Research

Date Report Title
March 15, 2016 Mid-1Q16 Commercial Vehicle Survey: Better month overall; Dealer outlook at five-month high
March 15, 2016 Mid-1Q16 Automotive Survey: Volume outlook still solid; Pricing trends deteriorated; Lowering to Neutral
March 15, 2016 Mid-1Q16 Construction & Mining Equipment Survey: Quarter-to-date trends tracking above 4Q15; Mining still negative
March 15, 2016 February 2016 Survey: Improved Near-Term Trends Likely
March 13, 2016 Channel Checks and Highlights from the Week (2016 Week #10)
March 13, 2016 China Autos: February Wholesale Sales OEM Breakdown
March 9, 2016 China Property Market Pulse (2016 Week #10): Continued acceleration in property sales
March 8, 2016 Construction Equipment: Recent checks better than expected
March 6, 2016 Channel Checks and Highlights from the Week (2016 Week #9)
March 4, 2016 China Property Market Pulse (2016 Week #9): Post-CNY sales spike continues as looser policy drives demand
February 28, 2016 Channel Checks and Highlights from the Week (2016 Week #8)
February 25, 2016 Has Anti-Corruption Peaked?
February 24, 2016 China Property Market Pulse (2016 Week #8): Sales rebound post-Chinese New Year; Tier 3 sales growth leading YTD
February 21, 2016 Channel Checks and Highlights from the Week (2016 Week #7)
February 19, 2016 February Automotive Discount Monitor: SRR Discount Composite Stable with Moving Parts
February 17, 2016 China Property Market Pulse (2016 Week #7): YTD Tier 1 sales turn negative amid sales slowdown
February 17, 2016 January PV Wholesale Sales Estimated +11.4% Y/Y
February 16, 2016 January 2016 Survey: Pre-CNY Sales Trends Stable; Outlook Mixed
February 16, 2016 Early 1Q16 Industrial Automation Survey: January trends weaker sequentially; 2016 outlook lowered
February 16, 2016 Early 1Q16 Commercial Vehicle Survey: Overall mixed trends to start the quarter; Fleets still cautious on capex
February 16, 2016 Early 1Q16 Automotive Survey: Positive sales continued, but dealers more cautious
February 16, 2016 Early 1Q16 Construction & Mining Equipment Survey: Encouraging start to quarter; January ticked up
February 7, 2016 Channel Checks and Highlights from the Week (2016 Week #5)
February 3, 2016 China Property Market Pulse (2016 Week #5): Tier 3 and Tier 2 sales outpace Tier 1 YTD
January 31, 2016 Channel Checks and Highlights from the Week (2016 Week #4)
January 27, 2016 Terex/Zoomlion Comment: Thoughts on Terex-Zoomlion News
January 27, 2016 China Property Market Pulse (2016 Week #4): Sales and pricing mixed
January 27, 2016 TSLA China Update: 4Q 2015 Registrations +26% Q/Q; China JV Plans
January 24, 2016 Channel Checks and Highlights from the Week (2016 Week #3)
January 23, 2016 Property Market Monthly Flip Book (December 2015)
January 23, 2016 Portfolio Manager Monthly Flip Book (December 2015)
January 20, 2016 China Property Market Pulse (2016 Week #3): Solid start to the year for China property sales; Pricing mixed
January 19, 2016 January Automotive Discount Monitor: SRR Discount Composite Moderated
January 17, 2016 Channel Checks and Highlights from the Week (2016 Week #2)
January 15, 2016 Elevator Quarterly Survey 4Q 2015
January 14, 2016 China Field Trip Takeaways: No Panic In China
January 14, 2016 December 2015 Survey: Autos Shine; Construction Equipment Stabilized
January 14, 2016 4Q15 Industrial Automation Survey: Q/Q trends weaker, but December trends improved
January 14, 2016 4Q15 Commercial Vehicle Survey: Overall trends lower Q/Q; Outlook mixed
January 14, 2016 4Q15 Automotive Survey: Strong quarter; 2016 sales outlook ticked up; Pricing expectations improved
January 14, 2016 4Q15 Construction & Mining Equipment Survey: Stabilizing quarter; December uptick
January 13, 2016 China Property Market Pulse (2016 Week #2): Property sales accelerate
January 11, 2016 SRR 2016 Calendar
January 11, 2016 December PV Wholesale Sales Estimated +20.8% Y/Y
January 11, 2016 Channel Checks and Highlights from the Week (2016 Week #1)
January 6, 2016 China Property Market Pulse (2016 Week #1): Tier 1/3 sales flattish to start the year; Tier 2 sales outperform
December 30, 2015 China Property Market Pulse (Week #52): Trends mixed into year-end as comps moderate; Property sales end 2015 +20-40% Y/Y
December 28, 2015 Channel Checks and Highlights from the Week (Week #52)
December 23, 2015 China Property Market Pulse (Week #51): Sales pick up into year-end; Y/Y comps continue to moderate
December 22, 2015 December Automotive Discount Monitor: SRR Discount Composite Stable