AIG Market Share Upside and Other Financial Services & Energy Highlights

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The Week in Review - Financial Services & Energy

Below is a summary that highlights activity on Trefis over the past week, during which we examined key trends across a wide variety of industries. In the energy sector, we analyzed the impact of production costs on Chesapeake Energy's ( CHK ) stock value and looked at the affect an accelerated oil and gas recovery could have on ConocoPhillips ( COP ). In financial services, we hypothesized the potential upside to AIG's ( AIG ) stock value from a resurgence in its Property & Casualty Insurance market share. We also launched coverage on NYSE Euronext ( NYX ) with a price estimate of $35.

These are a few of the 40+ insights we published over the past week. See below for further analysis.

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Highlighted Articles from the Past Week

Property and Casualty Leads AIG Recovery on December 24,  2010

There could be a 12% upside to our price estimate for AIG if its market share in Property & Casualty business recovered back to historical level of around 10% …

Chesapeake Energy - Quantifying the Impact of Production Costs on Stock Value on December 24,  2010

Despite historically low levels of natural gas prices, Chesapeake Energy's operating cash flow has remained positive …

JP Morgan Tops League Tables in 2010, Little Impact to its Stock on December 24,  2010

While this adds to bragging rights for JP Morgan, this contribution of investment banking is small to JP Morgan and so has little impact on the stock …

Shift in Spending Could Lead to 10% Downside for Discover on December 23,  2010

The increase in Discover's sales volume may not be up to over expectations if this conservative trend in consumer spending is witnessed over the Trefis forecast period …

American Express Can Be More Aggressive in Recovery on December 22,  2010

American Express attracts more affluent card-holders on average than its peers due to its ability to cater to these customers better with benefits and rewards packages …

Anadarko Stock Could Take a Hit from Gulf Oil Aftermath on December 22,  2010

Anadarko has denied any liability in the gulf oil spill cost, contending that the blowout was due to BP's mishandling of the well in response to "several critical warning signs" …

Visa Has Room to Run on Mobile Payment Trend on December 22,  2010

Mobile payments are still a nascent development, but with more than 4.8 billion mobile phones worldwide, the opportunity is tremendous …

New Coverage: $35 Price Estimate for NYSE Euronext on December 22,  2010

US Cash Equity Trading is the most valuable business segment for NYX, contributing about 25% to its stock value by our estimates …

Nasdaq's Upside if Regulators Enact New Derivatives Trading Rules on December 21,  2010

We estimate that derivatives trading accounts for around 20% of its stock value though it only sees a fraction of the total derivatives market's trades …

Bank of America: Recovery in Mortgage Profit Margins Adds to Stock Upside on December 20,  2010

Bank of America's outlook improved as its revenue from its mortgage business nearly doubled to $15 billion in 2009 due in large part to the acquisition of Countrywide, which the government supported …

Transaction and International Fees Are 60% of MasterCard's Value on December 20,  2010

The authorization and settlement fees are most prone to competition, and we expect these fees to decline in the near future since Visa, the nearest competitor to MasterCard, has been reducing its authorization and settlement fees …

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Recent Trefis Community Forecasts

ConocoPhillips - Upside from Oil and Gas Recovery on December 24,  2010

We expect the oil price to remain elevated going forward driven by a recovering global economy and growing demand from emerging countries …

Consumer Spending Should Carry Capital One Higher in 2011 on December 24,  2010

We expect Capital One to continue to grow its credit card balance albeit at a slower rate, given the strong impact of recession on consumer behavior …

Chesapeake's Stock is Highly Dependent on its Gas Margins on December 23,  2010

As economic conditions improve and demand picks up, we expect the gas division to return to profitability, with its profit (EBITDA) margin increasing to around pre-recession levels of 60% by 2013 …

Anadarko Upside From Growth In Natural Gas Sales on December 20,  2010

Improvements in the efficiency of drilling techniques, most notably in the production of natural gas from shale formations has helped boost production …



The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.



This article appears in: Investing , Investing Ideas , Stocks , US Markets

Referenced Stocks: AIG , CHK , COP , NYX

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