SAF Holland: Was tun? Abwarten? Insolvenz?

tevens Transport orders 500 Kenworth trucks
Stevens Transport orders 500 trucks from Kenworth, a unit of truck maker Paccar
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On Wednesday June 23, 2010, 4:49 pm EDT

KIRKLAND, Wash. (AP) -- Kenworth Truck Company, a division of Paccar Inc., said Wednesday it has received an order for 500 new aerodynamic T700 trucks from refrigerated trucking company Stevens Transport.

The new trucks are designed to create less drag on the vehicles, which makes them more fuel efficient.

Stevens is based in Dallas.  

6/25/2010  Intermodal Traffic Reaches New High

Last week, intermodal traffic was up 21.2 percent from last year to 227,985 trailers and containers, a level not reached since November 2008, according to the Association of American Railroads. However, intermodal traffic is still 0.2 percent lower than the same week in 2008.

Compared with the same week in 2009, container volume increased 23.2 percent, while trailer volume rose 10.5 percent. Compared with the same week in 2008, container volume was up 8.8 percent, while trailer volume fell 32.8 percent.

The U.S. railroads originated 284,913 carloads during the week ended June 19, up 9.2 percent from the comparable week in 2009, but down 10 percent from 2008. The East saw carload volume up 12.2 percent from last year, while in the West, carload volume gained 7.2 percent.

Year to date, carload volume was at 6.8 million, up 7.2 percent from 2009, but down 13.4 percent from 2008; trailers or containers were at about 5 million, a gain of 11.7 percent from 2009, but down 7.3 percent from 2008.  

6/25/2010  Capacity Crunch Already Here, Say Logistics Experts
By Deborah Lockridge, Editor

You'd never guess that economists disagree on the state of the economic recovery based on the capacity crunch being seen by transportation and logistics providers. The capacity crunch was a key topic of concern and conversation at this week's Eyefortransport 8th 3PL Summit in Atlanta.

"You are seeing an uptick in how much tonnage is moving through the system, on trucks or through the warehouses," said Sid Brown, CEO of New Jersey-based logistics and trucking company NFI. "I was talking to one of my competitors, a large trucking company, larger than us, and he said his load board was almost double what it was a year ago."

Flatbed carriers are one area where capacity is tight. Wayne Johnson, director of logistics for American Gypsum, said the market for flatbed equipment was tight for the previous three months. Although it's eased up now, he's expecting a seasonal surge in the August/September/October time frame.

"If you're a flatbed carrier, you asked for an increase in March, April and May when we were begging for loads," Johnson said. "Shippers, if we were smart, we gave you that increase, because we beat you down pretty bad in 2008 and '09."

Vic Springer, director of supply chain for Atlanta-based White Birch, the second largest manufacturer of newsprint in North America, said his company has had to back off of the "core carrier" concept. "The carriers just don't have the capacity now. We're seeing a lane where in the past we might have used just one carrier, now we have two or three."

"I think we've seen some tightening of capacity over the last 6 months and that will continue," said Kevin Fletcher, executive vice president of logistics at Landstar. "One of the things we're seeing with a number of customers, if you took a look a year, ago, it about took an act of congress to have something expedited through air freight. Today a lot of that questioning that had taken place a year ago, has freed up with a number of our shippers."

Ships and planes

The same is true for ocean and air freight, said speakers and panelists.

Landstar's Fletcher said they're finding that if you really need to get freight on the next possible sailing or flight, the existing contract rates aren't enough. "So we have to make a decision at that point whether to bite the bullet or roll over to the next flight or sailing."

The Journal of Commerce reported this week that the start of the peak shipping season at the ports is still more than a month away, but the ports are already struggling to meet demand. Terminal operators that downsized during the recession were caught unprepared by the double-digit growth in cargo volume. Imports, JOC reports, show no signs of letting up between now and the fall peak season.

Lucas Kuehner with Panalpina, a major freight forwarder, said the industry is definitely seeing surges in transportation demand. At the company's major gateway from China to the U.S. in Beijing, he said, traffic quadrupled in April compared to last year. "No one was prepared for this," he said. "We weren't." Customers forecast 300 tons; Panalpina went out on a limb and purchased capacity for 600 tons, but they ended up moving about 1200 tons.

The troubling thing, Panalpina said, is that customers don't seem to be able to explain these unexpected surges. Is it really more consumption as we come out of recession, is it more related to restocking of inventories, is it tied to new model launches? How much of the crunch is due to capacity that was driven out of the system by the recession?

