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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (43800)	12/12/2008 8:09:49 PM
From: TobagoJack	Respond to of 220255

dark news: client's 4 traditional products factories in china are now holiday, temp workers have been let go (500 our of perhaps 3000), and management and engineering ranks have been combed of laggards, even as new and better talents are being hired, particularly in the engineering, process, r&d areas, and sales areas. the zero-production holiday will last at least one month, maybe two, as final demand is wherever it is, but the final product producers are hit bad on the balance sheets, extending from a chain that is everywhere globally and linked back to china. however, client has a new geewhizbang product that remains sizzling hot, and it accounts for 15% of previous corporate-wide processing and yet, from zero start in 2005, accounts for fully 50% of profit, growing at 100% annually. market share 100%. client is staring at the arena as we would, looking to see what to hunt down and whom to pick off, as the biblically proportioned and accelerated consolidation will do max damage to all but the strongest in the shortest amount of time. all wonderful. generally china has over capacity in everything, but for global markets as well as for domestic consumption, and the environment has bred intense combatants and terrible predators. the culling and consolidation is a plus. in the case of my client, they are redoubling their so far so very successful china asset allocation. they are now, practically speaking, a european company based in china, as opposed to a european company present in china. from the base, a ferocious attack is planned, until last man standing. first victim will be a japanese outfit's inhouse production, even as a usa outfit seeks to be experimented on first (letting go of its in-house production). it remains true, at progressively higher value-add, that the company successfully integrating china as a source and as a market wins, against all else, bar none. the macro storm is god sent, removes the riff raff, and allows the deserving to triumph over the lesser, for all times. bullish. 100% maximum bullish.