Trefis Top 5 – June 13 Insights (STP, V, PCLN, INTC, AMTD)

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In today's roundup we look at Suntech Power's (NYSE:STP) production outlook and note that it could triple in the coming 5 years as government incentives and improved technologies help drive solar demand. Visa Inc. (NYSE:V) acquires Fundamo to help expand its footprint in the mobile banking market. We look at how tech titans Intel (NASDAQ:INTC), AMD ( AMD ) and Akamai will benefit from increasing cloud insecurity in the wake of high profile security breaches at Google (NADAQ:GOOG), Sony and others. We also discuss Priceline's (NASDAQ:PCLN) and Delta's ( DAL ) partnership, which follows a string of OTAs and airlines announcing tie ups. And finally we look at how Ameritrade ( AMTD ) fare against competitors in the online brokerage space.

Suntech's PV Module Shipments Could Triple Over Next 5 Years

Suntech Power (NYSE:STP) ousted its biggest competitor in the solar industry, FirstSolar ( FSLR ), to become the largest supplier of photovoltaic (PV) modules in the world last year. The company shipped 1,522 megawatt (MW) of PV modules in 2010, comfortably ahead of the 1,411 MW First Solar shipped across the globe. And these shipment figures are only expected to shoot up over the coming years. Here we take a look at the imminent boost in Suntech's module shipments. Suntech Power is China's largest U.S.-listed solar player by market capitalization and competes with other solar industry giants like LDK Solar (NYSE:LDK), SunPower (NYSE:SPWRA), and Yingli Green Energy (NYSE:YGE).

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Visa Pushes for Mobile Banking by Acquiring Fundamo

Visa Inc. (NYSE:V) recently announced that it has agreed to acquire Fundamo which is a leading provider of mobile financial services for the financial institutions and mobile network provider in developing economies. According to Visa, the acquisition will help it to provide the next generation of payments solutions. Visa also announced a long-term commercial agreement with UK's Monitise Plc., a leading provider of mobile money solutions for financial institutions in more developed geographies. Visa is the largest provider of payment card network in the world and competes with MasterCard (NYSE:MA), American Express ( AXP ), Discover (DFS) and Capital One (COF).

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Intel, AMD & Akamai Could Gain from Cloud Insecurity

We knew the cloud was vulnerable and that security would be a concern. A recent Reuters article highlights that the latest high profile security breaches of Google's (NADAQ:GOOG) Gmail service and Sony's Playstation could threaten to slow the take off of the cloud computing industry - often considered the computer industry's next big thing. For companies positioning for growth in cloud services like Intel (NASDAQ:INTC), AMD ( AMD ) and Akamai (AKAM) - what's at risk ? Or said another way - what's to gain?

Priceline Partners with Delta Airlines as OTAs and Airlines Get Hitched

Priceline (NASDAQ:PCLN) has announced a partnership with Delta Airlines ( DAL ) wherein members of Delta's SkyMiles Frequent Flyer Program can earn SkyMiles whenever they book hotels through Agoda.com, Priceline's very popular hotel booking site in Asia. SkyMiles members will earn two miles for every dollar spent on hotel bookings over Agoda.com, in addition to Agoda Reward Points worth 4% of the price of the stay.  This follows a string of partnerships between airlines and online travel agents (OTA's). Expedia (EXPE) recently entered a JV with AirAsia (see Expedia Partners with AirAsia) and South African Airways.

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Ameritrade's MMDAs Add Significant Value to Stock

Ameritrade ( AMTD ) provides one of the most popular platforms for individual investors to trade equities, options and other securities. As the company grows its customer base with more and more investors using the Ameritrade platform, we believe that the company's biggest source of income will continue to be the interest it earns on its money market deposit accounts (MMDAs). The company offers money market account services to clients through TD Bank USA. Ameritrade competes with E-Trade (ETFC), Charles Schwab (NYSE:SCHW), Wells Fargo (NYSE:WFC) and Bank of America (BAC) online services.

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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: AMD , AMTD , AXP , DAL , FSLR

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