Research

Date Report Title
May 11, 2017 China Property Pulse – Week #19: Tier 1/2 sales remained negative; Tier 3 sales accelerated
May 8, 2017 China Automotive Market Pulse – April 2017 (Week 4)
May 6, 2017 Channel Checks and Highlights from the Week (2017 Week #18)
May 3, 2017 China Property Pulse – Week #18: Continued negative sales trends in Tier 1 & 2 cities
May 3, 2017 SRR May 2017 Calendar
May 2, 2017 TSLA China: 1Q17 Registrations +20% Y/Y
May 2, 2017 China Autos: Walking Around Shanghai Auto Show … Domestic brand competitive moat improving; Signs of slowdown evident
April 29, 2017 Channel Checks and Highlights from the Week (2017 Week #17)
April 27, 2017 China Automotive Market Pulse – April 2017 (Week 3)
April 26, 2017 China Property Pulse – Week #17: Negative, albeit improved, trends persist in Tier 1/2 markets; Tier 3 sales re-accelerated
April 24, 2017 Channel Checks and Highlights from the Week (2017 Week #16)
April 21, 2017 Abridged Transcript – Elevator Industry Conference Call (SRR Speaker Series)
April 21, 2017 April Auto Discounts Continue to Increase at Fast Rate: Audi, Great Wall discounts rose most; BMW, Geely moderated
April 19, 2017 China Property Pulse – Week #16: Continued negative trends in Tier 1/2; Tier 3 sales accelerated
April 19, 2017 Strong 1Q17, but Not Unexpected; 1H17 Visibility Favorable; 2H17 and 2018 Risks Remain: Machinery demand strong; Autos soft; Elevators near-term upside, but outlook remains negative
April 19, 2017 1Q17 Elevator Survey: Better-than-expected start to the year; Outlook still challenged
April 19, 2017 1Q17 Commercial Vehicle Survey: Strong sales/orders trends; Pricing/freight rate expectations at new highs
April 19, 2017 1Q17 Automation Survey: Positive quarter overall; Pricing environment improved
April 19, 2017 1Q17 Automotive Survey: Signs of weakness emerge; Downside risks outweigh upside
April 19, 2017 1Q17 Construction & Mining Equipment Survey: Strong quarter; Mining aftermarket cycle-high; Increased 2017 outlook
April 17, 2017 Channel Checks and Highlights from the Week (2017 Week #15)
April 13, 2017 China Property Pulse – Week #15: Continued negative trends in Tier 1/2; Tier 3 positive YTD but moderating
April 13, 2017 China Autos: March Wholesale Sales OEM Breakdown
April 12, 2017 Abridged Transcript – Automotive Conference Call (SRR Speaker Series)
April 10, 2017 Channel Checks and Highlights from the Week (2017 Week #14)
April 6, 2017 China Property Pulse – Week #14: Continued negative sales trends in Tier 1/2; Tier 3 slightly positive
April 6, 2017 Abridged Transcript – Excavator Dealer Conference Call (SRR Speaker Series)
April 4, 2017 China Autos: Weakest Start Since 2009; Risk of Negative Growth Under-appreciated; Red flags – registrations, inventories, promotions
April 2, 2017 Channel Checks and Highlights from the Week (2017 Week #13)
April 2, 2017 SRR Jan+Feb China MMI (Macro Momentum Indicator) +5.7 vs. +10.0 (Dec) – Top Ten Observations + Monthly Flip Book
April 1, 2017 SRR April 2017 Calendar
March 29, 2017 March Automotive Discount Monitor: SRR March Auto Discount Sequential Change Index Jumps; Buick, Chevrolet discounts rose most; Roewe discounts moderated
March 29, 2017 China Property Pulse – Week #13: All three tiers negative for second week in a row
March 26, 2017 Channel Checks and Highlights from the Week (2017 Week #12)
March 23, 2017 China Property Pulse – Week #12: All three tiers negative sales growth for Week 12
March 19, 2017 Channel Checks and Highlights from the Week (2017 Week #11)
March 16, 2017 China Property Pulse – Week #11: Weekly data continue to point to weak property market trends; Tier 3 outperforms
March 15, 2017 Mid-1Q17 Automation Survey: Sales and orders moderated; Process sales pullback, but outlook above average
March 15, 2017 Mid-1Q17 Commercial Vehicle Survey: Policy and macro drivers continue to underpin favourable trends
March 15, 2017 Mid-1Q17 Automotive Survey: Mixed trends to start the year; Sales and foot traffic declined, but demand more resilient than feared
March 15, 2017 Mid-1Q17 Construction & Mining Equipment Survey: Strong near-term demand; Mining aftermarket cycle-high; Competitive pressures persist
March 15, 2017 Mid-1Q17 Industrial Survey: Strong Start for Machinery; Mixed Trends in Autos and Automation
March 13, 2017 China Autos: February Wholesale Sales OEM Breakdown
March 12, 2017 Channel Checks and Highlights from the Week (2017 Week #10)
March 9, 2017 China Property Pulse – Week #10: Tier 2 sales turn negative on YTD basis; Tier 3 still positive
March 6, 2017 Channel Checks and Highlights from the Week (2017 Week #9)
March 3, 2017 Post-CNY Checks Positive; Strong Start for Machinery
March 1, 2017 China Property Pulse – Week #9: Property market decline accelerates in Tier 2/3 cities; First negative Y/Y for Tier 3 in 15 months
February 28, 2017 February Automotive Discount Monitor: SRR Auto Discount Composite Ticks Up; SUV discounts at 1+ year high; Audi, Buick rose most; BYD, Ford lead declines
February 28, 2017 SRR March 2017 Calendar