Research

Date Report Title
July 12, 2018 China Autos: June Wholesale Sales OEM Breakdown
July 12, 2018 China Property Market Pulse: Week #28: Weekly sales improved on easier comps across Tiers; Negative YTD trend persists
July 8, 2018 Channel Checks and Highlights from the Week (2018 Week #27)
July 5, 2018 China Property Market Pulse: Week #27: Tier 1/2 sales positive on easy comps, but moderate wk/wk; Weekly sales remain negative YTD
July 3, 2018 SRR May China MMI (Macro Momentum Indicator) -3.0 vs. -2.7 (Apr) – Top Ten Observations + Monthly Flip Book
July 1, 2018 Channel Checks and Highlights from the Week (2018 Week #26)
June 30, 2018 SRR July 2018 Calendar
June 29, 2018 Discounts Continue to Rise: BMW, Honda, Nissan, Buick discounts rose most; Hongguang, Baojun and VW moderated
June 28, 2018 China Property Market Pulse: Week #26: Tier 1 sales growth moderated on tougher comps; Negative YTD trend persists across Tiers
June 27, 2018 China Automotive Market Pulse: June 2018 (Week 3)
June 27, 2018 China June Field Trip Takeaways: Industrial China is Slowing; Trade War Uncertainty Starting to Weigh on the Margin; Reiterate Peak China Optimism Thesis
June 22, 2018 China Property Market Pulse: Week #25: Sales trend improved across all Tiers on easier comps: Tier 3 trend turn positive
June 22, 2018 China Automotive Market Pulse: June 2018 (Week 2)
June 17, 2018 Channel Checks and Highlights from the Week (2018 Week #24)
June 14, 2018 Mid-2Q18 Construction & Mining Equipment Survey: Sales and orders remained strong; Pricing and outlook deteriorated
June 14, 2018 Mid-2Q18 Commercial Vehicle Survey: Dealer orders and freight volumes ticked up; Outlook moderated
June 14, 2018 Mid-2Q18 Automotive Survey: Demand trends remained stable; Inventory ticked up on restocking
June 14, 2018 Mid-2Q18 Automation Survey: Sales, orders and pricing improved; Outlook stable
June 14, 2018 Mid-2Q18 Checks Solid; Moderating Outlook: Automation uptick; Machinery strong, but Infrastructure projects near four-quarter low; Pricing red flag in Construction Equipment
June 14, 2018 China Automotive Market Pulse: June 2018 (Week 1)
June 14, 2018 China Property Market Pulse: Week #24: Improved trends on easier comps across Tiers
June 12, 2018 China Autos: May Wholesale Sales OEM Breakdown
June 11, 2018 NEV and Lithium Supply Chain – China Monitor: NEV sales accelerate ahead of subsidy cuts; Tighter CAFC standards boost 2018 production
June 10, 2018 Channel Checks and Highlights from the Week (2018 Week #23)
June 8, 2018 China Automotive Market Pulse: May 2018 (Week 5)
June 7, 2018 China Property Market Pulse: Week #23: Weekly sales improve on easier comps; Trend turns positive across Tiers
June 3, 2018 Channel Checks and Highlights from the Week (2018 Week #22)
June 1, 2018 SRR June 2018 Calendar
May 31, 2018 Discounts Continued to Accelerate: Ford, Great Wall, and Roewe discounts rose most; Mercedes and BMW moderated
May 31, 2018 SRR April China MMI (Macro Momentum Indicator) -2.7 vs. -2.3 (Mar) – Top Ten Observations + Monthly Flip Book
May 31, 2018 China Property Market Pulse: Week #22: Improving Y/Y trends on easier comps; Tier 2/3 sales turn positive
May 30, 2018 China Automotive Market Pulse: May 2018 (Week 4)
May 27, 2018 Channel Checks and Highlights from the Week (2018 Week #21)
May 25, 2018 China Automotive Market Pulse: May 2018 (Week 3)
May 24, 2018 China Property Market Pulse: Week #21: Improving sales trends in Tier 3 cities; YTD trends remain negative
May 20, 2018 Channel Checks and Highlights from the Week (2018 Week #20)
May 17, 2018 China Property Market Pulse: Week #20: Sales decline continued to moderate in lower Tier cities; Negative trends persist
May 17, 2018 China Automotive Market Pulse: May 2018 (Week 2)
May 16, 2018 Construction & Mining Equipment Sector Comment: Domestic brands see big share gains; CAT market share trend negative
May 13, 2018 Channel Checks and Highlights from the Week (2018 Week #19)
May 11, 2018 Elevator Sector Comment: Incrementally Cautious; Pricing Turning Negative Again
May 11, 2018 China Autos: April Wholesale Sales OEM Breakdown
May 11, 2018 China Automotive Market Pulse: May 2018 (Week 1)
May 10, 2018 China Property Market Pulse: Week #19: Tier 2 and 3 sales decline moderated further; Negative trend persists across tiers
May 8, 2018 China Automotive Market Pulse: April 2018 (Week 4)
May 7, 2018 Channel Checks and Highlights from the Week (2018 Week #18)
May 3, 2018 China Property Market Pulse: Week #18: Moderating sales decline across tiers
May 2, 2018 On the Ground at the Beijing Auto Show
May 1, 2018 SRR May 2018 Calendar
April 30, 2018 NEV and Lithium Supply Chain – China Monitor: Risks rise as NEV subsidies slashed by ~60% for >65% of BEV market