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Industry Overview / Equity
- Asian Daily: China - LONGi Green Energy Technology: Slow 3Q21 earnings growth given upstream cost pressure. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Philippines - Megawide Construction Corporation: Construction activities to help the drag in its airport and landport operations. Maintain UNDERPERFORM by Credit Suisse
- EPS Changes: 4% or Less: 10/28/2021 by Credit Suisse
- Asian Daily: India - United Breweries: 2Q FY22: Full volume recovery expected in 2H FY22, adequate price increases taken. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Supor: Online channel reform starts bearing fruit . Upgrade to NEUTRAL by Credit Suisse
- Asian Daily: China - BAIC Motor Corporation Limited: Fell into net loss in 3Q21 due to lower-than-expected Benz JV profit. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - Daqo New Energy: Another record-high earnings in 3Q21; valuation at a bargain. Maintain OUTPERFORM by Credit Suisse
- Australia First Edition, 29 October 2021 - ANZ, API, COL, FMG, IFL, JBH, NCM, NIC, PLS, PBH by Credit Suisse
- Asian Daily: Taiwan IC Substrate Sector - Rising tide lifting all boats, but Unimicron still our preferred pick by Credit Suisse
- Asian Daily: Taiwan - Nan Ya Printed Circuit Board: Rising tide lifting all boats. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - Zhejiang Dingli Machinery: Revenue in line with fast growing boom lifts; margin weaker than our expectation. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Hong Kong - Budweiser Brewing Company APAC Limited: 3Q21 EBITDA slight beat; core+ segment price hikes announced. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - Xinfengming Group Co.,Ltd: 3Q21 results in line with profit alert; near-term uncertainty persists. Maintain UNDERPERFORM by Credit Suisse
- Asian Daily: China - Guoxuan High-Tech Co Ltd: 3Q21 core earnings still in the red. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - Sany Heavy Industry: 3Q a miss; cautious on short-term headwinds despite long-term potential. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - Montage: 3Q largely in line, thanks to better Jintide and lower tax. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: India - Marico Ltd: 2QFY22: Growth ahead of peers, likely moderation in volumes in 2H on a high base. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Tongcheng-Elong: Risk-reward turns more attractive post recent correction . Maintain OUTPERFORM by Credit Suisse
- Asian Daily: Indonesia - PT United Tractors Tbk: Strong 3Q21 results from coal related businesses. Maintain NEUTRAL by Credit Suisse
- Asian Daily: China - Anhui Conch Cement Co. Ltd.: 3Q21 earnings largely in line. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Jiangxi Copper: 3Q21 earnings in line with preliminary results. Maintain NEUTRAL by Credit Suisse
- Asian Daily: India - United Spirits Ltd.: Strong 2Q and 'strategy refresh' focus on premium portfolio growth are positive . Maintain NEUTRAL by Credit Suisse
- Asian Daily: Taiwan - Radiant Opto-Electronics: Limited new drivers to offset the shrinking iPad TAM. Maintain NEUTRAL by Credit Suisse
- Asian Daily: Taiwan - Chroma: 2022 sales/OP expansion supported by EV and semi/photonics upcycle. Maintain OUTPERFORM by Credit Suisse
- Asian Daily: China - Shenzhen Salubris Pharmaceuticals Co Ltd: 3Q21 suggesting a sign of recovery but re-rating train not arriving yet. Maintain UNDERPERFORM by Credit Suisse