All GLG News Analyses Filed Under: Automotive

(Very concerned Volkswagen Dealer)

August 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:VW Chief Winterkorn Said to Be Considered to Lead Porsche SE | www.bloomberg.com

(The needs of the two companies and why they are different and why Mr. Winterkorn must be in the lead position.)

China Auto Trend 3: Acquisition of Foreign Assets & Key Development Competencies

August 15, 2009

Analysis by: GLG Expert Contributor

Analysis of:Geely's Volvo bid not 'worth it' | www.chinadaily.com.cn

The forces shaping the third of the Eight Overarching China Automotive Trends That Are Revolutionizing the Auto Industry were addressed in my article entitled "The Path to Globalization of China's Automotive Industry" (GLG News May 18, 2009). The principal focus of this piece was to explain the challenges faced by Chinese Original Equipment Manufacturers (OEMs) when trying to accelerate development through "inorganic" acquisition of the assets of foreign manufacturers.                 

Jack SayerManaging PartnerSayer Partners LLC

U.S. Auto Sales: What's Next?

August 14, 2009

Analysis of:Car Plants Bet On Sales Rebound | online.wsj.com

The much publicized "Cash For Clunkers" program has provided a much needed shot in the arm for import as well as domestic automakers. However, long term issues still remain before anyone can declare an end to the almost two year slide in auto sales.

Jack SayerManaging PartnerSayer Partners LLC

What Car People Think About What's Happening In Today's Auto Market: Part 8

August 13, 2009

Analysis of:Ford Speeds New Models to Build on Gain in U.S. Sales | www.bloomberg.com

Over the past several months I've shared opinions of auto dealer clients, associates on the OEM side of the business and several key lenders regarding issues of mutual interest. Attached are a few recent surveys.

Jack LiftonManaging DirectorJack Lifton, LLC

Is The Chevrolet Volt Only A Fair Weather Car?

August 12, 2009

Analysis of:How did GM arrive at 230 mpg for the 2011 Chevrolet Volt? | www.autoblog.com

All this nonsense about the Chevrolet Volt's fuel use and performance is just hot air until the car is on the road and its actual performance under real driving conditions and with ordinary drivers is measured. I propose a side-by-side test of the Prius and the Chevrolet Volt to settle which is the more practical and versatile car.

Jack SayerManaging PartnerSayer Partners LLC

"Cash For Clunkers": Who's It Hurting?

August 11, 2009

Analysis of:Dealers Scramble to Find Fuel-Efficient Cars | online.wsj.com

We've heard a lot about the positives in the "Cash -for-Clunkers program in recent days. It has certainly improved new car sales, rid the highways of unsafe gas guzzlers, it even got "high fives from" the green community. However, it isn't all good news.

Jack SayerManaging PartnerSayer Partners LLC

"Clunkers" Added Benefit: Used Car Sales Boom

August 10, 2009

Analysis of:Senate Adds $2 Billion to "Clunkers" Plan | online.wsj.com

Here's one unexpected consequence of "Cash For Clunkers": Dealers are selling lots of late model used cars to customers who couldn't get in on the clunkers deal.

Craig CarlsonCEO & Managing DirectorCarlson Group LLC

Ford Leading the Way with New Models

August 10, 2009

Analysis of:Ford Speeds New Models to Build on Gain in U.S. Sales | www.bloomberg.com

Ford's acceleration of its vehicle development is starting to pay dividends. Their next generation vehicles both look good and are well matched to projected demand.

Toyota Makes Another Strategic Decision to Adapt to the Local Market

August 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:Toyota Streamlines North American Management to Speed Recovery | www.bloomberg.com

Toyota's move to shift production decisions to the US is another of their conservative management approaches that have held them back. They delayed for some time adding Diesel engines to the product line in Europe and they held off in upsizing their minivans for the US market so long that they have never really earned a significant market share of that segment. Toyota protects it brand with a conservative strategy. But these delayed moves have held them back in the past.

China Auto Trend 2: Global Redistribution of Assets to Capture China Growth

August 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:A Lesson For Detroit From VW | 247wallst.com

 As noted in the introduction to this series, we are witnessing the early stages of an economic revolution: a shift of the global center of gravity of economic strength towards the east which will result in profound changes in numerous industries.  As an economic bellwether, the automotive industry captures a great deal of interest.

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