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All GLG News Analyses Filed Under: Automotive

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Posted March 24, 2008
You Know The Economy Is Bad When The Talk At The Car Show Isn't About The Cars
Analysis of: Toyota Is Unlikely to Meet 2008 Sales Target: Exec | www.nytimes.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
Remarks made by Toyota executives in South Korea this week echoed those being made by other auto company executives during this weeks press days for the New York auto show where the economy more than the cars grabbed the spotlight.
Posted March 20, 2008
J.D. Power Pares Outlook For U.S. Auto Sales In '08
Analysis of: J.D. Power Pares Outlook For U.S. Auto Sales In '08 | online.wsj.com
Author: GLG Member Program Contributor
With 2007 vehicle sales declining to 16,153,952 from 16,500,989 the preceding year, a further decline to the 14,950,000 level as forecast by JD Power creates a tremendous problem for the industry. Consumer confidence is a polite way of saying the ecomony is very weak. The growth of extended term financing,...
Posted March 19, 2008
Is There An Upside To The Downside In The Car Business?
Analysis of: Ford to Press Cost Cuts; GM Sticks With Forecast; Chrysler Says on Track | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
For those of us in the car business, the short-term pain in the industry may bring some long-term gain.
Posted March 19, 2008
Tata Motors Is Coming. Good News For Detroit?
Analysis of: Ford, Tata Could Sign Jaguar, Land Rover Pact Next Week | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
Tata Motors, the Indian automaker that's about to burst on the global scene as the new owner of Jaguar and Land Rover, is the new face of globalization. In the long run, will it be good for Detroit?
Posted March 19, 2008
Ford to Press Cost Cuts; GM Sticks With Forecast; Chrysler Says on Track
Analysis of: Ford to Press Cost Cuts; GM Sticks With Forecast; Chrysler Says on Track | online.wsj.com
Author: GLG Member Program Contributor
Ford, Chrysler and General Motors It’s Hard to Feel Sorry for Detroit Auto Makers   I have been in marketing for over thirty-five years and believe me there is nothing more pathetic than watching a consumer/durable goods giant circle the drain when their sales go south. No one ever fixes the...
Posted March 19, 2008
Auto Sales In 2008 Are Going To Be Just Awful
Analysis of: J.D. Power Pares Outlook For U.S. Auto Sales In '08 | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
U.S. sales of cars and light duty trucks are expected to drop sharply in 2008, hitting their lowest level since 1994.
Posted March 17, 2008
Dollar's Swift Decline Threatens Europe, Japan
Analysis of: Dollar's Swift Decline Threatens Europe, Japan | online.wsj.com
Author: GLG Member Program Contributor
 President Bush, apparently, is going to let the dollar drop like a stone. This is not going to make us any friends overseas; even Mexico and Canada are getting a little nervous. In fact this is driving the European Union, China and OPEC nuts. OPEC will take the blame for higher gas prices when...
Posted March 17, 2008
Where Is The Bottom LIne For General Motors And Ford?
Analysis of: Ford to Press Cost Cuts; GM Sticks With Forecast; Chrysler Says on Track | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
Shares of GM and Ford fell to historic lows Thursday after Morgan Stanley Research cut its earnings forecast based on a lowered outlook for U. S. auto sales.
Posted March 17, 2008
The Dollar Slide Isn't The Only Problem Toyota Is Facng
Analysis of: Dollar's Swift Decline Threatens Europe, Japan | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
With Toyota's sales down or flat for the past eight months in the U.S. Toyota is looking to reduce production of its largest models.
Posted March 14, 2008
Volvo Chief Sees a Plus in Shrinking Done by Ford
Analysis of: Volvo Chief Sees a Plus in Shrinking Done by Ford | www.nytimes.com
Author: GLG Member Program Contributor
It may be that Volvo will be percieved as Ford's European luxury brand now that Jaguar and Land Rover are gone. But Now is the time for Volvo to take a hard look at the brand on a market by market basis. *    Not too long ago, DeVoe Volvo in Southwest Florida sold the most convertibles...
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