Research

Date Report Title
December 11, 2017 China Autos: November Wholesale Sales OEM Breakdown
December 10, 2017 Channel Checks and Highlights from the Week (2017 Week #49)
December 6, 2017 China Property Market Pulse: Week #49: Improved near-term trends in Tier 1; Negative trends persists across tiers
December 3, 2017 Channel Checks and Highlights from the Week (2017 Week #48)
November 30, 2017 China Field Trip Takeaways: Lightning Round of China Channel Checks
November 30, 2017 China Property Market Pulse: Week #48: Weekly sales trend remained negative, moderating Y/Y declines on easier comps
November 29, 2017 China Automotive Market Pulse – November 2017 (Week 4)
November 27, 2017 Discounting Activity Re-accelerated: Buick, Baojun and Volkswagen discounts rose most; Toyota, Audi, Nissan and Ford moderated
November 22, 2017 China Automotive Market Pulse – November 2017 (Week 3)
November 22, 2017 China Property Market Pulse: Week #47: Moderating sales declines across all tiers
November 19, 2017 Channel Checks and Highlights from the Week (2017 Week #46)
November 16, 2017 China Automotive Market Pulse – November 2017 (Week 2)
November 16, 2017 China Property Market Pulse: Week #46: Tier 2/3 sales decline moderated on easier comps; Still double-digit declines across Tiers 1-3
November 12, 2017 Channel Checks and Highlights from the Week (2017 Week #45)
November 10, 2017 China Autos: October Wholesale Sales OEM Breakdown
November 9, 2017 China Property Market Pulse: Week #45: Growth decline moderated; Still negative across tiers
November 8, 2017 China Automotive Market Pulse – November 2017 (Week 1)
November 8, 2017 China Automotive Market Pulse – October 2017 (Week 5)
November 2, 2017 SRR September China MMI (Macro Momentum Indicator) -7.3 vs. +3.0 (August) – Top Ten Observations + Monthly Flip Book
November 1, 2017 China Automotive Market Pulse – October 2017 (Week 4)
November 1, 2017 China Property Market Pulse: Week #44: Tier 2 growth decline decelerated to <-30%; Negative sales trend remained across all tiers
October 29, 2017 Channel Checks and Highlights from the Week (2017 Week #43)
October 25, 2017 TSLA China: 3Q17 Registrations +61% Y/Y; +83% YTD
October 25, 2017 China Property Market Pulse: Week #43: Negative sales trends continued across all tiers
October 25, 2017 China Automotive Market Pulse – October 2017 (Week 3)
October 23, 2017 3Q17 Trends Mostly Positive; Industry Sentiment Moderating: Machinery/Automation Most Positive; Elevator Trends Deteriorate; Truck Dealer Orders Start to Decelerate; Autos Still Cautious
October 23, 2017 3Q17 Elevator Survey: Deterioration in orders and pricing outlook; Increased caution
October 23, 2017 3Q17 Commercial Vehicle Survey: Strong fleet owners trends; Dealer sentiment moderating; Overloading Crackdown persistent and NS5 impact limited
October 23, 2017 3Q17 Construction & Mining Equipment Survey: Robust 3Q17; Mining aftermarket showed further improvement; Dealer sentiment moderated
October 23, 2017 3Q17 Automation Survey: Strong order trends continued; Process outlook improved
October 23, 2017 3Q17 Automotive Survey: Survey fails to register demand improvement; Sentiment continued to moderate
October 22, 2017 Channel Checks and Highlights from the Week (2017 Week #42)
October 20, 2017 SRR Auto Discount Change Index Stable: Geely, Chevrolet, BMW discounts rose most; Great Wall moderated on H7 price cut
October 19, 2017 China Automotive Market Pulse – October 2017 (Week 2)
October 19, 2017 China Property Market Pulse: Week #42: Sales growth negative across all tiers; Tier 3 seeing accelerated drops
October 15, 2017 Channel Checks and Highlights from the Week (2017 Week #41)
October 13, 2017 China Autos: September Wholesale Sales OEM Breakdown
October 12, 2017 China Automotive Market Pulse – September 2017 (Week 4)
October 9, 2017 China Thematic Report: Peak China Optimism; Policy Shift to Drive Slowdown; Take profits on pro-cyclical trade; China basket inside
October 1, 2017 Channel Checks and Highlights from the Week (2017 Week #39)
September 30, 2017 SRR August China MMI (Macro Momentum Indicator) +2.7 vs. +5.0 (July) – Top Ten Observations + Monthly Flip Book
September 28, 2017 China Automotive Market Pulse – September 2017 (Week 3)
September 27, 2017 China Property Market Pulse: Week #39: Sales decline accelerated across major Tier 2/3 cities
September 25, 2017 Walking Around Beijing Construction Show: Industry participants more cautious than expected despite underlying strength; Red flags raise concerns about 2018 outlook
September 24, 2017 Channel Checks and Highlights from the Week (2017 Week #38)
September 20, 2017 China Property Market Pulse: Week #38: Sales decline slowed across major Tier 1/2 cities
September 20, 2017 China Automotive Market Pulse – September 2017 (Week 2)
September 17, 2017 Channel Checks and Highlights from the Week (2017 Week #37)
September 14, 2017 Mid-3Q17 Trends Still Positive, but Signs of Slowdown Emerge: Automation Most Positive; Machinery Decelerating; Limited NS5 Impact; Autos Still Cautious
September 14, 2017 Mid-3Q17 Automation Survey: Strong sales and orders on improved cyclical trends