Research

Date Report Title
July 24, 2016 Channel Checks and Highlights from the Week (2016 Week #29)
July 23, 2016 Portfolio Manager Monthly Flip Book (June 2016)
July 23, 2016 Property Market Monthly Flip Book (June 2016)
July 21, 2016 July Automotive Discount Monitor: No Letup In Auto Discounts
July 20, 2016 China Property Market Pulse (2016 Week #29): Tier 2/3 sales growth continued to outperform amid decelerating trend
July 17, 2016 Channel Checks and Highlights from the Week (2016 Week #28)
July 15, 2016 2Q 2016 Elevator Survey: Slight seasonal uptick, but overall trends remained negative; Receivables deteriorated
July 15, 2016 2Q16 Industrial Automation Survey: Sales and orders moderated through the quarter; Soft pricing
July 15, 2016 2Q16 Commercial Vehicle Survey: Dealer and fleet trends continue to improve; CMI market share new high
July 15, 2016 2Q16 Automotive Survey: Strong quarter for sales; Caution on the outlook
July 15, 2016 2Q16 Construction & Mining Equipment Survey: Sales and orders improve; Mining aftermarket bottoms
July 15, 2016 2Q16 Industrial Survey: Old Economy Sectors Improved; Still Cautious on Elevators
July 13, 2016 China Property Market Pulse (2016 Week #28): Tier 1 sales down over 20% y/y; Tier 2/3 still strong, but slowing
July 12, 2016 China Autos: June Wholesale Sales OEM Breakdown
July 11, 2016 China Update from the Ground: Stable Demand; Steel Costs, Floods Near-term Headwinds
July 10, 2016 Channel Checks and Highlights from the Week (2016 Week #27)
July 7, 2016 China Property Market Pulse (2016 Week #27): Sales growth moderation continued
July 4, 2016 Channel Checks and Highlights from the Week (2016 Week #26)
June 29, 2016 China Property Market Pulse (2016 Week #26): Mixed week; Sales growth deceleration continued; Tier 3 first m/m positive in 10 weeks
June 26, 2016 Channel Checks and Highlights from the Week (2016 Week #25)
June 24, 2016 June Automotive Discount Monitor: Discounting Activity Accelerated
June 23, 2016 More Signs of Peak in Anti-Corruption Headwind
June 22, 2016 China Property Market Pulse (2016 Week #25): Continued deceleration in sales across tiers
June 19, 2016 Channel Checks and Highlights from the Week (2016 Week #24)
June 18, 2016 Property Market Monthly Flip Book (May 2016)
June 18, 2016 Portfolio Manager Monthly Flip Book (May 2016)
June 15, 2016 China Property Market Pulse (2016 Week #24): Tier 1 sales decline accelerated; Tier 2/3 deceleration continued
June 14, 2016 Mid 2Q16 Industrial Automation Survey: Sales and orders moderated; Early signs of Auto capex weakness
June 14, 2016 Mid 2Q16 Commercial Vehicle Survey: Dealer and fleet trends continued to improve; Raising to Positive
June 14, 2016 Mid 2Q16 Automotive Survey: Better month for sales, but outlook flat and pricing negative
June 14, 2016 Mid 2Q16 Construction & Mining Equipment Survey: Signs of stabilization following pullback; Shift to Neutral
June 14, 2016 Mid 2Q16 Industrial Survey: Overall Trends Mixed; Weak Pricing Despite Stimulus
June 13, 2016 China Autos: May Wholesale Sales OEM Breakdown
June 8, 2016 China Property Market Pulse (2016 Week #23): Continued deceleration in sales
June 5, 2016 Channel Checks and Highlights from the Week (2016 Week #22)
June 1, 2016 China Property Market Pulse (2016 Week #22): Sales growth continued to decelerate; Tier-3 sales first Y/Y decline in 62 weeks
May 30, 2016 Perspectives on Recent Terex-Zoomlion News
May 29, 2016 Channel Checks and Highlights from the Week (2016 Week #21)
May 25, 2016 China Property Market Pulse (2016 Week #21): Continued deceleration in property sales
May 24, 2016 Channel Checks and Highlights from the Week (2016 Week #20)
May 21, 2016 Property Market Monthly Flip Book (Apr 2016)
May 21, 2016 Portfolio Manager Monthly Flip Book (Apr2016)
May 19, 2016 May Automotive Discount Monitor: Discounting Activity Continued to Trend Up
May 18, 2016 China Property Market Pulse (2016 Week #20): Continued deceleration in property sales; Tier 1 4th consecutive negative Y/Y decline
May 17, 2016 Takeaways from Shanghai Elevator Expo
May 15, 2016 Channel Checks and Highlights from the Week (2016 Week #19)
May 13, 2016 Early 2Q16 Industrial Survey: 2Q16 Starts Off Mixed; Early Signs of 2H16 Caution
May 13, 2016 Early 2Q16 Industrial Automation Survey: Improved demand trends, but caution regarding 2H16 and beyond
May 13, 2016 Early 2Q16 Commercial Vehicle Survey: Continued improvement in dealer sales and freight volumes; Outlook ticked up
May 13, 2016 Early 2Q16 Automotive Survey: Mixed trends; Sales uptick, but promotions also rise