All GLG News Analyses Filed Under: Industrial

Bombardier Barbs Shows CSeries Can't Cut The Mustard

November 2, 2009

Analysis by: GLG Expert Contributor

Analysis of:Bombardier fires back at CSeries critics | www.montrealgazette.com

It’s all very well to criticise rival aerospace OEM’s because they’ve had issues with their own airplane development programs. But that doesn’t detract from the reality that the CSeries has failed to dampen enthusiasm for the A320 and 737.

Paul HodgesChairmanInternational eChem

Chemical Companies remain Cautious on the Outlook

October 31, 2009

Analysis of:Looking at the world from a stable but low level of activity | www.icis.com

The chemical industry is a leading indicator for the global economy. The recent company results season gives no support for the idea that earnings are about to stage a major recovery.

Is Competition a Serious Issue for DuPont in respect of Rynaxypyr?

October 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:DuPont’s Breakthrough Insect Control Product Registered in Japan, Brazil | www.yourpetrochemicalnews.com

Rapid introduction of the product, approvals by FAO and WHO and registration in 45 countries are strong points in favour of DuPont. There should not be any problem with EU and US registrations. Monsanto, with recent bad reputation on GM seeds may not be a difficult competitor. Syngenta is lesser known in many countries. Thus it cannot compete very effectively in all markets. But stiffer competition is likely from leading country-specific insecticide firms in certain markets.

A380 Still A Big Headache For Airbus

October 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:Airbus may delay A380 deliveries | www.reuters.com

There’s no question that the A380 is an engineering feat. However, its market prospects have been diminishing all the time, and the concerns at Airbus continue to grow, particularly financially.

Boeing's Bold 787 Move Outside Of WA State

October 29, 2009

Analysis by: GLG Expert Contributor

Analysis of:Boeing to Place Second 787 Assembly Line in North Charleston, SC | boeing.mediaroom.com

To walk, you have to take your first step. Boeing probably isn’t ready to walk away from WA state just yet, but the first major widebody production line outside of its traditional base with the 787 means that the labour force is indeed an expendable asset.

Lawmakers May Scupper KC-X Bid – Could Northrop Exit Contest?

October 28, 2009

Analysis by: GLG Expert Contributor

Analysis of:Alabama lawmakers say Pentagon tanker rules unfair | www.reuters.com

To suggest that the KC-X tanker competition is now “a sham” may well indicate that the final RFP and final WTO ruling will impact on the admissibility of the A330 as a tanker. Is this a precursor to Northrop Grumman leaving the arena via their campaigners’ complaints?

Jeremy WallerPrincipalJeremy Waller

Quality from low cost countries - review of implications of recovery

October 27, 2009

Analysis of:Toy Recall Shows Challenge China Poses to Partners | online.wsj.com

Quality has been the greatest challenge to buyers in China since the process began its stellar growth in the 80's. The consumer now 'reads the carton' and is better informed than ever before. There is mistrust of imports from developing countries, exacerbated by recalls such as experienced by Mattel, which attract disproportionate attention, in terms of levels of global trade. Buyers need to have extra vigilance as volumes start to recover and cost cutting measures that may have been implemented.

Two Fertilizer Plants Soon to Become Operational in Pakistan

October 26, 2009

Analysis by: GLG Expert Contributor

Analysis of:2 fertilizer plants to become operational after November | www.nation.com.pk

Two plants of Fertilizer production will soon become operational in pakistan which will put Pakistan in a much better position as far as fertilizer production is concerned.

2009 was a transition year for North American windows and doors market

October 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:Annual Window & Door survey reflects deteriorating expectations | www.windowanddoor.com

What were once gloomy forecasts became hard realities for the window and door industry in 2008. Some companies closed plants or distribution locations, while others simply closed their doors. The 2009 Industry Pulse, Window & Door’s exclusive annual survey of North American window and door manufacturers and dealers, suggests most industry executives foresee another tough year ahead.

Lewis GainesPresidentGaines Family Foundation

Lubrizol Surprises as Analysts MIss a Changing Specialty Chemical Environment

October 23, 2009

Analysis of:Lubrizol forecasts 3Q profit above Street view | finance.yahoo.com

Lubrizol and Newmarket both recently announced drastically improved sequential profit margins in a difficult general business environment. The doubling in run rate operating margins in 2009 suggests a structural change in the supplier customer price negotiation process. What happened in the lubricant additives business could also happen in other specialty chemical areas. The key requirement is that suppliers mange their product profile to help improve their customers profitability.

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