Discover and read the best of Twitter Threads about #manufacturing

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Thanks to @GeoffCutmore & @steve_sedgwick for the chat on #SquawkBox this morning!

Short and sweet today, but I hope it was of some interest. The notes I put together ahead of time will follow in this thread...
First of all, it's #ValentinesDay and SOMEONE is going to get massacred today when the #CPI is released, so naturally:-

Roses are red, violets are blue,
JayPow doesn't know
And neither do you.

#inflation's effects are not as universal as they were, but does that mean we can all now relax?

Read 15 tweets

⚔️ Adani Group: A perspective you cannot miss GEOPOLITICs thru' ECONOMIC CLOUT; CHINA DOES IT ,WHY NOT INDIA ?

⚔️When the Adani Group replied to the allegations of Hindenburg, the latter retorted, ‘Fraud cannot be obfuscated by Nationalism’

There is a school of thought that says, that the Hindenburg report was a hit job, and Adani is a nationalist. Let us evaluate.

⚔️ Leave aside the fact that Hindenburg report was timed with the release of the FPO; there is a greater aspect to the timing. It was done when

Adani was to acquire the Haifa Port in Israel.And who other than Adani was interested in the Haifa Port?

⚔️ It was the Chinese.They already run the container yard at Haifa and wanted control of the entire port. But what destroyed their goal was that Adani bid five times the
Read 22 tweets
Here's a thread of (6) charts 📊 that are worth nothing from this last week's @MorganStanley Global Investment Committee (GIC) Weekly Report (01/30/23)... 🧵/👇🏼

#macro #economy #earnings #stocks #StockMarket #bonds…
1/🧵 "In the short run, flows, sentiment, positioning & technicals can be powerful drivers, while over the longer term, fundamentals like growth, profitability & productivity are critical, as are earnings surprises." @MorganStanley

#macro #earnings #stocks #StockMarket #bonds
2/🧵 "But sometimes, & for extended periods, markets can settle on one particular thesis, no matter how narrow or implausible." 📊h/t @MorganStanley @GoldmanSachs $MS $GS @Bloomberg

#macro #earnings #stocks #StockMarket #bonds $SPY $SPX
Read 12 tweets
After my deal pursuit fell through, I let myself wallow for a day and jumped back in. I knew I needed to do something different, I needed added tools and process and I needed to sift through data faster. I also knew I needed different sources of input
I’m ashamed to admit (bcuz it now seems straightforward) I activated two new approaches: outsourced search to an offshore assist AND lots of cold outreach. I know, things I should’ve been doing since the beginning. My first opp came on too quick and I got complacent
I engaged a VA on Upwork. He was a great guy from Bangladesh. Took us a week or 2 to hit our groove but he got to where he was putting up 100s of cold leads a week. I also started cold networking on my own. I called everyone in my network with any connection to finding a biz.
Read 11 tweets
🌎 ¡Acabo de encontrar una serie de mapas increíbles realizados con #RStats! Desde mapas interactivos hasta diseños 3D, hay algo para todos los amantes de los datos espaciales
👇 ¡8 cuentas a las que definitivamente vale la pena darle un vistazo!🧵
#dataviz #maps #geospatial #gis
✅ Tyler Morgan-Wall @tylermorganwall

Mapa 3D giratorio con puntos de luz (mapa anterior)

La red de cable submarino de fibra óptica de la Tierra.

Utiliza #rayshader #rayrender #rayverse
#dataviz #maps #geospatial #gis
@tylermorganwall ✅ Milos Popovic @milos_agathon
Mapa % de empleados en la fabricación, datos Eurostat.

#dataviz #maps #geospatial #gis #rstats #DataVisualization #stats #DataScience
Read 9 tweets
🇺🇸 #Fed #Inflation | An update on CPI prospects ⚠

*Leading indicators suggest CPI YoY will normalize quickly in the coming months and, in absence of external shock, could ⬇ close to 3% in June 2023
*Therefore, Bloomberg consensus for 2023 CPI (+4%) should be revised ⬇ soon.
1- Market #rents will keep retracing in the coming months. Household formation and rental demand are slowing in response to macro conditions while #housing supply will gain traction, with a peak expected around 4Q23.
*The collision of these factors will probably result in a contraction of market #rents on a YoY basis at some point next year. In the past, the CPI’s measure of rents for homeowners has typically lagged other measures (9 to 12 months looks appropriate for this cycle).
Read 10 tweets
Global #manufacturing output fell for a 5th straight month in December. Although improving supply helped moderate the rate of decline, a further steepening in the rate of loss of new orders paints a bleak picture of demand. More at #PMI
Factories around the world are now also shedding workers in response to worrying signs of excess operating capacity, according to @SPGlobalPMI data
@SPGlobalPMI Similarly, input buying by factories is slumping worldwide as firms adjust their inventories to lower demand and lower production requirements.
Read 4 tweets
Economic activities in China was weak in December.
Manufacturing PMI 47.0 [Est.48.0 Prev.48.0]
Non-Manufacturing PMI 41.6 [Est.45 Prev.46.7]
Composite PMI 42.6 [Prev.47.1]
#manufacturing #EconTwitter 🇨🇳
1/ Thread ImageImageImage
China's NBS:
Production and demand continue to slow down on both ends. The pandemic has cast negative impacts on the operations of some enterprises, with production activities slowing down and product orders decreasing.
#manufacturing #EconTwitter 🇨🇳
2/ Thread
China's NBS:
Manufacturing production activity continues to slow as product orders fall, production Index slid by 3.2 PPS to 44.6% and New Order Index dropped 2.5 PPS to 43.9%.
Logistics and transport capacity have deteriorated.
#manufacturing #EconTwitter 🇨🇳
3/ Thread
Read 4 tweets
#Nestle business model analysis

