Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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.
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?
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.
The Auto Industry: The Best years Are Still To Come
October 15, 2009
Auto Sector Puts brakes On Retail sales | online.wsj.com
Reports of the auto industry's death, and even the perception of decline are greatly exaggerated. Look beyond its current challenges and you can see increasing levels of productivity and innovation. And, most important of all, a wave of accelerating economic development in many countries that will, sooner or later, produce immense new demand for personal mobility.
G.M. To Get Rid Of Hummer; Finally!
October 14, 2009
G.M. Is to Sell Hummer to a Chinese Company | www.nytimes.com
General Motors, in another step towards cutting its brand count in the U.S. as it recovers from bankruptcy, is ready to complete a deal to sell its Hummer brand to a Chinese company that builds heavy machinery. Hopefully, future sales will all be made in China.
GM; A Lesson It Could Learn From Toyota
October 4, 2009
Yen's Rise Dents Toyota's Results | online.wsj.com
Last week, the president of the world's largest automaker, no, not GM, Toyota, said at a news conference that his company was "gasping for salvation." and is in the grip of a long-term decline.
ECOtality's eTec Finalizes Contract for $100 Million DOE Grant
October 1, 2009
PR: ECOtality's eTec Finalizes Contract for $100 Million Transportation Electrification Project with U.S. Department of Energy | www.businesswire.com
It's official! The largest transportation electrification project in history has started. This morning on 10/1/2009, eTec announced that they have officially signed the $99.8 million grant with DOE to start installing Electric Vehicle Infrastructure in 5 States.
Saturn; eBay; Penske; No Good News Here For General Motors
October 1, 2009
G.M. To Close Saturn After Deal Fails | www.nytimes.com
On Tuesday, GM thought it had a deal to sell its Saturn brand to Roger Penske. On Wednesday afternoon the automaker was blindsided by news Penske had pulled out of the deal. This, on the heels of the announcement that GM will not extend its venture to sell cars through eBay. Neither announcement was good news for GM, one, however, was worse than the other.
Impact of Indian markets on Vehicle design.(Inapex Pvt.Ltd)
October 1, 2009
Muzzling the Guzzlers: High Gas Prices Drive Effort to Remake SUVs | online.wsj.com
With the rapid growth of the vehicle market in India, the need to factor in the design features based on demand here will grow. The need to reduce weight and cost will also be driven by the growing demand for low pollution engines and relevant product features.
China Auto Trend 6: Hyper-Competition Across China Automotive Market Segments
September 30, 2009
China: booming car sales, tiny profits | www.businessweek.com
The sixth of the Eight Overarching China Automotive Trends That Are Revolutionizing the Auto Industry concerns the rapidly changing structure of the China automotive market and its impact on the competitive landscape. While many Vehicle Manufacturers have reported robust sales in 2009, what may not be understood or appreciated among those who are observing the growth in sales is that China is a market where quantity of sales should not be confused with quality of sales.
Toyota's California Plant Exit Makes Sense
September 17, 2009
Volkswagen Has Porsche, Sets Sights On Suzuki, What's Next?
September 14, 2009
China Auto Trend 5: Utilization of China's Auto Capacities for Global Expansion
September 5, 2009
Chrysler/Fiat to make Major New Product Decisions
September 2, 2009
Toyota Will Feel The Heat Of California Lawmakers In NUMMI Plant Closing
September 1, 2009