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All GLG News Analyses Filed Under: Automotive

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Analysis of: Volt plug-in hybrid is 'No. 1 priority,' GM says | www.msnbc.msn.com
   GM takes a leading role in reducing dependence on crude oil.  After the EV1 was undeservedly shot down, GM is back again and even better.  I feel any new technology, that will reduce or eliminate our dependence on foreign oil, is a win-win for the manufacturer and the consume...
Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: Detroit Sets Bold Goal: Exporting U.S. Cars | online.wsj.com
The U.S. automakers are hoping that a decline in the dollar and renegotiated labor contracts will provide the spark they need to once again turn a profit.
Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: Wave of Consumer Automotive Buying Trending Away from Large Vehicles | www.goontheroad.com
Shift in buying patterns picks up steam in 2008-leaving the Detroit Three with a revenue shortfall.
Analysis of: Detroit Sets Bold Goal: Exporting U.S. Cars | online.wsj.com
The ability to develop international markets isn't a new or unique idea. That an announcement by "Domestic" Automobile manufacturers that they plan to export a sizable number of vehicles to world markets really shouldn't generate such a buzz. The fact that it took cooperation with the UAW and a...
Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: Detroit Sets Bold Goal: Exporting U.S. Cars | online.wsj.com
2008 is shaping up to be the worst year for automakers since 1994, but emerging markets such as China are providing a unique opportunity for the Detroit Three.
Analysis of: The Last Days of Cheap Chinese | www.slate.com
This article is must reading for anyone in China and anyone planning their next step.  The new era which we are entering will have China no longer as the workshop, but Chinese brands are the next logical step in this evolution. Readers learn where they may have erred on strategy, namely moving...
Analysis of: Wave of Consumer Automotive Buying Trending Away from Large Vehicles | www.goontheroad.com
Consumer purchasing trend shows evidence of consumers concerns about gas prices.  Just looking at one brand, Ford - we see that the Ford Focus sales were up 24% in March, while the F series truck sales suffered the same margin of losses over the same period last year.  This reflects consumer...
Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: Worry Returns, Boosting Treasurys | online.wsj.com
Several hundred million dollars of loans to Chrysler LLC have been sold off by one of its underwriters at 63 cents on the dollar.
Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
Analysis of: Daimler Shareholder Pleased With Results Of Chrysler Sale | news.morningstar.com
Daimler chairman and Mercedes-Benz Cars chief Dieter Zetsche on Wednesday told the annual meeting in Berlin that, after six months minus Chrysler: "All of our business operations are developing well-our key figures are significantly better than they have been in recent years."
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: The Last Days of Cheap Chinese | www.slate.com
GM's short sighted purchasing management, and probably Ford's as well, pinned its hopes for being able to make a profit primarily on reducing its costs of labor and materials by shifting as much as possible of its parts production to the People's republic of China. Just 3 years ago, in 2005, GM's global...
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