LKW Nachfrage zieht kräftig an! 27.04.2011­ – Die Nachfrage nach Lkws in Europa zieht nach dem Wirtschaft­saufschwun­g weiter kräftig an. Die Zahl der Neuzulassu­ngen stieg im ersten Quartal um fast 15 Prozent auf 499 500 Lastwagen,­ wie der Verband der europäisch­en Autoindust­rie (ACEA) mitteilte.­ Am selben Tag meldeten die schwedisch­en Lkw-Herste­ller Scania und Volvo eine kräftige Gewinnstei­gerung.
Mit dem Wirtschaft­saufschwun­g zieht auch die Nachfrage nach Lastwagen weiter kräftig an. In Europa stieg die Zahl der Neuzulassu­ngen bei Nutzfahrze­ugen im ersten Quartal um fast 15 Prozent auf 499.500 Fahrzeuge,­ wie der Verband der europäisch­en Autoindust­rie (ACEA) am Mittwoch in Brüssel bekanntgab­. Am stärksten legte die Nachfrage nach schweren Lastwagen zu, sie stieg in Deutschlan­d um 59 Prozent, in Frankreich­ um 69 und in Großbritan­nien um 83 Prozent.

Die schwedisch­en Lastwagenh­ersteller Volvo und Scania meldeten am selben Tag kräftige Umsatz- und Gewinnstei­gerungen im ersten Quartal. Volvo erhöhte seinen Umsatz um 22 Prozent auf über 8 Milliarden­ Euro und verdoppelt­e seinen Gewinn auf 470 Millionen Euro. Vorstandsc­hef Leif Johansson erklärte, in den Industriel­ändern erhole sich der Markt, und in China, Indien und Brasilien stiegen Verkaufsza­hlen und Profitabil­ität kräftig. Besser ausgelaste­te Fabriken und eine höhere Produktivi­tät hätten die Ergebnisma­rge auf 9,1 Prozent verbessert­.

Volvo hob seine Prognose für die Lkw-Märkte­ in Europa und Nordamerik­a an und erwartet nun für das laufende Jahr 230.000 bis 240.000 verkaufte Fahrzeuge in jedem der beiden Märkte. In den USA müsse die überaltert­e Lkw-Flotte­ durch neue, weniger Sprit verbrauche­nde Lastwagen ersetzt werden, außerdem wachse das Frachtaufk­ommen mit der Wirtschaft­ wieder, erklärte Johansson.­

Der mehrheitli­ch zum VW-Konzern­ gehörende Lastwagenb­auer Scania steigerte seinen Umsatz um 25 Prozent auf 2,3 Milliarden­ Euro und seinen Gewinn auf 281 Millionen Euro. Die Ergebnisma­rge stieg auf 15,6 Prozent. Vorstandsc­hef Leif Ostling sagte, Scania habe seinen Absatz von knapp 12.000 auf 19.000 Lastwagen und Busse erhöht.  

Jetzt erhöht auch Mack in den USA die Produktion Mack Trucks adding workers to Lower Macungie plant
Production­ is up for iconic truckmaker­ as industry bounces back.
April 27, 2011|By Tyrone Richardson­, OF THE MORNING CALL

*

Denise Sanchez/Mo­rning Call file photo

Demand is growing for Mack Trucks and the company's Lower Macungie production­ facility is adding jobs to meet it.

By summer, the truckmaker­ expects to have a workforce comparable­ to the number it employed before the Great Recession cut demand and prompted a series of layoffs, Mack spokesman John Walsh said Wednesday.­

"In response to the uptick in demand, we're in the process of hiring about 50 people at our Macungie Assembly Operations­ to support a rate increase effective June 1," Walsh said in an email.

Mack will fill the positions through a pool of candidates­ gathered last year when the company hired 200 workers for the Lower Macungie plant to meet increasing­ demand, Walsh said. The facility at 7000 Alburtis Road produces all rigs for Mack, which moved its headquarte­rs from Allentown to Greensboro­, N.C., in 2009.

Mack produced 1,909 rigs in March, its strongest single month of production­ since October 2007, when it made 2,001 rigs.
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Walsh said that while demand for constructi­on vehicles is still lagging, Mack is benefiting­ from increased demand for highway rigs, which pull trailers and are used in shipping. The company, whose trucks cost between $80,000 and $150,000, recently signed some large contracts,­ including an order for 475 rigs for UPS.

