Research

Date Report Title
February 14, 2019 China Property Pulse – Week #7: Lunar New Year week sees mixed performance by tiers; Tier 3 underperformance versus Tier 1 recovery
February 4, 2019 Channel Checks and Highlights from the Week (2019 Week #5)
February 1, 2019 SRR China Property Price Index(January 2019): Proprietary same-store price index down from peak, but tick up in Tier 1 and 2 cities; Stable in Tier 3 and 4
February 1, 2019 China Property Pulse – Week #5: Sales growth moderated across Tier 1-3 cities
February 1, 2019 SRR February 2019 Calendar
February 1, 2019 SRR Dec China MMI (Macro Momentum Indicator) -1.0 vs. -3.0 (Nov) – Top Ten Observations + Monthly Flip Book
January 31, 2019 Auto Discount Monitor: SRR Auto Discount Index Stabilized; Mercedes, Audi and Baojun discounts rose most; Honda, Chevrolet and Roewe moderated most
January 28, 2019 Channel Checks and Highlights from the Week (2019 Week #4)
January 24, 2019 China Property Pulse – Week #4: Sales trends improved across Tiers on easy comps
January 22, 2019 SRR China Property Price Index: December 2018
January 22, 2019 China Property Market Pulse: Week #3: Weekly sales improve on easy comps in Tier 1/2 cities; Negative sales trends persist in Tier 3 cities
January 21, 2019 Channel Checks and Highlights from the Week (2019 Week #3)
January 18, 2019 China Autos: Dec Wholesale Sales OEM Breakdown
January 17, 2019 4Q18 Automotive Survey: Bottoming process underway; Flat expectations for 2019
January 17, 2019 4Q18 Commercial Vehicle Survey: Below-seasonal trends; Fleet owner optimism 11-quarter low
January 17, 2019 4Q18 Automation Survey: Sales and orders increase sequentially; 2019 outlook positive
January 17, 2019 4Q18 Construction & Mining Equipment Survey: Sales and orders tick up; Industry optimism and outlook declined
January 17, 2019 4Q18 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, GM, etc): Seasonal Uptick Offset by Softer Industry Sentiment; Elevators Upside; Autos Bottoming; Cautious Machinery & Automation Outlooks
January 13, 2019 Channel Checks and Highlights from the Week (2019 Week #2)
January 11, 2019 China Automotive Market Pulse: January 2019 (Week 1)
January 11, 2019 China Property Market Pulse: Week #2: Tier 1 double-digit sales growth on easy comps; Tier 2/3 sales decline accelerated
January 10, 2019 China Field Trip Takeaways: Wary of 1Q19 Air Pocket
January 5, 2019 Channel Checks and Highlights from the Week (2019 Week #1)
January 4, 2019 China Property Market Pulse: Week #1: Tier 1 and 2 sales growth improved; Tier 3 growth deteriorates on tough comps
December 30, 2018 SRR Nov China MMI (Macro Momentum Indicator) -2.7 vs. -5.0 (Oct) – Top Ten Observations + Monthly Flip Book
December 29, 2018 2019 Calendar of Events
December 28, 2018 Discounting Activity Remains Aggressive; Discounts increased across all brands; Chevrolet, Mercedes and Geely rose most
December 28, 2018 China Property Market Pulse: Week #52: Tier 1 sales growth jumps on easy comps; Tier 2 stable; Tier 3 growth deteriorates
December 26, 2018 China Automotive Market Pulse: December 2018 (Week 3)
December 24, 2018 Channel Checks and Highlights from the Week (2018 Week #51)
December 20, 2018 China Automotive Market Pulse: December 2018 (Week 2)
December 20, 2018 China Property Market Pulse: Week #51: Positive sales growth in Tier 1/2 cities; Tier 3 remained negative
December 19, 2018 Mid-4Q18 Automation Survey: Sequential uptick on sales; Orders and outlook remained weak
December 19, 2018 Mid-4Q18 Commercial Vehicle Survey: Below-seasonal trends; Fleet owner optimism dropped to 11- quarter low
December 19, 2018 Mid-4Q18 Automotive Survey: Seasonal uptick; Flat expectations for 2019
December 19, 2018 Mid-4Q18 Construction & Mining Equipment Survey: Modest improvement in sales, orders, pricing; Gov’t spending up
December 19, 2018 Mid-4Q18 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, GM, etc): Sentiment Weaker than Demand; Sales Uptick on Seasonality and Gov’t Spending; Outlook Mixed
December 14, 2018 Purchase Tax Cut Not Only Option to Boost Demand; Digging Deeper into Reported Tax Deductions from 2019
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