1/ Nestle is a global food and beverage company that operates on a hybrid business model, using both in-house manufacturing and outsourcing to produce its products. #Nestle #BusinessModel #FoodAndBeverage
2/ Nestle sources raw materials and ingredients for its products from various suppliers around the world and manufactures its products at its own facilities in countries around the world. #RawMaterials #Manufacturing
3/ Nestle's product line is diverse and includes a variety of food and beverage products, including coffee, water, milk, ice cream, and snack foods. The company also licenses its brand to third parties for use on non-Nestle products. #Coffee #Water #Milk #IceCream #SnackFoods
Read 9 tweets
1/ The Hershey Company is a global confectionery and snack food company that operates on a hybrid business model, using both in-house manufacturing and outsourcing to produce its products. #HersheyCompany #BusinessModel #Confectionery #SnackFood
2/ Hershey sources raw materials and ingredients for its products from various suppliers around the world and manufactures its products at its own facilities in the United States and internationally. #RawMaterials #Manufacturing
3/ Hershey's product line includes a variety of confectionery and snack food products, including chocolate, candy, gum, and snacks. The company also licenses its brand to third parties for use on non-Hershey products. #Confectionery #SnackFood #Chocolate #Candy #Gum
Read 7 tweets
Deep dive into world of ROLEX …

1/ Rolex is a luxury watch company that operates on a vertically integrated business model, controlling every aspect of the production and distribution of its products. #Rolex #BusinessModel #LuxuryWatch
2/ Rolex produces its own components, including movements, cases, and dials, in-house at its own manufacturing facilities. This allows the company to maintain strict control over the quality and craftsmanship of its watches. #Manufacturing #Quality #Craftsmanship
3/ Rolex also operates its own retail stores and distribution networks, allowing it to directly reach and sell to consumers. The company has a strong focus on customer service and the overall customer experience at its stores. #Retail #Distribution #CustomerService #ethos
Read 11 tweets
1/42 Interviewing company mgmt. can be a daunting task. You may feel overwhelmed or intimidated jumping on a call with executive leaders. But at the end of the day, going the extra mile gives you a huge investing edge. This #Thread discusses this topic & 8 interview process tips.
2/42 By the way, this #Thread is longer than recommended by the “experts.” However, I wanted to put a lot of thought into the mgmt. interview process topic for those who are deeply into #stockpicking or want to learn how to pick stocks. Investing successfully requires effort.
3/42 It helps to realize that you shouldn't be intimidated by mgmt. Many want to tell their story, especially in #microcap land. I can’t tell you how many times I've reached out to a CEO of a #microcap/nanocap co. who basically said:“wow, investors never call us, let’s chat”.
Read 42 tweets
Urban-rural manufacturing shift: A mixed bag

>>There is growing evidence to suggest that the most conspicuous trend in the manufacturing sector in #India has been a shift of manufacturing activity and employment from bigger cities to smaller towns and rural areas.
>>This ‘urban-rural manufacturing shift’ has often been interpreted as a mixed bag, as it has its share of advantages that could transform the rural economy, as well as a set of constraints, which could hamper higher growth.
Recent data by Annual Survey of Industries for 2019-20

>>In terms of capital: The rural segment is a significant contributor to the manufacturing sector’s output. While 42% of factories are in rural areas, 62% of fixed capital is in the rural side.
Read 22 tweets
Diamonds are forever, but #COVAX & @gavi, poster children of (Northern) narcissistic charity & (Southern) dependency, should exit the stage.@sarajerving @DevTodayJournal @TheLancet @paimadhu @CKyobutungi @seyeabimbola @WALETOM @BillGates @GaviSeth @WHO @raj_devex. Thread:
Institutional malpractice:“If ever there’s an enquiry into how this happened, we can find Covax culpable. We were misled.” That was @_AfricanUnion Envoy Strive Masiyiwa on #Covax.… @sarajerving
“GAVI has done a great job, but it has also hampered development in recipient countries,” Professor Oyewale Tomori, an eminent Nigerian virologist and former @gavi board member told VICE World News. “The last question I asked at a GAVI meeting was ‘Is GAVI forever?’"
Read 14 tweets
#China November official #PMI
Manufacturing PMI 48.0 [Est.49.0 Prev.49.2]
Non-Manufacturing PMI 46.7 [Est.48.1 Prev.48.7]
Composite PMI 47.1 [Prev.49.0]
#manufacturing #EconTwitter 🇨🇳
1/ Thread
China's NBS:
Production and demand continue to slow down on both ends. The pandemic has cast negative impacts on the operations of some enterprises, with production activities slowing down and product orders decreasing.
#manufacturing #EconTwitter 🇨🇳
2/ Thread
China's NBS:
46% of surveyed medium-sized enterprises and 58.8% of small enterprises are reflecting financial constraints and lack of market demand, with 0.8 and 1.9 PPS higher than in October, reflecting greater pressures on SMEs.
#manufacturing #EconTwitter 🇨🇳
3/ Thread
Read 3 tweets
🪡 1/4 : #COP27 live from the #GreenZone | How the Textile & Apparel Industry Needs to Coordinate and Align With Brands and Retailers in Order to Lower Its Impact on the Environment Along the Supply Chain