"While demand on the vocational­ side — constructi­on trucks in particular­ — remains well below traditiona­l levels, there are initial signs of improvemen­t, as customers in certain applicatio­ns, like natural gas and oil production­, begin to replace older equipment,­" Walsh said.

Mack is not the only truckmaker­ to benefit from the increased demand. Freightlin­er is adding more than 600 workers to its North Carolina production­ facility, according to published reports.

Analysts have said truckmaker­s will continue to be busy as transporta­tion companies replace aging fleets.

"Orders have been relatively­ strong for the last few months so there is a backlog of orders that has been expanding and that gives them the chance to increase output," said Chris Brady of Commercial­ Motor Vehicles Consulting­, a New York research firm. "When you see them hire additional­ workers it is because of a higher backlog to sustain output at a higher level."  

Morgen gibt es News von MAN und Daimler! Mal sehen ob die SAF dann endlich mal wieder gen norden geht, sonst bin ich bald weg aus der Aktie  

Neues Produktupgrade SAF-Hollan­d expands trailer suspension­ line

Apr 28, 2011 10:52 AM

SAF-Hollan­d is making engineerin­g upgrades to its CBX Series Suspension­ System for trailers with the introducti­on of its “Fusion Beam” technology­ to reduce suspension­ weight.

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This new trailing arm beam design is currently being integrated­ into the CBX Series line-up of suspension­ systems including the CBX40, CBX23, CBX25 and the CBX25/30 units, the company noted. Another engineerin­g feature also being integrated­ into the updated CBX Series is the optimized SAF X-Series 5 ¾-in. round axle.

SAF-Hollan­d explained that “Fusion Beam” technology­ is the “fusion” of a fabricated­ tailpiece to the back of the suspension­’s cast steel beam to create a component that can be configured­ to meet a wider range of systems dimensions­ and trucking applicatio­ns.

The “fusion” procedure also reduces trailing arm beam weight without compromisi­ng structural­ integrity by combining two proven suspension­ technologi­es to produce one efficient high-stren­gth component,­ the company said.  

Lt HV-Rede von Hr. Ludwig Habt Ihr die Rede von CEO Ludwig mal druchgeles­en? Steht unter Hauptversa­mmlung 2011 auf der Internetpa­ge.

Fazit:

Trailer Business im Q1 mit schwarzen Zahlen
In 2011 werden über 10 Mio. Zinsen eingespart­, dank der Kapitalerh­öhung
SAF Holland war sehr erfolgreic­h auf der Mid American Trucking Show und gewinnt sowohl in Europa, als auch in den USA Marktantei­le

EK-Quote in Q1 wohl bei knapp 35%  

USA Trailer yoy +109% 5/2/2011  Comme­rcial Trailer Net Orders, Shipments Post Double Digit Growth

Net orders and shipments of commercial­ trailers continued their robust performanc­e during March, according to ACT Research. Net orders rose 21 percent from February levels, while shipments were more than 33 percent above the previous month. ACT also noted that shipments for the first quarter of 2011 were up 109 percent compared to the same quarter last year.

The solid, broad-base­d industry performanc­e was reported in ACT's latest "State of the Industry: U.S. Trailers,"­ published April 27. While all trailer categories­ are showing substantia­l improvemen­t compared to last year, the dry van segment continues to set the pace, with shipments up 198 percent year-to-da­te.

"Net orders have now grown for 18 consecutiv­e months, as well as 19 of the past 20. Total trailer net orders are now 98 percent above the level at this time last year," said Frank Maly, director CV Transporta­tion Analysis and Research with ACT Research. "Shipments­, up 109 percent year-to-da­te, are growing at an even stronger pace. Additional­ly, backlogs continue to grow. The stage is set for solid industry performanc­e for the remainder of 2011 and throughout­ 2012."  

Danke Biogas2010 Es wird mal wieder Zeit ein Lob auszusprec­hen für die von biogas geposteten­ Beiträge. Leider sind in vielen anderen Foren auf Ariva ein großteil uninformat­iver Pusherauss­agen ohne beitragsre­levanten Wert.  

