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Company Update / Equity
- Omron (6645 JP) (Neutral) - Expecting negative impact from parts shortage to be resolved quickly by Nomura Research
- 大東建託 (1878 JP) (Neutral) - 10月の建築受注は前年同月比23％減 by Nomura Research
- 1970.HK: IMAX China Holding - Termination of coverage by Credit Suisse
- ARNC: 3Q EBITDA Miss Driven by Transitory Labor Shortages / Supply Chain Issues; Reiterate OP on Solid Demand Outlook by Credit Suisse
- Daito Trust Construction (1878 JP) (Neutral) - October construction orders down 23% y-y by Nomura Research
- Mabuchi Motor (6592 JP) (Neutral) - 21/12 Q3 results: fine-tuning our forecasts by Nomura Research
- STAN.L: StanChart - Market focus shifts to jaws in 2022 by Credit Suisse
- Dabur India (DABUR IN) (Neutral) - Good show, but rural overhang mounts by Nomura Research
- AMED: Management Takes Regarding Q3 Results/Q4 Outlooks, Initial Puts/Takes Regarding 2021 by Credit Suisse
- HSX.L: Hiscox - US Growth engine being supported by improving underlying combined ratios by Credit Suisse
- Canadian Banks: Residential mortgage risk remains low despite shift into variable rate loans by Credit Suisse
- LNK.AX: Link Administration Holdings Limited - 2021 Investor Day: Management outlines the bull base (but execution risk remains) by Credit Suisse
- Post-Acute Care: CY22 Home Health Final Rule Calls for 3.2% Increase, Greater than June Proposal by Credit Suisse
- GS: What's new in the 10Q: backlogs, trading and business conditions, strategic initiative updates, balance sheet/capital management by Credit Suisse
- EQIX: 3Q21 Earnings Results - First Blush by Credit Suisse
- SRPT: 3Q'21 Earnings - Key DMD Programs Progressing + Capital to Accelerate Pipeline by Credit Suisse
- Semiconductor material sector: GlobalWafers 3Q FY12/21 results: Implications for Japanese stocks by Credit Suisse
- WOOD Flash – European refining and petrochemicals margins monthly: October 2021 by Wood and Company
- CNC: Activist Takes Stake in CNC; Seeks Board Refresh by Credit Suisse
- 6103.T: Okuma - 2Q FY3/22 results briefing: Orders poised to grow again in FY3/23 despite flat 2H FY3/22 by Credit Suisse
- U.S. Biotechnology: ALXO, FMTX, and KURA: First-Take on ASH 2021 Abstracts by Credit Suisse
- Canadian Financials: Capital return restrictions lifted for banks, lifecos as expected
some wide differences on deployment potential among the peers by Credit Suisse
- Kakao Corp. (035720 KS) (Buy) - Growing focus on global expansion; retain Buy by Nomura Research
- パナソニック (6752 JP) (Buy) - 各事業でコロナ後の事業機会を伺う by Nomura Research
- Europe Beverages Nielsen: Beer and Soft drinks off-trade improves after soft Q3, price/mix trends healthy across all categories by Credit Suisse