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restocking

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BHP Seeks More JVs, Warns on Recovery
By Eric OnstadLONDON (Reuters UK) - Miner BHP Billiton BLT BHP is considering more joint ventures like its 50-50 iron ore deal with Rio Tinto RIORIO as it seeks to increase production while keeping costs under control.BHP's stance as the world's biggest mining company means takeovers would be rare since...
Tags: Asset, Recovery, Rio Tinto, BHP, Argus, Blount International Inc., Ford Motor Co., Restocking
News items 2009-10-29

Additional Resources

Inventory Restocking Boom Underway in Asia
Daniel M. Harrison submits: The largest Asian inventory restocking cycle in recent memory is underway, according to a recent analyst note. After months of reducing inventories ranging from low-cost products such as iPODs AAPL to heavy-duty manufacturing equipment, retailers and wholesalers are about to go on a re-stocking...
Tags: Retail, Emerging Markets, Daniel Harrison
External links 2009-04-27
Spartech Corporation F3Q09 (Qtr End 08/01/2009) Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions Your first question comes from Jason Miner - Deutsche Bank. Jason Miner - Deutsche Bank I know that your view on the restocking, destocking cycle sort of continued to revolve. Maybe could you help us think about with the summer shutdowns in autos, what are...
Tags: Deutsche Bank AG, Comeback, Call Transcript, Earnings, Sales Strategy, Banking, Sales, Financial Services, Seeking Alpha, Spartech Corp.
Earnings calls 2009-09-10
Cabot Microelectronics F3Q (Qtr End 6/30/09) Earnings Call Transcript
Question-and-Answer SessionOperator (Operator's Instructions) Your first question comes from the line of Steve O'Rourke of Deutsche Bank. Please proceed. Steve O'Rourke - Deutsche Bank Thank you. Good morning. It's an impressive bounceback as well as cost control in the quarter. A question here on how...
Tags: Deutsche Bank AG, Inventory, Call Transcript, Earnings, Norm, Sales Strategy, Financial Services, Sales, Seeking Alpha, Cabot Microelectronics Corp.
Earnings calls 2009-07-23
AVX Corp. F2Q08 (Qtr End 9/30/07) Earnings Call Transcript
Question-and-Answer SessionOperator Thank you. [Operator Instructions]. Our first question comes from Brian White of Jefferies & Company. Please go ahead. Brian White - Jefferies & Company Good morning. John Gilbertson - Chief Executive Officer and President Good morning, Brian. Brian White - Jefferies...
Tags: AVX Corp.
Earnings calls 2007-10-25
Global Sources Ltd. Q4 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Operator instructions Our first question comes from the line of Jason Brueschke with Citigroup. Please go ahead with your question. Jason Brueschke – Citigroup Thank you. Good evening Merle, David, Eddie, Kirsten and everyone. Merle, I'm going to spend most of my time just asking you a...
Tags: Credit Insurance, Call Transcript, Earnings, Question, Insurance, Business Operations, Corporate Insurance, Seeking Alpha
Earnings calls 2009-03-12
Amkor Technology Inc. Q1 2009 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions Your first question comes from Satya Kumar – Credit Suisse. Vis Vellore – Credit Suisse The first question is regarding OpEx. If revenues are coming back, first thing how do we model OpEx going into the second quarter and if revenues are back...
Tags: Revenue, Call Transcript, Earnings, Amkor Technology Inc., Citigroup Inc., Question, Credit Suisse Group AG, Operational Accounting, Research & Development, Balance Sheets, Finance, Business Operations, Financial Statements, Financial Accounting, Seeking Alpha
Earnings calls 2009-04-29
LSI Corporation Q2 2009 Earnings Call Transcript
Question-and-Answer Session Operator Operator Instructions Your first question comes from Hans Mossesmann – Raymond James. Hans Mossesmann – Raymond James Just some clarification or explanation on the hard disk drive side of the semiconductor business, you say that you’re confident that you’re going to have some penetration...
Tags: Hard Drive, Notebook, Inventory, Call Transcript, Earnings, Semiconductors, Hardware, Seeking Alpha, LSI Corp.
Earnings calls 2009-07-29
Monolithic Power Systems Inc. Q2 2009 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions. Your first question comes from the line of Rick Schafer with Oppenheimer. Please proceed. Rick Schafer - Oppenheimer Hey guys, nice quarter. I had a couple of questions for you. The first one, it looks like on the revenue line looks like we are on...
Tags: Inventory, Call Transcript, Earnings, Monolithic Power Systems Inc., Operational Accounting, Finance, Seeking Alpha
Earnings calls 2009-07-30
Watts Water Technology, Inc. Q3 2009 Earnings Call Transcript
Question-and-Answer Session Operator Operator Instructions Your first question comes from Kevin Maczka – BB&T Capital Markets. Kevin Maczka – BB&T Capital Markets I guess my first question is on pricing, you made some comments there that price erosion has not been an issue so far. It...
