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Company Update / Equity
- MDKA.JK: Merdeka Copper - Termination of coverage by Credit Suisse
- European Food Retail: Something to chew on: The news, the previews, the Invites, the reminders: Tesco partners with Gorillas, Marley Spoon reported 3Q, HelloFresh 3q preview by Credit Suisse
- Nippon Electric Glass (5214 JP) (Neutral) - Solid showing for both display glass, glass fiber by Nomura Research
- Zeon (4205 JP) (Buy) - Profits slow in 22/3 Q2 but broadly in line with guidance by Nomura Research
- Astellas Pharma (4503 JP) (Buy) - 22/3 Q2 results: upbeat signs for products under development by Nomura Research
- Daiichi Sankyo (4568 JP) (Neutral) - Jul-Sep results: favorable earnings progress by Nomura Research
- NEC (6701 JP) (Buy) - 22/3 Q2 results: undershoot on semiconductor shortage, unprofitable projects by Nomura Research
- Drug Distributor Update: Generic Drug Pricing Monitor by Credit Suisse
- 平和不動産 (8803 JP) (Buy) - 1H:物件売却で増収増益 by Nomura Research
- LatAm Utilities: Feedback from 4th Annual Brazil Utilities Conference - Short-Term Challenges, Bright Future Ahead by Credit Suisse
- XOM: Revising Estimates, Key Takeaways from Call and Understanding Stock Reaction by Credit Suisse
- ICT sector: CS ICT Weekly update Vol. 25: Implications from Jul-Sep results, SBG NAV Tracker by Credit Suisse
- Machinery sector: CS Machinery weekly (1 Nov~) by Credit Suisse
- PSX: Adjusting 4Q 21 Estimates and Key takeaways from the Call by Credit Suisse
- PTON: Into the Print
F1Q Earnings Preview by Credit Suisse
- Nonfarm payroll preview: Busy jobs data should set RHI to underperform by Credit Suisse
- Specialty Finance Weekly: Card Networks, AXP, DFS, SYF, Student Lending by Credit Suisse
- WOOD Flash – European natural gas monthly: October 2021 by Wood and Company
- Shionogi (4507 JP) (Buy) - 22/3 Q2 results: R&D costs predominate by Nomura Research
- Kyowa Kirin (4151 JP) (Buy) - 21/12 Q3 results: we fine-tune forecasts by Nomura Research
- ANET: 3Q21 Earnings Results First Blush by Credit Suisse
- MCK: No Need of a Booster Here; Solid "Beat and Raise" Quarter by Credit Suisse
- Machinery sector: September servomotor shipments: Implications for Japan's machinery stocks by Credit Suisse
- キヤノン (7751 JP) (Neutral) - 部品不足で販売数量が想定を下回る (ADR : CAJ US) by Nomura Research
- オムロン (6645 JP) (Neutral) - 部材不足の悪影響は早期に解消しよう by Nomura Research