Thematic

Date Report Title
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)
April 1, 2019 Channel Checks and Highlights from the Week (2019 Week #13)
March 30, 2019 SRR April 2019 Calendar
March 26, 2019 China Construction Equipment Checks: Signs of All-out Price War in Excavator Market; Industry sentiment cautious despite strong 1Q19 sales to-date
March 25, 2019 Channel Checks and Highlights from the Week (2019 Week #12)
March 18, 2019 Channel Checks and Highlights from the Week (2019 Week #11)
March 11, 2019 Channel Checks and Highlights from the Week (2019 Week #10)
March 1, 2019 SRR March 2019 Calendar
February 25, 2019 Channel Checks and Highlights from the Week (2019 Week #8)
February 25, 2019 China Field Trip Takeaways: Visibility Into Peak Season Limited; Property Tightening Cycle Likely Over; Upside bias to Elevator orders; Reiterate Positive Autos and Cautious Machinery views
February 18, 2019 Channel Checks and Highlights from the Week (2019 Week #7)
February 4, 2019 Channel Checks and Highlights from the Week (2019 Week #5)
February 1, 2019 SRR February 2019 Calendar
January 28, 2019 Channel Checks and Highlights from the Week (2019 Week #4)
January 21, 2019 Channel Checks and Highlights from the Week (2019 Week #3)
January 13, 2019 Channel Checks and Highlights from the Week (2019 Week #2)
January 10, 2019 China Field Trip Takeaways: Wary of 1Q19 Air Pocket
January 5, 2019 Channel Checks and Highlights from the Week (2019 Week #1)
December 29, 2018 2019 Calendar of Events
December 24, 2018 Channel Checks and Highlights from the Week (2018 Week #51)
December 14, 2018 Purchase Tax Cut Not Only Option to Boost Demand; Digging Deeper into Reported Tax Deductions from 2019
December 10, 2018 Channel Checks and Highlights from the Week (2018 Week #49)
December 3, 2018 China Bauma 2018 Takeaways: 2019 bias remains negative; NS4 delay likely
December 2, 2018 Channel Checks and Highlights from the Week (2018 Week #48)
December 1, 2018 SRR December 2018 Calendar
November 26, 2018 China Industrials: Takeaways from ASEAN Industrial Trade Show; Pessimistic 2019 Outlook for China
November 25, 2018 Channel Checks and Highlights from the Week (2018 Week #47)
November 18, 2018 Channel Checks and Highlights from the Week (2018 Week #46)
November 13, 2018 Thematic Report: Expectations Reset in Autos, Turning Positive as Catalysts Loom; No Change to Negative View on Machinery as Downside Risk Exceeds Upside
November 11, 2018 Channel Checks and Highlights from the Week (2018 Week #45)
November 1, 2018 SRR November 2018 Calendar
October 28, 2018 Channel Checks and Highlights from the Week (2018 Week #43)