Thematic

Date Report Title
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
October 27, 2019 Channel Checks and Highlights from the Week (2019 Week #43)
October 20, 2019 Channel Checks and Highlights from the Week (2019 Week #42)
September 30, 2019 SRR October 2019 Calendar
September 26, 2019 Elevator Sector Comment: Continued Positive Order Trends; 3Q19 orders tracking mid-single digit growth
September 22, 2019 Channel Checks and Highlights from the Week (2019 Week #38)
September 16, 2019 Channel Checks and Highlights from the Week (2019 Week #37)
September 8, 2019 Channel Checks and Highlights from the Week (2019 Week #36)
September 1, 2019 Channel Checks and Highlights from the Week (2019 Week #35)
August 30, 2019 SRR September 2019 Calendar
August 25, 2019 Channel Checks and Highlights from the Week (2019 Week #34)
August 19, 2019 Channel Checks and Highlights from the Week (2019 Week #33)
August 13, 2019 Channel Checks and Highlights from the Week (2019 Week #32)
August 4, 2019 Channel Checks and Highlights from the Week (2019 Week #31)
August 1, 2019 SRR August 2019 Calendar
July 28, 2019 Channel Checks and Highlights from the Week (2019 Week #30)
July 14, 2019 Channel Checks and Highlights from the Week (2019 Week #28)
July 1, 2019 Channel Checks and Highlights from the Week (2019 Week #26)
June 29, 2019 SRR July 2019 Calendar
June 24, 2019 Channel Checks and Highlights from the Week (2019 Week #25)
June 24, 2019 China Construction Equipment Checks: Cautious June Excavator Checks; Negative Cycle Ensuing; Reiterate CAT as Top Short in Sector
June 17, 2019 Channel Checks and Highlights from the Week (2019 Week #24)
June 2, 2019 Channel Checks and Highlights from the Week (2019 Week #22)
June 1, 2019 SRR June 2019 Calendar
May 26, 2019 Channel Checks and Highlights from the Week (2019 Week #21)
May 24, 2019 Construction Equipment Sector Comment: Walking Around the Changsha Construction Show; Negative pricing and credit trends key themes; Excavator sales growth likely peaked; May tracking below expectations
May 19, 2019 Channel Checks and Highlights from the Week (2019 Week #20)
May 13, 2019 Channel Checks and Highlights from the Week (2019 Week #19)
May 6, 2019 Channel Checks and Highlights from the Week (2019 Week #18)
May 1, 2019 SRR May 2019 Calendar
April 29, 2019 Channel Checks and Highlights from the Week (2019 Week #17)
April 22, 2019 Channel Checks and Highlights from the Week (2019 Week #16)
April 16, 2019 Bauma Munich 2019: Competitive Observations from Munich Bauma; Chinese OEMs not an immediate threat in Western markets, but getting closer to forecast horizon
April 15, 2019 Channel Checks and Highlights from the Week (2019 Week #15)
April 8, 2019 Channel Checks and Highlights from the Week (2019 Week #14)