| Date |
Report Title |
| February 20, 2022 |
Early Read on Post-CNY Demand Below Expectations; Autos Hold Up, ICE Recaptures Share; Industry Sentiment Cautiously Optimistic on Stimulus Hopes |
| December 19, 2021 |
2022 China Outlook for Industrials Mixed, but Risks Positively Biased; Favor Autos, Automation; Incrementally +ive Elevators, -ive Aero; Remain Cautious Machinery |
| December 13, 2020 |
Channel Checks and Highlights from the Week (2020 Week #50) |
| November 30, 2020 |
SRR December 2020 Calendar |
| November 22, 2020 |
Channel Checks and Highlights from the Week (2020 Week #47) |
| November 15, 2020 |
Channel Checks and Highlights from the Week (2020 Week #46) |
| November 9, 2020 |
Channel Checks and Highlights from the Week (2020 Week #45) |
| October 27, 2020 |
SRR November 2020 Calendar |
| 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) |
