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Industry Overview / Equity
- Second Edition: Summary Europe: 1 November, 2021 by Credit Suisse
- Asian Daily: China - Nio Inc: October delivery fell 27% YoY due to manufacturing lines restructuring and upgrades. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Li Auto: October delivery volume up 107% YoY and 8% MoM, a clear recovery ahead in November. Maintain OUTPERFORM by Credit Suisse
- IQVIA (IMS) Tracker: For The Week Ended Oct 22 by Credit Suisse
- Australia First Edition, 02 November 2021 - A-REITs Chart pack Oct '21, CHC, IGO, SWM, SKC, WBC by Credit Suisse
- Asian Daily: Singapore - Yangzijiang Shipbuilding (Holdings) Ltd: Higher steel cost weighing on margins. Maintain NEUTRAL by Credit Suisse
- Thoughts on Payments, Processors, & FinTech: V & MA alternative payments impact, Plaid Forum, Plaid Partner Ecosystem, Money 20/20, G2E, & FOUR by Credit Suisse
- Asian Daily: China - Nari Technology: Key takeaways from 3Q21 results briefing. Maintain OUTPERFORM by Credit Suisse
- Mortgage Finance Weekly: Higher Rates Causes GOS Margin Volatility, Forbearance Decline at Slower Rate by Credit Suisse
- US Steel Sector: Transition from Transitory Section 232 to Structural TRQ System Is a Long-Term Win for US Steel Sector by Credit Suisse
- Asian Daily: Philippines - San Miguel Corporation: Waiting for more near-term catalysts. Maintain NEUTRAL by Credit Suisse
- Credit Suisse Thailand Daily: Top Stories and ideas by Credit Suisse
- Credit Suisse India Daily: Top Stories and ideas by Credit Suisse
- Diversified Miners: BHP vs RIO: Preference of RIO vs BHP holds as falling IO prices are more than discounted by Credit Suisse
- Bulk Forecasts: Conditions so poor it's positive by Credit Suisse
- Australian Large Cap Resources: Mining Tuesday by Credit Suisse
- Credit Suisse Financials Insights Asia (FIA): Top stories and ideas by Credit Suisse
- First Edition: Summary Europe: 2 November, 2021 by Credit Suisse
- European Utilities Daily: Plugged In! 2 November 2021 by Credit Suisse
- Natural Gas Storage: Forecasting a 65-75 Bcf Injection for Week Ending October 29th by Credit Suisse
- Asian Daily: China - Nio Inc: Management guided Oct new order flow to hit all-time high . Maintain OUTPERFORM by Credit Suisse
- First Edition - Canadian Alert: November 2, 2021 by Credit Suisse
- Second Edition: Summary Europe: November 2, 2021 by Credit Suisse
- Asian Daily: Philippines Power Sector - Some positives and some negatives by Credit Suisse
- Asian Daily: Taiwan - Vanguard International Semiconductor: 8" constraints helping the company secure loadings/pricing in 2022. Maintain OUTPERFORM by Credit Suisse
- Electronic components sector : CS Electronic Components Weekly: Review of last week and focal points for next two weeks by Credit Suisse
- Asian Daily: Taiwan - momo.com: 3Q21 results in-line with in-line operating guidance. Maintain UNDERPERFORM by Credit Suisse
- Asian Daily: China - China CYTS Tours: Weak 3Q21; sluggish recovery expectation in the price. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Malaysia - Pentamaster: 3Q a transitory quarter, profit wise; medium-term outlook remains bright. Maintain OUTPERFORM by Credit Suisse
- EPS Changes: 4% or Less: 11/1/2021 by Credit Suisse
- Asian Daily: China - Xiaomi: 3Q21 preview: Revenue likely missed, but GM/NI beat. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: India - Housing Development Finance Corp: 2Q22: Steady quarter; growth picking up. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Indonesia - Semen Indonesia: 3Q21: in line with our expectation, but below consensus. Maintain NEUTRAL by Credit Suisse
- Last Edition - US: Monday, November 1, 2021 by Credit Suisse
- Asian Daily: China - Marubi: 3Q21 revenue and margins a big disappointment. Maintain UNDERPERFORM by Credit Suisse
- Asian Daily: India - Tata Motors Ltd.: 2Q miss; Strong India outlook, but EV concerns for JLR and full valuations keep us on sidelines. Maintain NEUTRAL by Credit Suisse
- The Carbon Cycle Series: China releases Net Zero policy framework and action plan for peaking emissions by 2030 by Credit Suisse
- Asian Daily: China - Wuxi Biologics: Raised guidance suggesting continued strong non-COVID growth and good COVID-19 backlog conversion . Maintain OUTPERFORM by Credit Suisse
- Australian coal coverage: When the market becomes fearful by Credit Suisse
- Belgium Telecoms: Q3 21 round-up by Credit Suisse
- Metal & Mining: Bulks commodities forecasts - Keeping our preference for coal over Iron ore by Credit Suisse
- Credit Suisse: Around the Clock: 2 November, 2021 by Credit Suisse
- Banking on the Markets: Consistent at the start of 4Q: macro confidence and conviction will be key to sustained capital markets momentum by Credit Suisse
- Global Breakfast Banker: 2 November 2021 by Credit Suisse
- First Edition - US Alert: November 2, 2021 by Credit Suisse
- CS Morning Highlights: Tuesday by Credit Suisse
- Asian Daily: Thailand - Home Product Center PCL: 3Q21 meeting feedback - improving trend . Maintain OUTPERFORM by Credit Suisse
- EPS Changes: 4% or Less: 11/2/2021 by Credit Suisse
- Asian Daily: South Korea - Seoul Semiconductor Co Ltd: Temporary slowdown on general customer production slowdown. Maintain OUTPERFORM by Credit Suisse
- Australia First Edition, 03 November 2021 - Australian Coal Coverage, Australian Large Cap Resources, Bulk Forecasts, DRR, Diversified Miners: BHP vs RIO, FMG, GMG, IAG, S32, NWS, REA, The Carbon Cycle Series by Credit Suisse