The Trefis Top 5 – April 10 Insights
The following is a collection of our today’s top insights regarding Priceline (NASDAQ:PCLN), Amazon (NASDAQ:AMZN), Suntech Power (NYSE:STP), Anadarko‘s (NYSE:APC), and MasterCard (NYSE:MA).
Air Travel Bookings Add Little to Priceline
Though Priceline (NASDAQ:PCLN) is one of the few names people think for online travel services along with competitors Expedia (NASDAQ;EXPE), Travelocity, and Orbitz (NASDAQ:OWW), air travel bookings make up less than 2% of our $479 Trefis price estimate of Priceline’s stock. The real gem here is hotel bookings which constitutes a dominant 91% of its value …
Read the full article on Priceline here
Amazon’s ‘Cloud Drive’ Goes After Digital Music, Mobile Storage
Amazon (NASDAQ:AMZN) recently unveiled its Cloud Drive services that allows people to store digital music and access them from computers and/or Android devices. We believe that this will offer mild upside to the Amazon’s stock price through increased revenues from its cloud and other web services as well as increase revenues for Amazon’s music store. Amazon offers web services like cloud computing and cloud storage competing with bigger players like Google (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT) and Salesforce.com (NYSE:CRM) in addition to being a major online retailer of books, DVDs, music, games, apparel and other merchandise …
Read the full article on Amazon here
Suntech’s Gain Goes Well Beyond Revenue from New Contract
Suntech Power (NYSE:STP) recently bagged an $81 million contract from the United Nations (UN). [1] Suntech bid for the contact jointly with Peak International Trade (Tianjin) – a major registered supplier for the UN. The deal, which is to-date the single largest UN contract to be won by Chinese companies, does not include the final purchasing list from the UN. The deal could give Suntech an edge against other solar industry giants like FirstSolar (NASDAQ:FSLR), SunPower (NYSE:SPWRA), and Yingli Green Energy (NYSE:YGE) …
Read the full article on Suntech here
Anadarko Rewards Investors by Keeping Focus Upstream
A major portion of Anadarko‘s (NYSE:APC) revenue comes from selling crude oil and condensates unlike some of its competitors like Exxon Mobil (NYSE:XOM), ConocoPhillips (NYSE:COP), BP (NYSE:BP), Chesapeake (NYSE:CHK) and Chevron (NYSE:CVX), which are more diversified. Anadarko has focused largely on upstream activities like the exploration and production of oil & gas rather than the refining and marketing of end products like gasoline, distillates and fuel oil. The majority of the large oil companies in the world are vertically integrated, but Anadarko has kept focus on its core strengths of exploration and production which has yielded handsome returns for investors in recent years …
Read the full article on Anadarko here
International Fees Nearly 30% of MasterCard’s Stock Value
International revenues contribute a major percentage of MasterCard (NYSE:MA) revenues because of the higher fees that MasterCard charges on international transactions. The international transaction revenues include higher transaction fees and other special fees like cross-border and currency conversion fees. We believe international growth is one of key drivers for MasterCard and competitors like Visa (NYSE:V) and American Express (NYSE:AXP) …
Read the full article on MasterCard here
Notes:- Suntech and Peak International win UN green-energy contract, China Daily, April 6 2011 [↩]