Report title: Autos: Summer of Our Discontent Part 1
from CreditSights
14445 word report published Jul 23, 2008

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Abstract: We start a multi-part series on the moving parts of the auto story from justifiable worries to utter neuroses and from the macro to micro level. Are flashbacks to any of 1979, '82, '91, or '05 the right ones? Or is this an all-new game?

Brief Excerpt: Autos: Summer of Our Discontent Part 1 With asset price swings across the auto complex having eclipsed 2005 and now reminding us of the great 2H-1990 Chrysler swoon, we look at the key drivers of the fundamental risk story and where...

Report Type: Sector Article
Source: CreditSights Inc
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CreditSights is an independent research platform comprised of a team of analysts with both buy-side and sell-side experience in the U.S. and overseas. CreditSights' research focuses on global corporate and sovereign issuers, which have securities that are actively traded in the corporate bond, credit derivatives and/or equity-linked markets. Sector coverage is broad-based and includes telecom, technology, and media; autos and general industrials; utilities and energy; financial services; commodity cyclicals; retail and consumer products; and aerospace and defense. Emerging markets coverage includes the major Latin American, Asian and Eastern European countries. The focus of CreditSights research is to help investors make decisions by distilling and interpreting significant developments and specific events affecting individual companies, industries, or the securities markets as a whole.
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