Research

Date Report Title
September 19, 2016 KONE Trade Idea
September 19, 2016 Channel Checks and Highlights from the Week (2016 Week #37)
September 14, 2016 China Property Market Pulse (2016 Week #37): Tier 1/2 sales stabilizing; Tier 3 sales ticked up
September 14, 2016 Mid 3Q16 Automation Survey: Process drives improved outlook
September 14, 2016 Mid 3Q16 Commercial Vehicle Survey: Freight volume and rates positive; 2017 outlook ticked up
September 14, 2016 Mid 3Q16 Automotive Survey: 2017 outlook ticked down; Pricing pressures persisted
September 14, 2016 Mid 3Q16 Construction & Mining Equipment Survey: Sales/orders indices improved; 2017 outlook ticked up
September 14, 2016 Mid 3Q16 Industrial Survey: Trends Improved
September 12, 2016 Autos: Walking Around the Chengdu Auto Show …
September 12, 2016 Channel Checks and Highlights from the Week (2016 Week #36)
September 9, 2016 China Autos: August Wholesale Sales OEM Breakdown
September 7, 2016 China Property Market Pulse (2016 Week #36): Property sales accelerated across all tiers
September 4, 2016 Channel Checks and Highlights from the Week (2016 Week #35)
September 1, 2016 China Property Market Pulse (2016 Week #35): Modest acceleration in property sales; Tier 1 led by Shanghai
August 24, 2016 China Property Market Pulse (2016 Week #34): Stabilization in Tier 1 sales; Tier 2/3 continued moderation
August 21, 2016 Channel Checks and Highlights from the Week (2016 Week #33)
August 20, 2016 Property Market Monthly Flip Book (July 2016)
August 20, 2016 Portfolio Manager Monthly Flip Book (July 2016)
August 18, 2016 August Automotive Discount Monitor: Signs of Stabilization in Discount Activity
August 17, 2016 China Property Market Pulse (2016 Week #33): Tier-1 sales first Y/Y positive in 17 weeks; Stabilization across tiers
August 15, 2016 Early 3Q16 Automation Survey: Mixed start to the quarter; Pricing deteriorates; Process outlook up
August 15, 2016 Early 3Q16 Commercial Vehicle Survey: Fleet owner purchase expectations continued to improve; CMI market share new high
August 15, 2016 Early 3Q16 Automotive Survey: Outlook cautious; Lowering to Negative
August 15, 2016 Early 3Q16 Construction & Mining Equipment Survey: Sales and orders moderated; Initial 2017 outlook positive
August 15, 2016 Early 3Q16 Industrial Survey: Choppy, sideway trends to start the quarter
August 11, 2016 China Autos: July Wholesale Sales OEM Breakdown
August 10, 2016 China Property Market Pulse (2016 Week #32): Tier 1 sales stabilizing; Tier 2/3 sales moderation continued
August 7, 2016 Channel Checks and Highlights from the Week (2016 Week #31)
August 3, 2016 China Property Market Pulse (2016 Week #31): Tier 1 sales stabilize; Tier 2/3 sales continued to moderate
July 31, 2016 Channel Checks and Highlights from the Week (2016 Week #30)
July 29, 2016 TSLA China Update: 2Q16 Registrations +75% Y/Y; YTD +46%
July 27, 2016 China Property Market Pulse (2016 Week #30): Tier 1 sales continue to decline ~20% y/y; Moderation across the board
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)