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Industry Overview / Equity
- First Edition: Summary Europe: 25 October, 2021 by Credit Suisse
- Global Breakfast Banker: 25 October 2021 by Credit Suisse
- Metals & Mining Weekly: Rio Tinto Investor Seminar 2021: Stronger ESG focus, higher Capex but also opportunities by Credit Suisse
- Asian Daily: Hong Kong - ASM Pacific Technology Ltd: 3Q21 preview: revenue on high-end, margins improving. Maintain OUTPERFORM by Credit Suisse
- First Edition - US Alert: Monday, October 25, 2021 by Credit Suisse
- MedTech Recap and Preview: Week 2 Earnings: BSX, EW, BAX and SYK - Q3 Softness Discounted, Expecting Further Supportive Comments on Recovery by Credit Suisse
- Asian Daily: China - Sunac China: More vulnerable to policy headwinds. Downgrade to UNDERPERFORM by Credit Suisse
- Asian Daily: Indonesia - PT Bank Negara Indonesia (Persero) Tbk: 3Q21 results beat on lower credit cost, asset quality improved. 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: South Korea - POSCO: All-time-high OP momentum diluted by demand peak-out concern. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Tongwei: 3Q21 results in line with positive profit alert; polysilicon earnings visibility remains high in 4Q21. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - China Yongda Automobiles Services Holding limited: 3Q21 margin hits record high; quarterly net profit up 31% YoY. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: India - Tata Consumer: 2Q FY22: Tea volumes growth disappoints; margin recovery on track. Maintain NEUTRAL by Credit Suisse
- EPS Changes: 4% or Less: 10/22/2021 by Credit Suisse
- Asian Daily: Singapore - Mapletree Logistics Trust: 1H FY22 in line, more confident on acquisition pipeline. Maintain NEUTRAL by Credit Suisse
- Asian Daily: South Korea - Woori Financial Group: Continuing the string of earnings beats. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Maxscend: Cautiously optimistic into 2022. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Sinopharm Group Co: 3Q21 growth slowing down partly due to 3Q20 high base; Device manufacturing business expansion expected this year. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Thailand - Total Access Communication PCL: 3Q21 results - miss. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - Han's Laser: 3Q result higher than prelim, positive outlook into 2022. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - ZTE: 3Q21 NI in line with guidance, GM beat expectation. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Leadshine Technology: 3Q result a miss; expect headwinds to continue in the near term. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Zhongji Innolight: 3Q21 revenue miss on continued domestic weakness. Maintain OUTPERFORM by Credit Suisse
- Natural Gas Storage: Forecasting an 80-90 Bcf Injection for Week Ending October 22nd by Credit Suisse
- Last Edition - US: Monday, October 25th, 2021 by Credit Suisse
- Australian Large Cap Resources: Mining Monday by Credit Suisse
- European Utilities Daily: Plugged In! 25 October 2021 by Credit Suisse
- Asian Daily: China Property Sector - New report: Faster-than-expected progress in property tax pilot leads to more uncertainties ahead by Credit Suisse
- Asian Daily: China - Shimao Group Holdings Limited: More conservative land replenishment to impair sales growth visibility. Downgrade to NEUTRAL by Credit Suisse
- CS Morning Highlights: Monday by Credit Suisse
- Asian Daily: China - KWG Group Holdings Limited: Tighter land bank to impair sales growth visibility. Downgrade to NEUTRAL by Credit Suisse
- Asian Daily: China - Guangzhou Automobile Group: Conference call takeaways with GAC Trumpchi brand dealer. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China Basic Materials & Metals Mining Sector - Assumption of coverage by Credit Suisse
- First Edition - Canadian Alert: 0ctober 25, 2021 by Credit Suisse
- Second Edition: Summary Europe: 25 October, 2021 by Credit Suisse
- Asian Daily: South Korea - LG Chem Ltd.: 3Q21 review-GM recall and chip shortage issue weigh on. Maintain NEUTRAL by Credit Suisse
- LatAm Utilities Weekly: Update on CESP Merger with VTRM & VE/ EQTL Volumes & CEEE Dismissal Program/ Argy Volumes by Credit Suisse
- Asian Daily: Taiwan - POYA International Co., Ltd.: Weak 3Q21 results as expected; eyeing 4Q21 and 2022 rebound. Maintain OUTPERFORM by Credit Suisse
- EPS Changes: 4% or Less: 10/25/2021 by Credit Suisse
- Asian Daily: China xEV Battery Value Chain - Energy storage system could help lift battery demand by Credit Suisse
- Australia First Edition, 26 October 2021 - AZJ, Australian Food Retail, Australian Large Cap Resources, ORG, RMD, SIQ, SBM, TLS, VEADB by Credit Suisse
- Asian Daily: India - Colgate-Palmolive India: 2Q FY22: Muted growth with some margin headwinds . Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Raycus Fiber Laser: Solid 3Q earnings despite soft gross margin. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Haidilao International Holding Ltd: Potential temporary store closures could bring near-term pressure . Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - China Merchants Bank Co Ltd: Takeaways from 3Q21 briefing. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Sanhua Intelligent Controls: Bottom line in 3Q only up 4.6% on weaker gross margin. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - Kuaishou Tech: Time to revisit part II - what drives medium-term upside?. Maintain OUTPERFORM by Credit Suisse
- Mortgage Banking: 3Q Earnings Preview: Stability in GOS Margins, Potential Upside to Capital Return by Credit Suisse
- Mortgage Finance Weekly: Higher Rates Causes GOS Margin Volatility, Forbearances Decline at Slower Rate by Credit Suisse
- Asian Daily: Philippines - BDO Unibank Inc: 9M21/3Q21: Outperformed expectations, strong momentum so far. Maintain OUTPERFORM by Credit Suisse