Trefis: Highlights Week Ending 15 July 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 75 top stories this week:

Consumer (22 articles)​

• Estee Lauder, 2 articles (2, 17)

• GM, 2 articles (3, 19)

• Honda, 2 articles (8, 11)

• Tesla, 2 articles (5, 21)

• Wal-Marts, 2 articles (10, 24)

Technology (21 articles)​

• e-Bay, 3 articles (8, 12, 13)

• Gamestop, 2 articles (9, 10)

• SAP, 2 articles (15, 20)

​Industrials & Transportation (7 articles)​​

• CSX, 3 articles (1, 4, 6)

​Energy & Utilities (6 articles)​

• BP, 2 articles (2, 3)

Media & Telecom (6 articles)

Financial Services (5 articles)

Health Care (3 articles)​​​​

Basic Materials (2 articles)​

All 75 investment stories this week are listed below.

Consumer

1. Can Chipotle Mexican Grill Gain From Sequoia’s Stake In Its Shareholding? on July 15th

2. How Is Estee Lauder’s Revenue Composition Expected To Trend? on July 15th

3. Can GM Grow Its Revenue And Keep Costs Under Control? on July 15th

4. What Is Target’s Fundamental Value Based On Expected 2016 Results? on July 15th

5. Tesla’s Business Model Is Putting Enormous Pressure On Its Cash Resources on July 15th

6. Can Toyota Keep Up Its Operational Efficiency? on July 15th

7. What Can Lead To A 10% Downside In Altria’s Valuation In The Next Few Years? on July 15th

8. How Much Does Honda Spend On R&D Per Vehicle Sold? on July 15th

9. How Is Revlon Expecting To Benefit From The Elizabeth Arden Deal? on July 14th

10. How Will Wal-Mart’s Share In The U.S. Retail Sector Trend In The Next Three Years? on July 14th

11. How Honda’s New Innovation Gives It A Huge Edge on July 13rd

12. New Compact Models Boost Jaguar Land Rover’s First Half Volumes on July 13rd

13. Mercedes’ Strong Growth Could Give Impetus To Daimler’s Stock on July 12nd

14. Here’s Why Coca Cola Will Not Be “Sweet” In The UK on July 12nd

15. Are There Signs Of A Turnaround At Gap, Or Is It Just A Blip On The Radar? on July 12nd

16. How Is L’Oreal’s Revenue Composition Expected To Trend? on July 12nd

17. How Do We Expect Estee Lauder’s Skincare Business To Grow Over The Next 5 Years? on July 12nd

18. How Is Revlon’s Revenue Composition Expected To Trend? on July 11st

19. GM Needs To Sort Out Its Production Constraints To Keep Its Slice Of This Fast Growing Market on July 11st

20. How Was L Brands’ Monthly Performance In June 2016? on July 11st

21. Can A “Master Plan” Bring Tesla Back On Track? on July 11st

22. Should Ford Investors Be Worried About Slow Growth Of Lincoln Sales In 2016? on July 11st

23. Starbucks Q3 FY 2016 Earnings Preview: Continued Focus On China, Expansion Of The Single-Serve Segment To Drive Results on July 11st

