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Miscellaneous / Equity
- Richwave (4968.TW, Not Covered) - WiFi chipset tightness on-going due to upgrade demand and tight mature foundry supply by Credit Suisse
- WEGE3.SA: WEG - 3Q21 Conference Call Highlights - Positive speech supporting our investment thesis by Credit Suisse
- Direct Currents - Initial Thoughts on Reconciliation Framework by Credit Suisse
- CLNX.MC: Cellnex Telecom - Q3 21 results in line, all on track by Credit Suisse
- FTV: Fortive - Sales Miss, Profit Beat; Guidance Revised - First Blush by Credit Suisse
- Aus Builders Overnight: UPONOR -13.05% share price, RWC read-through - Demand remains strong; supply chain pressures and rising raw material costs impact margin by Credit Suisse
- MQG.AX: Macquarie Group - 1H22 result - First impression - POSITIVE - revenue driven beat by Credit Suisse
- X: United States Steel Corp. - Now a Capital Return Story - 2022 Street Est. Appear Way too Low Given HRC Exit Rate and Strong Contract ASP Uplift; Reiterate Outperform by Credit Suisse
- Australian Oil, Gas & LNG daily - Oil softens, Energy transition and crises, Wheatstone downgrade won't impact merger, green hydrogen awaits green light by Credit Suisse
- SUN.BO: Sun Pharmaceutical Industries Limited - Quick Take - Taro 2Q22: Weak numbers with margin at all time low by Credit Suisse
- Malaysia Snippets - Friday, 29 October 2021 by Credit Suisse
- CS Eye on Singapore (Oct 29, 2021) - CDLHT biz updates; MCT 1HFY22 below by Credit Suisse
- China Components Sector - Quick Take: Our reads from Apple F4Q21 (Sep) results by Credit Suisse
- Vietnam Daily Briefing - October 29, 2021 by Credit Suisse
- Bits & Bytes - European telco earnings - has it really been so poor? by Credit Suisse
- Retailing sector: COVID-19: Limited "revenge outings" now; bare-minimum movement by Credit Suisse
- FPE3_p.DE: Fuchs Petrolub SE - Q3 21 Results - First Glance by Credit Suisse
- Australian Banks - Loan deferrals data - September 2021 - 0.6% of total loans by Credit Suisse
- BNPP.PA: BNP Paribas - 3Q21 first look: Beat and unexpected buyback by Credit Suisse
- PROX.BR: Proximus - Revenues beat on strong BICS result by Credit Suisse
- DANSKE.CO: Danske Bank - 3Q21 First thoughts - Mixed quarter and lower mid-term RoTE target by Credit Suisse
- BBVA.MC: BBVA - 3Q'21 First Thoughts - Strong momentum ahead of the November Investor day by Credit Suisse
- China Internet Sector - Weekly News, Views & Research by Credit Suisse
- GLEN.L: Glencore - 3Q'21 production misses consensus but FY guidance unchanged; Marketing strong by Credit Suisse
- 9831.T: Yamada Holdings - 1H guidance revision by Credit Suisse
- KNEBV.HE: Kone Corporation - Q3 2021 Call: Solid despite near-term turbulence. Stars aligning for 2022 by Credit Suisse
- CADL: Positive Patient Experience with CAN-2409 in Ph3 Trial Supports Potential Uptake by Credit Suisse
- ETL.PA: Eutelsat Communications - Q1 FY22 - Revenues slightly below but in-line with guidance by Credit Suisse
- TEX: Terex Corporation - Earnings First Blush by Credit Suisse
- RMD.AX: ResMed Inc. - 1Q22 First impressions: Another big beat, supply chain holding up by Credit Suisse
- ORG.AX: Origin Energy - 1Q22 Production: revenue 11% above CSe due to domestic gas sales, Energy Markets volumes inline by Credit Suisse
- 000725.SZ: BOE - 3Q21 NI in-line with guidance, OP beat by Credit Suisse
- China Strategy Daily News - PBOC official calls cross-border online brokers illegal by Credit Suisse
- 4385.T: Mercari - Building own package pickup and logistics network in bid to acquire more users by Credit Suisse
- GWA.AX: GWA Group Limited - 2H21 momentum carried forward into FY22, in-line with CS forecast, still underwhelms vs Reece by Credit Suisse
- CDLT.SI: CDL Hospitality Trusts - Quick Take: 3Q21 operational updates: NPI up 19% QoQ by Credit Suisse
- Indonesia News & Scrollers - by Credit Suisse
- Japan Autos & Auto Parts Sector: Global auto production for September 2021 by Credit Suisse
- SUN.AX: Suncorp - APRA September banking stats - SUN's mortgage book growth > system for the month by Credit Suisse
- Japan Autos & Auto Parts Sector: Toyota production plan (Nov 21-Jan 22) by Credit Suisse
- CS Taiwan View on the news - October 29 - Apple, Amazon & Hyperscaler capex, Intel foundry/TSMC, WDC implications, and CHPT/Delta results by Credit Suisse
- HOLN.S: Holcim - Beat on strong price / cost management, raised guidance (again) by Credit Suisse
- CABK.MC: CaixaBank - 3Q'21 First Thoughts - Core revenue miss to dominate by Credit Suisse
- China Internet - Recap of regulatory development after 1 July (XVII) by Credit Suisse
- SRENH.S: Swiss Re - Q3 results first take: Underwriting actions are having the desired effect by Credit Suisse
- CTEC.L: ConvaTec plc - Q3 FY21 sales comment by Credit Suisse
- NWG.L: NatWest Group - 3Q21 First look - Capital and asset quality better - Trading miss by Credit Suisse
- China Consumer Goods Sector - Weekly Roundup: 3Q21 results summary; Haidilao potential temporary store closures could bring near-term pressure by Credit Suisse
- CTEC.L: ConvaTec plc - Feedback from Q3 sales management call by Credit Suisse
- 300133.SZ: Zhejiang Huace Film & TV Co Ltd - 3Q21 inline; industry headwinds persists by Credit Suisse