Archive for August, 2012

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Coming to America

In recent work we have looked at the M&A landscape for industrials and concluded that we expect to see a sharp increase in the number of deals and an increase in the values paid. This week we saw Hertz agree

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Quick Thoughts: Samsung Takes a Beating in the First Round of a Long Fight

–          In a shockingly fast decision, the San Jose jury found that Samsung had willfully infringed 6 of Apple’s patents in 14 of its older products and awarded more than $1B in damages. –          Judge Koh will next rule on

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Social Networking: The Millennial Application Moves Out of its Parents’ Basement

Born into the PC era of neutral browsers and open web opportunity, companies like Facebook now grope for revenues in a new era dominated by harsh platform masters with an “app” access model that forces social networkers into a box. 

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Election Special

Gone are the days when it was necessary to travel back to the place of your birth in order to vote in elections, but given the outperformance of the Transport sector in the US in the September/October prior to an

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Quick Thoughts: Shopping Lists Part 3, Microsoft’s Turn

–          Microsoft has $63 billion in cash with which to strengthen its case as a viable third platform vs. iOS and Android.  It starts with strength in enterprise but real weakness with consumers. –          Ecosystem backlash to a Nokia deal may be

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SSR Index of Current-Quarter Demand Growth: Initial 3Q12 Estimates

We expect 3.8% y/y health services demand growth during 3Q12, the product of 2.0% growth in unit demand and 1.8% growth in pricing Unit demand growth is decelerating, presumably as the result of weakened jobs growth, whose primary impact on

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Quick Thoughts: Google Can’t Buy Everything… Where Would They Put It?

–          Google has cash and likes to spend it. The recent past demonstrates a tendency to grow through acquisition with Google having made almost 60 acquisitions since the beginning of 2010 –          Google’s cloud ambitions are thwarted by oligopolistic broadband

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Quick Thoughts: Shopping with Apple’s 117 Billion Dollar Jackpot Wad

History says Apple won’t make a big acquisition with its cash hoard, but playing the shopping list game helps to clarify strategic weaknesses and what it might take to fix them. Apple is at a big disadvantage on cloud based

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Co-Pay Cards: A Bottle for the Drug Pricing Genie

Drug manufacturers pay rebates to avoid exclusion from a formulary and/or to gain preferred formulary position. At retail, formulary position translates into co-pays; consumers pay higher ‘tier 3’ co-pays for non-preferred brands and lower ‘tier 2’ amounts for preferred brands.

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London Calling – Help

In our recent research we have talked about demand risk in Europe for the Industrials space in general and for the Chemicals sector in more detail.   This is not a new subject and it is discussed in the media every

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