Research

Date Report Title
May 7, 2018 Channel Checks and Highlights from the Week (2018 Week #18)
May 3, 2018 China Property Market Pulse: Week #18: Moderating sales decline across tiers
May 2, 2018 On the Ground at the Beijing Auto Show
May 1, 2018 SRR May 2018 Calendar
April 30, 2018 NEV and Lithium Supply Chain – China Monitor: Risks rise as NEV subsidies slashed by ~60% for >65% of BEV market
April 30, 2018 TSLA China Update: 1Q18 Registrations Spike; New Quarterly Record; Geographic distribution of sales increased materially
April 30, 2018 SRR March China MMI (Macro Momentum Indicator) -1.3 vs. +0.7 (Jan+Feb) – Top Ten Observations + Monthly Flip Book
April 30, 2018 Discounts Reaccelerated in April: Discounts up across the board; Geely, Great Wall, Mercedes and Audi rose most
April 29, 2018 Channel Checks and Highlights from the Week (2018 Week #17)
April 26, 2018 China Property Market Pulse: Week #17: Tier 1 and Tier 3 cities pace declines; Negative trends across Tier 1- 3 persist
April 25, 2018 China Automotive Market Pulse: April 2018 (Week 3)
April 23, 2018 Channel Checks and Highlights from the Week (2018 Week #16)
April 19, 2018 China Automotive Market Pulse: April 2018 (Week 2)
April 19, 2018 Abridged Transcript – China Automotive Industry Conference Call
April 19, 2018 China Property Market Pulse: Week #16: Negative sales trends persist across Tier 1-3; Tier 1/3 down double-digits
April 18, 2018 1Q18 Elevator Survey: Stable sequential trends; Cautious 2018 outlook
April 18, 2018 1Q18 Automation Survey: Sales and orders moderated; Consumer electronics ticked down
April 18, 2018 1Q18 Automotive Survey: Dealer sales and outlook indices stable; Pricing pressure persists
April 18, 2018 1Q18 Commercial Vehicle Survey: Dealer sales and orders stable; Fleet owner purchase intentions continue to drop
April 18, 2018 1Q18 Construction & Mining Equipment Survey: Strong quarter, but no change to outlook as growth moderates
April 18, 2018 1Q18 China Trends Mostly Better-than-Expected: Machinery Strong, but Slowing; Autos, Elevators Stable; Automation Softer; Outlooks Mixed
April 16, 2018 Channel Checks and Highlights from the Week (2018 Week #15)
April 12, 2018 China Autos: March Wholesale Sales OEM Breakdown
April 12, 2018 China Property Market Pulse: Week #15: Tier 3 sales growth decline further; Negative trend persists across tiers
April 12, 2018 China Automotive Market Pulse: April 2018 (Week 1)
April 9, 2018 Channel Checks and Highlights from the Week (2018 Week #14)
April 3, 2018 China Property Market Pulse: Week #14: Tier 1 sales decline >30% Y/Y YTD; Sales trends continued to soften across tiers
April 3, 2018 SRR January+February China MMI (Macro Momentum Indicator) +1.3 vs. -9.3 (December) – Top Ten Observations + Monthly Flip Book
April 2, 2018 Channel Checks and Highlights from the Week (2018 Week #13)
April 1, 2018 SRR April 2018 Calendar
March 29, 2018 Discounts Continued to Rise in March: Geely and NEV discounts rose most; BYD and Chevrolet discounts moderated most
March 29, 2018 China Automotive Market Pulse: March 2018 (Week 3)
March 29, 2018 China Property Market Pulse: Week #13: Sales trends continued to soften across Tiers
March 26, 2018 Industry Feedback on Sino-US Trade Tensions: Risks rising, but tensions still manageable; Watch Taiwan
March 26, 2018 Channel Checks and Highlights from the Week (2018 Week #12)
March 22, 2018 China Automotive Market Pulse: March 2018 (Week 2)
March 22, 2018 China Property Market Pulse: Week #12: YTD trends deteriorate across Tiers
March 20, 2018 Mid-1Q18 Automation Survey: Sales and orders moderated; Consumer electronics ticked down
March 20, 2018 Mid-1Q18 Automotive Survey: Mixed trends; Raising sector view to Neutral on low expectations
March 20, 2018 Mid-1Q18 Commercial Vehicle Survey: Demand holding up better than expected; Risks still skewed to downside
March 20, 2018 Mid-1Q18 Construction & Mining Equipment Survey: Industry sentiment rebounds as peak season off to strong start; Peak demand thesis intact
March 20, 2018 China Thematic Report: Peak Season Off to Good Start; Nonetheless Sharp Growth Slowdown Ahead; Lowering Construction & Mining to Negative as Risks Rise; Raising Autos and Elevators to Neutral
March 18, 2018 Channel Checks and Highlights from the Week (2018 Week #11)
March 15, 2018 China Property Market Pulse: Week #11: Negative YTD sales growth across all tiers
March 15, 2018 China Automotive Market Pulse: March 2018 (Week 1)
March 11, 2018 Channel Checks and Highlights from the Week (2018 Week #9)
March 9, 2018 China Automotive Market Pulse: February 2018 (Week 3)
March 8, 2018 China Property Market Pulse: Week #10: Further deterioration in sales comps post-CNY; Tier 1, 3 negative YTD
March 3, 2018 Channel Checks and Highlights from the Week (2018 Week #8)
March 2, 2018 China Property Market Pulse: Week #9: Sales growth weakens post-CNY; Tier 1, 3 negative YTD