How Nike Is Innovating To Scale Up Its Manufacturing on May 18th

26. What Is McDonald’s Fundamental Value Based On Expected 2016 Results? (Updated After Q1 2016) on May 18th

27. What To Expect From Wal-Mart’s Earnings on May 18th

28. Here’s How L’Oréal Plans To Continue Its Digital Innovation on May 17th

29. What Is Ford’s Fundamental Value Based On Expected 2016 Results? on May 17th

30. Urban Outfitters Earnings Preview: Where Will Revenue Growth Come From? on May 17th

31. How Important Are Singapore Operations For Las Vegas Sands? on May 17th

32. American Eagle Outfitters Earnings Preview: What To Expect? on May 17th

33. Lowe’s Pre-Earnings Report on May 17th

34. What To Expect From Target’s Earnings on May 17th

35. What Is Ford’s Revenue & Expense Breakdown? on May 16th

36. How Did The Different Segments Of Altria Perform In Q1 2016? on May 16th

37. How Did The Bottom Lines Fare Over The Last 5 Years For The Top Beauty Companies ? on May 16th

38. How Did The Shipment Volume And Market Share For The Smokeable And Smokeless Segments Change For Altria In Q1 2016? on May 16th

39. Our Revised Price Estimate Of $100 For Wynn Resorts Post Q1 Earnings on May 16th

40. How Has Ford Motor’s Revenue Composition Changed In The Last Five Years? on May 16th

Technology

1. HPQ Earnings Preview: What We Are Expecting? on May 20th

2. How Significant Is The Online Movie Ticketing Business For Alibaba? on May 20th

3. What Are The Key Trends Implied From Applied Materials’ Q2’16 Earnings? on May 20th

4. Can Virtual Reality Stores Drive Revenues For eBay? on May 20th

5. How Does Apple Compare To Other Value Tech Stocks? on May 20th

6. Here’s Why We Revised Seagate’s Price Estimate To $29 on May 20th

7. Salesforce.com Reports Stellar Figures in Q1 FY’17 on May 19th

8. Can A Partnership With Alibaba Be A Game Changer For Samsung? on May 19th

9. How Will HP’s Desktop Business Fare Till 2020? on May 19th

10. Amazon Vs. Alibaba: Cloud Computing & Infrastructure Growth on May 19th

11. How Will HP’s Laptop Business Fare Till 2020? on May 19th

12. Why We Lowered Our Twitter Price Estimate By 10% on May 19th

13. Is Pandora In A Good Shape In Terms Of Its Financial Health? on May 18th

14. What Can We Expect From Applied Materials In Q2’16? on May 18th

15. Here’s How Google Is Increasing Its Focus On E commerce on May 18th

16. Where Will Alibaba’s Cloud Computing Growth Come From In The Next Five Years? on May 18th

17. What To Expect From Salesforce’s Earnings? on May 18th

18. How Will HP’s Printer Business Fare Till 2020? on May 17th

19. How Much Revenue Can Mobile Search Generate For Alphabet By 2022? on May 17th

20. Symantec 2016Q4 Earnings: A Shift Towards the Cloud on May 17th

21. How Has HPQ’s Printer Price Increased In The Last Five Years? on May 17th

22. How Much Revenue Can Desktop Search Generate For Alphabet By 2022? on May 17th

23. Could OTT Deals Add Significant Revenue To Fox? on May 16th

24. eBay’s Next Move: Artificial Intelligence To Refine Product Searches on May 16th

25. How Did The Bottom Lines Fare Over The Last 5 Years For The Top Online Travel Companies ? on May 16th

26. How Has HPQ’s Laptop Prices Declined In The Last Five Years? on May 16th

27. What is F5 Networks’ Fundamental Value Based On Expected 2016 Results? on May 16th

28. By What Percentage Did Applied Materials’ Revenue & Gross Profits Grow In The Last 5 Years? on May 16th

29. How Did The Top Two OTAs Perform In The Car Rentals, Cruises, And Other Segment Over The Last Five Years? on May 16th

