Research

Date Report Title
June 17, 2018 Channel Checks and Highlights from the Week (2018 Week #24)
June 14, 2018 Mid-2Q18 Construction & Mining Equipment Survey: Sales and orders remained strong; Pricing and outlook deteriorated
June 14, 2018 Mid-2Q18 Commercial Vehicle Survey: Dealer orders and freight volumes ticked up; Outlook moderated
June 14, 2018 Mid-2Q18 Automotive Survey: Demand trends remained stable; Inventory ticked up on restocking
June 14, 2018 Mid-2Q18 Automation Survey: Sales, orders and pricing improved; Outlook stable
June 14, 2018 Mid-2Q18 Checks Solid; Moderating Outlook: Automation uptick; Machinery strong, but Infrastructure projects near four-quarter low; Pricing red flag in Construction Equipment
June 14, 2018 China Automotive Market Pulse: June 2018 (Week 1)
June 14, 2018 China Property Market Pulse: Week #24: Improved trends on easier comps across Tiers
June 12, 2018 China Autos: May Wholesale Sales OEM Breakdown
June 10, 2018 Channel Checks and Highlights from the Week (2018 Week #23)
June 8, 2018 China Automotive Market Pulse: May 2018 (Week 5)
June 7, 2018 China Property Market Pulse: Week #23: Weekly sales improve on easier comps; Trend turns positive across Tiers
June 3, 2018 Channel Checks and Highlights from the Week (2018 Week #22)
May 31, 2018 Discounts Continued to Accelerate: Ford, Great Wall, and Roewe discounts rose most; Mercedes and BMW moderated
May 31, 2018 SRR April China MMI (Macro Momentum Indicator) -2.7 vs. -2.3 (Mar) – Top Ten Observations + Monthly Flip Book
May 31, 2018 China Property Market Pulse: Week #22: Improving Y/Y trends on easier comps; Tier 2/3 sales turn positive
May 30, 2018 China Automotive Market Pulse: May 2018 (Week 4)
May 27, 2018 Channel Checks and Highlights from the Week (2018 Week #21)
May 25, 2018 China Automotive Market Pulse: May 2018 (Week 3)
May 24, 2018 China Property Market Pulse: Week #21: Improving sales trends in Tier 3 cities; YTD trends remain negative
May 20, 2018 Channel Checks and Highlights from the Week (2018 Week #20)
May 17, 2018 China Property Market Pulse: Week #20: Sales decline continued to moderate in lower Tier cities; Negative trends persist
May 17, 2018 China Automotive Market Pulse: May 2018 (Week 2)
May 16, 2018 Construction & Mining Equipment Sector Comment: Domestic brands see big share gains; CAT market share trend negative
May 13, 2018 Channel Checks and Highlights from the Week (2018 Week #19)
May 11, 2018 Elevator Sector Comment: Incrementally Cautious; Pricing Turning Negative
May 11, 2018 China Autos: April Wholesale Sales OEM Breakdown
May 11, 2018 China Automotive Market Pulse: May 2018 (Week 1)
May 10, 2018 China Property Market Pulse: Week #19: Tier 2 and 3 sales decline moderated further; Negative trend persists across tiers
May 8, 2018 China Automotive Market Pulse: April 2018 (Week 4)
May 7, 2018 Channel Checks and Highlights from the Week (2018 Week #18)
May 3, 2018 China Property Market Pulse: Week #18: Moderating sales decline across tiers
May 2, 2018 Autos: On the Ground at the Beijing Auto Show
April 30, 2018 TSLA China Update: 1Q18 Registrations Spike; New Quarterly Record; Geographic distribution of sales increased materially
April 30, 2018 SRR March China MMI (Macro Momentum Indicator) -1.3 vs. +0.7 (Jan+Feb) – Top Ten Observations + Monthly Flip Book
April 30, 2018 Discounts Reaccelerated in April: Discounts up across the board; Geely, Great Wall, Mercedes and Audi rose most
April 29, 2018 Channel Checks and Highlights from the Week (2018 Week #17)
April 26, 2018 China Property Market Pulse: Week #17: Tier 1 and Tier 3 cities pace declines; Negative trends across Tier 1- 3 persist
April 25, 2018 China Automotive Market Pulse: April 2018 (Week 3)
April 23, 2018 Channel Checks and Highlights from the Week (2018 Week #16)
April 19, 2018 China Automotive Market Pulse: April 2018 (Week 2)
April 19, 2018 Abridged Transcript – China Automotive Industry Conference Call
April 19, 2018 China Property Market Pulse: Week #16: Negative sales trends persist across Tier 1-3; Tier 1/3 down double-digits
April 18, 2018 1Q18 Elevator Survey: Stable sequential trends; Cautious 2018 outlook
April 18, 2018 1Q18 Automation Survey: Sales and orders moderated; Consumer electronics ticked down
April 18, 2018 1Q18 Automotive Survey: Dealer sales and outlook indices stable; Pricing pressure persists
April 18, 2018 1Q18 Commercial Vehicle Survey: Dealer sales and orders stable; Fleet owner purchase intentions continue to drop
April 18, 2018 1Q18 Construction & Mining Equipment Survey: Strong quarter, but no change to outlook as growth moderates
April 18, 2018 1Q18 China Trends Mostly Better-than-Expected: Machinery Strong, but Slowing; Autos, Elevators Stable; Automation Softer; Outlooks Mixed
April 16, 2018 Channel Checks and Highlights from the Week (2018 Week #15)