Research

Date Report Title
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)
April 13, 2020 China Autos: Mar 2020 Wholesale Sales OEM Breakdown
April 13, 2020 China Automotive Market Pulse: Apr 2020 (Week 1)
April 6, 2020 Channel Checks and Highlights from the Week (2020 Week #12)
April 3, 2020 Auto Discount Monitor: SRR Auto Discount Index Jumped to 5-Month High; Geely, Hongguang and Baojun discounts rose most; Audi, Chevrolet and Nissan moderated most
April 2, 2020 SRR Jan+Feb China MMI (Macro Momentum Indicator) -35.3 vs. +1.0 (Dec) – Top Ten Observations + Monthly Flip Book
April 1, 2020 Construction Equipment Sector Comment: Checks Suggest Mar Excavator Sales Much Better than Expected; Estimating Mar Machine Hours >100
April 1, 2020 SRR April 2020 Calendar
March 30, 2020 Channel Checks and Highlights from the Week (2020 Week #11)
March 25, 2020 China Automotive Market Pulse: Mar 2020 (Week 3)
March 19, 2020 China Automotive Market Pulse: Mar 2020 (Week 2)
March 15, 2020 Channel Checks and Highlights from the Week (2020 Week #10)
March 12, 2020 China Automotive Market Pulse: Mar 2020 (Week 1)
March 11, 2020 China Autos: Feb 2020 Wholesale Sales OEM Breakdown
March 8, 2020 Channel Checks and Highlights from the Week (2020 Week #9)
March 6, 2020 China Automotive Market Pulse: Feb 2020 (Week 4)
March 1, 2020 Channel Checks and Highlights from the Week (2020 Week #8)
February 29, 2020 SRR March 2020 Calendar
February 28, 2020 Auto Discount Monitor: SRR Auto Discount Index Increased Slightly in Feb; Baojun, Mercedes and Great Wall discounts rose most; Nissan, Chevrolet and Honda moderated most
February 27, 2020 China Automotive Market Pulse: Feb 2020 (Week 3)
February 24, 2020 COVID-19 Comment: COVID-19 Impact Under-Appreciated; Full Recoup Unlikely; Feb Auto/Excavator Sales Down 60-90%; 80-90% Excavator Fleet Still Idle
February 24, 2020 Channel Checks and Highlights from the Week (2020 Week #7)
February 21, 2020 China Automotive Market Pulse: Feb 2020 (Week 2)
February 18, 2020 China Autos: Jan 2020 Wholesale Sales OEM Breakdown
February 10, 2020 Channel Checks and Highlights from the Week (2020 Week #5)
February 4, 2020 SRR China Property Price Index (Jan 2020): Proprietary Same-Store Resi Price Index ticked up across higher tier cities