Thematic

Date Report Title
September 17, 2018 Channel Checks and Highlights from the Week (2018 Week #37)
September 10, 2018 Channel Checks and Highlights from the Week (2018 Week #36)
September 1, 2018 SRR September 2018 Calendar
August 26, 2018 Channel Checks and Highlights from the Week (2018 Week #34)
August 20, 2018 Channel Checks and Highlights from the Week (2018 Week #33)
August 12, 2018 Channel Checks and Highlights from the Week (2018 Week #32)
August 5, 2018 Channel Checks and Highlights from the Week (2018 Week #31)
July 31, 2018 SRR August 2018 Calendar
July 30, 2018 Channel Checks and Highlights from the Week (2018 Week #30)
July 22, 2018 Channel Checks and Highlights from the Week (2018 Week #29)
July 17, 2018 China July Field Trip Takeaways: Latest Property and Elevator Checks Mixed; Takeaways from Tier 2 City Property Tours
July 8, 2018 Channel Checks and Highlights from the Week (2018 Week #27)
July 1, 2018 Channel Checks and Highlights from the Week (2018 Week #26)
June 30, 2018 SRR July 2018 Calendar
June 27, 2018 China June Field Trip Takeaways: Industrial China is Slowing; Trade War Uncertainty Starting to Weigh on the Margin; Reiterate Peak China Optimism Thesis
June 17, 2018 Channel Checks and Highlights from the Week (2018 Week #24)
June 10, 2018 Channel Checks and Highlights from the Week (2018 Week #23)
June 3, 2018 Channel Checks and Highlights from the Week (2018 Week #22)
June 1, 2018 SRR June 2018 Calendar
May 27, 2018 Channel Checks and Highlights from the Week (2018 Week #21)
May 20, 2018 Channel Checks and Highlights from the Week (2018 Week #20)
May 16, 2018 Construction & Mining Equipment Sector Comment: Domestic brands see big share gains; CAT market share trend negative
May 13, 2018 Channel Checks and Highlights from the Week (2018 Week #19)
May 11, 2018 Elevator Sector Comment: Incrementally Cautious; Pricing Turning Negative Again
May 7, 2018 Channel Checks and Highlights from the Week (2018 Week #18)
May 1, 2018 SRR May 2018 Calendar
April 30, 2018 TSLA China Update: 1Q18 Registrations Spike; New Quarterly Record; Geographic distribution of sales increased materially
April 29, 2018 Channel Checks and Highlights from the Week (2018 Week #17)
April 23, 2018 Channel Checks and Highlights from the Week (2018 Week #16)
April 19, 2018 Abridged Transcript – China Automotive Industry Conference Call
April 16, 2018 Channel Checks and Highlights from the Week (2018 Week #15)
April 9, 2018 Channel Checks and Highlights from the Week (2018 Week #14)
April 2, 2018 Channel Checks and Highlights from the Week (2018 Week #13)
April 1, 2018 SRR April 2018 Calendar
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 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 11, 2018 Channel Checks and Highlights from the Week (2018 Week #9)
March 3, 2018 Channel Checks and Highlights from the Week (2018 Week #8)
March 1, 2018 SRR March 2018 Calendar
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 11, 2018 Channel Checks and Highlights from the Week (2018 Week #6)
February 4, 2018 Channel Checks and Highlights from the Week (2018 Week #5)
February 2, 2018 SRR February 2018 Calendar
January 28, 2018 Channel Checks and Highlights from the Week (2018 Week #4)
January 21, 2018 Channel Checks and Highlights from the Week (2018 Week #3)
January 14, 2018 Channel Checks and Highlights from the Week (2018 Week #2)
January 7, 2018 Channel Checks and Highlights from the Week (2018 Week #1)