#TogetherForImplementation #JustAndAmbitious #COP27CivilSociety Image
2/4: “An inclusive #COP is one that #retailers & #designers are a part of. It is one that can discuss how our shopping habits also interact with the #environment.”

H.E. Dr. Yasmine Fouad, Minister of Environment Image
3/4: “It’s not cotton that’s harmful it’s the #manufacturing process. Cotton is the perfect low carbon fiber but we’re just not stressing the importance of #regenerative #farming & #agriculture.”

Heinz Zeller, Principal Sustainability, @HUGOBOSS Image
Read 4 tweets
American copium regarding China has evolved over the years.

From “China is poor” to “China IS collapsing” to now “China is rich but WILL collapse.”

Here’s a quick debunking about the demographic crisis, one of the alleged reasons for future collapse:
1. A smaller population will be a blessing in the coming years. A lot of people still don't understand the coming revolution of AI and robots.

Like this autonomous taxi, for example.
2. If there are jobs that cannot be done by robots, there are two options:

A. Offshore those jobs to other developing nations. This will also mean higher profit margins for Chinese companies.

B. Bring in immigrants -- perhaps even on a short-term basis.
Read 14 tweets
China Q3 GDP data:
Q3 GDP YoY +3.9%[Est.+3.3%;Prev.+0.4%]
Q3 GDP QoQ +3.9%[Prev.-2.6%]
#China #GDP #EconTwitter 🇨🇳
More data will be updated in this thread.
#China #EconTwitter 🇨🇳
China' Sept urban surveyed unemployment rate 5.5%[Est. 5.2%; Prev. 5.3%]
Jan-Sept urban fixed assets investment +5.9% y/y [Est.+6.00%;Prev.+5.8%]
Industrial value-added +6.3% y/y [Est.+4.5%;Prev.+4.2%]
Retail sales +2.5% y/y [Est.3.3%;Prev.5.4%]
#China #GDP #EconTwitter 🇨🇳
Read 7 tweets
Global market share of exports of goods/merchandise in 2021:

China: 15%
USA: 7.9%
Germany: 7.8%
Japan: 3.4%
India: 1.9%

#manufacturing #trade #economy
In 2022, you can expect China’s share to grow and Germany’s share to plummet.

Thanks to anti-Russia sanctions, Germany’s factories are being shuttered.
Read 4 tweets
Global #manufacturing PMI falls into contraction territory for first time since 2020 lockdowns.

Here's our deep dive into the numbers and sub-indices
Of the 31 economies for which S&P Global PMI data are available for September, some 21 reported falling production. Myanmar and Taiwan are seeing the steepest downturns, followed by the Czech Republic and Poland.
Evidence of any substantial growth in production was largely confined to APAC, led by advances in Thailand, India, Indonesia and Vietnam.
Read 7 tweets
Disappointing #manufacturing #PMI data out of #China this morning, with output falling again after 3 months of gains
While COVID-19 containment measures continued to dampen demand in the domestic market, China's manufacturers also reported a steepening loss of exports
The downturn looks likely to gather further momentum, with Chinese manufacturers' expectations of their output levels in the coming 12 months slumping sharply
Read 3 tweets
#China's August urban surveyed unemployment rate 5.3%[Est. 5.4%;Prev. 5.4%]
Jan-Aug urban fixed investment +5.8% y/y [Est.+5.5%;Prev.+5.7%]
Aug industrial value-added +4.2% y/y [Est.+3.8%;Prev.+3.8%]
Aug retail sales +5.4% y/y [Est.+3.5%;Prev.+2.7%]
1/n #GDP #EconTwitter 🇨🇳
China produced 5.74 million tons of non-ferrous metal in August, which rose by 6.7%, the most since January 2021.
Jan-Aug non-ferrous metal productions +1.9% to 44 million tons.
2/ #China #copper #aluminum
In Aug, #China's total retail sales were recorded at 3.6258 trillion yuan, up 5.4% y/y but dropped 0.05% m/m.
Among them, retail sales of goods were 3.25 trillion yuan, which rose by 5.1% y/y; The total revenue for the catering industry was 374.8 billion yuan, surged 8.4% y/y.
Read 6 tweets

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