Research

Date Report Title
April 24, 2019 China Automotive Market Pulse: April 2019 (Week 3)
April 23, 2019 On the Ground at the Shanghai Auto Show
April 22, 2019 Channel Checks and Highlights from the Week (2019 Week #16)
April 18, 2019 China Property Pulse – Week #16: Sales continued to improve in Tier 1/2 cities; Tier 3 decline accelerated
April 17, 2019 1Q19 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, GM, etc): Survey Suggests Downward Pressure Persists; Machinery Underperformed Seasonality; Auto Sales Still Weak, but Dealer Sentiment Bottomed; Upside Risk to Elevator Orders
April 17, 2019 China Automotive Market Pulse: April 2019 (Week 2)
April 16, 2019 1Q19 Automation Survey: Relatively stable trends; Demand not as bad as feared
April 16, 2019 1Q19 Commercial Vehicle Survey: Dealer sales and freight volume index ticked down; Lower emissions tailwind ahead
April 16, 2019 1Q19 Automotive Survey: Bottoming process underway; 2019 expectations lowered
April 16, 2019 1Q19 Construction & Mining Equipment Survey: Moderating industry optimism; Sales and orders index ticked down
April 16, 2019 Bauma Munich 2019: Competitive Observations from Munich Bauma; Chinese OEMs not an immediate threat in Western markets, but getting closer to forecast horizon
April 15, 2019 Channel Checks and Highlights from the Week (2019 Week #15)
April 11, 2019 China Property Pulse – Week #15: Tier 1/2 sales growth remain positive; Tier 3 decline moderated
April 10, 2019 China Automotive Market Pulse: April 2019 (Week 1)
April 9, 2019 China Automotive Market Pulse: March 2019 (Week 4)
April 8, 2019 Channel Checks and Highlights from the Week (2019 Week #14)
April 4, 2019 China Property Pulse – Week #14: Continued strength in Tier 1 and 2 cities; Tier 3 weakness persists
April 3, 2019 SRR China Property Price Index (March 2019): March SRR Proprietary Same-Store Residential Price Index ticked up slightly across all tiers ex-tier 2 cities
April 1, 2019 Channel Checks and Highlights from the Week (2019 Week #13)
March 30, 2019 SRR Jan+Feb China MMI (Macro Momentum Indicator) -10.0 vs. -1.0 (Dec) – Top Ten Observations + Monthly Flip Book
March 30, 2019 SRR April 2019 Calendar
March 29, 2019 Auto Discount Monitor: Domestic Brands Drive Uptick in Mar Auto Discounts; Ford, Geely and Roewe discounts rose most; Hongguang, BMW and Mercedes moderated most
March 29, 2019 China Property Pulse – Week #13: Tier 1 and 2 cities sales growth improve on easy comps; Tier 3 growth deteriorates
March 27, 2019 China Automotive Market Pulse: March 2019 (Week 3)
March 26, 2019 China Construction Equipment Checks: Signs of All-out Price War in Excavator Market; Industry sentiment cautious despite strong 1Q19 sales to-date
March 25, 2019 Channel Checks and Highlights from the Week (2019 Week #12)
March 22, 2019 China Property Pulse – Week #12: Rolling four-week sales stable in Tier 1+2 cities; Tier 3 weakness continued
March 20, 2019 China Automotive Market Pulse: March 2019 (Week 2)
March 18, 2019 Channel Checks and Highlights from the Week (2019 Week #11)
March 14, 2019 China Property Pulse – Week #11: Improving sales trends in Tier 1 cities; Tier 2/3 decline moderated
March 13, 2019 China Automotive Market Pulse: March 2019 (Week 1)
March 11, 2019 Channel Checks and Highlights from the Week (2019 Week #10)
March 8, 2019 China Automotive Market Pulse: February 2019 (Week 4)
March 7, 2019 China Property Pulse – Week #10: Sales growth moderated in Tier 1 cities; Negative trends persists across lower Tiers
March 1, 2019 SRR March 2019 Calendar
February 28, 2019 Auto Discount Monitor: SRR Auto Discount Index Stable for Second Month; Ford, BYD and Audi discounts rose most; Chevrolet, Mercedes and Buick moderated most
February 28, 2019 China Property Pulse – Week #9: Mixed trends across Tiers; Sub-tier 1 cities in negative trend
February 27, 2019 China Automotive Market Pulse: February 2019 (Week 3)
February 25, 2019 Channel Checks and Highlights from the Week (2019 Week #8)
February 25, 2019 China Field Trip Takeaways: Visibility Into Peak Season Limited; Property Tightening Cycle Likely Over; Upside bias to Elevator orders; Reiterate Positive Autos and Cautious Machinery views
February 22, 2019 China Property Pulse – Week #8: Lower-tier city sales underperformance continued
February 21, 2019 China Autos: Jan Wholesale Sales OEM Breakdown
February 21, 2019 China Automotive Market Pulse: February 2019 (Week 2)
February 18, 2019 Channel Checks and Highlights from the Week (2019 Week #7)
February 15, 2019 China Automotive Market Pulse: January 2019 (Week 5)
February 14, 2019 China Property Pulse – Week #7: Lunar New Year week sees mixed performance by tiers; Tier 3 underperformance versus Tier 1 recovery
February 4, 2019 Channel Checks and Highlights from the Week (2019 Week #5)
February 1, 2019 SRR China Property Price Index(January 2019): Proprietary same-store price index down from peak, but tick up in Tier 1 and 2 cities; Stable in Tier 3 and 4
February 1, 2019 China Property Pulse – Week #5: Sales growth moderated across Tier 1-3 cities
February 1, 2019 SRR February 2019 Calendar