Thematic

Date Report Title
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
May 7, 2018 Channel Checks and Highlights from the Week (2018 Week #18)
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)
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)
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)
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)
December 26, 2017 Channel Checks and Highlights from the Week (2017 Week #51)
December 17, 2017 Channel Checks and Highlights from the Week (2017 Week #50)
December 10, 2017 Channel Checks and Highlights from the Week (2017 Week #49)
December 3, 2017 Channel Checks and Highlights from the Week (2017 Week #48)
November 30, 2017 China Field Trip Takeaways: Lightning Round of China Channel Checks
November 19, 2017 Channel Checks and Highlights from the Week (2017 Week #46)
November 12, 2017 Channel Checks and Highlights from the Week (2017 Week #45)
October 29, 2017 Channel Checks and Highlights from the Week (2017 Week #43)
October 22, 2017 Channel Checks and Highlights from the Week (2017 Week #42)
October 15, 2017 Channel Checks and Highlights from the Week (2017 Week #41)
October 9, 2017 China Thematic Report: Peak China Optimism; Policy Shift to Drive Slowdown; Take profits on pro-cyclical trade; China basket inside
October 1, 2017 Channel Checks and Highlights from the Week (2017 Week #39)
September 25, 2017 Walking Around Beijing Construction Show: Industry participants more cautious than expected despite underlying strength; Red flags raise concerns about 2018 outlook
September 24, 2017 Channel Checks and Highlights from the Week (2017 Week #38)
September 17, 2017 Channel Checks and Highlights from the Week (2017 Week #37)
September 10, 2017 Channel Checks and Highlights from the Week (2017 Week #36)
September 5, 2017 Walking Around Chengdu Auto Show: Underlying demand still sluggish; Tax cut expected to expire; 2018 caution
August 20, 2017 Channel Checks and Highlights from the Week (2017 Week #33)
August 17, 2017 KONE: Revisiting Three Peaks Thesis
August 13, 2017 Channel Checks and Highlights from the Week (2017 Week #32)
August 6, 2017 Channel Checks and Highlights from the Week (2017 Week #31)
August 2, 2017 Comm’l Vehicle Checks Point to Solid Demand; Overloading crackdown still dominant driver; NS5 overhang limited thus far
July 31, 2017 SRR August 2017 Calendar
July 30, 2017 Channel Checks and Highlights from the Week (2017 Week #30)
July 23, 2017 Channel Checks and Highlights from the Week (2017 Week #29)