Research

Date Report Title
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
March 2, 2018 Discounts Rose Fastest in Six Months: Roewe, Volkswagen and Honda discounts rose most; Audi discounts moderated
March 1, 2018 SRR March 2018 Calendar
February 28, 2018 China Automotive Market Pulse: February 2018 (Week 2)
February 28, 2018 Construction Equipment Sector Comment: Excavator Channel Checks Suggest Weaker Start to the Year
February 26, 2018 Channel Checks and Highlights from the Week (2018 Week #7)
February 15, 2018 China Property Market Pulse: Week #7: Continued positive comps on Lunar New Year shift
February 11, 2018 Channel Checks and Highlights from the Week (2018 Week #6)
February 9, 2018 China Autos: January Wholesale Sales OEM Breakdown
February 8, 2018 China Property Market Pulse: Week #6: Comps turn positive reflecting Lunar New Year shift
February 8, 2018 China Automotive Market Pulse – January 2018 (Week 5)
February 4, 2018 Channel Checks and Highlights from the Week (2018 Week #5)
February 2, 2018 SRR February 2018 Calendar
February 1, 2018 China Property Market Pulse: Week #5: Mixed property sales trends to start the year
February 1, 2018 SRR December China MMI (Macro Momentum Indicator) -13.7 vs. -12.7 (November) – Top Ten Observations + Monthly Flip Book
January 31, 2018 January Auto Discounts Tick Up for Second Month: Chevrolet, Buick and Geely discounts rose most; Ford, Roewe and BYD moderated most
January 31, 2018 China Automotive Market Pulse – January 2018 (Week 4)
January 28, 2018 Channel Checks and Highlights from the Week (2018 Week #4)
January 24, 2018 China Automotive Market Pulse – January 2018 (Week 3)
January 21, 2018 Channel Checks and Highlights from the Week (2018 Week #3)
January 19, 2018 China Automotive Market Pulse – January 2018 (Week 2)
January 18, 2018 4Q17 Construction & Mining Equipment Survey: Survey failed to confirm 4Q sales upside; Remain cautious despite recent strength
January 18, 2018 4Q17 Commercial Vehicle Survey: Better-than-feared quarter; Bias remains negative; LNG truck demand on uptrend
January 18, 2018 4Q17 Automotive Survey: Seasonal improvement, lower sentiment; Cautious sales and pricing outlook
January 18, 2018 4Q17 Automation Survey: Strong sales and order trends continued; Process accelerated
January 18, 2018 4Q17 Elevator Survey: Stable sequential trends; Cautious 2018 outlook
January 18, 2018 4Q17 Caps Strong Recovery Year ex-Autos and Elevators; Cautious Outlook for 3/5 Sectors; Raising Automation to Positive
January 14, 2018 Channel Checks and Highlights from the Week (2018 Week #2)
January 12, 2018 China Autos: December Wholesale Sales OEM Breakdown