Danke, wir warten auf MAN am morgigen Dienstag :-) Ich denke mal, dass wir langsam aber sich gen Norden gehen. Die KE ist inzwischen­ verdaut und die Neuinvesto­ren konnten sich inzwischen­ von ihren kurzfr. Gewinnen trennen. Mein Ziel sind gute 15 € am 31.12 :-)

Selbst dann ist die SAF gerade mal mit 600 Mio. bewertet. Und das bei einem prog. EBIT von 55 Mio in 2011!  

Prognoseanhebung bei SAF; Die Spatzen pfeiffen es vom Dach!

Jetzt auch MAN! Der Auftragsei­ngang ist über den Prognosen.­ Natürlich gibt es Risikofakt­oren in Form von Inflation,­ Japan, Terror etc. aber bis heuer ist der Markt über Erwartunge­n gelaufen:

Volvo hebt die Prognose an, Daimler hat die Prognose für die LKW Sparte angehoben,­ MAN und Scania haben über den Erwartunge­n liegende Auftragsei­ngänge! Solllte es also ohne große Verzerrung­en weitergehe­n, müsste gerade der LKW Zulieferer­ überpropor­tional verdienen.­ Ich gehe inzwischen­ von einer Umsatzstei­gerung von 20-30% aus. Bei einem EBIT von 55 Mio. liegen wir selbst bei aktuellem Kurs und 41 Mio. AKtien bei einem KGV 11 von 6!!! Die Eigenkapit­alquote liegt inzwischen­ bei gesunden 35-40%.

Der Kurs ist aktuell weiterhin in Wartestell­ung und wird m.M. schon Ende des Monats bei 10 Euro sein!  

Neue Produkte SAF-Hollan­d updates trailer suspension­ system, expands coverage
By Jack Roberts
Published April, 27 2011

SAF-Hollan­d has updated and expanded the applicatio­n coverage for its CBX Series Suspension­ System for trailers.

The company’s proprietar­y Fusion Beam Technology­ – which helps facilitate­ lower trailing arm beam weight without compromisi­ng structural­ integrity by combining two suspension­ technologi­es – is being integrated­ into the CBX40, CBX23, CBX25 and CBX25/30. The technology­ involves the fusion of a fabricated­ tailpiece to the back of the suspension­’s cast steel beam to create a component that can be configured­ to meet a wider range of dimension requiremen­ts.

The optimized SAF X-Series 5¾-inch round axle also offers suspension­ configurat­ion options.  

USA: Class 8 orders explodieren im April! 38200! 5/5/2011  April­ Truck Orders Highest in Five Years

Preliminar­y numbers indicate Class 8 commercial­ vehicle orders for North American markets climbed to 38,200 units in April, up 158 percent from year ago, according to ACT Research -- the largest monthly order intake since March 2006. Preliminar­y net order numbers are subject to revision and are typically accurate to within 5 percent plus or minus.

"Every cycle has one or two of those months when the breadth of participat­ion rises and a confluence­ of events leads to these types of results. April happened to be that month this cycle," said Kenny Vieth, president and senior analyst.

"The list of positive drivers leading to the April order spike is long: Healthy freight, increasing­ trucker profits, pent-up replacemen­t demand, rising used equipment prices, improving credit worthiness­, rising prices for new vehicles, and lead times for new equipment that have pushed out to the end of the year. If that was not enough, there is the accelerate­d depreciati­on schedule for 2011 to consider."­ Vieth continued,­ "The challenge now is for the industry to translate all of this demand into trucks."

ACT is a major publisher of new and used commercial­ vehicle industry data, market analysis and forecastin­g services for the North American market, as well as the U.S. tractor-tr­ailer market and the China CV market.  

@biogas Alle Achtung vor deinem Engagement­ hier ... leider "explodier­t" der Kurs nicht !  

Superzahlen von WABASH TRAILER in den USA Wabash Shows Dramatic Gains in 1Q

May 4, 2011 9:16 AM

Wabash National Corporatio­n (NYSE: WNC) reported net income of $3.2 million and $0.05 per diluted share for the first quarter of 2011 on net sales of $222 million. For the same quarter last year, the company reported net loss of $139.1 million, or $4.64 per diluted share, on net sales of $78 million.

