| Date |
Report Title |
| 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 |
| June 19, 2019 |
Mid-2Q19 Commercial Vehicle Survey: Dealer and Fleet owner survey trends diverge; Fleet owners more optimistic reflecting robust freight volume/rate environment |
| June 19, 2019 |
Mid-2Q19 Automotive Survey: Cautious industry sentiment, but end-demand stabilizing |
| June 19, 2019 |
Mid-2Q19 Construction & Mining Equipment Survey: Sales and orders index 11-quarter low; Outlook declined |
| June 19, 2019 |
Mid-2Q19 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, GM, etc): Industrial Trends Tracking Flat to Down Sequentially; Downside Risk to Construction & Mining Equipment and Discrete Automation; Auto Demand Stable Sequentially; Trucks Mixed |
| June 19, 2019 |
China Automotive Market Pulse: Jun 2019 (Week 2) |
| June 17, 2019 |
Channel Checks and Highlights from the Week (2019 Week #24) |
| June 14, 2019 |
China Property Pulse – Week #24: Tier 1/2 sales growth moderated; Tier 3 growth slides on tougher comps |
| June 13, 2019 |
China Automotive Market Pulse: Jun 2019 (Week 1) |
| June 11, 2019 |
China Automotive Market Pulse: May 2019 (Week 4) |
| June 7, 2019 |
China Property Pulse – Week #23: Tier 1/2 sales growth accelerated; Tier 3 decline moderated |
| June 2, 2019 |
Channel Checks and Highlights from the Week (2019 Week #22) |
| June 1, 2019 |
SRR June 2019 Calendar |
| June 1, 2019 |
SRR Apr China MMI (Macro Momentum Indicator) -9.3 vs. -10.0 (Mar) – Top Ten Observations + Monthly Flip Book |
| May 31, 2019 |
Auto Discount Monitor: Auto Discounts Rise Sharply in May Ahead of NS6 Transition; Buick, Geely and Honda discounts rose most; Mercedes and Toyota moderated |
| May 31, 2019 |
China Property Pulse – Week #22: Tier 1 sales growth continues to improve; Tier 2/3 decline stabilizing |
| May 31, 2019 |
Auto Discount Monitor: Auto Discounts Rise Sharply in May Ahead of NS6 Transition; Buick, Geely and Honda discounts rose most; Mercedes and Toyota moderated |
| May 29, 2019 |
China Automotive Market Pulse: May 2019 (Week 3) |
| May 26, 2019 |
Channel Checks and Highlights from the Week (2019 Week #21) |
| May 24, 2019 |
China Property Pulse – Week #21: Tier 1 cities weekly sales growth improved; YTD trends in lower Tier cities flat-to-negative |
| May 24, 2019 |
Construction Equipment Sector Comment: Walking Around the Changsha Construction Show; Negative pricing and credit trends key themes; Excavator sales growth likely peaked; May tracking below expectations |
| May 22, 2019 |
China Automotive Market Pulse: May 2019 (Week 2) |
| May 19, 2019 |
Channel Checks and Highlights from the Week (2019 Week #20) |
| May 17, 2019 |
China Property Pulse – Week #20: Tier 1 cities weekly sales growth improved; YTD trends in lower Tier cities flat-to-negative |
| May 15, 2019 |
China Automotive Market Pulse: May 2019 (Week 1) |
| May 13, 2019 |
Channel Checks and Highlights from the Week (2019 Week #19) |
| May 10, 2019 |
China Automotive Market Pulse: April 2019 (Week 5) |
| May 9, 2019 |
China Property Pulse – Week #19: Lower Tier cities sales growth decline accelerated; Tier 1 growth moderated |
| May 7, 2019 |
SRR China Property Price Index (April 2019): SRR Proprietary Same-Store Resi Price Index Indicate Relatively Sharp Drop in Tier 1 Home Prices; Tier 4 Prices Ticked Higher; Tier 2/3 Prices More Stable in April |
| May 6, 2019 |
China Automotive Market Pulse: April 2019 (Week 4) |
| May 6, 2019 |
Channel Checks and Highlights from the Week (2019 Week #18) |
| May 2, 2019 |
China Property Pulse – Week #18: Sales growth moderated in Tier 1-2 cities; Tier 3 remained negative |
| May 1, 2019 |
SRR May 2019 Calendar |
| April 30, 2019 |
SRR Mar China MMI (Macro Momentum Indicator) -10.0 vs. -10.0 (Jan+Feb) – Top Ten Observations + Monthly Flip Book |
| April 29, 2019 |
Auto Discount Monitor: Ford, Baojun and BYD discounts rose most; Volkswagen, Buick and Toyota moderated most |
| April 29, 2019 |
Channel Checks and Highlights from the Week (2019 Week #17) |
| April 25, 2019 |
China Property Pulse – Week #17: Weekly sales growth moderated in Tier 1/2 cities; Tier 3 decline moderated |
| April 24, 2019 |
China Automotive Market Pulse: April 2019 (Week 3) |
| April 23, 2019 |
On the Ground at the Shanghai Auto Show: Signs of bottoming process; Stimulus expectations rising; 2019 sales expectations flat Y/Y |
| April 22, 2019 |
Channel Checks and Highlights from the Week (2019 Week #16) |
| April 18, 2019 |
China Property Pulse – Week #16: Sales continued to improve in Tier 1/2 cities; Tier 3 decline accelerated |
| April 17, 2019 |
1Q19 Survey (CAT, EMR, ROK, APTV, BWA, WBC, CMI, GM, etc): Survey Suggests Downward Pressure Persists; Machinery Underperformed Seasonality; Auto Sales Still Weak, but Dealer Sentiment Bottomed; Upside Risk to Elevator Orders |
| April 17, 2019 |
China Automotive Market Pulse: April 2019 (Week 2) |
| April 16, 2019 |
1Q19 Automation Survey: Relatively stable trends; Demand not as bad as feared |
| April 16, 2019 |
1Q19 Commercial Vehicle Survey: Dealer sales and freight volume index ticked down; Lower emissions tailwind ahead |
| April 16, 2019 |
1Q19 Automotive Survey: Bottoming process underway; 2019 expectations lowered |
