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600585 Anhui Conch Cem... (Construction & Materials)

Anhui Conch Cement Company Limited: Update to credit analysis

Our credit view of Anhui Conch Cement Company Limited reflects the advantages of its ownership by the Anhui provincial government, constrained by its limited product diversification.

600585 ANHUI CONCH CEMENT (A) (SC SH) (Construction & Materials)

Province of Jiangsu (China): Strong economy masks diverging credit cha...

Jiangsu's challenges stem from relatively weak population growth and large exposure to foreign trade and investment, which could be hurt by external tensions.

Team Research
  • Team Research

MOSL: Morning India (21/October/21): 1. Jubilant FoodWorks (Result bet...

MOrning India (21/October/21): 1. Jubilant FoodWorks (Result better than expected, immense growth opportunity); 2. Havells; 3. Tata Communications; 4. L&T Finance Holdings; 5. Navin Fluorine; 6. Shoppers Stop; 7. Telecom   Today’s top research idea Jubilant FoodWorks: Result better than expected, immense growth opportunity Jubilant FoodWorks (JUBI) reported a strong performance, with a beat on all fronts in its 2QFY22 result. Both store expansion and SSSG were ahead of our estimates. With...

Aliasgar Shakir
  • Aliasgar Shakir

MOSL: TELECOM: Subscriber base consolidates; RJio leads growth

TELECOM: Subscriber base consolidates; RJio leads growth   The Telecom Regulatory Authority of India (TRAI) released data for Aug’21. Here are the key highlights: The industry gross/active subscriber base grew nil/2.4m to 1187m/992m, (6m/4.5m adds in July’21). However, the flux from VIL to other telcos, particularly RJio, remained steady with improving market share. While gross adds for Bharti/RJio were muted at 0.6m/0.1m, active subscriber adds were particularly strong for RJio at 4.1m v/...

Swarnendu Bhushan
  • Swarnendu Bhushan

MOSL: NAVIN FLUORINE (Neutral)-Margin rebounds, efforts are on to stre...

NAVIN FLUORINE: Margin rebounds, efforts are on to strengthen the same (NFIL IN, Mkt Cap USD2.3b, CMP INR3502, TP INR3875, 11% Upside, Neutral)   NFIL reported a revenue and EBITDA in line with our estimates. Gross margin and EBITDA margin expanded 50bp and 100bp QoQ, respectively. Growth in 2QFY22 was driven by strong growth in the legacy business, especially in Inorganic Fluorides. Revenue in the CRAMS segment recovered to its quarterly run-rate of ~USD10m (as targeted by the management)...

Krishnan Sambamoorthy
  • Krishnan Sambamoorthy
JUBLFOOD Jubilant Foodwo... (Travel & Leisure)

MOSL: JUBILANT FOODWORKS (Buy)-Result better than expected, immense gr...

JUBILANT FOODWORKS: Result better than expected, immense growth opportunity (JUBI IN, Mkt Cap USD7b, CMP INR3965, TP INR4870, 23% Upside, Buy)   JUBI reported a beat on all fronts in its 2QFY22 result. Both store expansion and SSSG were ahead of our estimates. Earnings in 2QFY22 were strong, despite the recovery in dine-in still ~47% of pre-COVID levels. With the lifting of lockdown restrictions, dine-in levels are picking up significantly compared to the early part of 2QFY22. Delivery is ...

JUBLFOOD JUBILANT FOODWORKS (Travel & Leisure)

Vector WP Holdco, Inc.: New Issuer: Limited scale with niche market fo...

Our credit view reflecting the company's niche market focus and execution risk associated with merger offset by its good aftermarket sales and long-standing customer relationship

CCB Life Insurance Company Limited: Update to credit analysis

Our credit view of CCB Life reflects its strong shareholder support from CCB, against its high exposure to alternative investments.

Moody's: No adverse rating impact on China Dragon Trust 2 Series 2020-...

Announcement: Moody's: No adverse rating impact on China Dragon Trust 2 Series 2020-1 R following top up. Global Credit Research- 21 Oct 2021. Sydney, October 21, 2021-- Moody's Investors Service announced today that the addition of AUD385.8 million of mortgage loans into China Dragon Trust 2 Series 2020-1 R on 21 October 2021 would not, in and of itself and as of this point in time, result in a reduction, placement on review for possible downgrade or withdrawal of Moody's current rating...

SEK SEEK LTD. (Industrial Goods & Services)

Seek Limited: 1 director

A director at Seek Limited sold 1,500,000 shares at 31.920AUD and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...

G20 banks: Decarbonization data deep dive - Global sustainability driv...

Analysis of G20 banks' lending exposure to sectors facing carbon transition risk

 PRESS RELEASE
HPK HighPeak Energy... (Oil & Gas)

HighPeak Energy, Inc. Announces Pricing of Underwritten Public Offerin...