Driver shortage

Whatever the current reasons, many predicted that the capacity crunch will only get worse, because even if companies buy more trucks (which many are reluctant to do), they will have problems getting drivers to put in them. The driver shortage is only expected to worsen as the Federal Motor Carrier Safety Administration's new CSA 2010 enforcement program takes full effect next year.

"What I find amazing is that there's 10 percent unemployment, yet carriers are struggling right now to hire quality drivers," said NFI's Brown. "And that's today, let alone when [CSA 2010] takes effect at the end of the year. It's a little bit of a scary proposition. The net result is we're going to have to raise the level of pay to attract more people in to the industry, and when your raise that level of pay it's going to put pressure on carriers to raise the rates to shippers."

Leo Suggs, CEO of Greatwide, said he believes CSA 2010 is going to disqualify a lot of drivers. "I think the idea of CSA 201 is a sound proposal; I think if the government is capable of administering the program, it can in fact improve highway safety. But short-term, it's going to put a tremendous amount of pressure on the driver workforce."

Higher rates

Many shippers and third-party logistics companies already are seeing higher rates, especially in certain areas or types of transportation. Spot rates are already up 10 to 40 percent, depending on the geographic area, said Paul Newbourne, vice president of operations for Pennsylvania-based LXP Managed Freight Solutions. For instance, refrigerated capacity coming of the West Coast is tight right now.

"I think we're only in the second inning of a nine-inning game as to where rates are going to go," said NFI's Sid Brown.

A number of carriers pointed out that shippers who stuck with their transportation providers and didn't try to beat them to death on rates during the downturn are now seeing the fruits of that attitude.

"I'm sick and tired of dealing with companies that do nothing but beat you down, beat you down," said Brown. "We've had a lot of shippers that over the past couple of years that didn't beat us down because they've been through these cycles before. You remember those folks. If [as a shipper] you're strictly looking for a transactional type relationship, you're going to be beholden to supply and demand in the market."

Landstar's Fletcher expressed similar sentiments: "We've had a number of customers that worked very well with us during the downturn, and we are working with them now with the uptick in the economy."  

Lufthansa Cargo rückt von Stellenabbau-Plänen ab
Donnerstag, 24. Juni 2010, 13:15 Uhr

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Frankfurt (Reuters) - Die geplanten Stellenstreichungen bei der Frachtflug-Tochter der Lufthansa sind angesichts der wirtschaftlichen Erholung weitgehend vom Tisch.

"Wir gehen momentan nicht von einem signifikanten Stellenabbau aus", sagte der Chef von Lufthansa Cargo, Carsten Spohr, am Donnerstag in Frankfurt der Nachrichtenagentur Reuters. Lufthansa Cargo hatte im Februar den Abbau von zehn Prozent der gut 4000 Arbeitsplätze angekündigt, allerdings ohne Kündigungen. "Das war eine Krisenmaßnahme", sagte Spohr nun. "Nun kann es sogar sein, dass wir Stellen aufbauen, wenn das Unternehmen stark wächst." In der Verwaltung solle die Zahl der Beschäftigten aber wie geplant um 50 auf rund 600 sinken.

Spohr ist sich sicher, dass Lufthansa Cargo in diesem Jahr im Tagesgeschäft in die Gewinnzone zurückkehren wird. "Wir gehen inzwischen davon aus, dass wir ein operativ positives Ergebnis erwarten", sagte er. Zuletzt hatte die Logistik-Tochter dies von der Fortsetzung der guten Geschäftsentwicklung zu Jahresbeginn abhängig gemacht. Das Luftfracht-Geschäft der Lufthansa war im Mai über das Niveau vor der Wirtschaftskrise gestiegen. In den ersten drei Monaten 2010 hatte Lufthansa Cargo 35 (2009: minus 72) Millionen Gewinn geschrieben, nachdem sie im vergangenen Jahr mit 171 Millionen Euro in die roten Zahlen gerutscht war.

KAMPAGNE FÜR NACHTFLÜGE

Lufthansa Cargo hat zusammen mit der Logistikindustrie und Luftfahrtverbänden in Deutschland eine Initiative "Die Fracht braucht die Nacht" gegründet, die ein Verbot von Nachtflügen in Deutschland verhindern will. "Ein absolutes Nachtflugverbot ist für Lufthansa Cargo existenzgefährdend", sagte Spohr auf einer Pressekonferenz. Die Initiative will Einfluss auf die von der Koalition geplante Änderung des Luftverkehrsgesetzes nehmen. In Frankfurt sind künftig zwischen 23.00 und 5.00 Uhr noch 17 Nachtflüge erlaubt, die Lufthansa fordert mindestens 22. Der hessische Verwaltungsgerichtshof hat aber selbst an der Genehmigung der 17 Flüge Zweifel.

