| Date |
Report Title |
| September 1, 2017 |
SRR September 2017 Calendar |
| 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? |
| January 27, 2016 |
Terex/Zoomlion Comment: Thoughts on Terex-Zoomlion News |
| January 27, 2016 |
TSLA China Update: 4Q 2015 Registrations +26% Q/Q; China JV Plans |
