The following is a collection of our today's top insights
regarding
Priceline (
PCLN
),
Amazon (
AMZN
),
Suntech Power (
STP
), Anadarko's (
APC
), and MasterCard (
MA
).
Air Travel Bookings Add Little to Priceline
Though Priceline (
PCLN
) is one of the few names people think for online travel services
along with competitors Expedia (NASDAQ;EXPE), Travelocity, and
Orbitz (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 (
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
(GOOG), Microsoft (MSFT) and Salesforce.com (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 (
STP
) recently bagged an $81 million contract from the United Nations
(UN). 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 (FSLR), SunPower
(SPWRA), and Yingli Green Energy (YGE) …
Read the full article on Suntech here
Anadarko Rewards Investors by Keeping Focus
Upstream
A major portion of Anadarko's (
APC
) revenue comes from selling crude oil and condensates unlike some
of its competitors like Exxon Mobil (XOM), ConocoPhillips (COP), BP
(BP), Chesapeake (CHK) and Chevron (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 (
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 (V) and American Express (AXP) …
Read the full article on MasterCard here