30. By What Percentage Did F5 Networks’ Revenue & Gross Profits Grow In The Last 5 Years? on May 16th

31. Can “Facebook At Work” Create A New Revenue Stream For The Company? on May 16th

32. How Has HPQ’s Desktop Prices Declined In The Last Five Years? on May 16th

33. Applied Materials’ Expected Revenue Growth For 2016: Trefis Estimate on May 16th

34. What is F5 Network’s Revenue And Gross Profit Breakdown? on May 16th

35. How Crucial Are Small & Mid-Sized Businesses For Sina’s Advertising Business? on May 16th

36. How Did The Top Two OTAs Perform In The Advertising And Media Segment Over The Last Five Years? on May 16th

37. How Do Paychex And ADP Compare On Core Payroll Processing Business? on May 16th

Financial Services​

1. How Will ICE’s 2016 Data Service Market Share Be Affected By The IDC Acquisition? on May 20th

2. What Are The Current Price-to-Book Ratios For The Largest U.S. Banks? on May 20th

3. CME Sees Robust Trade Volumes In April on May 18th

4. IntercontinentalExchange Sees Robust Growth In Volumes In April, Driven By Commodity Derivatives on May 17th

5. IntercontinentalExchange’s Equity Option Volumes See Lukewarm Growth In April on May 17th

6. IntercontinentalExchange’s April Cash Equities Volumes See Growth on May 17th

7. Ameritrade’s Sees Growth Across All Monthly Brokerage Metrics In April on May 16th

8. Schwab’s Key Monthly Metrics Witness Growth In April on May 16th

9. E-Trade’s Key Monthly Brokerage Metrics Improve In April on May 16th

10. How Have Advisory & Underwriting Fees For The Largest U.S. Investment Banks Changed In The Last Five Quarters? on May 16th

Industrials & Transportation

1. How Will Different Capacity And Fuel Cost Forecasts Impact Southwest’s 2016 EBITDA? on May 20th

2. Will Alaska Air-Virgin America Face Antitrust Issues? on May 19th

3. What Is The Growth Expected Of Markets Served By 3M’s Electronics & Energy Segment Over The Next 5 Years? on May 18th

4. What Are The Benefits Of Lean Six Sigma Implemented By 3M? on May 18th

5. How Will 3M’s Strategy Of Acquisitions To Drive Growth Pan Out In The Future? on May 17th

6. Automotive Shipments: The Most Prominent Growth Area For Norfolk Southern This Year on May 17th

7. Why Did Delta Revise Its Capacity Guidance? on May 17th

8. Why Will The Health Care Segment Be A Key Growth Driver For 3M? on May 17th

9. Why Did CSX’s Metals Shipments Decline In Q1? on May 16th

Media & Telecom

1. How Much Can AT&T’s Revenues Grow Over The Next 5 Years? on May 20th

2. How Will New York Times’ Digital Business Grow In The Next Four Years? on May 20th

3. Cisco Moves Up On Positive Earnings And Guidance on May 20th

4. T-Mobile Posted Solid Margins Growth In Q1, Can The Trend Continue? on May 20th

5. How Is AT&T’s Revenue Mix Expected To Change Over The Next 5 Years? on May 19th

6. How Is News Corp Expected To Grow In The Next Five Years? on May 19th

7. What Is AT&T’s Fundamental Value Based On Expected 2016 Results? on May 19th

8. Why We Are Bullish On AT&T on May 18th

9. Cisco Earnings Preview: What To Expect? on May 17th

Health Care​

1. Why Has The ASP of Intuitive Surgical’s da Vinci Surgical Systems Not Increased In The Last 3 Years? on May 18th

2. Can Pfizer Acquisition Of Anacore Be Justified? on May 18th

3. Intuitive Surgical’s Expected Revenue And EBITDA Growth For 2016: Trefis Estimate on May 18th

4. How Is Intuitive Surgical Expanding Across Geographies? on May 18th

5. How Does Intuitive Surgical’s Stock Performance Compare With Other Key Index In The Last 5 Years? on May 16th

6. How Important Is The U.S Market For Intuitive Surgical? on May 16th

Energy & Utilities

1. Why Is OPEC An Important Determinant Of Crude Oil Prices? on May 20th

2. Why Is China A Key Factor In Determining Crude Oil Prices? on May 18th

3. Why We Believe Halliburton Is Worth $40 Per Share on May 17th

​Basic Materials

1. To What Extent Would The Commencement Of Production At Simandou Boost Rio Tinto’s Iron Ore Shipments? on May 19th

2. Here’s Why We’re Revising Our Price Estimate For Freeport-McMoRan To $12 on May 18th

3. Why The Upside For Molybdenum Prices Is Limited For The Rest Of The Year on May 17th