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Industry Overview / Equity
- Asian Daily: China Condiment Sector - Takeaways from distributor call and our view by Credit Suisse
- Asian Daily: India - Zee Entertainment Enterprise: 2Q FY22: Marginal miss but advertising and Zee5 metrics show improvement . Maintain OUTPERFORM by Credit Suisse
- Credit Suisse Thailand Daily: Top Stories and ideas by Credit Suisse
- COP 26 watch: Electric Avenue: To Glasgow with an EV by Credit Suisse
- Australia General Insurance: Personal Lines Pricing Review - New business rates softer this quarter albeit still rational; maintain positive sector view by Credit Suisse
- UK Banks: Article 16: Uncertainty over the period of uncertainty by Credit Suisse
- China Beer: Consistent earnings growth driver for Carlsberg and Heineken by Credit Suisse
- Credit Suisse: Around the Clock: 12 November, 2021 by Credit Suisse
- Global Breakfast Banker: 12 November 2021 by Credit Suisse
- US Large Cap Banks: Trends in the 10Qs; 3Q21 Edition by Credit Suisse
- First Edition - US Alert: Friday, November 12, 2021 by Credit Suisse
- CS Morning Highlights: Friday by Credit Suisse
- First Edition - Canadian Alert: 12 November, 2021 by Credit Suisse
- Asian Daily: South Korea - Samsung F&M Ins: A confusing cycle, but sticking to our outlook of an uptrend in auto loss ratios ahead. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - LexinFintech: 3Q21 loan volume normalized; stronger headwind from 24% APR cap. Maintain OUTPERFORM by Credit Suisse
- EPS Changes: 4% or Less: 11/12/2021 by Credit Suisse
- U.S. Multi Industry: LEANing into the Weekend: De-Conglomeration in Vogue, AHRI Sep21 Data, BGRY Q321 Earnings, ROK Automation Fair, GE Separation, GTLS Hydrogen Tour by Credit Suisse
- Communications Equipment & Infrastructure: Weekly Bytes by Credit Suisse
- Business Services: McVeigh's Selected Services Recap in a Minute by Credit Suisse
- U.S. E&P Weekly by Credit Suisse
- Australia First Edition, 15 November 2021 - Australia General Insurance, HT1, The Long and the Short of it by Credit Suisse
- Asian Daily: South Korea - Coupang: Supply disruption-driven bigger loss in 3Q21; uncertainties may linger. Maintain NEUTRAL by Credit Suisse
- Asian Daily: Taiwan - Micro-Star International Co., Ltd: Crypto pricing driving near-term earnings fluctuation. Maintain NEUTRAL by Credit Suisse
- Asian Daily: Taiwan - Egis Technology Inc.: High dividend policy provides good support amid strategy transition. Maintain NEUTRAL by Credit Suisse
- Asian Daily: Thailand - C.P. ALL PCL: 3Q21 analyst meeting feedback-marginally more positive tone. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: India - Page Industries: Strong recovery aided by distribution expansion . Maintain NEUTRAL by Credit Suisse
- Asian Daily: Taiwan Downstream Sector - Oct sales: (+) PC/substrate/acoustic vs (-) Apple, auto, smartphone, IPC, battery by Credit Suisse
- Credit Suisse India Daily: Top Stories and ideas by Credit Suisse
- Credit Suisse Weekly Market Calendar 15 - 19 November 2021 by Credit Suisse
- Asian Daily: Thailand - Chularat Hospital: 3Q21 results; beat on COVID-related contributions. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Philippines - Monde Nissin: Results and new brand ambassador. Maintain OUTPERFORM by Credit Suisse
- First Edition: Summary Europe: 12 December, 2021 by Credit Suisse
- Banks Strategy Weekly: Q3 wrap: Earnings upgrades can continue with overlay releases by Credit Suisse
- Mining Nuggets: This Week's Top Metals & Mining News by Credit Suisse
- Asian Daily: China - Semiconductor Manufacturing International Corp.: China fabless growth and pricing driving the outlook. Maintain NEUTRAL by Credit Suisse
- Second Edition: Summary Europe: 12 November, 2021 by Credit Suisse
- Hapvida and GNDI: 3Q21 model updates by Credit Suisse
- Asian Daily: Taiwan - Gourmet Master: Mixed 3Q21 results with business seeing sequential improvements QTD. Maintain OUTPERFORM by Credit Suisse
- Midstream Snapshot: Do Not Overinflate by Credit Suisse
- Asian Daily: South Korea - KEPCO: 3Q21 review - margin squeeze between rising input cost but rigid electricity tariff. Maintain NEUTRAL by Credit Suisse
- Asian Daily: Singapore - Frasers Property Limited: Takeaways from FY21 post-results NDR. Maintain NEUTRAL by Credit Suisse
- What's Cookin' - King of the Bill by Credit Suisse
- CS Alpha Miner Weekly: Metals Recover After Three Consecutive Weekly Declines by Credit Suisse
- Last Edition - US: Friday, November 12th, 2021 by Credit Suisse
- US Restaurants: Food for Thought: Swiftly Shifting to Holiday Season by Credit Suisse
- Asian Daily: India - Apollo Hospitals Enterprise: Capital raise soon in pharmacy; 2Q strong beat driven by hospitals. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Taiwan - Quanta Computer: Computing demand to sustain in the near term; cloud growth accelerating into 2022. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Singapore - SATS Ltd: Takeaways from capital markets day: Geared for growth. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Taiwan - Gigabyte Technology Co., Ltd: GM normalising, although OPM supported by lower opex. Maintain NEUTRAL by Credit Suisse
- Asian Daily: Singapore - Sembcorp Industries: Boosting China renewables capabilities. Maintain OUTPERFORM by Credit Suisse