33 ordspråk av Himanshu Patel

Himanshu Patel

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The company's specificity on 2006 cost targets ... is likely to reassure the market, and heightens our belief that the company will see a meaningful earnings rebound in 2006.

We're expecting both of them to do well. The French carmakers are safer than the Germans, partly because they have limited U.S. exposure and partly thanks to a fairly robust home market.

We are expecting PSA to beat their forecasts and to reaffirm fairly upbeat guidance for 2003. Their key markets of Britain and France are holding up well and their market share is reasonably healthy.

The company's announcement that it will not provide earnings guidance going forward, however, came as more of a surprise, making it notably more difficult to isolate and gauge the impact of restructuring.

By forcing a health-care inflation cap for salaried workers, GM is bringing forth the issue of similar caps for hourly workers, which our talks with (GM) management suggest is a top priority.

However, near-term worries on slowing diesel penetration and Western European production could weigh on the stock.

One of the likely sticking points in the pending sale of GMAC may well be resolution on Delphi, further emphasizing GM's interest in avoiding a labor dispute.

While tire pricing remains strong, high raw material prices and potentially weak high-margin markets (North American and European replacement truck tire markets) could provide offsets.

We continue to believe TRW should benefit from growth in safety content per vehicle, its diverse content profile, and aggressive cost management.

Although such a move has been rumored for some time, the speed of Dana?s demise will further dampen sentiment toward the auto industry.

Beyond guidance for favorable structural cost performance in 2006, and details on material cost savings goals, no specific guidance on the extent or cadence of structural cost savings was given. In addition, the company offered only limited details on the timing of plant actions.

We expect GM to take notable share from Ford in the full-size pickup segment in 2006 and, particularly, in 2007.

While none of these issues are enough to change our thesis on GM, they do raise our concerns on the company's internal accounting controls.

We still see more downside than upside risk to 2007 consensus earnings.

Although such a move has been rumored for some time, we believe the speed of Dana's demise will nonetheless further dampen sentiment toward the sector.

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