Research

Date Report Title
February 24, 2020 COVID-19 Comment: COVID-19 Impact Under-Appreciated; Full Recoup Unlikely; Feb Auto/Excavator Sales Down 60-90%; 80-90% Excavator Fleet Still Idle
February 24, 2020 Channel Checks and Highlights from the Week (2020 Week #7)
February 21, 2020 China Automotive Market Pulse: Feb 2020 (Week 2)
February 18, 2020 China Autos: Jan 2020 Wholesale Sales OEM Breakdown
February 10, 2020 Channel Checks and Highlights from the Week (2020 Week #5)
February 4, 2020 SRR China Property Price Index (Jan 2020): Proprietary Same-Store Resi Price Index ticked up across higher tier cities
February 4, 2020 Auto Discount Monitor: Auto Discounts Ticked Down in Jan; Buick, Audi and Ford discounts rose most; Hongguang, Baojun and Honda moderated most
February 2, 2020 SRR Dec China MMI (Macro Momentum Indicator) +1.0 vs. +4.7 (Nov) – Top Ten Observations + Monthly Flip Book
January 30, 2020 SRR February 2020 Calendar
January 22, 2020 China Automotive Market Pulse: Jan 2020 (Week 2)
January 19, 2020 Channel Checks and Highlights from the Week (2020 Week #2)
January 17, 2020 4Q19 Elevator Survey: Positive order trends continued; Further signs of favourable pricing; 2020 outlook positive
January 17, 2020 4Q19 Industrial Survey: Overall, A Better Quarter; Machinery demand upside; Elevators/Process positive outlook; Autos stable; Discrete Automation weakness
January 17, 2020 4Q19 Commercial Vehicle Survey: Overloading Crackdown re-intensifies, driving sales and outlook higher
January 17, 2020 4Q19 Construction & Mining Equipment Survey: Sales and orders ticked up, while pricing stabilized; 2020 outlook mixed
January 17, 2020 4Q19 Automation Survey: Sales and orders decline for Discrete Automation; Process orders ticked up
January 17, 2020 4Q19 Automotive Survey: Outlook improved as sales stabilized; Inventory five-quarter low; Reduced expectations for stimulus
January 15, 2020 China Automotive Market Pulse: Jan 2020 (Week 1)
January 14, 2020 China Autos: Dec 2019 Wholesale Sales OEM Breakdown
January 13, 2020 TSLA China: Peeling Back the Onion on TSLA’s China Business; Model 3 Introduction and Localization sets stage for growth; Limited Supercharger network remains critical bottleneck
January 12, 2020 Channel Checks and Highlights from the Week (2020 Week #1)
January 10, 2020 China Property Pulse – Week #2: Sales growth improved across Tiers in Week 2
January 3, 2020 China Property Pulse – Week #1: Tier 1 and 2 weekly sales growth remained negative; Tier 3 growth moderated
December 31, 2019 SRR Nov China MMI (Macro Momentum Indicator) +4.7 vs. -2.7 (Oct) – Top Ten Observations + Monthly Flip Book
December 30, 2019 SRR January 2020 Calendar
December 26, 2019 China Automotive Market Pulse: Dec 2019 (Week 3)
December 22, 2019 Channel Checks and Highlights from the Week (2019 Week #51)
December 22, 2019 China Property Pulse – Week #51: Tier 1 sales growth declined on tough comps; Sales growth in Tier 2-3 improved
December 20, 2019 China Construction Equipment Checks: 2020 Expectations Negative, but Near-Term More Upside than Downside Risk; No Let Up Seen in Price War
December 18, 2019 China Automotive Market Pulse: Dec 2019 (Week 2)
December 15, 2019 Channel Checks and Highlights from the Week (2019 Week #50)
December 13, 2019 China Autos: Nov 2019 Wholesale Sales OEM Breakdown
December 13, 2019 China Property Pulse – Week #50: Mixed trends across Tiers; Tier 3 sales accelerated
December 9, 2019 Channel Checks and Highlights from the Week (2019 Week #49)
December 5, 2019 China Property Pulse – Week #49: Weekly sales improved across Tier 1-3 cities; Tier 3 turned positive YTD
December 3, 2019 SRR Oct China MMI (Macro Momentum Indicator) -2.7 vs. +0.0 (Sep) – Top Ten Observations + Monthly Flip Book
November 29, 2019 Metalex Bangkok 2019: Cautious Sentiment as Demand Continues to Soften; Low visibility and Trade War uncertainty cloud 2020 outlook
November 29, 2019 SRR December 2019 Calendar
November 29, 2019 Auto Discount Monitor: Auto Discounts Increase at Highest Pace Since May; Chevrolet, Baojun and Geely discounts rose most; Honda and BYD moderated
November 28, 2019 China Property Pulse – Week #48: Sales growth moderated across Tier 1-3 cities
November 27, 2019 China Automotive Market Pulse: Nov 2019 (Week 3)
November 24, 2019 Channel Checks and Highlights from the Week (2019 Week #47)
November 21, 2019 China Property Pulse – Week #47: Tier 1 sales growth accelerated; Tier 2/3 growth deteriorated
November 20, 2019 China Automotive Market Pulse: Nov 2019 (Week 2)
November 18, 2019 Channel Checks and Highlights from the Week (2019 Week #46)
November 14, 2019 China Property Pulse – Week #46: Tier 1 and 3 cities weekly sales growth improved on easy comps; Tier 2 growth turned negative
November 13, 2019 China Autos: Oct 2019 Wholesale Sales OEM Breakdown
November 13, 2019 China Automotive Market Pulse: Nov 2019 (Week 1)
November 11, 2019 China Property Pulse – Week #45: Sales growth moderated across city tiers
November 10, 2019 Channel Checks and Highlights from the Week (2019 Week #45)