Thematic

Date Report Title
July 23, 2017 Channel Checks and Highlights from the Week (2017 Week #29)
July 16, 2017 Channel Checks and Highlights from the Week (2017 Week #28)
July 9, 2017 Channel Checks and Highlights from the Week (2017 Week #27)
June 26, 2017 Channel Checks and Highlights from the Week (2017 Week #25)
June 18, 2017 Channel Checks and Highlights from the Week (2017 Week #24)
June 11, 2017 Channel Checks and Highlights from the Week (2017 Week #23)
June 4, 2017 Channel Checks and Highlights from the Week (2017 Week #22)
June 1, 2017 SRR June 2017 Calendar
May 29, 2017 Channel Checks and Highlights from the Week (2017 Week #21)
May 12, 2017 1Q17 Wrap: China Drives Growth – Where Do We Go From Here? Auto Forecasts Remain Too Optimistic; Process is Sole Sector with Accelerating Growth Trajectory into 2018
May 3, 2017 SRR May 2017 Calendar
May 2, 2017 China Autos: Walking Around Shanghai Auto Show … Domestic brand competitive moat improving; Signs of slowdown evident
April 21, 2017 Abridged Transcript – Elevator Industry Conference Call (SRR Speaker Series)
April 12, 2017 Abridged Transcript – Automotive Conference Call (SRR Speaker Series)
April 6, 2017 Abridged Transcript – Excavator Dealer Conference Call (SRR Speaker Series)
April 1, 2017 SRR April 2017 Calendar
March 3, 2017 Post-CNY Checks Positive; Strong Start for Machinery
February 28, 2017 SRR March 2017 Calendar
January 31, 2017 SRR February 2017 Calendar
January 24, 2017 TSLA 4Q16 Registrations Jump Over 300% Y/Y; 2016 +170%
January 24, 2017 Latest Checks Support Positive Near-Term Outlook
January 4, 2017 2017 Calendar – Key Economic and Industry Events ***UPDATED***
December 23, 2016 2017 Calendar – Key Economic and Industry Events
December 15, 2016 It’s Official – Purchase Tax Cut Extended but Discount Lowered; 2018 Back to Normal
December 1, 2016 Purchase Tax Cut Expiry Looming – Focusing On the Day After
November 28, 2016 China Bauma Supports Positive Near-Term Outlook
November 11, 2016 More Bullish on Process post-IAS
November 7, 2016 TSLA China Update: September Model X registrations
October 28, 2016 3Q16 Earnings Comment: China Trends Mostly Positive; Outlook Mixed
October 24, 2016 TSLA 3Q16 China Update
October 7, 2016 China Trucks (WBC/CMI): New Weight Limits and Overloading Crackdown – Net Positive for China Truck Demand
September 19, 2016 KONE Trade Idea
July 11, 2016 China Update from the Ground: Stable Demand; Steel Costs, Floods Near-term Headwinds
June 23, 2016 More Signs of Peak in Anti-Corruption Headwind
May 30, 2016 Perspectives on Recent Terex-Zoomlion News
May 6, 2016 Construction Equipment: Increased Caution in the Field
April 8, 2016 Post-CNY Follow Up Survey
March 8, 2016 Construction Equipment: Recent checks better than expected
February 25, 2016 Has Anti-Corruption Peaked?
January 27, 2016 Terex/Zoomlion Comment: Thoughts on Terex-Zoomlion News
January 27, 2016 TSLA China Update: 4Q 2015 Registrations +26% Q/Q; China JV Plans
January 14, 2016 China Field Trip Takeaways: No Panic In China
January 11, 2016 SRR 2016 Calendar
November 9, 2015 Cautious Tone at IAS
October 26, 2015 Implications of Recent China Foreign Trade Deals
September 30, 2015 Stimulus Bolsters 2016 Growth Case
September 18, 2015 Walking Around Chengdu Auto Show: Show traffic + recent data points suggest soft patch, not recession; Competition the key risk
August 20, 2015 China August Field Trip Takeaways: Challenging Industrial Automation Trends
August 12, 2015 2Q15 Earnings Comment: China a Source of Downside Surprise
August 4, 2015 China July Field Trip Takeaways: Soft Demand, but Stable; Market Impact Limited