7.30.07: Auto Manufacturers & Suppliers Report
5 analysts and top management from 11 firms examine various sectors in this 65 page report from The Wall Street Transcript.

  1. Outlook for the Automotive Industry: Michael P. Ward, Ward Transportation Research

  2. Auto Parts Manufacturers: Kevin Tynan, Argus Research Company

  3. CEO Interviews (average 2,500 words): Top management from 4 sector firms examine the outlook for their firm and sector. Firms interviewed include: Commercial Vehicle Group, Inc., Noble International, Ltd., Torvec, Inc. and Wabash National Corporation.

    Topics covered: Stark long-term revenue trends - Healthcare concessions - Enticements for headcount reduction - The Big Three - Tier 1 suppliers - Tier 2 suppliers - Retail auto parts companies - Declining market for domestic manufacturers - Bloated cost structure - Suppliers with proprietary technology

    Companies covered: Ford Motor (F), General Motors (GM), Johnson Controls (JCI), American Axle (AXL), Toyota (TM), Honda (HMC), Amerigon (ARGN), Visteon (VC), Advance Auto Parts (AAP), AutoZone (AZO), and Pep Boys (PBY).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 

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