出版时间及名称】：2010年3月美国汽车零行业研究报告
        【作者】：瑞士信贷
        【文件格式】：pdf
        【页数】：75
        【目录或简介】：
Table of contents
Table of contents 2
Feb SAAR Lands at 10.4 Million 3
Retail Sales Just Crept Higher; DOWN Sequentially 3
“Adjusted Sales” 4
Sales by Maker 4
Light Truck Mix 6
Segments 7
A Closer Look at Full-size Pickup Truck Sales 8
Europe New Car Registrations 10
Consumer Watch 12
Consumer Watch Scorecard 13
New Car Prices & Auto Loan Rates 13
Consumer Credit for New Car Loans 14
Used Car Prices 17
Unemployment 18
University of Michigan Data 18
Consumer Debt 19
Housing Watch 20
New and Existing Home Prices 20
New and Existing Home Inventory 22
Construction Watch 23
Incentives 26
February Incentives 26
Incentive Events Coming in March 27
Incentive and Volume Tracking by Model 28
Inventory Update 31
Inventory Overview 31
Inventories versus Normal, Car and Truck 32
Detroit 3 Inventory History 33
Car and Truck Inventories by Automaker 33
Inventory Sensitivity 34
Estimating March Inventory Levels 35
Scenarios/Sensitivity Tables—March-End Inventory 36
Forecasting 2Q10 Inventory 40
Days’ Supply 43
Platform Production Monitor 45
North American Platform Monitor 45
Europe 46
North America and Europe Combined 48
Sequential Production Analysis 49
North America 49
Consolidated Supplier Exposure – NA Sequential 50
Europe 51
Consolidated Supplier Exposure – EUR Sequential 52
Combined Europe and North America – Sequential 53
Reconciling Volume Changes with Revenue Expectations 54
Under the Hood 56
Investment Summary 56
Discount Rate History 56
Latest Market-Implied Profit & Growth Expectations 58
Expectations in Context 59
Historical View of Margin Expectations 59
Ford Motor Valuation Study 63
Discounted Cash Flow 63
Key assumptions behind the analysis…. 63
Under the Hood Background 66
Appendix 67