Research

Date Report Title
August 17, 2017 KONE: Revisiting Three Peaks Thesis
August 16, 2017 China Property Market Pulse – Week #33: Sales decline accelerated across Tier 1–3 cities
August 13, 2017 Channel Checks and Highlights from the Week (2017 Week #32)
August 10, 2017 China Autos: July Wholesale Sales OEM Breakdown
August 10, 2017 China Automotive Market Pulse – August 2017 (Week 1)
August 10, 2017 China Property Market Pulse – Week #32: Recent city-level trends negative across all tiers, contrast to national-level data
August 6, 2017 Channel Checks and Highlights from the Week (2017 Week #31)
August 2, 2017 Comm’l Vehicle Checks Point to Solid Demand; Overloading crackdown still dominant driver; NS5 overhang limited thus far
August 2, 2017 China Property Market Pulse – Week #31: Tier 1 sales down more than 50% Y/Y; Tier 2/3 sales decline accelerated
August 1, 2017 SRR June China MMI (Macro Momentum Indicator) -2.0 vs. -9.7 (May) – Top Ten Observations + Monthly Flip Book
July 31, 2017 SRR August 2017 Calendar
July 30, 2017 Channel Checks and Highlights from the Week (2017 Week #30)
July 26, 2017 China Automotive Market Pulse – July 2017 (Week 3)
July 26, 2017 China Property Market Pulse – Week #30: Weekly property market trends for major cities remain negative
July 23, 2017 Channel Checks and Highlights from the Week (2017 Week #29)
July 21, 2017 Auto Discount Monitor: Signs of Further Acceleration in Discount Activity; Volkswagen, Chevrolet, Roewe discounts rose most; Mercedes moderated
July 20, 2017 China Automotive Market Pulse – July 2017 (Week 2)
July 19, 2017 China Property Market Pulse – Week #29: Weekly sales trends remain negative across all tiers; Tier 3 still positive YTD
July 16, 2017 Channel Checks and Highlights from the Week (2017 Week #28)
July 14, 2017 2Q17 Elevator Survey: Stable order trends, but moderated outlooks; Strong aftermarket
July 14, 2017 Strong 2Q17 Balanced by Mixed Outlook and Lower Sentiment Readings; Automation Most Positive; Machinery Peaks, but NS5 Impact on Truck Likely Lower Than Expected; Autos/Elevator Caution
July 14, 2017 2Q17 Commercial Vehicle Survey: Positive quarter balanced by moderating outlook; NS5 pre-buy less than expected; Signs of improvement for LNG trucks
July 14, 2017 2Q17 Automotive Survey: Weak end to the quarter; Downside risks outweigh upside
July 14, 2017 2Q17 Automation Survey: Strong sales and orders on improved cyclical trends; 2017 outlook positive
July 14, 2017 2Q17 Construction & Mining Equipment Survey: Positive 2Q17; Signs of increased caution towards outlook
July 13, 2017 China Automotive Market Pulse – July 2017 (Week 1)
July 12, 2017 China Autos: June Wholesale Sales OEM Breakdown
July 12, 2017 China Property Market Pulse – Week #28: Tier 3 sales decline accelerates; Land sales up across all regions
July 9, 2017 Channel Checks and Highlights from the Week (2017 Week #27)
July 5, 2017 China Property Market Pulse – Week #27: Sales growth negative across all tiers
July 2, 2017 SRR May China MMI (Macro Momentum Indicator) -9.7 vs. -4.7 (Apr) – Top Ten Observations + Monthly Flip Book
June 30, 2017 SRR July 2017 Calendar
June 29, 2017 China Automotive Market Pulse – June 2017 (Week 3)
June 28, 2017 China Property Market Pulse – Week #26: Tier 3 sales growth rate dipped into negative territory; Tier 1/2 remained negative
June 26, 2017 Channel Checks and Highlights from the Week (2017 Week #25)
June 22, 2017 Auto Discount Monitor: Discounts Continued to Rise in June; Buick, Great Wall discounts rose most; Honda, Toyota, BMW moderated
June 22, 2017 China Property Market Pulse – Week #25: Tier 3 sales growth rate dropped; Tier 1/2 remained negative
June 21, 2017 China Automotive Market Pulse – June 2017 (Week 2)
June 18, 2017 Channel Checks and Highlights from the Week (2017 Week #24)
June 15, 2017 Continued Positive Trends Through Mid-2Q17, But Momentum Clearly Fading; Lowering Trucks to Neutral; Mixed trends in Heavy Machinery; Autos soft; IA stronger
June 15, 2017 Mid-2Q17 Construction & Mining Equipment Survey: Mixed sequential trends, but overall demand positive; Continued uptrend in mining
June 15, 2017 Mid-2Q17 Automation Survey: Strong trends quarter-to-date; 2017 outlook increased
June 15, 2017 Mid-2Q17 Automotive Survey: Continued softening trends; Downside risks outweigh upside
June 15, 2017 Mid-2Q17 Commercial Vehicle Survey: Mixed dealer and freight trends; Overloading crackdown moderating; Downgrading to Neutral
June 14, 2017 China Property Market Pulse – Week #24: Tier 1 sales down almost 50% Y/Y in recent weeks
June 13, 2017 China Autos: Probability of negative 2017 growth rises above 50%; Industry trends below expectations; See 20% downside to ADNT
June 11, 2017 Channel Checks and Highlights from the Week (2017 Week #23)
June 10, 2017 China Autos: May Wholesale Sales OEM Breakdown
June 8, 2017 China Property Market Pulse – Week #23: Sales decelerated across tiers
June 4, 2017 Channel Checks and Highlights from the Week (2017 Week #22)