Der Bund Naturschutz kritisierte das Bündnis und pochte auf den Schutz der Nachtruhe. "Das ist ein abgekartetes Spiel zwischen den Lobbyisten der Luftverkehrswirtschaft", sagte die Vorstandssprecherin des BUND Hessen. Spohr warnte davor, den Frachtverkehr vom größten deutschen Flughafen in Frankfurt auf einen separaten Frachtflughafen zu verlagern. "Wir müssen da sein, wo unsere Kunden die Fracht anliefern", sagte er.  

sieht gut aus für uns...  

heftiger Insiderverkauf heute.

http://www.ariva.de/news/Directors-Dealings-SAF-HOLLAND-S-A-3465499  

 

 

Commercial trailer orders rose 59% in May

Commercial trailer orders were up 59% last month vs. May 2009 levels, according to ACT Research, a firm that tracks trucking industry trends.

Order backlogs rose an additional 10% in May 2010, as well, the fifth consecutive month that trailer order backlogs have increased.

"All signs are indicating that freight growth is rapidly absorbing excess truck capacity," says Kenny Veith, ACT senior analyst.  

Weiß jemand wie viele Aktien Wilfried Trepels noch besitzt ?  

Arrow Truck Sales predicts shortage of used trucks

A healthy supply of pre-owned trucks plays a vital role in meeting the nation?s demand for freight movement. Arrow Truck Sales? new president says a shortage of used trucks is coming. Arrow is headquartered in Kansas City, MO, and has a long history of dominating used Class 8 truck sales.

During Arrow?s 60th anniversary event last week, Steve Clough, the president and CEO of Arrow Truck Sales, told trucking journalists that while used truck values are finally picking up from historically low levels experienced in 2009, the supply is shrinking.

Arrow ? with 19 locations in the U.S. and Canada ? is part of the Volvo Group. Volvo tapped Clough to head up Arrow Truck Sales in May of this year. Previously, he held several management positions with the Volvo Group, including nine years as Arrow?s chief financial officer.

Clough said in May, used truck inventories were down 33 percent over May of 2009.

Clough said Arrow?s retail sales are up 60 percent year over year and added that credit applications are up 27 percent. Arrow has its own financing arm and finances about 45 percent of its truck sales.

Russ Tedder, senior vice president of truck remarketing for Volvo Trucks North America, was in Kansas City for Arrow Truck Sales? 60th anniversary.

?Trucks on our nation?s highways are older than they have been in the past 30 years,? said Tedder.

Tedder confirmed that low-mileage used trucks are becoming tough to find.

?It?s hard to find a truck with 300,000 miles on it,? Tedder said. ?There are still a number of 400,000 mile trucks out there, though.?

Clough predicted that the inventory of used Class 8 trucks will continue to decline, remaining in low supply through 2014, when the industry may see some relief.

Arrow carries a diverse inventory of all makes and models of heavy trucks. Arrow?s current inventory of Class 8 trucks is between 2,000 and 3,000.  

6/29/2010  Trucking Recovery in Full Swing on Gains in Freight Volumes

The trucking industry is finally experiencing a period of growth, as an economic recovery has led to solid freight volumes, tightening capacity and signs of a driver shortage waiting in the wings, said Bob Costello, chief economist of the American Trucking Associations, in the Trucking Economic Review.

"It looks like motor carriers are finally enjoying some better days, after more than two years of extremely tough times," he said.

In the review, the ATA said it has raised its economic forecast for the rest of this year. While gross domestic product grew at a 2.7 percent annualized rate in the first quarter of 2010, the ATA expects GDP growth to top 4 percent this quarter. For the entire year, GDP is expected to grow 3.4 percent, compared to the 2.4 percent drop in 2009.

Manufacturing Activity

According to the ATA's review, one source of the growth in the U.S. economy is manufacturing activity. In the first quarter, manufacturing output grew 1.7 percent from the previous quarter and 3.2 percent from the year-ago period. In May, manufacturing output reached its highest level since November 2008; ATA expects domestic demand to remain strong the rest of the year.

In addition, factories are hiring more workers, with 126,000 people added to the manufacturing payrolls so far this year.

