Thematic

Date Report Title
September 29, 2020 SRR October 2020 Calendar
September 18, 2020 China Autos: Updates on the Ground; Mid-3Q20 Checks Better-than-Expected; Industrial Automation sentiment improving for 2021
September 13, 2020 Channel Checks and Highlights from the Week (2020 Week #30)
September 6, 2020 Channel Checks and Highlights from the Week (2020 Week #29)
August 30, 2020 Channel Checks and Highlights from the Week (2020 Week #28)
August 27, 2020 SRR September 2020 Calendar
August 25, 2020 Elevator Sector Comment: Positive Feedback from Shanghai Elevator Show; Industry sentiment suggests upside to 2020 outlook
August 23, 2020 Channel Checks and Highlights from the Week (2020 Week #27)
August 16, 2020 Channel Checks and Highlights from the Week (2020 Week #26)
August 10, 2020 Channel Checks and Highlights from the Week (2020 Week #25)
July 30, 2020 SRR August 2020 Calendar
July 19, 2020 Channel Checks and Highlights from the Week (2020 Week #23)
June 29, 2020 SRR July 2020 Calendar
June 14, 2020 Channel Checks and Highlights from the Week (2020 Week #22)
June 7, 2020 Channel Checks and Highlights from the Week (2020 Week #21)
May 31, 2020 Channel Checks and Highlights from the Week (2020 Week #20)
May 30, 2020 SRR June 2020 Calendar
May 24, 2020 Channel Checks and Highlights from the Week (2020 Week #19)
May 18, 2020 Channel Checks and Highlights from the Week (2020 Week #18)
May 11, 2020 Channel Checks and Highlights from the Week (2020 Week #17)
May 1, 2020 SRR May 2020 Calendar
April 19, 2020 Channel Checks and Highlights from the Week (2020 Week #14)
April 6, 2020 Channel Checks and Highlights from the Week (2020 Week #12)
April 1, 2020 Construction Equipment Sector Comment: Checks Suggest Mar Excavator Sales Much Better than Expected; Estimating Mar Machine Hours >100
April 1, 2020 SRR April 2020 Calendar
March 30, 2020 Channel Checks and Highlights from the Week (2020 Week #11)
March 15, 2020 Channel Checks and Highlights from the Week (2020 Week #10)
March 8, 2020 Channel Checks and Highlights from the Week (2020 Week #9)
March 1, 2020 Channel Checks and Highlights from the Week (2020 Week #8)
February 29, 2020 SRR March 2020 Calendar
February 24, 2020 COVID-19 Comment: COVID-19 Impact Under-Appreciated; Full Recoup Unlikely; Feb Auto/Excavator Sales Down 60-90%; 80-90% Excavator Fleet Still Idle
February 24, 2020 Channel Checks and Highlights from the Week (2020 Week #7)
February 10, 2020 Channel Checks and Highlights from the Week (2020 Week #5)
January 30, 2020 SRR February 2020 Calendar
January 19, 2020 Channel Checks and Highlights from the Week (2020 Week #2)
January 13, 2020 TSLA China: Peeling Back the Onion on TSLA’s China Business; Model 3 Introduction and Localization sets stage for growth; Limited Supercharger network remains critical bottleneck
January 12, 2020 Channel Checks and Highlights from the Week (2020 Week #1)
December 30, 2019 SRR January 2020 Calendar
December 22, 2019 Channel Checks and Highlights from the Week (2019 Week #51)
December 20, 2019 China Construction Equipment Checks: 2020 Expectations Negative, but Near-Term More Upside than Downside Risk; No Let Up Seen in Price War
December 15, 2019 Channel Checks and Highlights from the Week (2019 Week #50)
December 9, 2019 Channel Checks and Highlights from the Week (2019 Week #49)
November 29, 2019 Metalex Bangkok 2019: Cautious Sentiment as Demand Continues to Soften; Low visibility and Trade War uncertainty cloud 2020 outlook
November 29, 2019 SRR December 2019 Calendar
November 24, 2019 Channel Checks and Highlights from the Week (2019 Week #47)
November 18, 2019 Channel Checks and Highlights from the Week (2019 Week #46)
November 10, 2019 Channel Checks and Highlights from the Week (2019 Week #45)
November 8, 2019 Walking Around the Wuhan Commercial Vehicle Show: Overloading Crackdown intensifies on Wuxi Bridge Collapse; Non-cyclical factors drive demand; 2020 outlook better than expected
November 4, 2019 Channel Checks and Highlights from the Week (2019 Week #44)
October 30, 2019 SRR November 2019 Calendar