All GLG News Analyses Filed Under: Automotive

The Koreans remain aggressive

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Honda Targets Return To Pre-Crisis Profitability | online.wsj.com

The 2010 year is shaping up to be a very interesting one for fleet purchasers. The Detroit Big 3 have all dramatically scaled back their fleet programs. Part of the void created by this has been filled by the Koreans.

Jack SayerManaging PartnerSayer Partners LLC

Japanese Carmakers Had Better Watch Out; South Korea Is Charging Ahead

November 17, 2009

Analysis of:Honda Targets Return To Pre-Crisis Profitability | online.wsj.com

Anybody who dismisses Hyundai and Kia's recent success as a "Cash For Clunkers" aberration is in for a rude surprise in 2010.

Jack SayerManaging PartnerSayer Partners LLC

Does Anyone Really Expect G.M. And Chrysler To Repay Billions In Loans?

November 15, 2009

Analysis of:After Bankruptcy, G.M. Struggles to Shed a Legendary Bureaucracy | www.nytimes.com

Top executives at General Motors and Chrysler have gone out of their way in the past week to say their once-bankrupt companies are positioning themselves to pay back the billions of dollars loaned to them by the federal government. Experts, however, say that billions of dollars are likely to be lost on the automotive bailout.

Jack SayerManaging PartnerSayer Partners LLC

Auto Sector Looking Better; What Are The New Drivers?

November 10, 2009

Analysis of:Toyota Posts Profit; Outlook Brightens | online.wsj.com

The auto sector gained 1.9% last week based on strong earning results from Ford and Toyota as well as bullish October sales numbers and the release of Chrysler/Fiat's plan to turn business around at the struggling automaker.

Fiat-Chrysler new strategy: no priority for electric vehicles

November 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:Chrysler dismantles electric car plans under Fiat | www.reuters.com

Following the presentation of Mr Marchionne of the new strategy for Chrysler last week, it may be surprising that Fiat-Chrysler will limit the investments in electric vehicles in the next years. I think that this decision is part of a well thought strategy which aims to create a strong automotive group, based on financial solidity, global presence, and ownership of innovative technologies.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Magna Will Find Better Targets for Their Attention and Their Cash

November 6, 2009

Analysis of:Magna Ends Hunt for Automaker, Eyes Suppliers | www.autonews.com

Magna may have risked alienating certain customers, especially in regards to component technology development, if they had succeeded with the Opel partial purchase.Magna is developing good partnerships in the growth segments of electronic, software, sensor, battery, and power management, so a growing interest in shopping for those suppliers that can be added to Magna's electronics or eletrical component product portfolio makes very good sense.

Jack SayerManaging PartnerSayer Partners LLC

GMAC Has Profitable Auto Operations In Q3; Floorplan Loans Crucial Going Forward

November 6, 2009

Analysis of:GMAC Loss Slims On Revenue Jump | online.wsj.com

After several quarters of losses, GMAC's automotive finance and dealer-related insurance businesses were profitable in the third quarter.

Jack SayerManaging PartnerSayer Partners LLC

Auto Sales Getting Closer To The "New Normal?"

November 4, 2009

Analysis of:Ford, GM U.S. Sales Rose in October, Chrysler's Fell 30% | online.wsj.com

With the exception of Chrysler, most major automakers saw improved U.S. sales in October. Hopefully, these results suggest the beginning of a return to what most analysts predict will be a "new normal" SAAR of 13 million vehicles.

Jack SayerManaging PartnerSayer Partners LLC

October Auto Sales: GM Expected To Hit Highest Its Market Share For 2009

October 29, 2009

Analysis of:GM To Draw Down More U.S. Funds | www.facebook.com

October car sales are expected to come in at the highest level of the year except for the summer's "Cash For Clunkers" program.

China Auto Trend #7: Local Vehicle Manufacturer’s Push to Build Brand Equity

October 28, 2009

Analysis by: GLG Expert Contributor

Analysis of:The Path to Globalization of China's Automotive Industry | www.globalautoindustry.com

China opened its domestic market to foreign vehicle manufacturers in the 1980’s, starting with the first sino-foreign automotive joint venture between American Motors Corporation (AMC) and Beijing Automotive Industry Corporation (BAIC). Through the use of the joint venture form of cooperation, the government then hoped a domestic industry would emerge where the Chinese domestic companies would learn from their partners and eventually emerge as successful automotive companies.

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