Research

Date Report Title
November 20, 2016 Channel Checks and Highlights from the Week (2016 Week #46)
November 19, 2016 Property Market Monthly Flip Book (October 2016)
November 19, 2016 Portfolio Manager Monthly Flip Book (October 2016)
November 18, 2016 November Automotive Discount Monitor: SRR Discount Index Slight Uptick in November
November 16, 2016 China Property Market Pulse (2016 Week #46): M/M sales decline across Tier 1-3 cities; First Y/Y decline for Tier 2 Composite in 71 weeks
November 15, 2016 Early 4Q16 Industrial Automation Survey: Process drives favorable 2017 outlook
November 15, 2016 Early 4Q16 Commercial Vehicle Survey: Broad-based strength; Dealers and fleet owners express optimism; Overloading crackdown a material tailwind
November 15, 2016 Early 4Q16 Automotive Survey: Continued strength in early 4Q16 as tax cut expiry looms
November 15, 2016 Early 4Q16 Construction & Mining Equipment Survey: Sales and orders improved; Continued abatement in price pressure; 2016 and 2017 outlook revised up
November 15, 2016 Early 4Q16 Industrial Survey: Positive Near-Term Trends Continue; 2017 Outlook Diverges
November 14, 2016 Channel Checks and Highlights from the Week (2016 Week #45)
November 11, 2016 More Bullish on Process post-IAS
November 10, 2016 China Property Market Pulse (2016 Week #45): Continued moderation/decline in property sales; Land supply tightens
November 10, 2016 China Autos: October Wholesale Sales OEM Breakdown
November 7, 2016 TSLA China Update: September Model X registrations
November 6, 2016 Channel Checks and Highlights from the Week (2016 Week #44)
November 2, 2016 China Property Market Pulse (2016 Week #44): Sharp slowdown in rolling 4-week sales growth; Weekly land sales down across all tiers
November 1, 2016 Channel Checks and Highlights from the Week (2016 Week #43)
October 28, 2016 3Q16 Earnings Comment: China Trends Mostly Positive; Outlook Mixed
October 27, 2016 China Property Market Pulse (2016 Week #43): Sharp sequential declines in sales activity reflect almost immediate policy impact
October 24, 2016 TSLA 3Q16 China Update
October 23, 2016 Channel Checks and Highlights from the Week (2016 Week #42)
October 22, 2016 Property Market Monthly Flip Book (September 2016)
October 22, 2016 Portfolio Manager Monthly Flip Book (September 2016)
October 21, 2016 October Automotive Discount Monitor: Discounts Tick Up After Moderating for Two Months
October 19, 2016 China Property Market Pulse (2016 Week #42): Signs of moderation following property restrictions
October 17, 2016 3Q 2016 Elevator Survey: Weak finish to otherwise improved quarter; 2017 outlook negative
October 17, 2016 3Q16 Industrial Automation Survey: Stable 3Q16 offset by weak pricing; Process drives better 2017 outlook
October 17, 2016 3Q16 Commercial Vehicle Survey: Strong quarter; Overloading crackdown potentially tailwind for 2017
October 17, 2016 3Q16 Automotive Survey: Strong quarter; Purchase tax cut expiry looms
October 17, 2016 3Q16 Construction & Mining Equipment Survey: Pricing improved; 2017 outlook positive, but property policy a red flag
October 17, 2016 3Q16 Industrial Survey: Old Economy Continued to Outperform; Trucks Most Positive; Mixed Trends in September
October 17, 2016 Channel Checks and Highlights from the Week (2016 Week #41)
October 13, 2016 China Autos: September Wholesale Sales OEM Breakdown
October 12, 2016 China Property Market Pulse (2016 Week #41): Property restrictions start to bite; Tier 1 sales down sequentially, 5th consecutive deceleration; Tier 2 sales moderate
October 10, 2016 Channel Checks and Highlights from the Week (2016 Week #40)
October 7, 2016 China Trucks (WBC/CMI): New Weight Limits and Overloading Crackdown – Net Positive for China Truck Demand
October 2, 2016 Channel Checks and Highlights from the Week (2016 Week #39)
September 28, 2016 China Property Market Pulse (2016 Week #39): Continued robust property sales trends; Tier 1 decelerates
September 25, 2016 Channel Checks and Highlights from the Week (2016 Week #38)
September 23, 2016 Property Market Monthly Flip Book (August 2016)
September 23, 2016 Portfolio Manager Monthly Flip Book (August 2016)
September 23, 2016 September Automotive Discount Monitor: SRR Discount Index Moderated
September 22, 2016 China Property Market Pulse (2016 Week #38): Tier 1/2 sales moderated; Tier 3 sales stable
September 19, 2016 KONE Trade Idea
September 19, 2016 Channel Checks and Highlights from the Week (2016 Week #37)
September 14, 2016 China Property Market Pulse (2016 Week #37): Tier 1/2 sales stabilizing; Tier 3 sales ticked up
September 14, 2016 Mid 3Q16 Automation Survey: Process drives improved outlook
September 14, 2016 Mid 3Q16 Commercial Vehicle Survey: Freight volume and rates positive; 2017 outlook ticked up
September 14, 2016 Mid 3Q16 Automotive Survey: 2017 outlook ticked down; Pricing pressures persisted