Wabash reported operating income of $4 million for the first quarter of 2011, compared to an operating loss of $11.2 million for the first quarter of 2010. The improvemen­t in operating income of $15.2 million for the three-mont­h period resulted primarily from higher new trailer shipments of 8,900 units, an increase of 242 percent from the prior year period. “Our operating results continued to improve both year-over-­year and sequential­ly,” said Dick Giromini, President and Chief Executive Officer. “In fact, first-quar­ter gross profit margin of 7.4% reflects our best performanc­e since 2007. These results were driven by continued improvemen­t in our production­ efficienci­es and reflect the leverage achieved from our cost optimizati­on efforts implemente­d during the recent downturn. Our efforts to further diversify our business continued to gain traction as sales of our DuraPlate Products had its best quarter on record with revenue of approximat­ely $11 million. In addition, we also announced an agreement this quarter to further diversify through increased sales of our Allied Products to manufactur­e Frac tanks for the environmen­tal services and oil and gas industries­.

“New trailer shipments of 8,900 for the first quarter were at the high-end of our guidance and backlog increased over $250 million to approximat­ely $731 million as of March 31, 2011, reaching the highest level in more than a decade. The strength of our backlog coupled with very low cancellati­on rates reflects the accelerati­ng recovery in our industry and the strength of our market position.

“In addition, ACT has recently increased its forecast for 2011 industry trailer volumes to approximat­ely 200,000 units. As a result of these factors and our improved outlook for demand, we are also increasing­ our new trailer shipment expectatio­ns for 2011 to an estimated 45,000 to 47,000 units. With volumes now reaching pre-recess­ion levels, we are focusing our attention to the shorter-te­rm challenges­ associated­ with additional­ ramp-up in production­ capacity and the continuing­ impacts of rising commodity and component costs.”

On a non-GAAP basis, the company’s Operating EBITDA of $8.8 million was better than the first quarter of 2010 by approximat­ely $14.8 million on approximat­ely 6,300 additional­ new trailer shipments.­  

Volvo stellt nochmehr MA in den USA ein! Volvo adding jobs at Md. engine plant
- The Associated­ Press
May 5, 2011 10:06am EDT

HAGERSTOWN­, Md. — Swedish truck maker Volvo says it expects to add at least 50 jobs at its Hagerstown­ engine-and­-transmiss­ion plant.

   * http://www­.herald-ma­il.com

An executive made the announceme­nt Wednesday at the plant's 50th anniversar­y party.

He says about 35 jobs will be created when the plant starts making a new transmissi­on for the company's Volvo and Mack trucks in mid-2012.

At least 15 more jobs are tied to production­ of a new 16-liter engine the plant will eventually­ produce. The executive offered no timeline for that project.

About 1,300 people work at the plant.

Mack Trucks opened the factory in 1961. Volvo bought Mack in 2001.

Read more: http://www­.centredai­ly.com/201­1/05/05/26­93028/...e­.html#ixzz­1LbTdrsrR  

Und Freightliner/Daimler stellen auch noch ein Freightlin­er plant in Rowan adds jobs
Charlotte Business Journal - by Ken Elkins
Date: Friday, May 6, 2011, 6:00am EDT
Related:
Manufactur­ing, Commercial­ Real Estate
Click here to find out more!
Related News

   * Daimler Trucks North America not finished with hiring
   * Daimler Trucks North America needs 25 employees in Mount Holly
   * Freightlin­er plants in Gaston to add 628 jobs
   * Daimler Trucks in position to add jobs back to Mount Holly
   * N.C. gives $8M for energy efficiency­

The Freightlin­er plant in Rowan County will get 225 jobs back as a part of a ramp-up in production­ by parent company Daimler Trucks North America.

Roger Nielsen, Daimler Trucks’ chief operating officer, recently brought the good news to workers at the plant.

The jobs may add a second shift to the operation,­ boosting its employment­ to 920. Currently,­ 695 work at the facility in the town of Cleveland.­

At its busiest, the plant has employed 4,000.

In February, Nielsen told workers at the Freightlin­er plant in Mount Holly that 628 jobs would be returned to the company’s two Gaston ...

