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Estimate Changes / Equity
- SNAP: Not Getting Paid for the Value it is Generating, That will Change by Credit Suisse
- DGX: Q&A Our Way: A Strong Q3 Suggests Current 2022 Consensus Has Good Visibility by Credit Suisse
- CMG: Still Smoking with Smoked Brisket by Credit Suisse
- INTC: Early CY22 Look - GM Reset Mostly Expected, LT CAGR Likely to Be Seen as Aggressive by Credit Suisse
- WES.AX: Wesfarmers - Positive update; consumer spending normalisation weighs on sentiment by Credit Suisse
- European Cement: Constructive underlying demand - near term offsets from weather and surging costs by Credit Suisse
- VOES.VI: voestalpine - Balance sheet focus remains, valuation not yet appealing by Credit Suisse
- UNP: Updating EPS Estimates by Credit Suisse
- AXP: 3Q21: Beat In Discount Rev, NII & Provision; Billed Business Better Than Expected But Still Lags Peers; Buyback To Remain Elevated by Credit Suisse
- RELI.BO: Reliance Industries Ltd - Retail and O2C should be strong in 3Q; JioPhone Next success crucial for 500 mn target by Credit Suisse
- HOLMb.ST: Holmen - Packaging looking strong, wood products past peak, forests underpin valuation by Credit Suisse
- HCA: Q&A Our Way: Discussing Labor Trends and 2022 Commentary by Credit Suisse
- WBA: Updating Estimates and PT to Reflect Developing Strategy for Walgreen's Health by Credit Suisse
- EBAY: Payments Ramped, PLA Ramping, GMV Growth Optionality by Credit Suisse
- NEP: Back to Mothership for 2022 Dropdowns by Credit Suisse
- HON: Favorable Setup into 2022; Margins Carry While Supply Chains to Ease - Q321 Recap by Credit Suisse
- BWY.L: Bellway - New guidance is encouraging, yet still looks to be conservatively set by Credit Suisse
- TLS.AX: Telstra Corporation - Digicel Pacific transaction expected to drive low-single-digit EPS accretion by Credit Suisse
- OCDO.L: Ocado Group - The Kroger announcement, AutoStore communication and Erith disruption leave little room for new optimism by Credit Suisse
- CLF: Street Finally Catching Up to New Steel Paradigm - 2022 Should be a Great Year by Credit Suisse
- QSR: Thee Heat is On in Home Markets by Credit Suisse
- ASURB.MX: Grupo Aeroportuario del Sureste - Strong 3Q21 with Impressive Operating Leverage | Maintain Outperform by Credit Suisse
- RWC.AX: Reliance Worldwide - 1Q22 update and acquisition- retain OUTPERFORM by Credit Suisse
- Canadian Infrastructure: Energy Engagement and Excitement into the Energy Infrastructure Earnings Season by Credit Suisse
- AGNC: Increased Clarity From Fed to Translate to Higher Leverage; Raising Estimates by Credit Suisse