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Miscellaneous / Equity
- LOGN.S: Logitech - Q2 convincing with stronger sales than expected but guidance reiterated given that logistics bottlenecks and supply dynamics will remain challenging for at least the rest of this year by Credit Suisse
- Aus Builders Overnight: -2.19% share price, JHX read-through - Supply chain constraints persevere; buyer demand remains strong by Credit Suisse
- GPT.AX: GPT Group - Confirmation of Wollongong Central sale, but not Casuarina as yet by Credit Suisse
- NXT.AX: NEXTDC - Digital Realty 3Q21 results - Lease renewal rates down, but impacted by a single customer; Limited impact on capex/development from supply chain disruptions by Credit Suisse
- CS Eye on Singapore (Oct 27, 2021) - APAC strategy - too early to return to China; FCT/MINT first take by Credit Suisse
- Vietnam Daily Briefing - October 27, 2021 by Credit Suisse
- 0522.HK: ASM Pacific Technology Ltd - Quick Take: 3Q21 results / 4Q21 guidance beat by Credit Suisse
- CS Taiwan View on the news - October 27 - AMD, TI, Microsoft and Google result implications, Unimicron results, Siltronic wafer outlook by Credit Suisse
- TER: Teradyne Inc. - C3Q21 Results First Blush - Solid Beat and Raise to Street by Credit Suisse
- Australian Quantitative Macro Updates - Core inflation back in the target band is "breaking bad" for the short end of the curve by Credit Suisse
- BASFn.DE: BASF - Q3 21 Results - First Glance by Credit Suisse
- HEIN.AS: Heineken - Q3 volumes miss, however positive price/mix implications by Credit Suisse
- YKBNK.IS: Yapi Kredi Bank - Yapi Kredi secured US$822m syndication loan with a roll-over ratio of 96% by Credit Suisse
- SAN.MC: Santander - 3Q'21 First thoughts: Firing on all cylinders, consensus upgrades likely to come by Credit Suisse
- SCHN.PA: Schneider Electric - Q3 2021 Call: Supply chain excellence shines through. Net price to watch by Credit Suisse
- ASSAb.ST: Assa Abloy - Q3 2021 Call: Inflation vs Price battle continues; underlying demand trends reassuring; remain confident on closing HHI in Q4 by Credit Suisse
- SAN.MC: Santander - Off the call - key topics on the 3Q21 management call by Credit Suisse
- 601139.SS: Shenzhen Gas Corporation Ltd. - Quick Take: 9M21 earnings in line with preliminary results by Credit Suisse
- SIX: Six Flags Entertainment - 3Q Earnings Quick Take by Credit Suisse
- SCC.BK: Siam Cement - Quick Take: 3Q21 earnings - weak at operation due to COVID-19, setting new ESG targets by Credit Suisse
- TNL: Travel + Leisure Co. - 3Q Earnings Quick Take by Credit Suisse
- GSK.L: GlaxoSmithKline plc - 3Q21 Initial Diagnosis by Credit Suisse
- DBKGn.F: Deutsche Bank - 3Q21 management comments on the call by Credit Suisse
- GM: 3Q21 EPS First Look: Not the beat/guide raise we were looking for, but clear opportunity ahead by Credit Suisse
- PSXP: Phillips 66 Partners LP - PSX Agrees to Acquire PSXP by Credit Suisse