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Industry Overview / Equity
- Asian Daily: China - Li Auto: November delivery volume hit all-time high of 13,485 units-up 190% YoY and 76% MoM. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Korea Auto Sector - Improved chip supply that can lead higher production by Credit Suisse
- CS Morning Highlights: Wednesday by Credit Suisse
- First Edition - Canadian Alert: December 1, 2021 by Credit Suisse
- Residential Mortgage REITs: Book Values Down ~1% Quarter-to-Date, but Higher Volatility Increases Risk by Credit Suisse
- Asian Daily: Hong Kong - Cathay Pacific Airways Ltd: Key takeaway from analyst briefing; effective cost control narrowing loss. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China Aesthetics Sector - New report: Expert call takeaways (Vol 4 Collagen stimulator) by Credit Suisse
- Asian Daily: India Oil Marketing sector - Refining cracks have started to correct, but marketing margins at 2x of pre-COVID level by Credit Suisse
- Asian Daily: China Insurance Sector - CBIRC steps up regulation of insurance groups by Credit Suisse
- Last Edition - US: Wednesday, December 1, 2021 by Credit Suisse
- Commodities Notes: More copper than meets the eye, but it's trapped by Credit Suisse
- Credit Suisse Indonesia Daily: Top Stories and Ideas by Credit Suisse
- Food retail disruption series: The future of Foodtech: Teaching customers to behave differently by Credit Suisse
- Credit Suisse: Around the Clock: 2 December, 2021 by Credit Suisse
- Global Breakfast Banker: 2 December 2021 by Credit Suisse
- Asian Daily: China Consumer Sector - Assumption of Coverage by Credit Suisse
- Asian Daily: Thailand - Airports of Thailand: EPS cut on extension of assistance measures, fair value intact. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Korea Consumer Sector - Underperformance offers good re-entry point by Credit Suisse
- CS Morning Highlights: Thursday by Credit Suisse
- Second Edition: Summary Europe: 2 December, 2021 by Credit Suisse
- Australia First Edition, 03 December 2021 - ABB, Commodities Notes, PMV, QBE, SCP, WOW by Credit Suisse
- Asian Daily: China Sportswear Sector - Distributor takeaways: 4Q demand momentum similar to 3Q; intl brands improved QoQ by Credit Suisse
- Asian Daily: India - SBI Cards: Credit card spends and loans show strong traction. Maintain OUTPERFORM by Credit Suisse
- ACA Enrollment Tracker: Week 4: 2022 Public Exchange Enrollment, Average Daily Signups Slightly Ahead of Last Year by Credit Suisse
- Global Infrastructure Research: Infrastructure Insights: European Utilities; CCS Considerations and APAC Positioning by Credit Suisse
- Asian Daily: China - XPeng Inc: November delivery volume hit all-time high of 15,613 units, up 270% YoY and 54% MoM. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Nio Inc: November delivery hit all-time high to 10,878 units - up 106% YoY and 197% MoM. Maintain OUTPERFORM by Credit Suisse
- Australia First Edition, 02 December 2021 - A-REITs Chart pack Nov-2021, CQR, GUD, QAN, REP by Credit Suisse
- Second Edition: Summary Europe: 1 December, 2021 by Credit Suisse
- EPS Changes: 4% or Less: 12/1/2021 by Credit Suisse
- China Aesthetics Sector: Expert call takeaways (Vol 4 collagen stimulator) by Credit Suisse
- Asian Daily: Indonesia - Sumber Alfaria: 3Q21 results relatively in line, minimal increase in minimum wage next year should benefit AMRT. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Asia Semiconductor Sector - New report: CS Technology Conference Day 2 highlights-broad-based semi demand still outpaces supply by Credit Suisse
- Asian Daily: Philippines - Converge ICT: Momentum expected to continue. 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
- Credit Suisse India Daily: Top Stories and ideas by Credit Suisse
- UK Utility Day feedback: Growth picking up; generation market moving to PPAs; question mark on domestic supply by Credit Suisse
- First Edition: Summary Europe: 2 December, 2021 by Credit Suisse
- Asian Daily: China Consumer Sector - Assumption of Coverage by Credit Suisse
- European Utilities Daily: Plugged In! 2 December 2021 by Credit Suisse
- First Edition - US Alert: Thursday, December 2, 2021 by Credit Suisse
- Asian Daily: China - Jiangsu Hengrui Pharmaceuticals Co., Ltd.: Partner's plinabulin China approval in doubt after US FDA rejection. Maintain OUTPERFORM by Credit Suisse
- First Edition - Canadian Alert: December 2, 2021 by Credit Suisse
- Asian Daily: Singapore - Sembcorp Industries: Another boost to its renewables transition. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Philippines Banks Sector - Lending momentum remains strong in Oct by Credit Suisse
- EPS Changes: 4% or Less: 12/2/2021 by Credit Suisse
- Mexican Banks: October CNBV data - A stronger month, while asset quality remains healthy; data looks more favorable for Gentera by Credit Suisse
- Asian Daily: India Cement Sector - November volume weakness likely temporary; strengthening housing and investment cycle drive positive outlook; resilient pricing boosts profitability by Credit Suisse
- The Long and the Short of it: Developments Down Under - Bank conduct, Battery Tech, Smart Agri, Iron Ore demand risks by Credit Suisse