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Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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* Companies:
Walmart's international operations contribute around 32% to its Trefis price estimate. This news from China is a disturbing one from the negative newsflow from that region over last few days. Walmart had to close down more than 12 stores and this does not augur well because it is already facing stiff competition from local players in Chinese market.
Clipped from reuters.com using the Trefis clipping tool:
The departure of China CEO Ed Chan, along with Senior Vice President of Human Resources Clara Wong, is another setback for Wal-Mart which is facing stiff competition from local firms in the strategically important market. ... Read more
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Clipped from reuters.com using the Trefis clipping tool:
The departure of China CEO Ed Chan, along with Senior Vice President of Human Resources Clara Wong, is another setback for Wal-Mart which is facing stiff competition from local firms in the strategically important market. ... Read more
[ less... ]
Walmart's international operations contribute around 32% to its Trefis price estimate. This news from China is a disturbing one from the negative newsflow from that region over last few days. Walmart had to close down more than 12 stores and this does not augur well because it is already facing stiff competition from local players in Chinese market.
[img width="1 height="1" title="Steel production to shrink in Western Europe: industry body" caption=""]http://library-trefis.s3.amazonaws.com/238-steel_production_to_shrink_in_western_europe_industry_body.png[/img]
Clipped from reuters.com using the Trefis clipping tool:
The departure of China CEO Ed Chan, along with Senior Vice President of Human Resources Clara Wong, is another setback for Wal-Mart which is facing stiff competition from local firms in the strategically important market. ... Read more