The Trefis Top 5 – April 7 Insights
The following is a collection of today’s top insights regarding Google (NASDAQ:GOOG), OpenTable (NASDAQ:OPEN), Advanced Micro Devices (NYSE:AMD), First Solar (NASDAQ:FSLR), and Toyota (NYSE:TM).
Search Ads Drive 70% of Google’s Stock Value
Google’s (NASDAQ:GOOG) search business accounts for around 70% of our $603 price estimate for Google stock. This is incredible since all of Google’s other businesses together only represent 14% of our price estimate (the remaining 16% comes from cash net of debt). Google is the dominant player in the global search market, and around 68% of internet search queries are conducted through Google. Yahoo (NASDAQ:YHOO), Microsoft (NASDAQ:MSFT) and AOL (NYSE:AOL) are much smaller players in this market …
- With EV Plans Taking Shape, What’s Next For Toyota Stock?
- Toyota Stock Looks Like A Buy Despite Tepid Guidance
- Why Toyota Stock Looks Like A Buy Despite Mixed Earnings
- With Delivery Issues Likely To Ease, Should You Buy Toyota Stock?
- Company Of The Day: Toyota
- Forecast Of The Day: Average Revenue Per Toyota Vehicle
Read the full article on Google here
OpenTable’s Stock Looks Pricey with Lower Reservation Fees on the Horizon
OpenTable (NASDAQ:OPEN) may have to seriously think about reducing the reservation fee it charges restaurants for each diner seated using the OpenTable system. As the leading provider of free and real-time online restaurant reservations, the company is comfortably ahead of its competitors like Urbanspoon, owned by IAC/InterActiveCorp (NASDAQ:IACI), and UK-based companies liveRES Ltd and Livebookings Ltd …
Read the full article on OpenTable here
AMD Eyes Android Platform & Sees Large Gains in Mobile
Advanced Micro Devices (NYSE:AMD) is now hiring Android driver development engineers which shows that the company is clearly looking to make a significant push into mobile computing. It will not only compete against ARM-based mobile chip producers like Nvidia (NASDAQ:NVDA), but also against its arch rival Intel (NASDAQ:INTC) who is making its own push with Atom processors. Below we discuss what AMD is doing and what could be potential upside to it, given it gets reasonable success …
Read the full article on AMD here
First Solar & Renewables Industry Plead to Save DoE Loan Program
First Solar (NASDAQ:FSLR) has joined forces with 33 other clean power companies including rivals like SunPower (NASDAQ:SPWRA) and Nanosolar to appeal against the Republican proposal to axe the funding for the Department of Energy’s loan-guarantee program. The proposal was included in a budget bill passed in early February and was a shock to many in the renewables community as it could potentially derail the high growth in solar and wind energy adoption …
Read the full article on First Solar here
How Japan Tsunami Could Affect Toyota Stock Outlook
Toyota Motor Corporation (NYSE:TM), the world’s largest automaker by sales, is headquartered in Japan. Toyota has been majorly affected by the devastating earthquake and tsunami that hit Japan in March, and continues to face significant risks to its global operations. Here we take a look at the possible effects of this natural disaster on Toyota’s stock value. Toyota sells its vehicles under three main brands (Toyota, Lexus and Scion) and competes globally with automakers like BMW (GR:BMW), GM (NYSE:GM), Daimler (ETR:DAI), Audi (NSU:GR), Ford (NYSE:F), Honda (NYSE:HMC) and others …