Research

Date Report Title
June 1, 2019 SRR June 2019 Calendar
June 1, 2019 SRR Apr China MMI (Macro Momentum Indicator) -9.3 vs. -10.0 (Mar) – Top Ten Observations + Monthly Flip Book
May 31, 2019 Auto Discount Monitor: Auto Discounts Rise Sharply in May Ahead of NS6 Transition; Buick, Geely and Honda discounts rose most; Mercedes and Toyota moderated
May 31, 2019 China Property Pulse – Week #22: Tier 1 sales growth continues to improve; Tier 2/3 decline stabilizing
May 31, 2019 Auto Discount Monitor: Auto Discounts Rise Sharply in May Ahead of NS6 Transition; Buick, Geely and Honda discounts rose most; Mercedes and Toyota moderated
May 29, 2019 China Automotive Market Pulse: May 2019 (Week 3)
May 26, 2019 Channel Checks and Highlights from the Week (2019 Week #21)
May 24, 2019 China Property Pulse – Week #21: Tier 1 cities weekly sales growth improved; YTD trends in lower Tier cities flat-to-negative
May 24, 2019 Construction Equipment Sector Comment: Walking Around the Changsha Construction Show; Negative pricing and credit trends key themes; Excavator sales growth likely peaked; May tracking below expectations
May 22, 2019 China Automotive Market Pulse: May 2019 (Week 2)
May 19, 2019 Channel Checks and Highlights from the Week (2019 Week #20)
May 17, 2019 China Property Pulse – Week #20: Tier 1 cities weekly sales growth improved; YTD trends in lower Tier cities flat-to-negative
May 15, 2019 China Automotive Market Pulse: May 2019 (Week 1)
May 13, 2019 Channel Checks and Highlights from the Week (2019 Week #19)
May 10, 2019 China Automotive Market Pulse: April 2019 (Week 5)
May 9, 2019 China Property Pulse – Week #19: Lower Tier cities sales growth decline accelerated; Tier 1 growth moderated
May 7, 2019 SRR China Property Price Index (April 2019): SRR Proprietary Same-Store Resi Price Index Indicate Relatively Sharp Drop in Tier 1 Home Prices; Tier 4 Prices Ticked Higher; Tier 2/3 Prices More Stable in April
May 6, 2019 China Automotive Market Pulse: April 2019 (Week 4)
May 6, 2019 Channel Checks and Highlights from the Week (2019 Week #18)
May 2, 2019 China Property Pulse – Week #18: Sales growth moderated in Tier 1-2 cities; Tier 3 remained negative
May 1, 2019 SRR May 2019 Calendar
April 30, 2019 SRR Mar China MMI (Macro Momentum Indicator) -10.0 vs. -10.0 (Jan+Feb) – Top Ten Observations + Monthly Flip Book
April 29, 2019 Auto Discount Monitor: Ford, Baojun and BYD discounts rose most; Volkswagen, Buick and Toyota moderated most
April 29, 2019 Channel Checks and Highlights from the Week (2019 Week #17)
April 25, 2019 China Property Pulse – Week #17: Weekly sales growth moderated in Tier 1/2 cities; Tier 3 decline moderated
April 24, 2019 China Automotive Market Pulse: April 2019 (Week 3)
April 23, 2019 On the Ground at the Shanghai Auto Show: Signs of bottoming process; Stimulus expectations rising; 2019 sales expectations flat Y/Y
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