8.1.05: Autos & Auto Parts Report
A roundtable forum, an analyst and top management from 2 firms examine the Autos & Auto Parts sector in this 25 page report from The Wall Street Transcript.

  1. Roundtable Forum: David Leiker, Robert Baird & Co.; Efraim Levy, Standard & Poor’s Equity Group

  2. Automotive Manufacturers & Suppliers: Himanshu Patel, JPMorgan Securities, Inc.

  3. CEO Interviews (average 2,500 words): Top management from 2 sector firms examine the outlook for their firm and the sector. Firms interviewed include: ArvinMeritor, Inc. and Uni-Select Inc.

    Topics covered: Production volumes  - Raw material costs & gas prices  - Inventory levels  - Hybrid electric vehicles  - M&A activity  - China's impact  - New emission standards  - Safety regulations  - Healthcare & labor costs 

    Companies covered: GM (GM), Ford (F), DaimlerChrysler (DCX), Toyota (TM), Nissan (NSANY), Visteon (VC), Honda (HMC), TRWs (TRW), Autolivs (ALV), Goodyear Tire (GT), American Axle (AXL), Tenneco Automotive (TEN), ArvinMeritor (ARM), Johnson Controls (JCI) and BorgWarner (BWA).
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