Retails sales have been increasing too. In May, retails sales were at the highest level, with the exception of April 2010, since September 2008. Sales also increased 6.9 percent from May 2009.

However, ATA said the unemployment rate should continue to remain high throughout the rest of the year and part of next year.

Inventories

Economic activity has also been impacted by the inventory cycle, the review said.

"First, severely bloated inventories throughout the supply chain during the recession caused a delayed recovery in the trucking industry," Costello said.

During the recession, total business inventories-to-sales ratio rose sharply, due to a smaller drop in inventories relative to sales, which means shippers had too much inventory on hand for the amount of sales, ATA said.

"Now, the issue is how much freight volumes are being propelled by an inventory restocking," Costello said. "If one looks at the GDP figures, the change in inventories have accounted for about half of GDP growth during the last two quarters. So, there is no doubt that inventory reductions were overshot and then they increased again, boosting both truck freight and GDP."

While inventories are now up, they are still below pre-recession levels. Since bottoming out in September 2009, inventories have only gained 2.4 percent through April of this year.

Freight Growth

Freight volumes are up, especially in the truckload sector, ATA said in its review. In the first quarter, truckload volumes gained 1.8 percent from the previous quarter and 7 percent from the 2009 quarter.

Meanwhile, the less-than-truckload sector has not seen the same growth as the truckload sector, but it often lags behind truckload in a typical cycle. LTL has turned a corner, though, and should start experiencing some improvements, ATA said.

"To be sure, on a monthly basis, both TL and LTL freight are still well below the all-time highs, but due to the sharp reduction in supply, freight 'feels' even better to most fleets right now," Costello said.

While ATA expects freight growth to slow in the quarters ahead in terms of year-over-year figures, freight volumes will grow at the same pace as the overall economy the rest of this year.

Utilization rates are also up, but since they were at such low levels, fleets can accommodate the current increase in demand without adding more trucks, ATA said. In the first quarter, average miles per truck per month increased 13 percent from the 2009 quarter.

"Still, truck fleets are preparing for the day when they need to add trucks and drivers, which has already caused some concern for driver availability," Costello concluded. "Certainly, the driver shortage will eventually return, as the fundamentals for the driver shortage of a few years ago didn't disappear, but were outweighed by the acute drop in freight volumes."  

09:06
Drucken Versenden Bewerten
MAN Nutzfahrzeuge fährt Kurzarbeit an deutschen Standorten zurück

von Quelle: Finanzen.net / Aktiencheck.de AG

<p>München (aktiencheck.de AG) - Der Nutzfahrzeug-, Motoren- und Maschinenbaukonzern MAN SE (ISIN DE0005937007/ WKN 593700) gab am Mittwoch bekannt, dass MAN Nutzfahrzeuge die Kurzarbeit in seinen deutschen Standorten im zweiten Halbjahr 2010 deutlich reduzieren wird.</p> <p>Den Angaben zufolge endet die Kurzarbeit im Motorenwerk in Nürnberg aufgrund der wachsenden Nachfrage nach Lkw, Bussen und Motoren zum 30. Juni. An den Lkw-Standorten von MAN in München und Salzgitter werde die Zahl der Kurzarbeitstage im zweiten Halbjahr 2010 ebenfalls verringert. In der Produktion sinke die Zahl der Kurzarbeitstage von rund 50 im ersten Halbjahr auf durchschnittlich 20 im zweiten Halbjahr, in den administrativen Bereichen von 40 auf 19 Tage Kurzarbeit. </p> <p>Laut dem Konzern sind insgesamt rund 12.000 Mitarbeiter von MAN Nutzfahrzeuge in Deutschland von Kurzarbeit betroffen, ausgenommen waren schon bisher Beschäftigte in den Bereichen F&E, Qualität und Service.</p> <p>Die Aktie von MAN schloss gestern mit einem Minus von 4,19 Prozent bei 66,59 Euro. (30.06.2010/ac/n/d)</p>  

Chicago, Dallas, Houston and Miami airports report surging cargo demand
30th June, 2010
Chicago, Dallas, Houston and Miami airports report surging cargo demand
This article is a part of this publication...
Airport Business Daily

   * US consumer sentiment slumps in June, but air travel vacation plans still holding up
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   * Copenhagen Airport gains on ASUR sale, MAp to be next? Brisbane Airport credit rating downgraded
   * Dubai traffic surges again, European angst grows This article is premium content
   * More analysis from Airport Business Daily...

US consumer confidence may be taking a dive, but airport cargo volumes continue to show healthy gains.

