【出版时间及名称】：2009年12月美国汽车零部件行业研究报告
        【作者】：瑞士信贷
        【文件格式】：PDF
        【页数】：79
        【目录或简介】：
Table of contents
Nov SAAR Lands at 10.9 Million 3
Light Truck Mix 4
Segments 5
Sales by Maker 6
Consumer Watch 8
Consumer Watch Scorecard 9
New Car Prices & Auto Loan Rates 9
Consumer Credit for New Car Loans 10
Used Car Prices 13
Unemployment 14
University of Michigan Data 15
Consumer Debt 15
Housing Watch 16
New and Existing Home Prices 16
New and Existing Home Inventory 18
Construction Watch 19
Incentives 22
November Incentives 22
Incentive and Volume Tracking by Model 22
Year in Review 2009 25
Inventory Update 30
Inventory Overview 30
Inventories versus Normal, Car and Truck 30
Detroit 3 Inventory History 32
Car and Truck Inventories by Automaker 32
Inventory Sensitivity 33
Forecasting December Inventory 34
Scenarios/Sensitivity Tables—December-End Inventory 35
Evaluating Q1’10 Production Levels in North America 39
Scenarios/Sensitivity Tables—March-End Inventory 40
Days’ Supply 45
Platform Production Monitor 47
North American Platform Monitor 47
Distressed Platforms Returning to Normalized Build Rate 48
Europe 49
North American and Europe Combined 52
Under the Hood 53
Investment Summary 53
Discount Rate History 54
Latest Market-Implied Profit & Growth Expectations 55
Expectations in Context 57
Historical View of Margin Expectations 57
Ford Motor Valuation Study 61
Discounted Cash Flow 61
Key assumptions behind the analysis…. 61
Simplified Valuation Sensitivity Models 64
Under the Hood Background 69
Appendix 70