All GLG News Analyses Filed Under: Automotive
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Posted April 7, 2008Navigating Into Strong Competition
Analysis of: SiRF Lowers Q1 Rev Outlook; to Cut 7pct Jobs | www.reuters.com
Author: Tim Jackson, President Wuh-sup? LLC
With the introduction of Prima, SiRF is going toe-to-toe with some of the biggest names in the semiconductor industry. Will they be able to achieve the costs necessary to compete.
Posted April 7, 2008The Detroit Two-Step; Doublespeak About Delphi To Give GM Purchasing More Time To Save GM, Not Delphi, From Certain Disaster
Analysis of: Why no one wants Delphi | www.247wallst.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
Delphi is on life-support with no health insurance, and General Motors wants the world to think that it is offering to pay some of Delphi's bills out of the goodness of its corporate heart, and for old times sake. The truth is that the sheer and massive incompetence of GM purchasing management has...
Posted April 4, 2008With Auto Lenders Tightening Credit----The Car Business Is Taking Another Hit
Analysis of: Lenders Ease The Throttle On Car Loans. | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
Just as delinquencies and defaults are rising in the housing sector, problems are also mounting for auto lenders as consumers look to get out of their costly car leases or struggle to make their car-loan payments.
Posted April 4, 2008In Their Staged Hurry To Beat Toyota And Bring The Chevrolet Volt To Market 'By 2010' GM Technical Managers Have Neglected To Tell Their Top Management That Simulation Testing Of The Battery Systems Is A Huge Mistake
Analysis of: GM to managers: Volt is No. 1 priority | www.autonews.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
GM's requirement that only those who say yes to Rick Wagoner and Bob Lutz may advance to management has left it without any managers or engineers who have the moral strength to say that the company's program to bring the Chevrolet Volt to market by 2010 would have been better done, with a much higher...
Posted April 3, 2008
Russian car market vehicle supply shortage
Analysis of: Toyota Feels Pinch Along With Big 3 As Sales Dive | online.wsj.com
Author: GLG Member Program Contributor
Russian car market vehicle supply shortageAnalysis of: Toyota Feels Pinch Along With Big 3 As Sales Dive | online.wsj.com
Author: GLG Member Program Contributor
While US market suffer decline in demand the Russian market is hot and demand is much higher vs supply.
Posted April 3, 2008Auto Sales Are Down---Let's Take Another Look At The Numbers
Analysis of: Auto sales plummet by 12%...GM: 'Lowest March on record' | www.autonews.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
The auto industry's sales slump deepened sharply in March amid a powerful economic downturn. Even the once invincible imports are feeling the pinch. But, do the numbers tell the whole story?
Posted April 3, 2008For 2008 It's Going To Be All about Market Share For Domestic Automakers
Analysis of: Big 3 Cling To Market Share | www.autonews.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
With analysts predicting the worst sales year since 1994, the domestic carmakers will rely on new products and savvy marketing to hang on to market share against foreign rivals.
Posted April 3, 2008Can Detroit Compete In Luxury Cars?
Analysis of: Dismal Year Is Forecast For Car Sales | www.nytimes.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
While the import auto makers have been making headlines for the past several years, the Detroit Three have been racing to compete at the low end of the market, while in many ways ignoring a very profitable segment, luxury cars. With prospects for 2008 looking worse every month, can they still...
Posted April 3, 2008Auto Sales Are Down---Here Come The Dreaded Incentives!
Analysis of: Toyota Feels Pinch Along With Big 3 As Sales Dive | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
With car sales continuing to drop and gas prices continuing to rise, automakers, (including the imports) are faced with that old dilemma: How long to wait before coming up with some "knock 'em dead" incentive programs.
Posted April 3, 2008Is Toyota's Prius Being Dumped On The US Market?
Analysis of: Jim Press: Prius was 100% subsidized by Japan | www.autonews.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
It has always been a mystery to OEM American automotive industry financial analysts how Toyota could afford to build and sell the Prius, and any other hybrids, without seemingly taking into account the escalating costs of the nickel metal hydride battery, NiMH, packs due to the commodity metal...
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Retailers Get a Brief Lift on Black Friday as Shoppers Look for Blockbuster Sales
www.nytimes.com
McDonald's to Raise Burger's Price
online.wsj.com
Wine and Liquor Keep Flowing Despite Sour Economy
www.usnews.com
Online Retailers Dangle Free Shipping, Discounts
online.wsj.com
Report: GM Is Considering Selling SAAB, Pontiac, Saturn Brands
blogs.wsj.com
Restaurant menu pricing plays
December 3, 2008
What Does Black Friday Tell Us This Year?
December 3, 2008
Not so fast...this time the recession may impact high end adult beverages.
December 1, 2008
Is Pontiac Going To Join Oldsmobile In GM's Scrapyard?
December 1, 2008
Zale Disappoints Again, Again, and Again!
November 27, 2008