Research

Date Report Title
December 13, 2018 China Automotive Market Pulse: December 2018 (Week 1)
December 13, 2018 China Property Market Pulse: Week #50: Negative sales trends persists in Tier 1/3 cities; Tier 2 remains stable
December 12, 2018 China Autos: Nov Wholesale Sales OEM Breakdown
December 10, 2018 Channel Checks and Highlights from the Week (2018 Week #49)
December 6, 2018 China Property Market Pulse: Week #49: Tier 1 sales growth 27-week low; Tier 2/3 relatively stable
December 5, 2018 SRR China Property Price Index: November 2018
December 4, 2018 SRR Oct China MMI (Macro Momentum Indicator) -4.7 vs. -2.3 (Sep) – Top Ten Observations + Monthly Flip Book
December 3, 2018 China Bauma 2018 Takeaways: 2019 bias remains negative; NS4 delay likely
December 2, 2018 Channel Checks and Highlights from the Week (2018 Week #48)
December 1, 2018 SRR December 2018 Calendar
November 30, 2018 Auto Discounts Spiked in November: Audi, Buick and Roewe rose most; Hongguang and Great Wall discounts moderated
November 29, 2018 China Property Market Pulse: Week #48: Property sales remain sluggish
November 29, 2018 China Automotive Market Pulse: November 2018 (Week 3)
November 26, 2018 China Industrials: Takeaways from ASEAN Industrial Trade Show; Pessimistic 2019 Outlook for China
November 25, 2018 Channel Checks and Highlights from the Week (2018 Week #47)
November 22, 2018 China Property Market Pulse: Week #47: Tier 3 underperformance continues as Tier 1/2 stabilize
November 21, 2018 China Automotive Market Pulse: November 2018 (Week 2)
November 18, 2018 Channel Checks and Highlights from the Week (2018 Week #46)
November 15, 2018 China Property Market Pulse: Week #46: Tier 1 and 2 sales modestly positive; Tier 3 sales growth remained negative
November 14, 2018 China Automotive Market Pulse: November 2018 (Week 1)
November 13, 2018 Thematic Report: Expectations Reset in Autos, Turning Positive as Catalysts Loom; No Change to Negative View on Machinery as Downside Risk Exceeds Upside
November 12, 2018 China Autos: Oct Wholesale Sales OEM Breakdown
November 11, 2018 Channel Checks and Highlights from the Week (2018 Week #45)
November 8, 2018 China Automotive Market Pulse: October 2018 (Week 5)
November 8, 2018 China Property Market Pulse: Week #45: Tier 1 sales improve on easier comps; Moderating sales decline in Tier 2/3 cities
November 1, 2018 SRR November 2018 Calendar
November 1, 2018 SRR Sep China MMI (Macro Momentum Indicator) -2.7 vs. -12.7 (Aug) – Top Ten Observations + Monthly Flip Book
November 1, 2018 China Property Market Pulse: Week #44: Weekly trends indicate soft trends across Tiers; Tier 1 sees sharp slowdown
October 31, 2018 Auto Discounts Accelerate Again in October; Baojun, Roewe and Volkswagen rose most; Buick, Chevrolet and Mercedes discounts moderated
October 31, 2018 China Automotive Market Pulse: October 2018 (Week 4)
October 28, 2018 Channel Checks and Highlights from the Week (2018 Week #43)
October 26, 2018 China Automotive Market Pulse: October 2018 (Week 3)
October 26, 2018 China Property Market Pulse: Week #43: Sales trends deteriorate across Tiers
October 21, 2018 Channel Checks and Highlights from the Week (2018 Week #42)
October 18, 2018 China Property Market Pulse: Week #42: Moderating sales growth in Tier 1 cities; Sales growth decline accelerated in Tier 2 and 3 Cities
October 17, 2018 3Q18 Elevator Survey: Relatively stable orders/pricing; 2018 Outlook less negative
October 17, 2018 3Q18 Automation Survey: Trends deteriorated across the board; Process uptick
October 17, 2018 3Q18 Automotive Survey: Survey index dropped to 30-month low; Dealer optimism record-low
October 17, 2018 3Q18 Commercial Vehicle Survey: Continued moderation in dealer trends; Fleet owner optimism dropped to 10-quarter low
October 17, 2018 3Q18 Construction & Mining Equipment Survey: Survey trends deteriorate; No uptick from fiscal stimulus yet
October 17, 2018 3Q18 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, UTX, KONE, etc): Survey Reveals Broadening of China Slowdown; Short-Cycle Weakness; Truck and Construction Continues to Cycle Down; Elevators Stable w/ Less Negative ’18 Outlook; Process Robust
October 17, 2018 China Automotive Market Pulse: October 2018 (Week 2)
October 15, 2018 Channel Checks and Highlights from the Week (2018 Week #41)
October 15, 2018 China Autos: Sep Wholesale Sales OEM Breakdown
October 12, 2018 China Automotive Market Pulse: September 2018 (Week 4)
October 12, 2018 China Property Market Pulse: Week #41: Sales growth improved in Tier 1 after Golden Week; Tier 2 and 3 growth decline accelerated
October 8, 2018 Channel Checks and Highlights from the Week (2018 Week #40)
September 29, 2018 SRR October 2018 Calendar
September 29, 2018 SRR Aug China MMI (Macro Momentum Indicator) -12.3 vs. -6.3 (Jul) – Top Ten Observations + Monthly Flip Book
September 28, 2018 Auto Discounts Re-accelerated in September: Great Wall, Baojun and Ford discounts rose most; Nissan, Mercedes and BMW moderated most