Tags: Capital Market, Raw Material, Price Increase, Call Transcript, Quarter, Earnings, Investment, Financial Services, Pricing, Finance, Marketing, Seeking Alpha, Watts Water Technologies Inc.
Earnings calls 2009-10-28
Ti[O.sub.2]. (Plastics & Coatings in Brief).(US titanium dioxide consumption increases, prices to rise)(Brief Article)(Statistical Data Included)
US consumption of titanium dioxide rose roughly 26 percent in April because of apparent customer restocking, according to a report by Merrill Lynch analyst Donald Carson. "Chances for a Ti[O.sub.2] price increase for the third quarter are more US consumption of titanium dioxide rose...
Tags: plastics, Texas Instruments Inc.
Research articles 2002-06-10
Circuit City Says Check's in the Mail
Circuit City is sending refunds to New York consumers who paid a 15- percent restocking fee for returning merchandise. The New York City Consumer Affairs Commissioner had charged that the consumer-electronics chain did not adequately notify consum Circuit City is sending refunds to...
Tags: Circuit City Stores Inc.
Research articles 1998-05-28
Kaiser Aluminum Corp. Q1 2008 Earnings Call Transcript
Question-and-Answer Session Operator Operator instructions Your first question comes from Timna Tanners – UBS. Timna Tanners – UBS What I’m kind of confused is on the weighted average selling price of your fabricated products business and there was some mention in the press release of a weaker...
Tags: Kaiser Aluminum Corp.
Earnings calls 2008-05-08
Integrated Device Technology, Inc. F4Q09 (Qtr End 03/31/09) Earnings Call Transcript
Question-and-Answer SessionOperator Operator instructions And our first question comes from Glen Yeung with Citi. Glen Yeung – Citi Thanks, can you guys give us a sense of what the revenues you're giving up in the search engine or maybe give us a feel for what fiscal 2009 revenues were...
Tags: Call Transcript, Earnings, Citigroup Inc., Operational Accounting, 3G, PCI, Wireless And Mobility, Finance, Cellular Phones, Consumer Electronics, Personal Technology, Storage, Hardware, Seeking Alpha, Integrated Device Technology
Earnings calls 2009-04-30
Kopin Corporation Q2 2009 Earnings Call Transcript
Question-and-Answer SessionOperator Operator instructions Our first question is from Brian Alger with Strata Capital Management. Please go ahead with your question. Brian Alger – Strata Capital Management Hi guys, good afternoon. Nice quarter. John Fan Thank you....
Tags: Operating Profit, Call Transcript, Customer, Quarter, Earnings, Seeking Alpha, Kopin Corp.
Earnings calls 2009-08-04
Even with Growth, Markets Have a Long, Hard Road Ahead
Tim Duy submits: The economic backdrop behind this week's FOMC meeting is almost startlingly refreshing. The recession likely ended at some point during the summer, an occasion effectively confirmed this week by the highest authority in the land, Federal Reserve Chairman Ben Bernanke. For those still in...
Tags: US Market, Tim Duy
External links 2009-09-21
Southern Company Q3 2009 Earnings Call Transcript
Question-and-Answer Session Operator Operator Instructions Your first question comes from the line of Dan Eggers – Credit Suisse Dan Eggers – Credit Suisse I remember last quarter you talked about kind of a roundtable you had with your large industrial customers, have you convened such a meeting again since...
Tags: Call Transcript, Quarter, Earnings, Credit Suisse Group AG, Benefits, Payroll Solutions, Personal Finance, Human Resources, Seeking Alpha, Southern Co.
Earnings calls 2009-10-28
A full glass for BHP Billiton
This year investors in mining companies have grown accustomed to seeing the glass as half empty rather than half full, as profits have evaporated following the fall in commodities prices. But BHP Billiton, the world???s largest mining company, filled investors??? cups to the brim on Wednesday by reporting full-year results...
Tags: BHP Billiton, Rio Tinto
News items 2009-08-12
Should You Buy a Refurbished PC?
Every so often I'm tempted by a too-good-to-be-true deal on a PC from a reseller like eCost.com or TigerDirect. For example, the former currently lists an "HP Recertified" notebook that's pretty loaded -- dual-core processor, widescreen display, Vista Home Premium, etc. -- for $599. What's the catch? Well, because it's...
Tags: Desktops, Rick Broida, reseller, refurbished PC, PC
Blog posts 2007-08-22
Centralized vs. Decentralized Management of Inventories
"There is a key issue relative to managing inventories at companies with multiple warehouses or stocking branches. To let each of the locations manage their own inventories, or to create restocking purchase orders centrally for each location with only a minimum of input from the separate locations? A summary...
Tags: Inventory, Location
White papers 2003-01-01
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