| Welcome to Bw Daily, the Bloomberg Businessweek newsletter, where we'll bring you interesting voices, great reporting and the magazine's usual charm every weekday. Let us know what you think by emailing our editor here! If this has been forwarded to you, click here to sign up. Following our list of 50 Companies to Watch in January and quarterly updates in the spring and summer, we're back with 10 specifically for the fourth quarter based on scenarios from Bloomberg Intelligence analysts. The companies in the spotlight span sectors and regions and are part of a larger group of high-confidence Focus Ideas that BI analysts identify on an ongoing basis. Each scenario outlines important catalysts coming in the next few months that support our case. Here is a selection from the list; for the full shebang, go here. AN US Outlook ☀️ As a retailer of both new and used cars, AutoNation is well positioned to capture profits as the market shifts between the two sides of the business. With rising costs and stiff competition hammering margins on used vehicles, the company has been able to focus on the fatter earnings in the new-car market, which could drive higher consensus estimates. The strike in Detroit adds to this thesis, with lower production likely to firm pricing of new vehicles. Triggers: Third-quarter results on Oct. 27 are poised to showcase increased profits from the growth in new-car sales, BI's analysis predicts. —Kevin Tynan 1109 HK Outlook ☀️ Defying concerns about the troubled Chinese property market, CR Land's "contracted sales" will grow 20% this year, BI predicts, about double the consensus forecast. The company has expanded its large land bank in the biggest mainland cities in recent years, and its strong project management has helped it avoid other developers' woes. Triggers: Sales are likely to jump in October, with new project launches timed for China's National Day holiday period in the first week of the month. —Patrick Wong KDP US Outlook ☀️ With its iconic coffee and soft drink brands, Keurig is poised to deliver a positive surprise. Its K-Cups and brewing machines generate about a third of its profits, which were depressed in 2022 by the pandemic reopening and high prices for coffee beans. Both of these factors are normalizing, and the consensus looks about 10% too low on earnings through 2024. Triggers: October should bring third-quarter results with coffee profit exceeding expectations, driven by a widening profit margin. —Ken Shea TELIA SS Outlook ☁️ The Nordic telecom provider's cash flow is likely to miss expectations, which in turn risks a resetting of its generous dividend payout. BI's analysis suggests that operating cash flow won't cover current payout plans, and debt levels are already high. Rising interest costs and additional investments in mobile spectrum have offset cost-cutting efforts. A new CEO, to be announced in coming months, could implement a restructuring plan and scale back dividend expectations. Triggers: The announcement of third-quarter results, expected on Oct. 21, will likely spur additional cash flow and earnings estimate cuts for 2023 and 2024. —Tom Ward | 
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