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Estimate Changes / Equity
- Sell-downs loom amidst increasing LNG appetite: STO and OSH ride LNG crescendo by Credit Suisse
- TRU: Moving parts overshadow solid beat + raise by Credit Suisse
- CCK: Entering Capacity Monetization Cycle with Solid Execution YTD, Mg Issue Appears Very Manageable by Credit Suisse
- AQN: Algonquin Power & Utilities Corp. - Acquiring "My Old Kentucky Home" with another De-carbonization Opportunity by Credit Suisse
- MMM: Raw Materials, Logistics, and Defense Costs Hit Operating Margins Despite Sales Beat - Q321 Recap by Credit Suisse
- OMAB.MX: Grupo Aeroportuario del Centro Norte - Mixed 3Q21 | Decent Cost Control despite Weak Traffic Recovery | Remain Outperform by Credit Suisse
- ORAN.PA: Orange - Underlying growth but large wholesale headwind by Credit Suisse
- KPN.AS: KPN - Incorporating future buybacks by Credit Suisse
- FFIV: F4Q21 Results - Beat and Raise; US Federal Delivered; Software Growth Harmonizing; Increasing Target Price to $278, 36% Upside by Credit Suisse
- ADN.TO: Acadian Timber Corp. - Quarterly Earnings Preview by Credit Suisse
- JNPR: 3Q21 Results - Results Strong But Supply Chain Concerns Weigh on Outlook by Credit Suisse
- Select Model Updates Ahead of Q3/21 Earnings: Making Tweaks to 2021 Estimates by Credit Suisse
- GOOGL: Focus and Investments in AI Confers Benefits in Unexpected Ways by Credit Suisse
- OTLY: Recalibrating Expectations
A Different World
Into the Print, 3Q Earnings Preview by Credit Suisse
- DAN: Look past weak print, attractive opportunity on volume recovery + EV strength by Credit Suisse
- ADM: Management Making All The Right Moves; Raising 2022 EPS by Credit Suisse
- UPM.HE: UPM-Kymmene - Record quarterly earnings as pulp peaks and volumes recover, potential values lies ahead by Credit Suisse
- NAVI: Good Quarter on Private NIM, Fee Income, Opex. DL Impact In-line. Q4 Key for 2022+ Revenue and Opex Trajectory by Credit Suisse
- SIX: Positive Risk/Reward by Credit Suisse
- DRVN: Strong Q3; Potential Upside to Q4; Incremental Color on M&A Supports Case For Stronger EBITDA Outlook by Credit Suisse
- RWT: Raising Estimates as 3Q Strength Likely to Continue by Credit Suisse
- SC: 3Q - Deal on track - credit strong - originations lower by Credit Suisse
- PRIO3.SA: PetroRio SA - 3Q21 Preview: Weaker results q/q, not a concern by Credit Suisse
- KCOGn.DE: Klöckner & Co - Structurally improved? Too early to say, as steel prices roll over; keep Underperform by Credit Suisse
- IMPN.S: Implenia - TP decrease to CHF 23 to reflect low adjusted EBIT margins in 2021E and 2022E by Credit Suisse