Mr. Mark Fendley

GLG News^SM Analyses by Mark Fendley

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For Faurecia, Other Suppliers, and OEM's, Emerging Markets are the Surest Bets

July 1, 2010

Analysis of:Faurecia Gets Stronger in China, Buys Stake in Key Partsmaker | europe.autonews.com

Automotive Suppliers and OEM's are expanding in market operations through added capacity and acquisitions in Mexico, China, India, and Russia. This is not only a strategy to be in emerging markets to be positioned for vehicle sale growth in those markets but also to create an export foundation and currency hedge for the long term.

Automotive Industry Consolidation and M&A Will Occur, But what are the Targets?

June 15, 2010

Analysis of:Faurecia, Valeo Plan Takeovers as Car-Parts M&A Looms | www.bloomberg.com

The article in Bloomberg suggests that automotive Tier suppliers will be goig through some consolidation, merger and acquisition, but what sort of companies would be of interest and what are the strategies? What are some of the predictors that will drive the analysis, from an industry standpoint.

Hyundai Does To the Japanese OEM's, As They Did to US OEM's -What's Next?

January 7, 2010

Analysis of:Hyundai Smokes the Competition | money.cnn.com

Hyundai has come upon a winning formula that includes higher quality products based upon emulation of premium products, growing global presence, an expanding customer demographic, and a culture focus of quickness and agility.But can Chinese and Indian OEM's be too far behind?

Magna Will Find Better Targets for Their Attention and Their Cash

November 6, 2009

Analysis of:Magna Ends Hunt for Automaker, Eyes Suppliers | www.autonews.com

Magna may have risked alienating certain customers, especially in regards to component technology development, if they had succeeded with the Opel partial purchase.Magna is developing good partnerships in the growth segments of electronic, software, sensor, battery, and power management, so a growing interest in shopping for those suppliers that can be added to Magna's electronics or eletrical component product portfolio makes very good sense.

Financial Improvement of GM and Chrylser Does Not Necessarily Translate into Sales - Ford is Still Well Positioned

June 8, 2009

Analysis of:Ford to Face Tougher Rivals Following U.S. Rescue | online.wsj.com

The WSJ article focuses on the immediate and medium term financial improvement that GM and Chrysler will enjoy as a result of the U.S. taxpayer bailout. But this does not necessaily translate into sales. Toyota and Ford still have the potential to take significant market share from GM and Chrysler. If you can't sell the cars to consumers, then profits are not in the cards.

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