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Industry Overview / Equity
- Asian Daily: China - China Coal Energy Company Limited: 3Q21 results in line. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Goodix: 3Q a big miss with lower revenue/GM. Maintain UNDERPERFORM by Credit Suisse
- Asian Daily: Hong Kong - ASM Pacific Technology Ltd: Upbeat 4Q21 guidance, orders moderated on seasonality. Maintain OUTPERFORM by Credit Suisse
- NYCB: 3Q21: Lower NII & Loan Growth Though 4Q Should Be Stronger; Closing Of Flagstar Acquisition Delayed Until 2022 by Credit Suisse
- Asian Daily: India - Mahanagar Gas Limited: Valuations attractive at 5.7x FY23 EV/EBITDA; overhangs are temporary. Maintain OUTPERFORM by Credit Suisse
- Thoughts from Money 20/20 US in Las Vegas: Recap of Day 3 by Credit Suisse
- Asian Daily: India - Larsen & Toubro: Strong results with strong inflows and improved margins in a tough time; pro-cyclically poised for strong traction on multiple parameters. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Ping An: NPAT missed, but OPAT solid; life reform to deepen for long-term growth. Maintain OUTPERFORM by Credit Suisse
- Last Edition - US: Wednesday, October 27, 2021 by Credit Suisse
- Asian Daily: Taiwan - Parade Technologies: 3Q results ahead; confident on outlook with new opportunity in smartphone. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: India - IndusInd Bank: 2Q22: Credit costs peaking; growth to pick up. Maintain OUTPERFORM by Credit Suisse
- Credit Suisse Thailand Daily: Top Stories and ideas by Credit Suisse
- Asian Daily: China - Shanghai Fosun Pharmaceutical (Group) Co., Ltd.: COVID theme for vaccine (BNT162b2) and small molecules (proxalutamide) still in play. Maintain OUTPERFORM by Credit Suisse
- Credit Suisse India Daily: Top Stories and ideas by Credit Suisse
- Credit Suisse: Around the Clock: 28 October, 2021 by Credit Suisse
- First Edition: Summary Europe: 28 October, 2021 by Credit Suisse
- Global Breakfast Banker: 28 October 2021 by Credit Suisse
- Asian Daily: South Korea - Kakao Corp: Core Talk business trekking along the revenue growth at 50%, despite baking in commentaries from hearings. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: South Korea - S-Oil: 3Q21 review - direct beneficiary of reopening theme and rising crude oil price. Maintain OUTPERFORM by Credit Suisse
- First Edition - US Alert: Thursday, October 28, 2021 by Credit Suisse
- NIC.AX: Nickel Mines - SepQ: Record quarterly revenue dampened by increased coal costs by Credit Suisse
- Asian Daily: China - China Molybdenum Co. Ltd: 3Q21 results briefing takeaway. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - China Coal Energy Company Limited: 3Q21 results briefing takeaway. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: South Korea - Samsung Electronics: Memory inventory correction ahead cushioned by OLED and Logic. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Malaysia - CIMB Group Holdings Bhd: Niaga's 3Q21 results: ROE at top end of management's guidance . Maintain OUTPERFORM by Credit Suisse
- Asian Daily: India - SBI Life Insurance Company Limited: 2Q22: COVID claims impact 2Q; new business on strong footing. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - Gigadevice: 3Q a strong beat; even more optimistic about 2022 capacity. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Shanghai Mechanical & Electrical Industry Co., Ltd: Sales still solid but headwinds from property market ahead. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - Luxshare: 3Q21 results missed but likely bottoming. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Joyoung: Sluggish demand for domestic small kitchen appliances to persist . Maintain NEUTRAL by Credit Suisse
- Asian Daily: India - Maruti Suzuki India Ltd: In-line 2Q; up ahead-production normalisation, margins recovery, and a strong new model cycle. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Hong Kong - HKEx: 3Q revenue and profit, in line; long-term prospects solid. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Singapore - Sea Limited: New report: Online games: South East Asia and Taiwan market plays-3Q21 . Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Autohome Inc.: 3Q21 preview: media service under pressure. Maintain NEUTRAL by Credit Suisse
- Asian Daily: India - Titan Company Ltd: 2Q FY22: Exceptionally strong revenues translate into a beat on margins. Maintain NEUTRAL by Credit Suisse
- Credit Suisse Asia Pacific Technology Daily: Top Stories and Ideas by Credit Suisse
- Asian Daily: India - ITC Ltd: 2Q FY22: Strong quarter on all fronts. Maintain OUTPERFORM by Credit Suisse
- European Power Market: Energy policy ahead of COP26 by Credit Suisse
- Asian Daily: Singapore - Mapletree Commercial Trust: 1H FY22 below-positive retail reversions, but potential for more rebates. Maintain NEUTRAL by Credit Suisse
- Asian Daily: Philippines - Wilcon Depot Inc.: Record margins offset negative revenue performance. Maintain NEUTRAL by Credit Suisse
- European Utilities Daily: Plugged In! 28 October 2021 by Credit Suisse
- Asian Daily: Philippines - LT Group, Inc.: Upside from this point. Maintain OUTPERFORM by Credit Suisse
- FMG.AX: Fortescue Metals Group Ltd - SepQ operational performance steady, macro headwind continues by Credit Suisse
- Asian Daily: South Korea - LG Innotek: 3Q21 review: iPhone 13 production tracking in-line with initial plan, while the Pro/Pro max more favored. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: South Korea - Hyundai Mobis: Weak 3Q21 result, focus on OEMs' production recovery from 4Q21 . Maintain OUTPERFORM by Credit Suisse
- CS Morning Highlights: Thursday by Credit Suisse
- Asian Daily: China - CNOOC: 3Q21 operational update shows FY21 target likely exceeded; A-share listing underway. Maintain OUTPERFORM by Credit Suisse
- First Edition - Canadian Alert: 28 October, 2021 by Credit Suisse
- Asian Daily: South Korea - Hyundai Glovis: OEMs production recovery assures solid earnings outlook. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Yum China Holdings, Inc.: 3Q21 results show resilient SSS along with margin pressure; accelerated new store opening to drive future growth . Maintain OUTPERFORM by Credit Suisse