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GLG News by Experts in the Leisure & Lodging Council and Automotive Council

Jack Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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

November 17, 2009

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 Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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

November 15, 2009

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 Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Auto Sector Looking Better; What Are The New Drivers?

November 10, 2009

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.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Magna Will Find Better Targets for Their Attention and Their Cash

November 6, 2009

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 Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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

November 6, 2009

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 Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Auto Sales Getting Closer To The "New Normal?"

November 4, 2009

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 Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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

October 29, 2009

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.

Jack Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Auto Sales In October Seen At Pre-Clunker Levels

October 27, 2009

Ford Gains While Rivals Falter | online.wsj.com

With another week on the books, October auto sales look to be on track for a SAAR in the low 10 million range.

Jack Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Is There Any Way The Domestic Automakers Can Regain Plunging Market Share?

October 23, 2009

Hyundai Profit Soars On Demand | online.wsj.com

A recent study shows that market demand is most heavily impacted by "new product." Not so much by price, advertising, etc. Where does that leave the Detroit Three?

Jack Sayer, Managing Partner

Jack SayerManaging PartnerSayer Partners LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Global Auto Sales: 2009 Is Done, Get Ready For 2011

October 19, 2009

Toyota Aims To Keep Sales Strong As Subsidies End | online.wsj.com

The beginning of a significant revival in auto sales will start in 2011. Global sales of new light vehicles are forecasted to reach 60.8 million units, an 11% increase over 2010. This will finally bring the global industry back to 2008 demand levels.

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