SAF Holland bei 1,75 kaufen ??

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.  

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."  

Mal sehen ob die SAF dann endlich mal wieder gen norden geht, sonst bin ich bald weg aus der Aktie  

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.  

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%  

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."  

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.  

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!  

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!  

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.  

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.  

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

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 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  

Freightliner plant in Rowan adds jobs
Charlotte Business Journal - by Ken Elkins
Date: Friday, May 6, 2011, 6:00am EDT
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Manufacturing, Commercial Real Estate
Click here to find out more!
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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  

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  

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.”  

Topp  

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.  

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.  

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  

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."  

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.  

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.  

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.