Research

Date Report Title
January 16, 2017 Channel Checks and Highlights from the Week (2017 Week #2)
January 12, 2017 China Autos: December Wholesale Sales OEM Breakdown
January 11, 2017 China Property Market Pulse (2017 Week #2): Tier 1/2 sales remain negative; Land supply increased
January 8, 2017 Channel Checks and Highlights from the Week (2017 Week #1)
January 4, 2017 China Property Market Pulse (2017 Week #1): Tier 1/2 sales start 2017 negative; Tier 3 accelerated
January 4, 2017 2017 Calendar – Key Economic and Industry Events ***UPDATED***
December 28, 2016 China Property Market Pulse (2016 Week #52): Tier 1 sales end year -4% Y/Y, Tier 2 +25%, Tier 3 +39%
December 26, 2016 Channel Checks and Highlights from the Week (2016 Week #51)
December 23, 2016 December Automotive Discount Monitor: SRR Discount Index Ticked Down Amid Low Supply
December 23, 2016 2017 Calendar – Key Economic and Industry Events
December 21, 2016 China Property Market Pulse (2016 Week #51): Tier 1/2 sales decline re-accelerated; Tier 3 up
December 19, 2016 Channel Checks and Highlights from the Week (2016 Week #50)
December 17, 2016 Portfolio Manager Monthly Flip Book (November 2016)
December 15, 2016 Mid-4Q16 Industrial Automation Survey: Continued improvement; Pricing and outlook better
December 15, 2016 Mid-4Q16 Commercial Vehicle Survey: Dealer and fleet outlook higher; Overloading crackdown a significant driver; Reaffirm Positive sector view
December 15, 2016 Mid-4Q16 Automotive Survey: Pre-buy effect evident; Sales strong, but price pressure persists
December 15, 2016 Mid-4Q16 Construction & Mining Equipment Survey: Positive trends continued; Further improvement in pricing outlook
December 15, 2016 Mid-4Q16 Industrial Automation Survey: Restocking Activity Drive Positive Trends and Near-Term Outlook
December 15, 2016 It’s Official – Purchase Tax Cut Extended but Discount Lowered; 2018 Back to Normal
December 15, 2016 China Property Market Pulse (2016 Week #50): Tier 1/2 sales declines moderate; Land sales deep negative
December 12, 2016 Channel Checks and Highlights from the Week (2016 Week #49)
December 9, 2016 China Autos: November Wholesale Sales OEM Breakdown
December 7, 2016 China Property Market Pulse (2016 Week #49): Tier 1/2 sales continued to decline, Tier 3 remained positive
December 5, 2016 Channel Checks and Highlights from the Week (2016 Week #48)
December 1, 2016 Purchase Tax Cut Expiry Looming – Focusing On the Day After
December 1, 2016 China Property Market Pulse (2016 Week #48): Property market slowdown continues as Tier 1 YTD inflects negative; Tier 3 sales better
November 28, 2016 China Bauma Supports Positive Near-Term Outlook
November 27, 2016 Channel Checks and Highlights from the Week (2016 Week #47)
November 24, 2016 China Property Market Pulse (2016 Week #47): Property restrictions continue to bite; Tier 1 sales now flattish for the year
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