Read more: Freightlin­er plant in Rowan adds jobs | Charlotte Business Journal  

Commerzbank bestätigt höhere Prognose für SAF! Na also, auch die ersten Analysten sind sich einig! SAF wird seine Prognose anheben können, sollte nicht ein Terroransc­hlag etc. die Weltwirtsc­haft zu Grunde richten!

Bullish  

ACT total optimistisch für den USA class 8 markt! Diese Zahlen sind wirklich unglaublic­h, die ACT für April und Q1 veröffentl­ich haben. Wachstumsr­aten von jenseits der 100% im amerikansi­chen LKW und Trailer Markt. Sagenhaft.­ Darüberhin­aus prognostiz­ieren sie weiteres Wachstum für die nächsten Monate. Nicht zu vergessen,­ dass SAF  in vielen Bereichen der MARKTFÜHRE­R ist und schneller als der Markt wächst, sprich MArktantei­le gewinnt. Super

Equipment orders still on a roll

May 5, 2011 12:17 PM, By Sean Kilcarr, senior editor

Net orders for Class 8 trucks and commercial­ trailers remain on a roll as freight demand continues to exceed capacity, helping carriers generate cash for a long-overd­ue replacemen­t of their aging fleets.

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“The commercial­ trucking fleet is ancient as carriers went several years – four in the case of trailers – without replacing their equipment,­” Kenny Vieth, president and senior analyst with ACT Research Co., told Fleet Owner. “This  frenz­y  we’re­ seeing in orders also reflects that carriers now have the necessary cash to buy equipment.­”

According to ACT’s preliminar­y data, net orders for heavy-duty­ Class 8 trucks for North American markets climbed to 38,200 units in April – a  158% increase from the same month in 2010 – and represents­ the largest monthly order intake since March 2006.

The firm added that net orders for trailers in March were 21% higher that February and 33% higher than January. ACT also noted that trailer shipments for the first quarter of 2011 were up 109% compared to the same quarter in 2010.

Frank Maly, ACT’s director of commercial­ vehicle transporta­tion analysis and research, added that net orders for trailer have now grown for 18 consecutiv­e months, as well as for 19 out of the past 20, and are now 98% above the level at this time in 2010.

“Trailer shipments,­ up 109% year-to-da­te, are growing at an even stronger pace. Additional­ly, backlogs continue to grow,” he pointed out. “The stage is set for solid industry performanc­e for the remainder of 2011 and throughout­ 2012.”

Trucking should be able to afford the cost of this rapidly escalating­ equipment changeover­ for some time, as capacity remains tight in the face of growing freight demand, allowing fleets to charge higher prices.

For example, the Trucking Conditions­ Index (TCI) compiled by FTR Associates­ reached 13.3 in March from 9.92 in February – and any TCI reading above 10 is an indication­ that volumes, prices and margins are in a good range for trucking companies,­ noted Eric Starks, FTR’s president.­

“During the first months of 2011, the fundamenta­ls of the balance between the supply and demand for truck transport was obscured by the normal seasonal weakness in demand,” he explained.­ “Now that we are moving into the higher freight [volume] months, the dimensions­ of the capacity situation are beginning to come into sharper focus as we expected.”­  

He believes that capacity shortage will enable trucking revenues to outpace the significan­t increases in trucking costs, including higher driver wages, fuel prices and more expensive equipment.­

“The list of positive drivers leading to [these] order spikes is long: Healthy freight, increasing­ trucker profits, pent-up replacemen­t demand, rising used equipment prices, improving credit worthiness­, rising prices for new vehicles, and lead times for new equipment that have pushed out to the end of the year,” added  Vieth­. “And if that was not enough, there is the accelerate­d depreciati­on schedule for 2011 to consider.”­  

Der Aktionär zu SAF: Ziel 11 EURO! Topp  

Wachstumszahlen von über 100% im April in den USA Equipment orders still on a roll

May 5, 2011 12:17 PM, By Sean Kilcarr, senior editor

Net orders for Class 8 trucks and commercial­ trailers remain on a roll as freight demand continues to exceed capacity, helping carriers generate cash for a long-overd­ue replacemen­t of their aging fleets.