According to latest monthly traffic volumes tracked in CAPA?s Airport Business Daily and America Airline Daily reports, Chicago O?Hare, Dallas Fort Worth, Houston George Bush and Miami International all reported cargo volume growth in excess of 20% last month ? with O?Hare's volumes up by greater than 50%. Miami?s performance is outstanding, given it does not have as much connectivity to the booming Asian freight markets as its rivals.

On the passenger side, Miami also outperformed, with growth of 7.1% last month, driven by a 10.5% lift in international volumes to 1.3 million. See related report: Miami Airport's rising international status

Selected US airports? May-2010 traffic
 

Pax (mill)
                
§
Pax growth (%)
                
§
Cargo (tonnes)
          

Cargo
§
Growth (%)
          

Movements§
                
§
Movements growth (%)

Chicago O?Hare
          

5.8§
          

+3.6%§
          

138,106§
          

+51.9%§
          

75,615§
          

+7.7%
§
Dallas Fort Worth
          

4.7§
          

+1.4%§
          

59,645§
          

+23.2%§
          §  

Houston
          

3.4§
          

+4%§
           

-§
          

+23.9%§
          

43,928§
          

-0.3%

Miami§
          

3.0§
          

+7.1%§
          

169,987§
          

+22.5%§
           

-§
          

-
§
Minneapolis/St Paul
          

2.7§
          

-0.7%§
          

17,857§
          

+12.9%§
          

35,527§
          

-2.5%
§
Chicago Midway
          

1.6§
          

+4.4%§
          

2,318§
          

+12.9%§
          

21,783§
          

+0.2%

Tampa§
          

1.4§
          

-2.1%§
           

-§
          

+2.0%§
          

16,556§
          

-0.8%

Portland§
          

1.1§
          

+0.7%§
          

16,029§
          

+0.6%§
          §  

Source: Centre for Asia Pacific Aviation & airport reports

Of the listed airports, it was a dark day yesterday, with global equity markets retreating on renewed concerns about the US, Chinese and European economies. Falls were virtually across the board, led by Xiamen Airport (-7.6%), Mexico?s OMA (-6.0%) and ASUR (-5.3%) and Germany?s Hochtief (-5.2%).  

Einkäufer und Vertriebler :-)....siehe Stepstone!  

1500 im Brief bei 5,30 stehen, werden wir nicht nach oben ausbrachen :-(  

6/30/2010  Land Transportation Trade Gains 32.4 Percent in April

Surface transportation trade between the U.S. and Canada and Mexico gained 32.4 percent in April from the year-ago month, according to the Bureau of Transportation Statistics of the U.S. Department of Transportation. Trade using surface transportation reached $65.8 billion in April.

The 32.4-percent increase is the third consecutive monthly increase of at least 24 percent from the previous year, but freight value was still down 11.4 percent from April 2008.

The value of U.S. surface transportation trade with Canada and Mexico fell 5.9 percent from March 2010. Month-to-month changes can be affected by seasonal variations and other factors.

Surface transportation consists largely of freight movements by truck, rail and pipeline. In April, 86.6 percent of U.S. trade by value with Canada and Mexico moved on land.

The value of U.S. surface transportation trade with Canada and Mexico was up 12.9 percent from five years ago, and up 40.5 percent compared with 10 years ago.

U.S.-Canada surface transportation trade totaled $39.9 billion in April, 32.1 percent higher than April 2009. The value of imports carried by truck was up 21.5 percent from April 2009, while the value of exports carried by truck was 31.6 percent higher during this period.

U.S. land transportation trade with Mexico was at $25.9 billion in April, up 32.8 percent from April 2009. The value of imports carried by truck was 31.2 percent higher than April 2009, while the value of exports carried by truck was 28.6 percent higher.  

Daimler AG's (DDAIF, DAI.XE) North American truck unit said it would recall about 540 workers to three manufacturing facilities in North Carolina, citing strong order activity in the latest sign the auto industry is enjoying a turnaround.

The world's largest truck maker by sales was battered by last year's slump in demand for premium cars and trucks amid the global economic slowdown, partly because it scaled down car production later than rivals.

The production boost benefited from the company's investments in vehicles that meet this year's new emission standards. It said customers had placed orders from more than 21,400 of those vehicles to date, including 16,565 Freightliner-brand trucks.

Mark Lampert, senior vice president of sales and marketing, said Daimler was the only heavy truck manufacturer in North America currently increasing production. "Our Class 8 daily build rate in the U.S. will increase by more than 67% this July" from a year earlier, he added.

