GLG News by Experts in the Automotive Council
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July 21, 2008
Toyota is Showing a Move Towards What Others are Already Finding Key to Profitable Automotive Production - Flexibility
Analysis of: Toyota to make Prius, not SUV, at new US Plant | www.reuters.com
Author: Mark Fendley, Continuous Improvement Manager, BMW Manufacturing Co., LLC
Toyota is Showing a Move Towards What Others are Already Finding Key to Profitable Automotive Production - Flexibility
Analysis of: Toyota to make Prius, not SUV, at new US Plant | www.reuters.com
Author: Mark Fendley, Continuous Improvement Manager, BMW Manufacturing Co., LLC
Toyota's announcement that the new Mississippi facility will produce the Prius is a smaret decision to increase capacity for a marketable product, with variant potential for the future. Toyota's temporary suspension of production in Indiana and Texas to reconfigure the plants for greater product flexibility...
July 17, 2008Move Over General Motors, Toyota Is Having Problems Also
Analysis of: GM Plans $10 Billion In Cuts to Bolster Cash | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
On the heels of Gm's plan to cut $10 billion in costs over the next 18 months, there are reports that Japanese auto giant, Toyota, has problems also.
July 15, 2008
Better options than combining Ford and GM
Analysis of: G.M. Chief Dismisses Crisis Talk As Inaccurate | www.nytimes.com
Author: GLG Expert Contributor
Analysis of: G.M. Chief Dismisses Crisis Talk As Inaccurate | www.nytimes.com
Author: GLG Expert Contributor
Since a combined Ford and GM could be potentially 40% to 50% smaller than the two individual companies, because of overlapping products, there are a couple of better options for Ford and GM.
July 14, 2008OK, G.M. & Ford Aren't Going Bankrupt....Has Anyone Considered a Merger?
Analysis of: G.M. Chief Dismisses Crisis Talk As Inaccurate | www.nytimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
How desperate are U.S. automakers getting? Burning cash, cutting production, trimming white collar jobs, unloading some brands, others on shaky ground. Believe it or not, there have even been rumors of a merger between GM & Ford.
July 14, 2008
A unique opportunity
Analysis of: US carmaker cutbacks hit parts sector | www.ft.com
Author: GLG Expert Contributor
Analysis of: US carmaker cutbacks hit parts sector | www.ft.com
Author: GLG Expert Contributor
The battle hardened automotive suppliers are becoming efficient and process driven to survive in this difficult environment. Success in this industry is the ability to continually improve operations and expand into other industries to diversify the revenue base. These efficiencies learned...
July 9, 2008What Do Car Dealers Think About What's Happening In Today's Auto Market?
Analysis of: GM's Maximum Bob: Don't tell me how to make an E-car | latimesblogs.latimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
With a depressed car market of "perfect storm" proportions dominating the headlines everyday, what do the people in the trenches have to say about what is happening?
July 9, 2008
GM ignoring Global Design Capability to face oil crisis
Analysis of: General Motors may bring new mini car to U.S. (How Many Years Will It Take GM To Decide?) | www.msnbc.msn.com
Author: GLG Expert Contributor
Analysis of: General Motors may bring new mini car to U.S. (How Many Years Will It Take GM To Decide?) | www.msnbc.msn.com
Author: GLG Expert Contributor
With a fully loaded team of designers and engineers around the globe GM is not using its capabilities to go fast to market with minicars in the North American arena. For decades the full size pick ups and large SUV's have been the primary source of revenue for GM in this market. Now, with...
July 7, 2008What Are The Greater Implications of Ford's Sale of Jaguar & Land Rover to Tata Motors?
Analysis of: Ford Is Set To Cut Jobs At Truck Plant | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
With total losses exceeding $15 billion in just the past two years alone, Ford was clearly desperate. It had no choice. It needed cash, and fast.
July 7, 2008As U.S. Car Companies Sink, Their Suppliers Are Dragged Down With Them
Analysis of: Car Sales at 10-Year Low | www.nytimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
The old saying was: "As GM goes, so goes the nation." Well, times have changed, now it seems: "As GM goes, so goes their suppliers."
July 3, 2008
Mitsubishi Sales are up!
Analysis of: Car Sales at 10-Year Low | www.nytimes.com
Author: GLG Expert Contributor
Analysis of: Car Sales at 10-Year Low | www.nytimes.com
Author: GLG Expert Contributor
The month of June was up 10% versus last year in a dealership. New dealers in the market have also shown positive results for the past three consecutive quarters. The gas prices have made Japanese fuel efficient cars more desirable, and our Lancer and Outlander models are selling. ...
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Source Article | Expert Analyses
Zale Corporation Says Does Not Believe That Previously Issued Earnings Outlook Should Be Relied Upon
www.reuters.com
Report: GM Is Considering Selling SAAB, Pontiac, Saturn Brands
blogs.wsj.com
Wine and Liquor Keep Flowing Despite Sour Economy
www.usnews.com
Each Player in Big Three Is Devising Its Own Plan
www.forbes.com
Whatever you do, don't buy Sears
money.cnn.com
Is Pontiac Going To Join Oldsmobile In GM's Scrapyard?
December 1, 2008
Luxury Retailers may be a solid long term play
November 19, 2008
Luxury Names Trade Brand Value for Cashflow
November 19, 2008
To Survive, Saks Needs To Respond To Market Challenges
November 19, 2008
Survival For Saks Is Daunting
November 19, 2008

