Research

Date Report Title
June 4, 2017 Channel Checks and Highlights from the Week (2017 Week #22)
June 1, 2017 SRR Apr China MMI (Macro Momentum Indicator) -4.7 vs. +7.0 (Mar) – Top Ten Observations + Monthly Flip Book
June 1, 2017 China Property Pulse – Week #22: Tier 1 trends deteriorate; Tier 2/3 sales data incomplete due to Dragon Boat Holiday
June 1, 2017 SRR June 2017 Calendar
May 29, 2017 Channel Checks and Highlights from the Week (2017 Week #21)
May 25, 2017 China Property Market Pulse – Week #21: Tier 1/2 sales remains negative; Tier 3 sales accelerate
May 24, 2017 China Automotive Market Pulse – May 2017 (Week 3)
May 21, 2017 Channel Checks and Highlights from the Week (2017 Week #20)
May 19, 2017 Auto Discount Monitor: Discounts Intensify As Price Pressures Persist; Roewe, Audi discounts rose most; Mercedes, Toyota moderated
May 17, 2017 China Property Pulse – Week #20: Tier 1/2 sales remains negative; Tier 3 slight deceleration, but still positive
May 17, 2017 China Automotive Market Pulse – May 2017 (Week 2)
May 15, 2017 Channel Checks and Highlights from the Week (2017 Week #19)
May 14, 2017 SRR Mar China MMI (Macro Momentum Indicator) +7.0 vs. +5.7 (Jan+Feb) – Top Ten Observations + Monthly Flip Book
May 14, 2017 China Automotive Market Pulse – May 2017 (Week 1)
May 12, 2017 1Q17 Wrap: China Drives Growth – Where Do We Go From Here? Auto Forecasts Remain Too Optimistic; Process is Sole Sector with Accelerating Growth Trajectory into 2018
May 11, 2017 China Autos: April Wholesale Sales OEM Breakdown
May 11, 2017 China Property Pulse – Week #19: Tier 1/2 sales remained negative; Tier 3 sales accelerated
May 8, 2017 China Automotive Market Pulse – April 2017 (Week 4)
May 6, 2017 Channel Checks and Highlights from the Week (2017 Week #18)
May 3, 2017 China Property Pulse – Week #18: Continued negative sales trends in Tier 1 & 2 cities
May 3, 2017 SRR May 2017 Calendar
May 2, 2017 TSLA China: 1Q17 Registrations +20% Y/Y
May 2, 2017 China Autos: Walking Around Shanghai Auto Show … Domestic brand competitive moat improving; Signs of slowdown evident
April 29, 2017 Channel Checks and Highlights from the Week (2017 Week #17)
April 27, 2017 China Automotive Market Pulse – April 2017 (Week 3)
April 26, 2017 China Property Pulse – Week #17: Negative, albeit improved, trends persist in Tier 1/2 markets; Tier 3 sales re-accelerated
April 24, 2017 Channel Checks and Highlights from the Week (2017 Week #16)
April 21, 2017 Abridged Transcript – Elevator Industry Conference Call (SRR Speaker Series)
April 21, 2017 April Auto Discounts Continue to Increase at Fast Rate: Audi, Great Wall discounts rose most; BMW, Geely moderated
April 19, 2017 China Property Pulse – Week #16: Continued negative trends in Tier 1/2; Tier 3 sales accelerated
April 19, 2017 Strong 1Q17, but Not Unexpected; 1H17 Visibility Favorable; 2H17 and 2018 Risks Remain: Machinery demand strong; Autos soft; Elevators near-term upside, but outlook remains negative
April 19, 2017 1Q17 Elevator Survey: Better-than-expected start to the year; Outlook still challenged
April 19, 2017 1Q17 Commercial Vehicle Survey: Strong sales/orders trends; Pricing/freight rate expectations at new highs
April 19, 2017 1Q17 Automation Survey: Positive quarter overall; Pricing environment improved
April 19, 2017 1Q17 Automotive Survey: Signs of weakness emerge; Downside risks outweigh upside
April 19, 2017 1Q17 Construction & Mining Equipment Survey: Strong quarter; Mining aftermarket cycle-high; Increased 2017 outlook
April 17, 2017 Channel Checks and Highlights from the Week (2017 Week #15)
April 13, 2017 China Property Pulse – Week #15: Continued negative trends in Tier 1/2; Tier 3 positive YTD but moderating
April 13, 2017 China Autos: March Wholesale Sales OEM Breakdown
April 12, 2017 Abridged Transcript – Automotive Conference Call (SRR Speaker Series)
April 10, 2017 Channel Checks and Highlights from the Week (2017 Week #14)
April 6, 2017 China Property Pulse – Week #14: Continued negative sales trends in Tier 1/2; Tier 3 slightly positive
April 6, 2017 Abridged Transcript – Excavator Dealer Conference Call (SRR Speaker Series)
April 4, 2017 China Autos: Weakest Start Since 2009; Risk of Negative Growth Under-appreciated; Red flags – registrations, inventories, promotions
April 2, 2017 Channel Checks and Highlights from the Week (2017 Week #13)
April 2, 2017 SRR Jan+Feb China MMI (Macro Momentum Indicator) +5.7 vs. +10.0 (Dec) – Top Ten Observations + Monthly Flip Book
April 1, 2017 SRR April 2017 Calendar
March 29, 2017 March Automotive Discount Monitor: SRR March Auto Discount Sequential Change Index Jumps; Buick, Chevrolet discounts rose most; Roewe discounts moderated
March 29, 2017 China Property Pulse – Week #13: All three tiers negative for second week in a row
March 26, 2017 Channel Checks and Highlights from the Week (2017 Week #12)