Thematic

Date Report Title
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)
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 30, 2017 SRR July 2017 Calendar
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?