Trefis Morning Coffee – Dow Chemical, Nvidia, Limited Brands & Chesapeake
Getting the week started with a new coverage launch… On tap today, The Dow Chemical Company (NYSE:DOW). We pin the company’s stock value at $45, implying a premium to market price. Check out our full coverage to see why. Today’s featured forecast highlights Nvidia’s (NASDAQ:NVDA) outlook for computing chip revenue from mobile and gaming consoles in the wake of the company’s Icera acquisition.
Today’s quiz looks at relative value in the apparel industry, specifically for brands under the Limited Brands (NYSE:LTD) umbrella. We also offer free access, for one day only, to our full Chesapeake (NYSE:CHK) model.
- Will Dow Stock Recover To Its Pre-Inflation Shock Highs?
- After A 2x Rally Dow Inc Stock Appears To Be Vulnerable
- Dow Chemical Benefits From Price Increases
- Revisiting Dow-DuPont Merger Motivation As The Companies Win U.S. Anti-Trust Approval
- How Will Dow’s New Texas Polyethylene Plant Help?
- Dow’s Impressive Earnings, Upcoming Merger Make It Interesting Going Forward
Dow Chemicals – Company of the Day
We recently launched coverage on Dow Chemicals with a $45 stock price estimate. Dow Chemicals supplies high-performance materials, agricultural products, plastics and industrial chemicals to industries world-wide. These products are used by various industries, including farming, construction, transportation, electronics and consumer goods.
See our complete analysis of Dow Chemicals
Nvidia – Forecast of the Day
Nvidia will acquire Icera, which offers baseband processors for smartphones and tablets, for $367 million. We anticipate that revenues from mobile & game console computing chips will hit the $1 billion mark by the end of our forecast period. However, to justify the Icera acquisition price of $367 million, Nvidia will need to lift these revenues to at least $1.3 billion.
See our complete analysis of Nvidia
Limited Brands – Quiz of the Day
Which of these stores contributes the most to Limited Brands’ stock value?
Chesapeake – Today’s Free Company Model
Get free access to Chesapeake today only. This company’s model is usually only available for Trefis Pro subscribers.