Trefis: Highlights Week Ending 26 August 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 88 top stories this week:

Technology (24 articles)​

• Alibaba, 2 articles (1, 18)

• Amazon, 2 articles (8, 10)

• Apple, 2 articles (6, 7)

• Ctrip, 2 articles (5, 15)

• eBay, 2 articles (20, 21)

​Industrials & Transportation (19 articles)​​

• Lockheed Martin, 4 articles (9, 10, 12, 15)

• United Technologies, 3 articles (1, 3, 8)

• Delta Airlines, 3 articles (11, 13, 17)

• Adient, 2 articles (5, 6)

Consumer (14 articles)​

• Best Buy, 2 articles (9, 14)

• Ford, 2 articles (4, 7)

• Guess, 2 articles (2, 10)

Financial Services (14 articles)​

Media & Telecom (8 articles)

• Netflix, 2 articles (1, 6)

​Energy & Utilities (4 articles)​

• Exxon Mobil, 3 articles (1, 2, 3)

Basic Materials (4 articles)​

Health Care (1 article)​​​​​

All 88 investment stories this week are listed below.

Technology

1. Here’s How The “Social” Aspect Is Helping Alibaba’s E Commerce App on August 26th

2. Is IoT The Next Big Thing For Qualcomm? on August 26th

3. Underlying Reasons Behind Declining Profitability of Cree on August 26th

4. GameStop Earnings: Why Did The Stock Drop Despite Promising Technology Brands Performance? on August 26th

5. How Did The Brexit Decision Impact Ctrip So Far? on August 26th

6. Apple’s Service Business Is Shining, But There Are Risks on August 26th

7. What’s The Upside For Apple’s Stock If iPhone 7 Surprises? on August 26th

8. Amazon India Tops E-Commerce Sales In July: What Does This Mean? on August 26th

9. How Much Revenue Can Adobe’s Marketing Cloud To Topline By 2018? on August 25th

10. How Amazon Can Benefit From A Cheap Music Subscription For Echo on August 25th

11. Here’s How eBay Can Drive Growth From eBay Local on August 25th

12. Why Are We Revising Our HPE Price Estimate To $20.55? on August 25th

13. Can TripAdvisor’s Quest To Emerge As A Booking Site Spell Doom For It? on August 25th

14. HPQ Earnings: Decline In Revenue Continues As PC And Printer Hardware Shipment Sales Remain Sluggish on August 25th

15. How Can Ctrip’s Expansion In Geographies Like The U.S. Impact Its Share Price? on August 25th

16. Twitter Mid Year Review: Stock Down 18% YTD On User Addition Struggles, Weak Top Line Guidance on August 25th

17. Is F5 Pooling Its Resources Into R&D Effectively? on August 24th

18. Battlefield India: Why Is Alibaba Looking At The Acquisition Route To Establish Itself on August 24th

19. GameStop Earnings: Challenging Environment May Weigh On Results on August 24th

20. How Has eBay’s Marketplace Business Performed So Far In 2016? on August 24th

21. eBay Mid Year Review: Stock Up 10% YTD On Improving Margins, Free Cash Flow on August 24th

22. How Big Can Shutterfly’s Consumer Business Get By 2020? on August 23rd

23. Is Facebook Looking To Counter Snapchat With LifeStage? on August 23rd

24. Why Samsung’s Stock Is Up 30% This Year on August 22nd

Industrials & Transportation

1. What Factors Could Likely Affect United’s Unit Revenues In The Upcoming (Third) Quarterly? on August 26th

2. Which Are The Areas Of Rail Shipment Growth In A Year Of Declining Overall Shipments ? on August 26th

3. How Can United Technologies’ Revenue And Gross Profit Composition Change In The Next 5 Years? on August 26th

4. What Can We Expect From Textron In 2016? on August 26th

5. How Has Adient Performed For Johnson Controls? on August 26th

6. What Is Adient’s Position In The Global Automotive Seating Market? on August 26th

7. Is A Turnaround In The Cards For United Continental? on August 25th

8. How Has United Technologies’ Revenue And Gross Profit Composition Changed In The Last 5 Years? on August 25th

9. How Has Lockheed Martin’s Revenue And EBITDA Composition Changed In The Last 5 Years?on August 25th

10. What’s Lockheed Martin’s Fundamental Value Based On Expected 2016 Results? on August 24th

11. Delta Versus JetBlue: Expansion Into Boston And Its Effect On Unit Revenues on August 24th

12. What Is Lockheed Martin’s Expected Revenue and EBITDA Breakdown In 2016? on August 23rd

13. How Will Delta Air Lines Utilize Its Cash Flows? on August 23rd

14. How Will 3M Grow Its Consumer Segment In The Future? on August 23rd

15. How Will Lockheed Martin’s Revenue And EBITDA Composition Change In The Next 5 Years?on August 23rd

16. How Big Can Boeing’s Commercial Business Get By 2020? on August 22nd

17. Delta Airlines Re-Fleeting Program: How Will It Help? on August 22nd

18. Deere’s Sales To Remain Sluggish In Short Term But Long Term Drivers Still Intact on August 22nd

19. How Did The Legacy Carriers Perform Operationally In July? on August 22nd

Consumer

1. How Is Avon’s Fashion Products Segment Expected To Progress In The Next Five Years? on August 26th

2. Guess’s Q2 FY 2017 Results Show That The Company Has Started Recovering With The Implementation Of Its Revamped Strategies on August 26th

