Back to the main directory
Industry Overview / Equity
- Asian Daily: China - Desay SV: 3Q21 result in line with company guidance . Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - Jiangsu Hengshun Vinegar Ind Co., Ltd.: More challenges ahead, beyond 3Q miss. Downgrade to UNDERPERFORM by Credit Suisse
- Asian Daily: Asia Pacific Strategy - AxJ Focus List: Changes to China and India picks by Credit Suisse
- Asian Daily: China - Dahua: 3Q21 results missed. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Shanghai Junshi Biosciences Co., Ltd: Mgmt set PD-1 2022 domestic sales target at Rmb1.5 bn; No AdCom expected for PD-1's FDA review. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Huatian: 3Q beat with better revenue/GM; growth into 2022. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - TBEA Co Ltd: Another strong quarter driven by polysilicon price hike . Maintain OUTPERFORM by Credit Suisse
- Credit Suisse Asia Pacific Technology Daily: Top Stories and Ideas by Credit Suisse
- Credit Suisse Thailand Daily: Top Stories and ideas by Credit Suisse
- Asian Daily: Indonesia - Mayora Indah: Weaker-than-expected 3Q21 due to gross margin pressure . Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - XPeng Inc: Oct delivery in line: Up 233% YoY to 10,138 units. Maintain OUTPERFORM by Credit Suisse
- Credit Suisse India Daily: Top Stories and ideas by Credit Suisse
- Asian Daily: Indonesia - Ace Hardware Indonesia: Severe operating deleverage from weak sales. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - China National Building Material Co: 3Q21 results briefing takeaway. Maintain OUTPERFORM by Credit Suisse
- Credit Suisse: Around the Clock: 1 November, 2021 by Credit Suisse
- Healthcare Services Weekly Check-up: Death Care and Clinical Labs Outperform; Medicare Prices as Benchmarks for Commercial Insurance Payments by Credit Suisse
- Specialty Finance: 3Q21 Card: Balance Growth Solid, Payment Rate Improving; Credit Strong - Normalization Fear Overdone by Credit Suisse
- European Utilities Daily: Plugged In! 1 November 2021 by Credit Suisse
- Metals & Mining Weekly: Sep'21 Global Steel Production: Lowest volume since April 2020 as China drops 21% YoY by Credit Suisse
- CS Morning Highlights: Monday by Credit Suisse
- Asian Daily: China - Bao Steel: 3Q21 results briefing takeaway. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Korea Auto Sector - Stagnant growth caused by low inventory and chip shortage by Credit Suisse
- China Automation Sector: Our take on 3Q MIR automation data: Growth decelerated but localisation on track by Credit Suisse
- Asian Daily: South Korea - Hankook Tire & Technology: Weak 3Q21 result, focus on OE demand recovery from 4Q21E. Maintain OUTPERFORM by Credit Suisse
- Weekly Bytes: VCRA, NXGN & TLMD Outperform Broader Market, MPLN, CANO & SGFY Lag; Highlighting Quick Bytes From the Week by Credit Suisse
- Asian Daily: Singapore - CDL Hospitality Trusts: Takeaways from post-3Q21 NDR. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - China Pacific: 3Q21 results: short-term pain, long-term gain. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: India - IDFC First Bank: 2Q FY22: Asset quality stress moderates; Opex weighing on PPoP. Maintain NEUTRAL by Credit Suisse
- Asian Daily: Taiwan Display Sector - TV panel price to stabilise soon as OEMs accelerate panel pull-in by Credit Suisse
- Thoughts from Money 20/20 US in Las Vegas: Recap of Day 4 by Credit Suisse
- Asian Daily: China Express Delivery Sector - Implications from J&T's proposed acquisition of BEST by Credit Suisse
- Asian Daily: China - Jonjee Hi-tech Industrial & Commercial Holding Co.: The worst time has probably passed. Maintain OUTPERFORM by Credit Suisse
- Sep SIA: Sep SIA Data Re-enforces Below Seasonal C3Q Driven By Supply Constraints by Credit Suisse
- Asian Daily: China - China Citic Bank: 3Q21: Weak growth in top line and bottom line. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - GEM: 3Q21 earnings in line with prelim results, GP margin eases. Maintain NEUTRAL by Credit Suisse
- Global ESG Research: Investors' Guide to COP26 and Beyond by Credit Suisse
- Asian Daily: China - Anhui Jianghuai Automobile Group Co Ltd: 3Q21 result in line with guidance: Return to net loss . Maintain UNDERPERFORM by Credit Suisse
- Asian Daily: China - Ping An Healthcare and Technology: Company's strategic upgrades allow it to be differentiated from competitors, but bring growth uncertainty . Maintain OUTPERFORM by Credit Suisse
- Pharmaceutical sector: Weekly review and outlook (1 Nov): Results season ramps up; Chugai, Daiichi Sankyo up; focus on Terumo this week by Credit Suisse
- First Edition: Summary Europe: 1 November, 2021 by Credit Suisse
- The Brookfield Group: Stub Seeker: Looking at the Laggards - The Canadian Alts in Context by Credit Suisse
- Global Breakfast Banker: 1 November 2021 by Credit Suisse
- MedTech Recap and Preview: Week 3 Earnings for IART, GMED & ZBH: Expect Q3 Softness and Potential Cuts to Guidance; SMISS Takes: Pos for NUVA, Neg for Staffing by Credit Suisse
- First Edition - US Alert: Monday, November 1, 2021 by Credit Suisse
- First Edition - Canadian Alert: November 1, 2021 by Credit Suisse
- Asian Daily: Vietnam - Vincom Retail Joint Stock Company: Worst appears to be over, gradual recovery underway. Maintain NEUTRAL by Credit Suisse
- IGO.AX: IGO Limited - SepQ: Strong start to FY22 for Ni and Li by Credit Suisse
- Asian Daily: China Automation Sector - New report: Our take on 3Q MIR automation data-growth decelerated but localisation on track by Credit Suisse
- LatAm Utilities Weekly: Hydrology Update/ ENGI 3Q21 Volumes/ Bz September Volumes/ Green Hydrogen in Bz/3Q21 Results by Credit Suisse
- Asian Daily: Philippines - Universal Robina Corporation: Higher input costs put pressure on margins. Maintain OUTPERFORM by Credit Suisse