In April, Daimler reported it swung to a first-quarter profit, fueled by a sharp rise in vehicle sales. It sold 402,700 cars and commercial vehicles in the quarter, up 21% from a year ago.

The company's American depositary shares rose 2.4% to $51.49 in recent trading.



-By John Kell, Dow Jones Newswires; 212-416-2480; john.kell@dowjones.com



 

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Wirtschaft

Donnerstag, 01. Juli 2010
Post vom Ex-ArbeitgeberDaimler ruft Mitarbeiter zurück
Die anziehende US-Nachfrage nach schweren Lkw bringt Daimler Trucks in eine neue Lage: Weil man in der Absatzflaute zu viel Personal entlassen hat, wendet sich die Nutzfahrzeugsparte des deutschen Autokonzerns Daimler nun bei früheren Mitarbeitern.

Schwere Lkw: Rechts ein Fuso, links ein Freightliner.
(Foto: REUTERS)

Der Lkw-Hersteller Daimler Trucks will nach zwei Großaufträgen zusätzliches Personal an Bord holen. Wegen der positiven Auftragslage würden in den USA bis Mitte Juli rund 540 Stellen wiederbesetzt, teilte Daimler Trucks North America (DTNA) mit. Damit kehrt ein Großteil jener Beschäftigten in die Werke Mt. Holly, Cleveland und Gastonia im US-Bundesstaat North Carolina zurück, die Daimler wegen der Absatzflaute nach Hause geschickt hatte.

Daimler verzeichne als einziger Hersteller schwerer Lkw derzeit in Nordamerika steigende Produktionszahlen, sagte DTNA-Chef Martin Daum. Daimler habe zuletzt von zwei US-Speditionen Aufträge über mehr als 1000 neue Lkw der Marke Freightliner erhalten.

Daimler ist in Nordamerika mit der Lkw-Marke Freightliner Marktführer bei schweren Lkw, zu den Konkurrenten zählen Navistar, Volvo, Kenworth und Mack. Die Lkw-Hersteller haben ein rabenschwarzes Jahr hinter sich, da die Verkaufszahlen für neue Lkw im Zuge der Wirtschaftskrise in Europa, Nordamerika und Japan zusammenbrachen. Im laufenden Jahr erholt sich die Nachfrage allmählich. Nach langer Durstrecke schrieb Daimler in der Sparte Nutzfahrzeuge im ersten Quartal dieses Jahres wieder Gewinn.  

Daimler Trucks North America erhöht als derzeit einziger US-Lkw-Hersteller Produktionskapazitäten

von Quelle: Finanzen.net / Aktiencheck.de AG

<p>Stuttgart (aktiencheck.de AG) - Der Automobilkonzern Daimler AG (ISIN DE0007100000/ WKN 710000) meldete am Donnerstag, dass Daimler Trucks North America (DTNA) als derzeit einziger US-Lkw-Hersteller seine Produktionskapazitäten erhöht. Noch für diesen Juli erwarte DTNA einen Produktionsanstieg der Lkw Class 8 von 67 Prozent gegenüber dem Juli 2009.</p> <p>"Insgesamt gingen bei DTNA seit Jahresbeginn über 21.400 Aufträge für EPA 2010-fähige Lkw und Schulbusse ein, darunter 16.565 Freightliner-Lkw. DTNA war in der Branche der absolute Vorreiter bei der Vorbereitung auf die Abgasrichtlinie EPA 2010 und ist beim Absatz von EPA 2010-konformen Lkw der schweren Class 8 führend. Auch unsere Kunden haben sich klar zu der Bluetec-Technologie und zur Erfüllung von EPA10 bekannt, wie auch die hohen Auftragseingänge belegen", so Martin Daum, Präsident und CEO bei DTNA.</p> <p>Den Angaben zufolge wird der Lkw-Hersteller als Antwort auf die positive Auftragslage bis Mitte Juli rund 540 Stellen wiederbesetzen. Die Arbeitsplätze würden in den Lkw-Produktionswerken in Mt. Holly und Cleveland sowie im Komponenten- und Logistikwerk in Gastonia entstehen, die alle drei im US-Bundesstaat North Carolina liegen. Erst im April hatte DTNA für diese drei Werke eine Einigung mit der US-Autogewerkschaft UAW über eine umfangreiche Neugestaltung der Arbeitsverträge erzielt. Die neuen Verträge beinhalten neben einer deutlich gesteigerten Flexibilität in der Produktion auch Vereinbarungen zur Sicherung der Arbeitsplätze in diesen drei Werken, hieß es.</p> <p>Die Aktie von Daimler notiert derzeit bei 40,86 Euro (-2,53 Prozent). (01.07.2010/ac/n/d)</p>


Aber bitte auch Navistar und Paccar beachten! Volvo sieht NA ebenfalls sehr positiv!  

