Research

Date Report Title
July 18, 2019 China Property Pulse – Week #29: Weekly sales growth in Tier 1/3 cities moderated on tougher comps; Tier 2 sales improved
July 17, 2019 China Automotive Market Pulse: Jul 2019 (Week 2)
July 17, 2019 2Q19 Industrial Survey: Industrial Trends Flat to Down Sequentially: Lower Automation to Negative; Downside risk to Construction & Mining Equipment; Elevators Upside to 2019 Orders: Auto Demand Stable; Trucks Mixed
July 17, 2019 2Q19 Elevator Survey: Positive order trends; 2019 outlook positive
July 17, 2019 2Q19 Automation Survey: Resumed weakness as trade tensions mount and Automotive market deteriorates; Process orders uptick
July 17, 2019 2Q19 Commercial Vehicle Survey: Dealer and Fleet owner survey trends diverge; Fleet owners’ optimistic up as freight volume/rate environment improved
July 17, 2019 2Q19 Automotive Survey: Sales index uptick; Stable foot traffic trends; Outlook ticked down
July 17, 2019 2Q19 Construction & Mining Equipment Survey: Sales index 11-quarter low; Deteriorating pricing; Outlook moderated
July 14, 2019 Channel Checks and Highlights from the Week (2019 Week #28)
July 11, 2019 China Property Pulse – Week #28: Lower Tier cities sales growth improved; Tier 1 remained stable
July 10, 2019 China Automotive Market Pulse: Jul 2019 (Week 1)
July 4, 2019 China Property Pulse – Week #27: Tier 1 sales growth decelerated; Tier 2/3 cities growth improved
July 1, 2019 Channel Checks and Highlights from the Week (2019 Week #26)
June 29, 2019 SRR May China MMI (Macro Momentum Indicator) -7.0 vs. -10.0 (Apr) – Top Ten Observations + Monthly Flip Book
June 29, 2019 SRR July 2019 Calendar
June 28, 2019 Auto Discount Monitor: Auto Discounts Continued to Rise in Jun Ahead of NS6 Transition; Audi, Volkswagen and Mercedes discounts rose most; Toyota and Nissan moderated most
June 27, 2019 China Property Pulse – Week #26: Weekly sales growth improves across Tiers 1-3 cities on easier comps
June 26, 2019 China Automotive Market Pulse: Jun 2019 (Week 3)
June 24, 2019 Channel Checks and Highlights from the Week (2019 Week #25)
June 24, 2019 China Construction Equipment Checks: Cautious June Excavator Checks; Negative Cycle Ensuing; Reiterate CAT as Top Short in Sector
June 20, 2019 China Property Pulse – Week #25: Tier 1 sales growth remained strong on easy comps; Tier 2 growth ticked up; Tier 3 growth remained negative
June 19, 2019 Mid-2Q19 Automation Survey: Resumed weakness as trade tensions mount and Automotive market deteriorates; Process orders uptick
June 19, 2019 Mid-2Q19 Commercial Vehicle Survey: Dealer and Fleet owner survey trends diverge; Fleet owners more optimistic reflecting robust freight volume/rate environment
June 19, 2019 Mid-2Q19 Automotive Survey: Cautious industry sentiment, but end-demand stabilizing
June 19, 2019 Mid-2Q19 Construction & Mining Equipment Survey: Sales and orders index 11-quarter low; Outlook declined
June 19, 2019 Mid-2Q19 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, GM, etc): Industrial Trends Tracking Flat to Down Sequentially; Downside Risk to Construction & Mining Equipment and Discrete Automation; Auto Demand Stable Sequentially; Trucks Mixed
June 19, 2019 China Automotive Market Pulse: Jun 2019 (Week 2)
June 17, 2019 Channel Checks and Highlights from the Week (2019 Week #24)
June 14, 2019 China Property Pulse – Week #24: Tier 1/2 sales growth moderated; Tier 3 growth slides on tougher comps
June 13, 2019 China Automotive Market Pulse: Jun 2019 (Week 1)
June 11, 2019 China Automotive Market Pulse: May 2019 (Week 4)
June 7, 2019 China Property Pulse – Week #23: Tier 1/2 sales growth accelerated; Tier 3 decline moderated
June 2, 2019 Channel Checks and Highlights from the Week (2019 Week #22)
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