Research

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)