Leute....versteht ihr das Geschäft von SAF nicht?

Bevor Ihr Euch auslasst, ob SAF bei MAN oder anderen LKW Herstellern beliefert folgendes:

1) JAAAAAA! Immerhin werden im Bereich Powqer Vehicle Systems eben Suspensions für Zugmaschinen gefertigt..

2) Darüber hinaus liegen die Marktanteile bei Königszapfen je nach Region zwischen 30-80%, heißt das bei ca. jedem zweiten LKW auch etwas von SAF dabei ist.

Haltet durch! SAF wird in Q2 gut 140 Mio. Umsatz gemacht haben und ein adjusted Ebit von mehr als 10 Mio! Alles drunter..eine Enttäuschung!

Bullish  

02.07.10
(www.4investors.de) - Die Analysten der Commerzbank erhöhen das Kursziel für Aktien von SAF-Holland leicht von 5,90 Euro auf 6,10 Euro. Unverändert sprechen sie für den Titel eine Kaufempfehlung aus.

Die Analysten haben dem Unternehmen einen Besuch abgestattet. Operativ scheint sich das Geschäft gut zu entwickeln. Der Auftragseingang ist sehr hoch, so das Unternehmen. Entsprechend sollten die Zahlen zum zweiten Quartal die ersten drei Monate übertrumpfen. Die Werte aus den Vorkrisenzeiten werden jedoch noch nicht erreicht. Bei den Kosteneinsparungen ist man auf Linie. Daher erhöhen die Experten ihre Gewinnschätzungen leicht. Für 2010 erwartet man einen Gewinn je Aktie von 0,05 Euro (alt: -0,07 Euro). Für 2011 steigt die Prognose von 0,64 Euro auf 0,78 Euro an.  

Oshkosh Defense Announces New Delivery Orders for Heavy-Duty Army Vehicles

OSHKOSH, Wis.--Oshkosh Corporation announced today its Defense division has received two delivery orders from the U.S. Army TACOM Life Cycle Management Command (LCMC) for the U.S. Army's Family of Heavy Tactical Vehicles (FHTV). The two delivery orders are valued at roughly $600 million and extend production for nearly 1,900 new and recapitalized severe-duty Heavy Expanded Mobility Tactical Truck (HEMTT) A4 vehicles, the backbone of the Armyâ??s logistics and resupply fleet, and more than 530 Palletized Load System (PLS) trailers.

   ?The production of these next-generation vehicles and support trailers, as well as the recapitalization of existing HEMTTs to like-new condition, signifies the fleet will continue to support and protect Warfighters for decades to come.?

?For more than 30 years, Oshkosh HEMTTs have provided unparalleled performance to U.S. soldiers,â???? said Charlie Szews, Oshkosh Corporation president and chief operating officer. ?The production of these next-generation vehicles and support trailers, as well as the recapitalization of existing HEMTTs to like-new condition, signifies the fleet will continue to support and protect Warfighters for decades to come.â????

Through Oshkosh Defense remanufacturing and recapitalization services, heavily used vehicles are returned to Oshkosh, stripped to their frame rails, completely rebuilt to like-new condition and upgraded to the new A4 configuration. For the Oshkosh® HEMTT A4, changes include a more powerful drivetrain; improved suspension; a fully air-conditioned and armor-ready cab; and other structural changes to make in-the-field installation of add-on armor quicker and easier. Recapitalized vehicles are reset to zero miles and zero hours, and offer a significant cost savings compared to new vehicles.

HEMTT deliveries begin in July 2010 and continue through September 2011. PLS trailer production will start in June 2011 and continue through October 2011.

About Oshkosh Defense

Oshkosh Defense, a division of Oshkosh Corporation, is an industry-leading global designer and manufacturer of tactical military trucks and armored wheeled vehicles, delivering a full product line of conventional and hybrid vehicles, advanced armor options, proprietary suspensions and vehicles with payloads that can exceed 70 tons. Oshkosh Defense provides a global service and supply network including full life-cycle support and remanufacturing, and its vehicles are recognized the world over for superior performance, reliability and protection. For more information, visit www.oshkoshdefense.com.

