Thursday June 24 2010

Resources

Back By Popular Demand: Kotler "Defending Price" Seminar

While commerical vehicle build rates and freight volumes are on the upswing, suppliers to the commercial OEM and aftermarket face rising raw material costs and pressure from customers for lower prices and discounts, particularly as they increasingly look to source from cheap, overseas suppliers.

To help suppliers effectively deal with these issues, HDMA is pleased to partner once again with Kotler Marketing Group to offer their widely-acclaimed "Defending Price" workshop to commercial vehicle parts, services and raw material suppliers. Many HDMA members have already invested in this program and have found it to be extremely valuable to their organizations.

Canada's Magna Shareholder Majority Backs Stronach Plan

A majority of Magna International's Class A shareholders have already voted to support the auto parts and contract assembler's controversial plan to pay its founder a huge premium to loosen his control, a top executive has said.

Founder Frank Stronach, an Austrian immigrant who built the Aurora, Ontario-based conglomerate up from a one-man tooling business, stands to pocket US$863m in cash and stock in exchange for giving up his multiple voting shares and ceding control of the company, provided the plan gets approved by shareholders and regulators.

Asia is Strong Market for Volvo Group In May

The Volvo Group delivered a total of 13,577 trucks (including Volvo Trucks, Mack, Renault Trucks, UK Trucks and Eicher) in May, up 44 percent year-on-year (up 4 percent month-on-month). For the year-to-date, Group deliveries remain up 25 percent at 63,546 units.

The largest increase in deliveries last month was seen in Asia, where the Group delivered a total of 4,179 trucks, up 90 percent year-on-year. Within this region the Middle East saw particularly strong growth of 262 percent to 821 units.

Great Wall Motor Dividing into 3 Parts, CV, LV and SUV

BAODING -- Great Wall Motor Co., Ltd. (SEHK: 2333) is dividing its sales network in terms of category, and its sedans, SUVs, and commercial vehicles will be sold in three separate net works across China, excluding Beijing, disclosed Jia Yaquan, vice president of the Hong Kong-listed automaker.

Now, the division has started in second- and third-tier cities, and the vice president explained that the Beijing market was too large to have a complete network layout, so it would not be involved in the division for the moment.

Russia's KamAZ to Establish New Chinese JV

Russian truck-maker KamAZ plans to set up a joint venture (JV) in China by 2011, reports SKRIN Newswires. The company plans to invest around US$13 million in the country. KamAZ marketing director Ashot Arutyunyan said, "The Chinese partner is ready to invest in the project. At present, the two sides are examining concrete issues linked to the setting up of the JV and its functioning. The new venture should be engaged not only in the production of trucks, but also their distribution. This will lower risks linked to intellectual rights which are typical for the Chinese market."

KamAZ: EBRD takes 4 Percent Stake in HD Truck Maker; Joins with Daimler for 15 Percent

The EBRD has completed the acquisition of a four percent equity stake in Russia's largest truck-maker, KamAZ, as part a long-term strategic plan agreed with the company's main shareholders and management to restructure one of the most complex industrial legacies of the Soviet era.

The EBRD's investment, made in close coordination with Daimler AG, brings the combined stake held by the two partners at this stage to 15 percent. The EBRD stake was bought from Troika Dialog, a leading Russian investment bank.

ThyssenKrupp in Talks to Sell Auto Parts Business

FRANKFURT/DUESSELDORF - German steel and industrial group ThyssenKrupp is in exploratory talks to dispose of its Metal Forming business that supplies body and chassis stampings and assemblies to carmakers. "We are looking for a best owner who can further develop the business," said a spokesman for ThyssenKrupp Steel Europe, who added that the business had been successfully restructured, without providing any details.

"We are in talks with several interested parties but we are still at an early stage."

Commercial Vehicle Outlook Conference Announces Additions to the Speaker Lineup

The Commercial Vehicle Outlook Conference will bring an impressive lineup of speakers to Dallas Aug. 25-26, 2010, to share real-world insights on the state of the recovery and what the industry must do to survive and thrive in the fourth quarter and beyond. Presenters confirmed to date include:

  • Dan Sobic, executive vice president, Paccar
  • Max Fuller, co-chairman, U.S. Xpress
  • Rusty Rush, president and CEO, Rush Enterprises
  • Jim O Neal, president, O & S Trucking
  • Leo Suggs, chairman and CEO Greatwide Logistics Services
  • Eric Starks, president, FTR Associates
  • Scott Kress, vice president sales, Volvo Trucks North America
  • Joe Plomin, vice president, Trucks, ArvinMeritor CVS
  • Donald Broughton, managing director and senior research analyst, Avondale Partners
  • Stu MacKay, president, MacKay & Company

The Link between China, the Yuan and Commodities

A lot of the immediate impact of China's decision to allow its currency to float higher is being felt by commodities and commodity producers - as in, they're going up.

Pierre Lapointe, global macro strategist at Brockhouse Cooper, noted that commodities are actually one of the reasons for China making the decision in the first place. Chinese consumer prices are above the target range, but producer prices look even worse: They have surged 7.1 percent over the past 12 months, mostly because of higher commodity prices.

The International Expansion of Indian Motor Vehicle Suppliers, M&A Activity

The recent slowdown has dampened the enthusiasm of local suppliers, but support looks set to return once the market improves.

As global component suppliers continue to join the India"bound bandwagon, local suppliers are bracing themselves to become major international players as the region becomes one of the fastest growing automotive markets in the world. What started as exporting whatever surplus components suppliers were left with after meeting local demand, has grown by moving towards a well"defined export target into having a greater presence in global automotive supply chain.

M&M in Joint Venture for Armored Military Vehicles

MUMBAI: Mahindra & Mahindra (M&M) along with its subsidiary MOICML (Mahindra Overseas Investment Company Mauritius Ltd.), Arabia Holdings and Ras Al-Khaimah Transport Investments LLC, signed an agreement to create a joint venture company in the Emirate of Ras Al Khaimah in the UAE for armoring of vehicles.

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