Manufacturing

Today, there are over 1.2 billion vehicles on the world’s roads. Which means that the advent of autonomous vehicles is going to have a profound effect. Who will be the winners from this new, disruptive technology? Who will be the losers? And what changes are we likely to see?
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by Lisa Fedorenko Posted in Manufacturing.

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Around the world, there are over 1 million electric vehicles (EVs) on the road, and it’s forecast this number could reach 20 million by 2020.  Which means that EVs promise disruption and opportunities on a grand scale – for auto industries and a wide range of other businesses. continue…

by Tim Kelley Posted in Editor's Pick, Manufacturing.

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As set out in the Montgomery [Private] Fund prospectus, there are 3 core attributes we look for when selecting stocks for inclusion in the portfolio. These are: continue…

by Stuart Jackson Posted in Editor's Pick, Manufacturing.

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China’s cement demand peaked in 2014 at 2.48 billion tonnes or 1.81 tonnes per capita based on 1.37 billion people. This is 2.5 times the per capita demand in both Japan and the US (0.7 tonnes) and 1.4 times the per capita demand in the high-density cement markets of Taiwan and Korea (1.3 tonnes). continue…

by David Buckland Posted in Insightful Insights, Manufacturing.

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According to the World Steel Association, global crude steel production declined 3 per cent from a peak of 1,670 million tonnes in 2014 to 1,623 million tonnes in 2015. Every single month in 2015 saw a year on year decline. continue…

by David Buckland Posted in Insightful Insights, Manufacturing.

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Let’s define the term ‘competitive advantage’, what does it mean? There’s unfortunately many definitions, confusing a vital tenant of investment theory. Bruce Greenwald of Columbia University defines it as “being able to do what rivals cannot.” We can extend on this in such a way to suggest that having a competitive advantage will enable a firm to earn abnormally high returns.

Interestingly, competitive advantages when defined in this light, can both be thought of as the same as barriers to entry. continue…

by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights, Manufacturing, Market Valuation.

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We recently wrote about the proliferation of Chinese deception of foreign investors and the regulator’s inability to do anything about it other than delist the companies, which they won’t do, presumably to maintain a healthy trading relationship. continue…

by Roger Montgomery Posted in Global markets, Manufacturing.

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Following on from my previous blog where I passed on the concerns of the executives from Arcelor Mittal, it now appears the US, the world’s second-biggest steel consumer, is seeking political support for tariffs on imported steel. continue…

by David Buckland Posted in Energy / Resources, Insightful Insights, Manufacturing.

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We recently discussed the prospects for Carsales.com Limited (ASX:CAR) and covered why we had a cautious view coming into the first half result. The company has since reported and we have some details to share following the group’s conference call and meeting with Management. continue…

by Ben MacNevin Posted in Insightful Insights, Manufacturing, Technology & Telecommunications.

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Further to our recent post on Infomedia (ASX: IFM), the videos below provide a good insight into how Infomedia’s Superservice products can deliver productivity improvements to dealer group clients.

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by Tim Kelley Posted in Insightful Insights, Manufacturing.

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