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中国アルミ、豪政府の意見を聞き入れ妥協もリオとの提携交渉破談 プレシス氏のリオ会長就任が転機、買収攻勢を鎮静化へ
Chinalco sweet as rescue goes sour (The Australian)
CHINALCO has heaped praise on the Australian government's attitude to foreign investment, but its chairman Xiong Weiping has described the collapse of its $US19.5 billion ($24bn) deal with Rio Tinto as a setback that will likely see the company scale back its acquisition ambitions.
Mr Xiong confirmed that despite offering deep concessions on its bid, including a reduced shareholding, a 50 per cent cut in Rio's Hamersley assets and changes to marketing and governance, negotiations to change the deal could not be finalised as the two sides could not agree over board representation.
But Mr Xiong made it clear that Rio's board had agreed to the deal in February but the situation changed when Jan du Plessis stepped into Rio's chair and advised the Chinese group that Rio had started negotiations with BHP Billiton.
Asked what lesson and experience Chinalco drew from the episode, Mr Xiong said: "We have learned that there are other aspects we can co-operate (in overseas projects) like co-operation at financial and assets level, co-operation in specific projects and co-operation in greenfields projects."
米タバコ規制、上院が法案を圧倒的多数で可決 タバコ産業はFDA管理下に、広告・表示規制が企業の無煙タバコ拡販戦略に影響
Senate Passes Tobacco Regulation Bill (WSJ.com)
WASHINGTON -- The Senate overwhelmingly passed historic legislation Thursday that puts the tobacco industry under the regulation of the Food and Drug Administration.
Companies are weighing the impact of the bill, which they say also puts severe, perhaps unconstitutional, restrictions on advertising and packaging. Those limits, they worry, could undo business plans based on smokeless tobacco products, which they have been developing in anticipation of this day.
... He (former FDA Commissioner David Kessler) said the industry fees mandated by the bill to pay for FDA regulation will enable the regulator to strictly enforce new rules, such as a ban on candy- and fruit-flavored cigarettes. "With $600 [million] to $700 million from industry to support it, I think the administration can set it up."
... One key question is whether the bill's advertising restrictions will undo industry efforts to compensate for declining cigarette sales by moving aggressively into smokeless products. Several companies have begun developing snus -- spit-free smokeless tobacco in pouches -- and dissolvable tobacco pellets. Reynolds American Inc. is marketing Camel Snus nationwide, using the name of one of its best brands, and testing its Camel Orbs -- dissolvable tobacco pellets -- in limited markets.
http://online.wsj.com/article/SB124474789599707175.html
５月の米小売売上高、前月比0.5％増 ガソリン高が影響、自動車・部品売上高が0.5％増 在庫一掃セールにつられ消費者が販売店に
U.S. Economy: Retail Sales Gain on Cars, Gasoline (Bloomberg.com)
June 11 (Bloomberg) -- Retail sales rose in May for the first time in three months, an increase driven almost solely by U.S. shoppers returning to automobile showrooms seeking bargains and the rising cost of gasoline.
The pending demise of thousands of Chrysler LLC and General Motors Corp. dealers attracted customers constrained by rising unemployment and falling home values. While the fiscal stimulus may help shore up demand, a record loss of household wealth is increasing Americans’ appetite to boost savings, signaling spending gains will be slow to develop.
Retail sales rose 0.5 percent, as forecast, after a 0.2 percent drop in April, the Commerce Department said in Washington. Sales excluding autos also increased 0.5 percent, led by gasoline as prices jumped last month. A separate report showed claims for jobless benefits fell last week.
http://www.bloomberg.com/apps/news?pid=20601068&sid=aUoRORpyWUHY
先週の米失業保険申請件数、60.1万件に減少 １月24日の週以来の低い水準、景気が09年Q2に底を打つ可能性
U.S. Initial Jobless Claims Decreased Last Week (Bloomberg.com)
June 11 (Bloomberg) -- Fewer Americans filed claims for unemployment benefits last week, indicating the deepest job cuts may be subsiding even as companies hold off on hiring.
Initial jobless claims fell by 24,000 to 601,000 in the week ended June 6, fewer than forecast and the lowest level since January, from a revised 625,000 the prior week, Labor Department figures showed today in Washington. The number of people collecting benefits rose for a 19th straight time to a record 6.82 million in the prior week.
Businesses are slowing staff reductions as signs emerge that the worst recession in at least five decades may end in the second half of 2009. Still, economists in a Bloomberg News survey predicted the unemployment rate will climb to 10 percent by year-end and restrain consumer spending, muting any recovery.
http://www.bloomberg.com/apps/news?pid=20601068&sid=a2CnIchJKIpk
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良い一日を(o^-')b