Tuesday, April 5, 2011

UPDATED--Zacks: "Siemens Has Best Relative Performance Among Industrial Conglomerates" AND "Expects 200 Billion Euros ($285B) Revenue at Industry Unit by 2016 (SI, GE, TYC, PHG, TXT)

Update: A reader sends this Bloomberg story, published earlier this morning:
Siemens Anticipates Growth Rate Will ‘Ease’ in the Second Half
The stock is down $3.97 at $135.30.
Original post:
We are fans, links below.
Siemens has outperformed both it's less-well-managed doppelgänger General Electric and the DJIA, of which GE is a component.
The stock hit a new 3-year high on Friday, look for a pullback to the March 29-30 levels where the  stock gapped from the $133.07 close to the $136.13 open.
Here's the one year comparison chart from BigCharts:

If you can generate better than 35% unleveraged gains, better than tripling benchmarks (the performance vs. the S&P was comparable to the DJIA), you might have a future in the hedge fund industry. If you can do it on $100 Billion revenue companies...
From Zacks:
Apr 04, 2011 (SmarTrend(R) News Watch via COMTEX) -- Below are the top five companies in the Industrial Conglomerates industry as measured by relative performance. This analysis was compiled based on yesterday's trading activity as we search for stocks that have the potential to outperform.

Siemens (NYSE:SI) ranks first with a gain of 2.29%; General Electric (NYSE:GE) ranks second with a gain of 1.45%; and Tyco International (NYSE:TYC) ranks third with a gain of 1.07%.

Philips Electronic (NYSE:PHG) follows with a gain of 0.84% and Textron (NYSE:TXT) rounds out the top five with a gain of 0.04%... 
From the Company:

Siemens Industry Sector focuses its growth agenda on industrial customers
Industrial software, vertical expertise and service as central levers
Hannover/Erlangen, Germany, 2011-Apr-04
With the planned reorganization of Siemens AG, the Industry Sector will systematically focus on industrial customers. The Sector intends to strengthen its vertical market and service business and further expand its leading role in industrial software. "Software for industrial processes, in-depth vertical expertise and technology-based service are crucial to increasing our customer's productivity and are also important factors driving the growth of our own business. We will continue to put all our efforts into developing our industrial activities in these areas so we can expand our market share," said Siegfried Russwurm, CEO of the Industry Sector, at the Hannover Messe. The planned reorientation of business activities scheduled on October 1, 2011, will be an important step toward more fully leveraging the potential inherent in the service business and in strong-growth vertical markets such as automotive manufacturing, mechanical engineering and the chemical industry.

The global manufacturing and process industries' market relevant to Siemens is expected to grow to well over 200 billion euros by 2016. Average market growth during this period will be an estimated five percent annually. Due to climbing energy prices and stricter requirements for environmental protection which are affecting their production costs, companies in those industries are seeking to increase productivity and efficiency, in particular with regard to energy consumption. At the same time, development times are decreasing even though products are becoming increasingly complex and the resulting data volumes during development are growing significantly....MORE 

Hot Stuff: As Siemens Prepares to Sell Nuclear Joint Venture Solar Thermal Heating Up
Siemens Up Six Bucks, Stalls at 50-day Moving Average (SI)
"Slimmed-Down Siemens Girds for Growth" (SI)
Siemens; ABB lifted to conviction buy at Goldman: ABB, Siemens, Schneider to Gain From Demand for Smart Grids, Goldman Says (SI; ABB)
"Siemens Long-Cycle Industry Customers Weighing Investments Again" (SI)
"Siemens Reports Big Jump in Orders" (SI)
I'll See Your Eco-imagination and Raise: "Siemens Predicts Sales of Green Technology Products to Reach $55 Billion" (SI; GE)
Siemens Sees Strong Profitability, Decides to Open a Bank (SI)

And many more, use the search blog box, keyword Siemens.