HON - Honeywell

[Liberty]

Splitting itself into three public companies:

 

http://www.prnewswire.com/news-releases/honeywell-announces-planned-portfolio-changes-300533696.html

 

- Plans to Spin Homes and the ADI Global Distribution Business, a ~$4.5B Business, and Transportation Systems, a ~$3.0B Business, into Two Independent, Publicly-Traded Companies by End of 2018

[kapilm]

Any thoughts on who might be the potential buyers for these 2 spinoffs?

 

Separately, WSJ article on spinoff performance - https://www.wsj.com/articles/the-reason-investors-love-spinoffs-juicier-returns-1507681008

 

[Guest notorious546]

not sure about potential buyers but they don't seem to following that path for the two spinoffs.

 

The transportation system business looks interesting.Turbo Systems Etc.

 

It looks like the two competitors are Cummins and Borg Warner. Are you guys familiar with any other competitors in the turbo manufacturing space?

 

 

[Spekulatius]

not sure about potential buyers but they don't seem to following that path for the two spinoffs.

 

The transportation system business looks interesting.Turbo Systems Etc.

 

It looks like the two competitors are Cummins and Borg Warner. Are you guys familiar with any other competitors in the turbo manufacturing space?

 

I believe MAN (owned by Volkswagen ) builds turbo machines/units as well.

[rb]

Delphi makes turbo systems as well.