3. Breaking Down How The Volkswagen-Branded Division Is Bringing Down Volkswagen’s Overall Sales on August 26th

4. What Ford Stands To Lose From A U.S. Auto Market Slowdown on August 26th

5. What Can We Learn From Harley-Davidson’s First Half? on August 25th

6. Coca-Cola Faces The Sugar-Tax Problem In South Africa on August 24th

7. Low Interest Rates Weighing On Ford’s Credit Division on August 24th

8. What Are The Problems Plaguing Gap Inc.? on August 24th

9. Key Takeaways From Best Buy’s Q2 Earnings on August 24th

10. Guess’s Q2 FY2017 Earnings Preview on August 23rd

11. How is Wal-Mart’s Profitability Trending? on August 23rd

12. Why Has Urban Outfitters’ Stock Price Risen 66% In 2016? on August 23rd

13. Estee Lauder Braved Numerous Challenges To Deliver Growth Above That Of The Prestige Beauty Market on August 22nd

14. Best Buy Q2 Earnings: What Are We Expecting? on August 22nd

Financial Services​​

1. How Have Assets Managed By The 5 Largest ETF Providers Changed Over The Last Five Quarters? on August 26th

2. How Have Mortgage Origination Volumes For The Largest U.S. Banks Changed In The Last Five Quarters? on August 26th

3. How Have Custody Assets For The World’s Largest Custody Banks Changed In The Last Five Quarters? on August 25th

4. What Is The Market Share of The Top Three ETF Providers In The U.S. And Globally? on August 25th

5. How Much Of The Mortgage Origination Market Did The Five Largest U.S. Banks Capture In Q2? on August 25th

6. How Have Debt Origination Fees For U.S. Investment Banks Changed Over The Last Five Quarters? on August 24th

7. What Was The Market Share Of The 5 Largest Custody Banks At The End Of Q2? on August 24th

8. How Have Debt Origination Deal Volumes For U.S. Investment Banks Changed In The Last 5 Quarters? on August 23rd

9. How Much In Debt Origination Fees Did The 5 Largest U.S. Investment Banks Generate In Q2?on August 23rd

10. Schwab Monthly Brokerage Metrics: Interest-Earning Assets Growth Continues In July on August 22nd

11. E-Trade’s Monthly Brokerage Metrics: Sustained Growth Momentum In Customer Assets In Julyon August 22nd

12. What Was The Share Of Major European Investment Banks In Global Debt Origination For Q2 2016? on August 22nd

13. How Have Debt Origination Deal Volumes For European Investment Banks Changed In The Last 5 Quarters? on August 22nd

14. How Do Major P&C Insurance Companies Compare On Dividends? on August 22nd

Media & Telecom

1. Here’s What Netflix Needs To Succeed In International Markets on August 26th

2. What Is The Significance Of Pandora’s Probable Entry Into The On-Demand Music Domain? on August 24th

3. China Telecom’s First Half Results Expand On Growing Subscriber Base on August 24th

4. Is Nokia Leveraging Its R&D Investments Effectively? on August 23rd

5. How Does The Cost Of Services Of Major U.S. Wireless Carriers Stack Up? on August 23rd

6. Why Is Netflix’s DVD Subscription Business Dying And Why Isn’t It A Concern? on August 22nd

7. Will T-Mobile’s New Plan Be Accretive To Its ARPU? on August 22nd

8. Where Comcast Stands In The U.S. Pay-TV Market on August 22nd

Energy & Utilities

1. How Will Exxon Mobil’s Production Progress In The Next Five Years? on August 26th

2. How Will Exxon Mobil’s Revenue Move If Crude Oil Prices Rebound To $100 Per Barrel By 2018? on August 25th

3. How Will Exxon Mobil’s Revenue Change If Crude Oil Prices Average $50 Per Barrel Until 2018?on August 25th

4. Trina Solar Posts Solid Q2 Growth, But Downstream Projects Remain A Key Factor To Watchon August 24th

​Basic Materials

1. How The Cerro Verde Mine Expansion Has Boosted The Fortunes Of Freeport’s South American Copper Mines Division on August 25th

2. Investment Demand For Gold Continues To Drive Prices Of The Yellow Metal on August 23rd

3. To What Extent Could U.S. Steel’s Recent Stock Offering Improve The Company’s Indebtedness? on August 22nd

4. How Does Cliffs’ Recent Equity Offering Impact Its Indebtedness? on August 22nd

​​

​Health Care​

1. Medtronic’s Earnings Preview: What To Expect on August 23rd