Research

Date Report Title
September 16, 2019 Channel Checks and Highlights from the Week (2019 Week #37)
September 12, 2019 China Property Pulse – Week #37: Tier 1/2 cities weekly sales growth negative; Tier 3 growth moderated
September 11, 2019 China Automotive Market Pulse: Sep 2019 (Week 1)
September 9, 2019 Key Takeaways from BICES 2019: Inventory stuffing and increased promotions supporting equipment demand
September 8, 2019 Channel Checks and Highlights from the Week (2019 Week #36)
September 6, 2019 On the Ground at the Chengdu Auto Show: Checks confirm weaker-than-expected demand; Downside risk to 2018 greater than upside risks
September 1, 2019 Channel Checks and Highlights from the Week (2019 Week #35)
August 30, 2019 SRR September 2019 Calendar
August 29, 2019 China Property Pulse – Week #35: Tier 1 & 2 sales growth still negative; Tier 3 ticked up sequentially despite tougher comp
August 28, 2019 China Automotive Market Pulse: Aug 2019 (Week 3)
August 25, 2019 Channel Checks and Highlights from the Week (2019 Week #34)
August 22, 2019 China Property Pulse – Week #34: Tier 1 & 2 sales turn negative (rolling 4-week trend); Tier 3 still single-digit positive
August 19, 2019 China Autos: Jul Wholesale Sales OEM Breakdown
August 19, 2019 Channel Checks and Highlights from the Week (2019 Week #33)
August 15, 2019 China Automotive Market Pulse: Aug 2019 (Week 1)
August 15, 2019 China Property Pulse – Week #33: Sales trends mixed across Tiers; Moderating trend largely intact
August 13, 2019 Channel Checks and Highlights from the Week (2019 Week #32)
August 8, 2019 China Property Pulse – Week #32: Moderating sales growth across Tiers; Sharp deceleration in Tier 1 cities on tough comps
August 4, 2019 Channel Checks and Highlights from the Week (2019 Week #31)
August 2, 2019 SRR China Property Price Index (Jul 2019): SRR Proprietary Same-Store Resi Price Index indicate flat to up pricing across country; Policy loosening unlikely
August 2, 2019 SRR Jun China MMI (Macro Momentum Indicator) -6.0 vs. -7.0 (May) – Top Ten Observations + Monthly Flip Book
August 1, 2019 China Automotive Market Pulse: Jul 2019 (Week 4)
August 1, 2019 SRR August 2019 Calendar
August 1, 2019 China Property Pulse – Week #31: Sales growth positive across Tier 1-3 cities for fourth consecutive week
July 30, 2019 Auto Discount Monitor: Foreign Brands Drive Downtick in Auto Discount Index; Audi, Roewe and Buick discounts rose most; Nissan, Ford and Baojun moderated most
July 28, 2019 Channel Checks and Highlights from the Week (2019 Week #30)
July 25, 2019 China Property Pulse – Week #30: Sales growth in Tier 1 cities decelerated on tougher comps; Tier 2/3 growth moderated
July 24, 2019 China Automotive Market Pulse: Jul 2019 (Week 3)
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