Date |
Report Title |
August 25, 2020 |
Elevator Sector Comment: Positive Feedback from Shanghai Elevator Show; Industry sentiment suggests upside to 2020 outlook |
August 23, 2020 |
Channel Checks and Highlights from the Week (2020 Week #27) |
August 19, 2020 |
China Automotive Market Pulse: Aug 2020 (Week 2) |
August 16, 2020 |
Channel Checks and Highlights from the Week (2020 Week #26) |
August 13, 2020 |
China Autos: Jul 2020 Wholesale Sales OEM Breakdown |
August 13, 2020 |
China Automotive Market Pulse: Aug 2020 (Week 1) |
August 10, 2020 |
Channel Checks and Highlights from the Week (2020 Week #25) |
August 2, 2020 |
SRR Jun China MMI (Macro Momentum Indicator) +22.7 vs. +32.7 (May) – Top Ten Observations + Monthly Flip Book |
August 2, 2020 |
Auto Discount Monitor: Auto Discounts Continue to Rise at an Accelerated Pace; Chevrolet, Ford and Geely discounts rose most; Baojun discounts moderated |
July 30, 2020 |
SRR August 2020 Calendar |
July 30, 2020 |
China Automotive Market Pulse: Jul 2020 (Week 4) |
July 22, 2020 |
China Automotive Market Pulse: Jul 2020 (Week 3) |
July 19, 2020 |
Channel Checks and Highlights from the Week (2020 Week #23) |
July 16, 2020 |
China Automotive Market Pulse: Jul 2020 (Week 2) |
July 13, 2020 |
China Autos: Jun 2020 Wholesale Sales OEM Breakdown |
July 2, 2020 |
SRR May China MMI (Macro Momentum Indicator) +31.3 vs. +4.7 (Apr) – Top Ten Observations + Monthly Flip Book |
July 1, 2020 |
Auto Discount Monitor: Auto Discounts Continued to Rise in June; Audi, Great Wall and Nissan discounts rose most; Roewe, BMW and Mercedes moderated most |
July 1, 2020 |
China Automotive Market Pulse: Jun 2020 (Week 4) |
June 29, 2020 |
SRR July 2020 Calendar |
June 24, 2020 |
China Automotive Market Pulse: Jun 2020 (Week 3) |
June 17, 2020 |
China Automotive Market Pulse: Jun 2020 (Week 2) |
June 14, 2020 |
Channel Checks and Highlights from the Week (2020 Week #22) |
June 12, 2020 |
China Autos: May 2020 Wholesale Sales OEM Breakdown |
June 11, 2020 |
China Automotive Market Pulse: Jun 2020 (Week 1) |
June 7, 2020 |
Channel Checks and Highlights from the Week (2020 Week #21) |
May 31, 2020 |
Channel Checks and Highlights from the Week (2020 Week #20) |
May 30, 2020 |
SRR Apr China MMI (Macro Momentum Indicator) +4.3 vs. -23.0 (Mar) – Top Ten Observations + Monthly Flip Book |
May 30, 2020 |
SRR June 2020 Calendar |
May 29, 2020 |
TSLA China: With Production Milestones On-Target to Ahead-of-Plan, Limited Supercharger Network an Under-Appreciated Overhang; Shifting to Neutral (from Positive) |
May 27, 2020 |
China Automotive Market Pulse: May 2020 (Week 3) |
May 24, 2020 |
Channel Checks and Highlights from the Week (2020 Week #19) |
May 20, 2020 |
China Automotive Market Pulse: May 2020 (Week 2) |
May 18, 2020 |
Channel Checks and Highlights from the Week (2020 Week #18) |
May 14, 2020 |
China Autos (APTV, F, GM, BWA, LEA, etc): Probability for Positive 2Q Production Just Went Up; April Data Above Expectations; Production Recovery Sustainable; Top Picks APTV/F |
May 13, 2020 |
China Automotive Market Pulse: May 2020 (Week 1) |
May 13, 2020 |
China Autos: Apr 2020 Wholesale Sales OEM Breakdown |
May 11, 2020 |
Channel Checks and Highlights from the Week (2020 Week #17) |
May 2, 2020 |
SRR Mar China MMI (Macro Momentum Indicator) -23.0 vs. -35.3 (Jan+Feb) – Top Ten Observations + Monthly Flip Book |
May 1, 2020 |
Auto Discount Monitor: Discounts Jump Most Since Pre-NS6 Transition; Geely, Chevrolet and Baojun discounts rose most; Audi and Volkswagen moderated |
May 1, 2020 |
SRR May 2020 Calendar |
April 29, 2020 |
China Automotive Market Pulse: Apr 2020 (Week 4) |
April 22, 2020 |
China Automotive Market Pulse: Apr 2020 (Week 3) |
April 20, 2020 |
1Q20 Industrial Survey: Sharp Decline Reflecting Jan+Feb Weakness; Recovery to take longer-than-expected in Automation/Autos; Sharper rebound seen in Elevators, Construction, Trucks |
April 20, 2020 |
1Q20 Elevator Survey: Orders, pricing and outlook indicators take a hit from COVID-19; March uptick |
April 20, 2020 |
1Q20 Automation Survey: Sharp decline in sales and orders; Cautious outlook |
April 20, 2020 |
1Q20 Commercial Vehicle Survey: Fleet owner purchase expectations remain in positive territory |
April 20, 2020 |
1Q20 Construction & Mining Equipment Survey: Sales and orders fall sharply; Outlook index indicates near-term rebound, but muted full-year growth; Price pressure eased |
April 20, 2020 |
1Q20 Automotive Survey: Sales and outlook indexes at new lows amidst COVID-19; Stimulus to support 2H20 recovery |
April 19, 2020 |
Channel Checks and Highlights from the Week (2020 Week #14) |
April 15, 2020 |
China Automotive Market Pulse: Apr 2020 (Week 2) |