| 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 Again |
| May 7, 2018 |
Channel Checks and Highlights from the Week (2018 Week #18) |
| May 1, 2018 |
SRR May 2018 Calendar |
| 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) |
| April 1, 2018 |
SRR April 2018 Calendar |
| 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) |
| March 1, 2018 |
SRR March 2018 Calendar |
| 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) |
| February 2, 2018 |
SRR February 2018 Calendar |
| 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 29, 2017 |
SRR January 2018 Calendar |
| 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) |
| December 1, 2017 |
SRR December 2017 Calendar |
| 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) |
| November 1, 2017 |
SRR November 2017 Calendar |
| 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) |
| October 1, 2017 |
SRR October 2017 Calendar |
| 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 |
