All GLG News Analyses Filed Under: Industrial
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Birla Merger Will Increase Their Cement Prices In The Market
October 14, 2009
Birla moves ahead with cement plan | www.livemint.com
India’s blue chip US$ 30 billion Aditya Birla Group will transfer the cement business from their unit Grasim Industries Ltd. to another subsidiary, Samruddhi Cement Ltd., as part of a plan to merge all production and sales of construction materials into a single company. Now let us see whether this merger is going to have any impact on their cement prices with respect to their peers Holcim-ACC and Ambuja Cement etc.
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Michael BrownPresidentStrategyMark, Inc.
Flexible Packaging Industry depends on Consumer Spending for Growth
October 13, 2009
Flexible packaging will return to growth in 2011 | www.europeanplasticsnews.com
Flexible packaging volume growth is highly dependent upon the growth of consumer products, particularly non-discretionary products such as food. Value growth is dependent upon volume as well as pricing which has been under pressure in 2009 as the inputs associated with oil have dropped in price forcing packaging producers to pass on much of the decrease. Value will likely be down this year but volume will not.
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New 777 Depends On 787 Success
October 13, 2009
Emirates seeks new Boeing 777 | www.thenational.ae
Until Boeing shows tangible signs of progress on the 787, any notion that a new 777 replacement could be tabled will remain on the backburner for now - but talking about it pressures Airbus and its progress on the A350XWB family too.
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Can you get a date in your own fraternity?
October 12, 2009
Georgia-Pacific Professional earns EPA SmartWay Award | www.reliableplant.com
How can they capitalize on the award outside of the reduction in operating costs for their fleet? They may wish to actually tell someone about it. A quick search of news articles on the award shows that no public articles have appeared to date. This would be like telling everyone in your fraternity your best qualities and somehow expecting them to send a date your way for Friday night. That will not get the job done.You actually have to visit the Sorority across the road.
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EADS/Airbus Spins Wheel Of Deceit. Again.
October 7, 2009
EADS Estimates Of U.S. Content Vary With Audience | www.lexingtoninstitute.org
Who says fact is better than fiction?Certainly not EADS.
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747-8 Delay, Charge Adds To Boeing Woes For 2009
October 6, 2009
Boeing to Recognize Third-Quarter Charge for the 747 Program | boeing.mediaroom.com
Fresh delay in 747-8 program is bad news, the $1bn charge is an unpleasant turn for the worst but now Boeing has breathing space to deliver on the 787. After that, there is no excuse.
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Michele AcerraIndependent ConsultantMichele Acerra
Do the Goldman Sachs Wizards Know Something?
September 30, 2009
SEPTEMBER 25, 2009, 12:08 P.M. ET.Goldman Lifts View On Refining, Upgrades Oil Cos | online.wsj.com
Goldman Sachs raised their refining view to neutral from cautious on a better demand outlook. Goldman analysts said in a note to clients: "We increasingly believe we are moving through the trough of the refining cycle."This position is very difficult to understand in view of the current glut of crude and of gasoline and refined products announced by the EIA.
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September 28, 2009
UPDATE 1-Timminco to merge magnesium business with Winca | www.reuters.com
Roughly, I agree this Merge. It is consolidated in the following remarks of Timminco. Then, I think the most important thing is business operation between Canada and China. I describe this matter.
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Michael BrownPresidentStrategyMark, Inc.
Huntsman's Move In China Should be Polyurethane
September 28, 2009
Huntsman seeks deals in China | www.ft.com
Huntsman has announcement they are seeking deals for their textile chemicals business in China which seems misplaced given the strength and importance of their polyurethane business in this region.
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September 27, 2009
Micro Manufacturing Okayama | www.optic.or.jp
Total area: 7,113.00 K㎡Total Population: 1,957,264 Households: 732,346 Population Density: 275 people / K㎡Number of days with precipitation below 1 mm : 276 days / year Perfect Mediterranean climateHuge sunlight amount area in Japan Okayama International Airport & Mizushima Port International Container TerminalGeopolitical connection with China/Taiwan and KoreaWorkforce: :Agriculture, fishery and forestry: 6.4%, :Industry: 29.2% :Service: 62.9%
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