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Miscellaneous / Equity
- 300782.SZ: Maxscend - Quick Take: 3Q21 earnings call full note by Credit Suisse
- 2331.HK: Li Ning - 3Q retail sales growth better than expected; FY21 guidance remains unchanged by Credit Suisse
- 3968.HK: China Merchants Bank Co Ltd - Takeaways from 3Q21 briefing by Credit Suisse
- ABBN.S: ABB - Management meeting takeaways by Credit Suisse
- 300136.SZ: Sunway Communication - Quick Take: 3Q21 results beat on low expectation by Credit Suisse
- HES: Expectations Into 3Q21 Earnings by Credit Suisse
- EQT: Expectations into 3Q21 Earnings by Credit Suisse
- CS Eye on Singapore (Oct 26, 2021) - KDCREIT - stable 3Q21; MLT - more confident on acquisition pipeline by Credit Suisse
- Australian Oil, Gas & LNG daily - LNG shipping spike, OSH Q3, H2Perth hydrogen facility, PLS finalise POSCO JV by Credit Suisse
- Vietnam Daily Briefing - October 26, 2021 by Credit Suisse
- 4704.T: Trend Micro - Announces upward revisions to FY12/21 guidance by Credit Suisse
- CS Taiwan View on the news - October 26 - Facebook capex raise and Metaverse focus, Large-sized TV panel shipment recovery, DRAM pricing, SMIC capex/UMC by Credit Suisse
- NOVN.S: Novartis - 3Q21 - Initial Diagnosis by Credit Suisse
- KPN.AS: KPN - Solid top-line and KPIs but tougher opex comp drives in-line EBITDA by Credit Suisse
- WRT1V.HE: Wartsila - Q321 EBIT 9% ahead (Energy) of lowered expectations. Order guidance for Q4 consistent with consensus. Key question is on Energy margin sustainability into 2022 by Credit Suisse
- SKFb.ST: SKF - Q3 2021 Call: Tough Q4 ahead; Over-production reversal to watch for 2022; Strategic review has potential for structural change by Credit Suisse
- SCGP.BK: SCG Packaging - Quick Take: 3Q21 earnings - weak due to lockdown in Vietnam but improving outlook by Credit Suisse
- MMM: 3M - Sales and EPS Beat; EPS Guidance Revised towards Lower End - First Blush by Credit Suisse
- 2454.TW: MediaTek Inc. - Quick take: 3Q21 full call notes: Improving mix and pricing to further grow the high base by Credit Suisse
- CS Alpha Miner Daily : US Metals & Mining | 26 Oct 2021 by Credit Suisse
- 688396.SS: CR Micro - Quick Take: 3Q recurring NI in-line by Credit Suisse
- US Pulp, Packaging Paper & Board: Export liner, consumer board rise, pulp declines but pace moderate by Credit Suisse
- 2208.HK: Xinjiang Goldwind Science & Technology Co., Ltd. - Quick Take: Strong 3Q21 core earnings growth largely in line with market expectation by Credit Suisse
- Macronix (2337.TW, Not Covered) - Management sees tight supply for its specialty memory keeping pricing favorable into 2022 by Credit Suisse
- 002241.SZ: GoerTek - Quick Take: 3Q21 results largely in-line by Credit Suisse