All GLG News Analyses Filed Under: Industrial
Posted November 13, 2008
Sleeping Golem wake up at last :Tokyo Electron's photovoltaics strategy
Analysis of: NanoGram, TEL Enter Thin-Film Photovoltaics Agreement | techon.nikkeibp.co.jp
Author: GLG Member Program Contributor
Analysis of: NanoGram, TEL Enter Thin-Film Photovoltaics Agreement | techon.nikkeibp.co.jp
Author: GLG Member Program Contributor
Current Tokyo Electron has enough cash flow in spite of resession. If they have still same mind, they might have shut themselves up in the husk in this phase. But, they had changed by themselves.I focus on the strength of TEL for Photovoltaics process and their opportunity.
Posted November 12, 2008
Whether buying Corus was a wise decision by Tata Group?
Analysis of: Steelmaker Corus to Cut Production by 30% | industryweek.com
Author: GLG Member Program Contributor
Analysis of: Steelmaker Corus to Cut Production by 30% | industryweek.com
Author: GLG Member Program Contributor
Corus is Europe’s 2nd largest steel producer which produces over 20 Mn tones crude steel with annual revenue of around 12 billion GBP. Corus was acquired by India based Tata Steel for $ 13.7 Bn. during April 2007. The company has steel manufacturing facilities in Britain and Netherlands. After...
Posted November 12, 2008
Silicon Valley move hard again!
Analysis of: Washington lawyers' advice to Silicon Valley: Don't sit on sideline | www.siliconvalley.com
Author: GLG Member Program Contributor
Analysis of: Washington lawyers' advice to Silicon Valley: Don't sit on sideline | www.siliconvalley.com
Author: GLG Member Program Contributor
As well you know, Silicon Valley has many business seeds. I reconfirm their seeds and opportunity. They have human resourse, R&D terminal, Universities, Venture capital, and, the Fame.Remember, Japanese people are still holding the attention of the yearning and respect in Silicon Valley. Mainly,...
Posted November 6, 2008
Even under the turbulence, but they are fine: For Fujikura
Analysis of: Fujikura FY2008 1st & 2nd Quarter group accounts | www.fujikura.co.jp
Author: GLG Member Program Contributor
Analysis of: Fujikura FY2008 1st & 2nd Quarter group accounts | www.fujikura.co.jp
Author: GLG Member Program Contributor
Fujikura announced FY2008 1st & 2nd quarter group accounts at 11/4/08.Gross profits were five times corresponding ratio to the previous year (4.6 billion yen). Profit improvement of the electronic parts business unit(Optical fiber cable and Flexible Printed Cable) contributed to positive...
Posted October 31, 2008
Marketing pharmaceuticals to improve health worldwide.
Analysis of: Pfizer goes generic | blogs.wsj.com
Author: GLG Member Program Contributor
Analysis of: Pfizer goes generic | blogs.wsj.com
Author: GLG Member Program Contributor
Most consumers in economically developed countries understand capitalism, profit making, and recouping years of research and development costs with legal patent protections for pharmaceutical drugs that have proven efficacy. Today, Pfizer is recognizing that there are second-tier and niche...
Posted October 28, 2008
Increasing Unemployment Numbers: Another Sequel
Analysis of: Job Losses Accelerate, Signaling Deeper Distress | www.washingtonpost.com
Author: GLG Member Program Contributor
Analysis of: Job Losses Accelerate, Signaling Deeper Distress | www.washingtonpost.com
Author: GLG Member Program Contributor
Americans are in the wake of an unprecedented spiraling economic crisis through their jobs, homes, and investments. Investors globally have responded with regular three-digit market declines to the tumultuous events that contributed to this 2008 Nightmare on Wall Street with out...
Posted October 28, 2008
Open Rotor Engines - The Graal?
Analysis of: Battle hots up for cleaner jet engines | www.ft.com
Author: GLG Member Program Contributor
Analysis of: Battle hots up for cleaner jet engines | www.ft.com
Author: GLG Member Program Contributor
A few days ago we saw an article about the efforts of Rolls Royce and its Open Rotor engine design. Now GE comes into scene. With oil prices in focus by 10 out of 10 airlines, and with the IATA emissions reduction effort, the open rotor configuration became once again a nice engineering solution for...
Posted October 28, 2008
Is Pharma Consolidation on Horizon?
Analysis of: Pfizer goes generic | blogs.wsj.com
Author: GLG Member Program Contributor
Analysis of: Pfizer goes generic | blogs.wsj.com
Author: GLG Member Program Contributor
Pharmaceutical companies are exploring different avenues to sustain their profits. They might have to pick a road that has been alien to a large extent. I believe the new road will result in big profits.
Posted October 28, 2008
The challenge is not building an electric car, the challenge is building the support network!
Analysis of: Plan for electric car network | www.brisbanetimes.com.au
Author: GLG Member Program Contributor
Analysis of: Plan for electric car network | www.brisbanetimes.com.au
Author: GLG Member Program Contributor
The technology to build a car is easy; and adding electric motor technology to to drive the car is not much harder. But distributing power to something that moves in a random path, like a car, is hard indeed. A power distribution network is needed, not only "charging stations"...
Posted October 28, 2008
What are the vehicles and fuel options for the future?
Analysis of: Plan for electric car network | www.brisbanetimes.com.au
Author: GLG Member Program Contributor
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of 717Analysis of: Plan for electric car network | www.brisbanetimes.com.au
Author: GLG Member Program Contributor
1. Jumping to electric cars before working through the multiple vehicle options of the future reflects a potentially popularist approach instead of strategic thinking.
2. The need costs to fully develop an electric car network is wide - from...
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