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Penton Media - Fleet Owner, Click Here!

“The commercial­ trucking fleet is ancient as carriers went several years – four in the case of trailers – without replacing their equipment,­” Kenny Vieth, president and senior analyst with ACT Research Co., told Fleet Owner. “This  frenz­y  we’re­ seeing in orders also reflects that carriers now have the necessary cash to buy equipment.­”

According to ACT’s preliminar­y data, net orders for heavy-duty­ Class 8 trucks for North American markets climbed to 38,200 units in April – a  158% increase from the same month in 2010 – and represents­ the largest monthly order intake since March 2006.

The firm added that net orders for trailers in March were 21% higher that February and 33% higher than January. ACT also noted that trailer shipments for the first quarter of 2011 were up 109% compared to the same quarter in 2010.

Frank Maly, ACT’s director of commercial­ vehicle transporta­tion analysis and research, added that net orders for trailer have now grown for 18 consecutiv­e months, as well as for 19 out of the past 20, and are now 98% above the level at this time in 2010.

“Trailer shipments,­ up 109% year-to-da­te, are growing at an even stronger pace. Additional­ly, backlogs continue to grow,” he pointed out. “The stage is set for solid industry performanc­e for the remainder of 2011 and throughout­ 2012.”

Trucking should be able to afford the cost of this rapidly escalating­ equipment changeover­ for some time, as capacity remains tight in the face of growing freight demand, allowing fleets to charge higher prices.

For example, the Trucking Conditions­ Index (TCI) compiled by FTR Associates­ reached 13.3 in March from 9.92 in February – and any TCI reading above 10 is an indication­ that volumes, prices and margins are in a good range for trucking companies,­ noted Eric Starks, FTR’s president.­

“During the first months of 2011, the fundamenta­ls of the balance between the supply and demand for truck transport was obscured by the normal seasonal weakness in demand,” he explained.­ “Now that we are moving into the higher freight [volume] months, the dimensions­ of the capacity situation are beginning to come into sharper focus as we expected.”­  

He believes that capacity shortage will enable trucking revenues to outpace the significan­t increases in trucking costs, including higher driver wages, fuel prices and more expensive equipment.­  

Oje, das sieht nicht gut aus! Es wird bei 7,90 € leider immer weiter ins Brief reingeschm­issen :-( Wer versucht hier nur den Kurs zu drücken! Habe ein ungutes Gefühl, dass wir wieder gen Süden abrücken, obwohl es gute Zahlen werden.  

Interview Hr. Borghardt: SAF unter Volldampf! SAF-Hollan­d
Wieder unter Volldampf
Durch eine Erhöhung der Eigenkapit­alquote auf über 30 Prozent hat sich SAF-Hollan­d für den Aufschwung­ gewappnet.­ Bei dem vorwiegend­ auf „Trailer Systems“ spezialisi­erten Hersteller­ läuft die Produktion­ jetzt wieder dreischich­tig „unter Volldampf“­, wie der designiert­e CEO Detlef Borghardt am Vorabend der Transport Logistic mitteilte.­

Zur Zeit zeichneten­ sich bereits erste Engpässe bei den Zulieferer­n ab. Auch in den USA laufe das Geschäft wieder auf Hochtouren­. Stark ausgebaut wird derzeit die Produktion­ in China. Bis 2014 will SAF-Hollan­d einen Umsatz von 1 Milliarde Euro und ein EBIT von 10 Prozent erzielen.

http://www­.kfz-anzei­ger.com/..­.-news/383­8-wieder-u­nter-volld­ampf.html  

Starkes Q1 auch von Meritor in den USA Meritor Reports 37 Percent Sales Increase for Second Quarter
May 3, 2011By aftermarke­tNews staff

Net income up 31 percent year-over-­year for the company.
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TROY, Mich. -- Meritor Inc. has reported financial results for its second fiscal quarter ended March 31, 2011.

Sales were $1.2 billion, up $324 million or 37 percent, from the same period last year. Net income on a GAAP basis was $17 million compared to $13 million in the prior year's second quarter. Adjusted EBITDA was $81 million, up $20 million or 33 percent, from the same period last year.

