Research

Date Report Title
November 18, 2019 Channel Checks and Highlights from the Week (2019 Week #46)
November 14, 2019 China Property Pulse – Week #46: Tier 1 and 3 cities weekly sales growth improved on easy comps; Tier 2 growth turned negative
November 13, 2019 China Autos: Oct 2019 Wholesale Sales OEM Breakdown
November 13, 2019 China Automotive Market Pulse: Nov 2019 (Week 1)
November 11, 2019 China Property Pulse – Week #45: Sales growth moderated across city tiers
November 10, 2019 Channel Checks and Highlights from the Week (2019 Week #45)
November 8, 2019 Walking Around the Wuhan Commercial Vehicle Show: Overloading Crackdown intensifies on Wuxi Bridge Collapse; Non-cyclical factors drive demand; 2020 outlook better than expected
November 4, 2019 Channel Checks and Highlights from the Week (2019 Week #44)
November 1, 2019 SRR China Property Price Index (Oct 2019): Proprietary Same-Store Resi Price Index Indicate Tier 2-6 Price Strength; Tier 1 Price Softened; Policy Loosening Unlikely
November 1, 2019 China Property Pulse – Week #44: Tier 1 and 2 sales growth moderated; Tier 3 accelerated on easy comps
October 31, 2019 Auto Discount Monitor: Auto Discounts Continue to Rise Into Peak Season; Great Wall, Geely and Volkswagen discounts rose most; Chevrolet, Toyota and Hongguang moderated most
October 31, 2019 SRR Sep China MMI (Macro Momentum Indicator) -0.3 vs. +0.7 (Aug) – Top Ten Observations + Monthly Flip Book
October 30, 2019 China Automotive Market Pulse: Oct 2019 (Week 3)
October 27, 2019 Channel Checks and Highlights from the Week (2019 Week #43)
October 24, 2019 China Property Pulse – Week #43: Property sales growth continue to improve across Tier 1-3 on easy comps
October 23, 2019 China Automotive Market Pulse: Oct 2019 (Week 2)
October 22, 2019 3Q19 Automotive Survey: Signs of stabilization despite lower 2019 outlook; Reduced expectations for stimulus
October 22, 2019 3Q19 Elevator Survey: Positive order trends continued; Signs of favourable pricing trends
October 22, 2019 3Q19 Automation Survey: Continued pressure on orders, ex-Process
October 22, 2019 3Q19 Commercial Vehicle Survey: Fleet owner trends show signs of slowdown; Outlook negative
October 22, 2019 3Q19 Construction & Mining Equipment Survey: Sales and orders stabilize; Receivables improve; Downside risk remains
October 22, 2019 3Q19 Industrial Survey: Industrial Trends Mixed; Elevators orders/pricing improved; Discrete Automation orders down, Process orders up; Machinery mixed; Autos stable
October 20, 2019 Channel Checks and Highlights from the Week (2019 Week #42)
October 17, 2019 China Property Pulse – Week #42: Rolling 4-week sales growth improve across Tiers on easier comps
October 16, 2019 China Automotive Market Pulse: Oct 2019 (Week 1)
October 16, 2019 China Autos: Sep 2019 Wholesale Sales OEM Breakdown
September 30, 2019 SRR Aug China MMI (Macro Momentum Indicator) +1.3 vs. +2.3 (Jul) – Top Ten Observations + Monthly Flip Book
September 30, 2019 Auto Discount Monitor: Auto Discounts Continue to Tick Up at Modest Pace; Geely, BMW and Great Wall discounts rose most; Buick, Chevrolet and Nissan moderated
September 30, 2019 SRR October 2019 Calendar
September 26, 2019 Elevator Sector Comment: Continued Positive Order Trends; 3Q19 orders tracking mid-single digit growth
September 25, 2019 China Automotive Market Pulse: Sep 2019 (Week 3)
September 22, 2019 Channel Checks and Highlights from the Week (2019 Week #38)
September 20, 2019 China Property Pulse – Week #38: Tier 1 weekly sales growth decline accelerated on tough comps; Tier 2 growth still negative; Tier 3 growth accelerated
September 19, 2019 Mid-3Q19 Industrial Survey: Industrial Trends Mixed Quarter-to-date; Relative stability in sales offset by continued moderation in orders and sentiment
September 19, 2019 Mid-3Q19 Automation Survey: Orders downtick as trade uncertainty continues
September 19, 2019 Mid-3Q19 Commercial Vehicle Survey: Fleet owner trends show signs of slowdown; Outlook negative
September 19, 2019 Mid-3Q19 Automotive Survey: Signs of stabilization despite lower 2019 outlook; Reduced expectations for stimulus
September 19, 2019 Mid-3Q19 Construction & Mining Equipment Survey: Sales and orders show signs of stabilization; Downside risk remains
September 18, 2019 China Automotive Market Pulse: Sep 2019 (Week 2)
September 16, 2019 Channel Checks and Highlights from the Week (2019 Week #37)
September 12, 2019 China Property Pulse – Week #37: Tier 1/2 cities weekly sales growth negative; Tier 3 growth moderated
September 11, 2019 China Automotive Market Pulse: Sep 2019 (Week 1)
September 9, 2019 Key Takeaways from BICES 2019: Inventory stuffing and increased promotions supporting equipment demand
September 8, 2019 Channel Checks and Highlights from the Week (2019 Week #36)
September 6, 2019 On the Ground at the Chengdu Auto Show: Checks confirm weaker-than-expected demand; Downside risk to 2018 greater than upside risks
September 1, 2019 Channel Checks and Highlights from the Week (2019 Week #35)
August 30, 2019 SRR September 2019 Calendar
August 29, 2019 China Property Pulse – Week #35: Tier 1 & 2 sales growth still negative; Tier 3 ticked up sequentially despite tougher comp
August 28, 2019 China Automotive Market Pulse: Aug 2019 (Week 3)
August 25, 2019 Channel Checks and Highlights from the Week (2019 Week #34)