TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| Indian Capital Goods and the Tata Nano: Volume or Margins? Equitymaster submits: The launch of the Tata Nano has been well received by all. The vehicle has created a big hype and as a result, bookings are expected to fly off the charts. However, a few days back a leading business daily reported that dealers of Tata Motors’ (TTM) small vehicle have been offered margins of only 2% to 2.5% as compared to the typical dealer margins of 3% to 3.5% on the value of the bill. This is understandable considering that Tata Motors itself is expected to earn thin margins on the vehicle. The question is what would you do if you were an auto dealer? Would you go for an exclusive Nano dealership (considering that it is expected to sell like hot cakes) and work on lower margins? Or would you stick to selling other vehicles to protect margins?Complete Story » seekingalpha.com |
With Backwardation, Higher Gas Prices This Summer Brian Kelly submits:Since the beginning of May, the gasoline futures market has been in backwardation. 'Backwardation' is the term used to describe when near-month futures contracts trade above far month contracts. The implication for the gasoline market is that near month demand is stronger than supply, a bullish signal for gasoline. In fact, since the beginning of May, the July RBOB futures contract is up 18%. RBOB – July 2009 vs. August 2009Complete Story » seekingalpha.com |
Rustbelt Renaissance? Tom Lindmark submits:It was a big week for Michigan as [[GE]] picked it as the site for a new technology center and GM (GMGMQ.PK) announced that the state was the winner in the race to land a new plant to manufacture small cars. Maybe Flint should think twice about bulldozing all those houses. From the NYT:Complete Story » seekingalpha.com |
Paragon Shipping Financial Gauge Analysis for June 2009 Quarter Neil Carvin submits: In an earlier post, we examined Paragon Shipping's (NASDAQ: PRGN) Income Statement for the June quarter. Earnings in this period, the second quarter of 2009, fell from $0.91 to $0.48 per share. Net income excluding various items increased from $0.49 to $0.51 per share. We have since mined the financial statements in Paragon's earnings announcement and the separately released Management's Discussion and Analysis to update the metrics we use to assess Cash Management, Growth, Profitability and Value. Paragon does not have a long enough financial record for us to calculate meaningful Financial Gauge scores.First, we present some background information.Complete Story » seekingalpha.com |
The Trucker's View On The Economy Old Dominion chief David Congdon on the trucking industry's struggles in the recession. forbes.com |