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Miscellaneous / Equity
- European Biopharma - Key takeaways from President Biden compromise Budget Reconciliation by Credit Suisse
- PTTEP.BK: PTT Exploration & Production - Quick Take: Recap from analyst meeting - More details on G1 and CCS strategies by Credit Suisse
- RWEG.F: RWE - What we expect in 9M 2021 by Credit Suisse
- Retailing sector: September Overnight Travel Statistics Survey (first preliminary report): Weak, but recovering from October by Credit Suisse
- CVX: Chevron Corporation - CVX Reports Strongest Ever FCF in 3Q 21, Lowers Net Debt Ratio to Below Mid-Cycle Levels by Credit Suisse
- LIGHT.AS: Signify - Q3 21 Call: Underlying demand strength reassuring, Pricing to deliver on, interesting Mix potential. Maintain Neutral by Credit Suisse
- PSX: Phillips 66 - PSX Reports Massive 3Q 21 Earnings Beat, Significant Improvement in Refining Earnings by Credit Suisse
- CS Alpha Miner Daily : US Metals & Mining | 29 Oct 2021 by Credit Suisse
- XOM: ExxonMobil Corporation - XOM Reports 3Q 21, Refining and Chemicals Shine, Solid FCF, Net Debt Shrinks by Credit Suisse
- Korea Biologics Sector - Latest development of COVID oral treatment options; investor feedback and our thoughts on Celltrion stocks and Green Cross by Credit Suisse
- BNPP.PA: BNP Paribas - 3Q21 management comments on the call by Credit Suisse
- SRENH.S: Swiss Re - Q3 Conference call key takeaways - A solid footing from which to grow by Credit Suisse
- SKG.I: Smurfit Kappa - Constructive demand & box price increases vs. surging costs by Credit Suisse
- European Pharma Feedback - Feedback from Sanofi post 3Q London analyst meeting by Credit Suisse
- 002938.SZ: Avary Holding - Quick Take: YTD revenue/net profits tracking to high-end of guidance by Credit Suisse
- 000100.KS: Yuhan Corp - Quick Take: 3Q21 review: OP miss compensated by below-OP items by Credit Suisse
- 601390.SS: China Railway Group Limited - Quick Take: Q3 results inline, 9M new order +8.3%yoy by Credit Suisse
- MTTR: Matterport, Inc. - Matterport Helps Enable the Metaverse by Credit Suisse
- 600886.SS: SDIC Power Holdings - 3Q21 results dragged by high coal cost and weak hydro output by Credit Suisse
- 6869.HK: Yangtze Optical - Quick Take: 3Q21 top line beat, but NI miss from higher SG&A and non-op loss by Credit Suisse
- India Aviation Sector - SpiceJet withdraws 31% of passenger capacity versus 2019 despite no Govt restriction; advantage Indigo by Credit Suisse
- China Internet - Our take on SAMR's draft rule of platform classification and proposed requirements for super and large platforms by Credit Suisse
- 601800.SS: China Communications Construction Co Ltd - Quick Take: 3Q results in line with robust new order by Credit Suisse
- Taiwan Display Sector - Quick Take: Implications from FocalTech's 3Q21 results call by Credit Suisse
- WBC.AX: Westpac - FY21 Result - First impressions - NEGATIVE - 'Fix' cost pressures by Credit Suisse
- 0285.HK: BYD Electronic - Quick Take: 3Q21 earnings calls takeaways by Credit Suisse
- NWG.L: NatWest Group - 3Q21 Conference call by Credit Suisse
- 3391.T: Tsuruha Holdings - October 2021 sales: Somewhat weak by Credit Suisse
- REDY.BO: Dr. Reddy's Laboratories Limited - Quick Take - Strong 2Q but good part helped by higher CoViD-19 portfolio sales by Credit Suisse
- 6754.T: Anritsu - Post-2Q meeting with president: Near-term risks, but clear rise in 5G projects over long term by Credit Suisse
- China Renewables & Utilities Weekly - Charging! 29 October 2021 by Credit Suisse
- CHTR: Charter Communications - 3Q21 Flash: Broadband Miss; Revenue/EBITDA Beat by Credit Suisse
- Direct Currents - Renewable in Revised Reconciliation Bill by Credit Suisse
- 8454.TW: momo.com - 3Q21 results roughly in-line by Credit Suisse
- 6902.T: Denso - 2Q FY3/22 results briefing feedback by Credit Suisse
- IMO.TO: Imperial Oil - IMO Reports 3Q21, Cash Builds by Credit Suisse
- NOVOb.CO: Novo Nordisk A/S - Preannounce 3Q and raise FY21 guidance (again!) by Credit Suisse
- SECUb.ST: Securitas - Feedback from conference call by Credit Suisse
- 601138.SS: Foxconn Industrial Internet - Quick Take: 3Q21 result highlights by Credit Suisse
- 3898.HK: Zhuzhou CRRC Times Electric Co., Ltd - Quick Take: 3Q result missed on slow railway recovery; IGBT ramp up on track by Credit Suisse
- 601186.SS: China Railway Construction Corporation Limited - Quick Take: Revenue/net profit inline with CSe, valuation very attractive by Credit Suisse
- Malaysia Budget 2022 - Quick take: One-off tax hike dampens earnings growth outlok by Credit Suisse
- CHLA.BO: Cholamandalam Finance - 2QFY22 results: In-line PPOP, but bottom-line beat on lower provisions; LAP and home loans growing faster than vehicle loans by Credit Suisse
- 000050.SZ: Tianma - Quick Take: 3Q21 results a big miss by Credit Suisse
- 600406.SS: Nari Technology - Quick Take: Slowdown in 3Q21 revenue growth likely due to weak grid investment by Credit Suisse
- Aus Builders Overnight: Saint-Gobain -2.18% share price, JHX read-through - Strong renovation demand in EU, construction in Americas/APAC signaled, expected to continue in 4Q21 by Credit Suisse
- 600690.SS: Haier Smart Home - Quick take: 3Q21 results indicating ongoing OPM expansion YoY by Credit Suisse
- NEST.BO: Nestle India - Investor meet: Consistency of double-digit growth a standout, focus on 'rurban' a key driver by Credit Suisse
- SGM.AX: Sims Ltd - SAR JV acquire PSC metals and 3 others, cumulative 30% increase in volume, we est 5-8% EPS accretive to SGM by Credit Suisse
- TAH.AX: Tabcorp Holdings - October Lottery Trends - Strength in Lotteries by Credit Suisse