Date |
Report Title |
June 12, 2018 |
China Autos: May Wholesale Sales OEM Breakdown |
June 11, 2018 |
NEV and Lithium Supply Chain – China Monitor: NEV sales accelerate ahead of subsidy cuts; Tighter CAFC standards boost 2018 production |
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) |
June 1, 2018 |
SRR June 2018 Calendar |
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 Again |
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 |
On the Ground at the Beijing Auto Show: Underlying demand sluggish, but not as bad as feared; SUVs, Premium brands and TSLA, Nio, Byton dominated |
May 1, 2018 |
SRR May 2018 Calendar |
April 30, 2018 |
NEV and Lithium Supply Chain – China Monitor: Risks rise as NEV subsidies slashed by ~60% for >65% of BEV market |
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) |
April 12, 2018 |
China Autos: March Wholesale Sales OEM Breakdown |
April 12, 2018 |
China Property Market Pulse: Week #15: Tier 3 sales growth decline further; Negative trend persists across tiers |
April 12, 2018 |
China Automotive Market Pulse: April 2018 (Week 1) |
April 9, 2018 |
Channel Checks and Highlights from the Week (2018 Week #14) |