24. How Can ShippingPass Impact Walmart’s Profitability? on July 11st

25. How Will Best Buy’s International Division Perform In The Near Term? on July 11st

Technology

1. Why Is Cree Selling-Off Its Power & RF Business (“Wolfspeed”) To Infineon? on July 15th

2. EMC Earnings Preview: Storage Hardware Sales To Remain Suppressed, Services To Drive Growth on July 15th

3. Amazon Acquires IDE Provider Cloud9, Here’s How It Will Help on July 15th

4. VMware Earnings Preview: End-User Computing, Network Virtualization To Drive Growth on July 15th

5. Here’s Why Google Is Launching An Android Training Program In India on July 14th

6. Can Qualcomm Regain Momentum With Snapdragon 821 Chipset? on July 14th

7. Why Is Twitter Increasing Focus On Live Streaming? on July 14th

8. Here’s Why eBay Is Acquiring SalesPredict? on July 13rd

9. What’s Happening To GameStop’s Operating Efficiency Amid So Much Store Activity? on July 13rd

10. How Much Can Technology Brands Add To GameStop’s Revenues In The Next Five Years? on July 13rd

11. What Is The Significance Of TripAdvisor’s Upgraded Flight Search Platform? on July 13rd

12. How Did eBay Compare With Amazon On Same Store Sales Growth In May? on July 13rd

13. Is eBay Losing Its U.S. E-Commerce Footing To Walmart? on July 13rd

14. Here’s How Alibaba’s Foray In The Connected Cars Market Can Boost Its Revenues on July 12nd

15. SAP vs Salesforce : Which Utilizes Its Marketing Spend More Efficiently? on July 12nd

16. Seagate’s Preliminary Q4 Results Indicate Robust Quarter For Enterprise Storage Sales on July 12nd

17. Here’s Why Facebook Is Testing Offline Video Access In India? on July 11st

18. How Fast Is Ctrip’s Hotel Revenue Growing? on July 11st

19. How The Booming Online Video Market In China Can Drive Baidu’s Growth on July 11st

20. How is SAP’s Revenue Composition Trending? on July 11st

21. What Might Be The Long-Term Impacts Of Brexit On The Online Travel Agencies? on July 11st

Industrials & Transportation

1. CSX’s Q2 2016 Earnings Review: Lower Shipment Volumes And Fuel Surcharge Revenue Negatively Impact Results on July 15th

2. Delta Continues To Face Headwinds In Revenues, But Delivers On Earnings Growth in Q2’16 on July 15th

3. What Is The Growth Expected Of Markets Served By 3M’s Safety and Graphics Segment Over The Next 5 Years? on July 14th

4. How Do Union Pacific, Norfolk Southern, And CSX Compare In Terms Of Efficiency Of Their Rail Networks? on July 14th

5. United Continental Q2’16 Earnings Preview: Higher Oil Prices & Declining PRASM To Weigh On Results on July 12nd

6. CSX’s Q2 2016 Earnings Preview: Lower Shipment Volumes And Fuel Surcharge Revenue To Adversely Impact Results on July 11st

7. Alaska Air Q2’16 Earnings Preview: Capacity Growth, Fiscal Discipline To Support Earnings on July 11st

Energy & Utilities

1. Who Will Acquire InterOil? – ExxonMobil Or Oil Search on July 15th

2. How Does BP Plan To Manage Its Operating Margins In The Current Commodity Downturn? on July 14th

3. How Will BP’s Production Grow Over The Next Five Years? on July 13rd

4. What’s Driving Duke’s Regulated Utilities Revenue Growth? on July 11st

5. Sluggish Drilling Demand Will Continue To Pull Down Halliburton’s 2Q’16 Results on July 11st

6. First Solar Looks Address Its Balance Of Systems Handicap With Series 5 Modules on July 11st

Media & Telecom

1. Why Is Verizon’s Stock Up 20% This Year? on July 15th

2. Why AT&T’s Stock Has Outperformed This Year on July 14th

3. Can U.S. Wireless Carriers Benefit From The Pokémon Go Phenomenon? on July 13rd

4. How Much Of Dish’s Value Comes From Its Wireless Spectrum? on July 12nd

5. How Severe Is The Print Newspaper Decline? on July 12nd

6. Is BBM The Dark Horse of BlackBerry’s Turnaround? on July 11st

Financial Services​

1. TD Ameritrade Earnings Preview: Spread-Based Revenues To Drive Results on July 15th

2. Schwab Earnings Preview: Net Interest Income, Transaction-Based Revenue To Drive Resultson July 15th

3. Securities Trading Gains, Cost Cutting Efforts Help JPMorgan Serve Up Strong Q2 Results on July 15th

4. Why Brexit Shouldn’t Worry The Travelers Companies on July 12nd

5. How Do NASDAQ And NYSE’s Exchange Platforms Differ? on July 11st

Health Care​

1. Why Is Intuitive Surgical’s Stock Trading At An All Time High Despite The Brexit? on July 14th

2. Why Vallee S.A. Acquisition Could Boost Merck’s Animal Health Business’ Growth In South America? on July 12nd

3. Here Is Why Boston Scientific Should Expand Its Foothold In The VAD Market on July 11st

​Basic Materials

1. How Important Is Alumina In The Production Of Aluminum? on July 13rd

2. Alcoa Q2 Earnings Review: Productivity Improvement Initiatives Partially Offset Impact Of Weak Aluminum Prices on July 12nd