Trefis Morning Coffee – LinkedIn, Schlumberger & PepsiCo

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Trefis
LNKD: LinkedIn logo
LNKD
LinkedIn

This morning we feature LinkedIn (NYSE:LNKD) as the company of the day. As one of the most anticipated IPOs this year, the stock rocketed past $100 in intraday trading on its first day after pricing at $45, and has since settled around $70. We are hosting a webinar next week to discuss its outlook as well as upside and downside scenarios. See details on our webinar. We also look at oil services firms Schlumberger (NYSE:SLB) and Halliburton (NYSE HAL) this morning in our featured forecast and discuss how fracking regulation could be a boon for these stocks. And we test your knowledge on PepsiCo (NYSE:PEP) below.

Company of the Day – LinkedIn

Relevant Articles
  1. Can LinkedIn’s New Salary Benchmark Tool Drive Premium Memberships?
  2. LinkedIn Reports Solid Q3 Earnings; Microsoft Merger On Track
  3. What To Expect From LinkedIn’s Q3 Earnings
  4. LinkedIn’s Next Move To Increase Its User Base In India
  5. Why Is LinkedIn Focusing On India?
  6. Here’s How LinkedIn Can Benefit From Expanding Pro-Finder?

LinkedIn’s (NYSE:LNKD) recruitment services and job postings business accounts for around 50% of our $30 price estimate for LinkedIn stock, which is driven by our forecasts for average number and average revenue per customers. Given the stock’s volatility in its first few weeks of trading, we decided to review the key drivers and upside / downside scenarios in a webinar. See details on our webinar.

See our full analysis for LinkedIn

Forecast of the Day – Schlumberger Rig Count

As the global economy looks for oil/ gas in harder to reach places, the specialized extraction and exploration services of companies like Schlumberger will benefit leading to higher a rig count looking ahead. Oil exploration and production services firms such as Halliburton (NYSE HAL), Schlumberger (NYSE:SLB) and Baker Hughes (NYSE: BHI) could get a boost as regulatory efforts intensify to address environmental concerns related to commonly used fracking techniques. Oil & gas majors like Exxon Mobil (NYSE:XOM) and Chevron (NYSE:CVX) are facing pressure to respond to critics on environmental safety practices fracking methods they employ. (See Exxon May Have to Address Fracking-Related Concerns Soon) This could translate to additional demand for specialized services of companies like Halliburton and Schlumberger that have developed cleaner methods of shale extraction.

See our full analysis for Schlumberger

Quiz of the Day – PepsiCo Inc.

Which of these brands contributes more to PepsiCo’s stock value?
  1. Tropicana
  2. Aquafina
  3. Diet Pepsi