May 21, 2007
Stronach's not a Lemming
Analysis of:
Hey, What About Magna, Eh? | blogs.wsj.com
This analysis is solely the work of the author. It has not been edited or endorsed by GLG.
Implications: His market is European manufacturers. He's known for not following the crowd. He does things "his way".
Analysis: With the whole world eyeing up China, everyone is overlooking a huge market in Russia. Not only for selling product to manufacturers there, i.e., Lada, Gaz, etc. but for export. With Eastern Europe becoming "Euroed" the costs are raising, Russia seems to be the next logical source. This puts him close to his main market, i.e., Western & Central Europe and close to other markets like Southern Asia.
Analysis: With the whole world eyeing up China, everyone is overlooking a huge market in Russia. Not only for selling product to manufacturers there, i.e., Lada, Gaz, etc. but for export. With Eastern Europe becoming "Euroed" the costs are raising, Russia seems to be the next logical source. This puts him close to his main market, i.e., Western & Central Europe and close to other markets like Southern Asia.
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