All GLG News Analyses Filed Under: Automotive

China Auto Trend 1: Policy-driven Consolidation of Chinese Vehicle Manufacturers

August 1, 2009

Analysis by: GLG Expert Contributor

Analysis of:GM Said to Consider European and Global Proposals for Opel Unit | www.bloomberg.com

In my last article, I introduced the Eight Overarching China Automotive Trends That Are Revolutionizing the Auto Industry. I will describe in this and subsequent articles how each trend is manifested, and how they cumulatively result in a transformational force which is fundamentally changing the business model and competitive landscape of the global auto industry.

Jack SayerManaging PartnerSayer Partners LLC

Clunker Program Running On Fumes: The Feds Should Stay Out Of The Car Business

July 31, 2009

Analysis of:Lawmakers Discuss Using Stimulus Money In Clunkers Plan | online.wsj.com

While the U.S. House was trying to figure out how to come up with more funding for the "Cash For Clunkers" program, auto dealers and their customers wonder when, or if, the program will survive. Another case of the government getting involved in an industry they have little understanding of.

Eight Overarching China Automotive Trends That Are Revolutionizing the Industry

July 31, 2009

Analysis by: GLG Expert Contributor

Analysis of:Ford Loss May Narrow, Letting Mulally Sell Stock, Reduce Debt | www.bloomberg.com

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. This article is a preamble of a series which will highlight eight overarching trends which are shaping the China automotive industry: now the largest in the world and the new battleground for domination of the global auto industry.

Jack SayerManaging PartnerSayer Partners LLC

Detroit Three Automakers: Think China And India, Not North America

July 30, 2009

Analysis of:Ford Loss May Narrow, Letting Mulally Sell Stock, Reduce Debt | www.bloomberg.com

If Ford, GM and Chrysler can't find their way back into American market dominance, then they ought to turn their full attention to the billion or so people in China and India who may be looking to buy their first car sometime in the next decade.

Jack SayerManaging PartnerSayer Partners LLC

"Cash For Clunkers" Attracts Dealers, Buyers, Not Auto Recyclers

July 29, 2009

Analysis of:Cashing In That Clunker Is No Easy Ride | online.wsj.com

Much has been written - both pro and con - about the so-called :Cash For Clunkers" Almost 16,000 U.S. auto dealers have applied to participate in the vehicle trade-in program, or about 80% on the nations new car dealers. However, auto recyclers are not buying in to the governments new "CARS" program. Complexity, limited eligibility and minimal funding are common criticisms.

Jack SayerManaging PartnerSayer Partners LLC

Domestic Automakers Need Leasing Option In Order To Compete With Imports

July 28, 2009

Analysis of:Ford Posts Second Q Pre-Tax Operating Loss of $424 Million; Gains Market Share, Reduces Cash Outflow | online.wsj.com

When the domestic auto business was booming before the 2008 crash, leasing provided much of the lift, accounting for about one-in-five new vehicle transactions. But in June, leasing sank to its lowest rate in more than a decade: about one in 10 sales.

Ford's Cadence of New, Improved Products Drives Competitiveness

July 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:Ford Fiesta, Focus launches on track-executive | www.reuters.com

The cadence of Ford's new and improved products drives the company toward improved competitiveness and financial performance. Now, one of the D3 is showing that an American auto company can begin to compete with the foreign auto makers. Ford management is making the right moves.

Bravo Mr. Mullaly!

July 23, 2009

Analysis by: GLG Expert Contributor

Analysis of:Ford Loss May Narrow, Letting Mulally Sell Stock, Reduce Debt | www.bloomberg.com

Mr. Mullaly's focus on improving efficiency, improving quality and listening to the customer during his time at Ford has led to improved financial results. Much work remains to right the company. However, great progress is being made.

Jack SayerManaging PartnerSayer Partners LLC

Ford: Cuts Loss, Slows Cash Burn, New Product, People Still Like Them. Next?

July 23, 2009

Analysis of:Ford Loss May Narrow, Letting Mulally Sell Stock, Reduce Debt | www.bloomberg.com

Along with gaining market share in the first six months of '09, Ford has managed to cut its loss, slow cash burn and develop new product. And......people still like them!

Jack SayerManaging PartnerSayer Partners LLC

Ford Will Report Fifth Straight Quarterly Loss: Focus Is On Cash Burn

July 22, 2009

Analysis of:Ford Loss May Narrow, Letting Mulally Sell Stock, Reduce Debt | www.bloomberg.com

Ford is expected to post a fifth straight quarterly loss on Thursday amid the economic downturn that forced rivals GM and Chrysler as well as well as auto parts makers into bankruptcy. A major issue facing the company is cash burn.

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