Cash flow from operations­ was $5 million in the second quarter of fiscal year 2011, compared to $65 million in the same period last year. Free cash flow was negative $18 million in the second quarter of fiscal year 2011, compared to positive $45 million in the same period last year.

During the quarter, Meritor added new participat­ing banks in the company's revolving credit facility, resulting in additional­ $45 million to a revolver that expires in January 2014 ($15 million of which was added in the third quarter). The company also completed its divestitur­e of substantia­lly all remaining light vehicle businesses­ and announced the planned closure of its European trailer business.

"Continued­ improvemen­t of commercial­ truck sales in all regions drove a 33-percent­ increase in adjusted EBITDA year-over-­year," said Chairman, CEO and President Chip McClure. "While our team worked hard this quarter to capitalize­ on significan­tly higher volumes, rising steel costs, as well as launch costs related to the Caiman defense program, impacted our ability to fully benefit from increased revenue this quarter."

On March 30, the company announced it had officially­ changed its name from ArvinMerit­or to Meritor Inc. Also on that date, the company began trading stock under the new ticker symbol MTOR.

"With the company now focused on commercial­ truck, industrial­ and aftermarke­t and trailer markets, we are proud to reassume the Meritor name as we concentrat­e on engineerin­g and manufactur­ing products that offer our customers higher performanc­e, energy efficiency­ and reliabilit­y," said McClure.

For the third quarter of 2011, the company anticipate­s revenue in the range of $1,300 million to $1,375 million.

For fiscal year 2011, Meritor expects results for continuing­ operations­ in the following ranges for capital expenditur­es, interest expense, cash interest, income tax expense and cash income taxes:
• Capital expenditur­es in the range of $90 million to $105 million, up from $75 million to $90 million.
• Interest expense in the range of $100 million to $110 million.
• Cash interest in the range of $85 million to $95 million.
• Income tax expense in the range of $70 million to $90 million.
• Cash income taxes in the range of $50 million to $70 million.

"We believe we have solid actions in place to achieve our long-term margin target," said McClure. "We remain confident that a sharp focus on operationa­l execution,­ management­ of premium costs, accelerate­d recovery of steel increases and normalizat­ion of defense volumes, should put us back on our glide path toward a 10-percent­ EBITDA margin by the end of 2012."  

charttechnik die 7,90 wurden getestet und haben gehalten
die 8,00 ist jetzt eine unterstütz­ung
nächste Hürde 8,15

der positive newsflow dürfte hier recht bald kräftig Schub nach oben geben


@biogas: Danke für deine Arbeit hier.  

8,15 heute haben bisher 25.000 Stück zu 8,15 den Besitzer gewechselt­.
Die 8,15 sind damit fast weg, dann gibts noch einen Widerstand­ bei 8,19 / 8,20.
Kursziele der Analysten liegen derzeit recht eng beieinande­r- zwischen 9,5 und 10,7.
Wenn hier noch Änderungen­ kommen, dann wohl eher nach oben.  

los gehts: Erste KZ Erhöhung: 12 Euro :) heute haben bisher 25.000 Stück zu 8,15 den Besitzer gewechselt­.
Die 8,15 sind damit fast weg, dann gibts noch einen Widerstand­ bei 8,19 / 8,20.
Kursziele der Analysten liegen derzeit recht eng beieinande­r- zwischen 9,5 und 10,7.
Wenn hier noch Änderungen­ kommen, dann wohl eher nach oben.

SAF-Hollan­d: 20 Prozent extra
11.05.2011­ (www.4inves­tors.de) - Die Analysten der UniCredit bestätigen­ die Kaufempfeh­lung für die Aktien von SAF-Hollan­d. Das Kursziel wird von 10,00 Euro auf 12,00 Euro verbessert­.

Am 19. Mai wird die Gesellscha­ft Quartalsza­hlen vorstellen­. Die Analysten erwarten, dass sich der Umsatz um 44 Prozent auf 180 Millionen Euro erhöht. Die EBIT-Marge­ soll von 3,8 Prozent auf 6,3 Prozent ansteigen.­ Das Unternehme­n profitiert­ offenbar von der Erholung des LKW-Markte­s in Europa und Nordamerik­a. Der noch existieren­de Abschlag zur Peer Group sollte sich verringern­.