About Oshkosh Corporation

Oshkosh Corporation is a leading designer, manufacturer and marketer of a broad range of specialty access equipment, commercial, fire & emergency and military vehicles and vehicle bodies. Oshkosh Corporation manufactures, distributes and services products under the brands of Oshkosh®, JLG®, Pierce®, McNeilus®, Medtec®, Jerr-Dan®, Oshkosh Specialty Vehicles, Frontlineâ?¢, SMITâ?¢, CON-E-CO®, London® and IMT®. Oshkosh products are valued worldwide in businesses where high quality, superior performance, rugged reliability and long-term value are paramount. For more information, visit www.oshkoshcorporation.com.

®, â?¢ All brand names referred to in this news release are trademarks of Oshkosh Corporation or its subsidiary companies.  

MAN Nutzfahrzeuge erhält Großauftrag über 350 Lkw

Nutzfahrzeuge

Nutzfahrzeuge
Die belgische H. Essers Gruppe erteilt MAN einen Großauftrag über 350 Lkw und vertraut damit weiter auf den deutschen Hersteller, mit dem sie schon seit mehr als 15 Jahren zusammenarbeitet. Die 350 Fahrzeuge werden im Laufe der Jahre 2010 und 2011 ausgeliefert und überall in Europa eingesetzt. Der Auftrag bezieht sich auf Lastwagen der Reihen TGM, TGS und TGX, die in erster Linie im Schwerlast- und Fernverkehr eingesetzt werden. Fast die ganze Flotte von Essers - insgesamt mehr als 1.000 Lastwagen - besteht aus MAN-Fahrzeugen.

"Aufgrund des zuverlässigen Produkts und des hervorragenden Services haben wir uns wieder für MAN entschieden und wollen damit unsere langjährigen Geschäftsbeziehungen fortführen", sagt Noël Essers, der geschäftsführende Direktor der H. Essers Gruppe.

Die in 1928 von Henri Essers gegründete H. Essers Gruppe ist gegenwärtig einer der größten Dienstleister auf dem Logistik- und Transportsektor in Europa. Das Familienunternehmen beschäftigt rund 2.250 Mitarbeiter in ganz Europa in mehr als 26 Branchen. Die Firma bietet maßgeschneiderte Logistiklösungen z. B. für die chemische und pharmazeutische Industrie an, wie auch Transporte von hochwertigen Gütern und Frachten mit erhöhtem Transportrisiko.  

Daimler Daimler Trucks plant in den USA für den nächsten Boom
HAMBURG (awp international) - Der Automobilkonzern Daimler stellt sein Nutzfahrzeuggeschäft in den USA auf die erwartete Markterholung ein. "In naher Zukunft werden wir wieder ein Marktniveau von 400.000 Stück haben", sagte Amerikachef Martin Daum der "Financial Times Deutschland" (FTD/Mittwoch). "Die grossen Spediteure kaufen wieder, alle anderen werden folgen."
Daum kündigte an, "wir werden bereits in diesem Jahr wieder profitabel sein". Auf dem US-Markt ist der weltweite Marktführer mit den Marken Freightliner und Western Star vertreten. Die dritte US-Marke Sterling hatte Daimler im Zuge der Branchenkrise im vergangenen Jahr eingestellt. Im bisherigen Jahresverlauf sei der Marktanteil um drei Prozentpunkte auf 31 Prozent gewachsen. "Damit haben wir den Wegfall von Sterling überkompensiert."
Noch liegt der Markt aber deutlich unter dem Vorkrisenniveau, räumte auch Daum ein. "2010 bleibt noch sehr angespannt." Als positive Frühindikatoren nannte der Manager ein steigendes Ersatzteilgeschäft sowie eine höhere Dieselnachfrage. Zudem seien viele Flotten veraltet.
Wegen dem erwarteten Anziehen der Nachfrage stockt der Hersteller seine Beschäftigtenzahl in den US-Werken wieder auf. Dabei hat Daum mit der mächtigen Autogewerkschaft UAW einen Tarifvertrag nach deutschem Vorbild ausgehandelt. Demnach verzichten die Mitarbeiter in den kommenden Jahren auf Gehaltserhöhungen und erhalten dafür im Gegenzug eine Stellengarantie.
Die Konkurrenz chinesischer Hersteller fürchtet Daum vorerst nicht. Seiner Einschätzung nach wird es noch mindestens zehn Jahre dauern, bis die chinesischen Marken in den internationalen Wettbewerb eingreifen./dct/stb/she