Honda, Nissan Join U.S. Slump as Asian Carmakers Fall (Update1)
By Alan Ohnsman and Mike Ramsey

Oct. 2 (Bloomberg) -- Honda Motor Co. and Nissan Motor Co., the only
big automakers to add U.S. sales through the first eight months of the
year, couldn't escape an industrywide plunge in September as the
credit crisis deterred buyers.

Sales for Asia-based brands fell 30 percent, led by Toyota Motor
Corp.'s 32 percent tumble, Honda's 24 percent drop and a 37 percent
decrease for Nissan. Toyota and Honda haven't posted declines that
large since the 1980s.

The results dragged U.S. market share for Japanese and South Korean
automakers to the lowest since April 2007 after lenders tightened
standards and bank failures chilled demand. Last month's total was
39.9 percent, down from 42.1 percent a year earlier, according to
industry-research firm Autodata Corp.

``The best thing we can say about September is it's over,'' Don
Esmond, senior vice president of Toyota's U.S. sales unit, said in a
conference call yesterday. ``We're seeing buyers on the sidelines,
hanging onto their wallets.''

Industrywide sales fell for an 11th straight month, the longest slide
in 17 years. Visits to dealerships fell more than 50 percent in the
last 10 days of September, after Lehman Brothers Holdings Inc.
collapsed and debt markets seized up, said CNW Marketing Research of
Bandon, Oregon.

Toyota declined 1.6 percent to 4,390 yen as of 9:05 a.m. in Tokyo.
Honda dropped 1.6 percent to 3,090 yen and Nissan shed 1.6 percent to
685 yen.

Credit Crisis

Fallout from the credit crisis overwhelmed the advantages held by the
Asian brands through August, when rising fuel prices caused buyers to
shun the light trucks of Detroit automakers in favor of the smaller,
more-efficient vehicles that dominate Asian brands' lineups.

Overall sales of new vehicles dropped 27 percent last month, Woodcliff
Lake, New Jersey-based Autodata said. It was the biggest monthly drop
since January 1991, according to Ward's AutoInfoBank in Southfield,
Michigan.

Billionaire Warren Buffett, the world's preeminent stock picker, said
the U.S. economy is ``flat on the floor'', in a television interview
with Charlie Rose that was to air late yesterday on PBS.

Economic Fear

``In my adult lifetime I don't think I've ever seen people as fearful,
economically, as they are now,'' said Buffett, chairman of Omaha,
Nebraska-based Berkshire Hathaway Inc.

Toyota, second in U.S. sales behind General Motors Corp., sold 144,260
vehicles, down from 213,042 a year earlier. It was the biggest
percentage decline since July 1987, Bob Carter, vice president of the
company's U.S. sales unit, said yesterday.

Sales fell across the company's Toyota, Lexus and Scion brands, with
the exception of two models: the revamped Sequoia and Lexus LX 470
large sport-utility vehicles that have been available for less than a
year.

Toyota's Esmond said the Toyota City, Japan-based automaker had no
plans to further curtail North American output beyond the previously
announced production halt for Tundra large pickups and Sequoias from
Aug. 8 through November to reduce inventory.

U.S. market share for Toyota, Asia's biggest automaker, was 15 percent
last month, down from 16.2 percent a year earlier.

Honda's Slide

``It's a credit story industrywide,'' said analyst Tom Libby, at
market-research firm J.D. Power & Associates in Troy, Michigan.
``There is a psychological impact of all the news about banks in
trouble.''

Honda, which hasn't had a full-year U.S. sales decline since 1993,
sold 96,626 vehicles, compared with 127,200. The drop was the biggest
for the Tokyo-based company since November 1981.

``Customers just weren't coming into dealerships,'' Honda spokesman
Chris Martin said in an interview yesterday.

Honda's market share last month was 10 percent, up from 9.7 percent a
year earlier.

Even companies with compelling new products aren't finding buyers,
said Jesse Toprak, director of industry analysis for automotive
research firm Edmunds.com in Santa Monica, California.

``The main reason for the decline is the lack of consumer
confidence,'' Toprak said in an interview. ``A lot of consumers have
the ability and desire to make a purchase, but are going to wait and
see how things turn out.''

Nissan, Hyundai

Nissan, Japan's third-largest carmaker, sold 59,565 autos, compared
with 94,269 a year ago. The Rogue small SUV and new GT- R sports coupe
were the only models to post gains for the Tokyo- based automaker.

The company had 6.2 percent of new-vehicle sales last month, down 1
percentage point from September 2007.

Hyundai Motor Co., South Korea's largest automaker, reported a 26
percent drop in sales. The Seoul-based company sold 24,765 vehicles,
down from 33,214 a year earlier.

Hyundai's market share was 2.6 percent, up 0.1 point, Autodata said.

Kia Motors Corp., a Hyundai subsidiary, sold 17,383 vehicles, down 28
percent. Ford-affiliated Mazda Motor Corp. said it sold 16,169 autos,
a 36 percent decline.

Among smaller brands, Fuji Heavy Industries Ltd.'s Subaru unit had a
12 percent drop. Mitsubishi Motors Corp.'s sales fell 39 percent and
Suzuki Motor Corp. said its sales dropped 47 percent.

To contact the reporters on this story: Alan Ohnsman in Los Angeles at
[EMAIL PROTECTED]; Mike Ramsey in Southfield, Michigan at
[EMAIL PROTECTED]
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