HighPeak Energy, Inc. Announces Pricing of Underwritten Public Offering of Common Stock FORT WORTH, Texas, Oct. 20, 2021 (GLOBE NEWSWIRE) -- HighPeak Energy, Inc. (NASDAQ: HPK) (“HighPeak Energy” or the “Company”) today announced the pricing of its underwritten public offering of 2,200,000 shares of its common stock, at a price to the public of $10.00 per share, pursuant to a registration statement on Form S-1 (the “Registration Statement”) filed previously with the U.S. Securities and Exchange Commission (the “SEC”). The net proceeds to the Company from the offering, after deducting the ...

77 Bank, Ltd. (The): Update to credit analysis

Our credit view of 77 Bank reflects its moderate asset risk, against its weak profitability and modest capitalization.

Tanadech Rungsrithananon ... (+13)
  • Tanadech Rungsrithananon
  • Kwanchai Atiphophai
  • Peerawat Dentananan
  • Jacquelyn Yow Hui Li
  • Leow Huey Chuen
  • Keith Wee Teck Keong
  • Jie Ying Chloe Tan
  • Selvi Ocktaviani
  • Stevanus Juanda
  • Chun Sung Oong
  • Julia Pan Mengyao
  • Sunny Chen
  • Carol Dou Xiao Qin
A117ME Alibaba Group H... (Food & Beverage)
1023 CIMB Group Hold... (Health Care) ... (+9)

Regional Morning Notes - Thursday, October 21, 2021

GREATER CHINA Results Shenzhen Mindray Bio-Medical Electronics (300760 CH/BUY/Rmb356.95/Target: Rmb430.00): 9M21: Adjusted net profit grew 24.3% yoy, targeting over 20% revenue CAGR for 2021-23. Update Alibaba Group (BABA US/BUY/US$177.00/Target: US$220.00): AliCloud summit: Transforming into more hardcore tech; self-developed chip unveiled. Qi An Xin Technology Group Inc (688561 CH/NOT RATED/Rmb 90.16): A key proxy to tightening data security regulation. INDONESIA Results Sido Muncul (SIDO IJ/...

Jacquelyn Yow Hui Li ... (+2)
  • Jacquelyn Yow Hui Li
  • Leow Huey Chuen
F34 Wilmar Internat... (Food & Beverage)

Singapore Daily - Thursday, October 21, 2021

KEY HIGHLIGHTS Update Wilmar International (WIL SP/BUY/S$4.36/Target: S$6.40): 3Q21 Preview: A decent quarter as soybean crushing operation improved with strong performance from tropical oils and sugar. TRADERS’ CORNER Ifast Corp (IFAST SP): Trading Buy Top Glove Corp (TOPG SP): Trading Buy

F34 WILMAR INTERNATIONAL LIMITED (Food & Beverage)
Jacquelyn Yow Hui Li ... (+2)
  • Jacquelyn Yow Hui Li
  • Leow Huey Chuen
F34 Wilmar Internat... (Food & Beverage)

Wilmar International (WIL SP) - 3Q21 Preview: Better contributions fro...

Wilmar is scheduled to release its 3Q21 financial summary on 29 Oct 21. We are expecting a core net profit of US$450m-480m. Better performance is expected to come from plantation & sugar mills and feed & industrial products to offset the weaker margins of consumer products. Its 3Q21 performance is expected to be driven by higher ASP for CPO and sugar, and better soybean crushing margin in China. Maintain BUY. Target price: S$6.40.

F34 WILMAR INTERNATIONAL LIMITED (Food & Beverage)
Chun Sung Oong ... (+2)
  • Chun Sung Oong
  • Julia Pan Mengyao
688561 Qi An Xin Techn... (Technology)

Qi An Xin Technology Group Inc (688561 CH): A key proxy to tightening ...

Qianxin is one of China’s leading players in terms of internet security service and products provider with key clienteles including the central government offices and banks. The company’s cybersecurity technology was recognised by Chinese National Vulnerability Database (CNNVD) as well as other international cybersecurity rating agencies. It is poised to become the cybersecurity service provider in the upcoming Beijing Winter Olympic in 2022.

Chun Sung Oong ... (+2)
  • Chun Sung Oong
  • Julia Pan Mengyao

Alibaba Group (BABA US): AliCloud summit: Transforming into more hardc...

Alicloud held its cloud summit during 19-20 Oct, highlighting the current and future cloud landscape in China. It also launched its self-developed chip during the two-day summit to boost its competitiveness in the cloud computing business. We expect the current tightening regulation within the internet sector and the previous loss of TikTok to continue to drag on Alicloud’s growth moving forward. We maintain BUY with an unchanged target price of US$220.00 (HK$214.00).

Midwest Veterinary Partners, LLC: Update to credit analysis

MVP's credit profile reflects its aggressive financial policy reflected in very high financial leverage due to debt-funded acquisitions, partially offset by favorable long-term industry tren

Sunny Chen ... (+2)
  • Sunny Chen
  • Carol Dou Xiao Qin
300760 Shenzhen Mindra... (Health Care)

Shenzhen Mindray Bio-Medical Electronics (300760 CH): 9M21: Adjusted n...

Mindray’s 9M21 revenue and adjusted net profit rose 20.7% and 24.3% yoy to Rmb19.4b and Rmb6.5b respectively, in line with our estimates. Revenue CAGR is targeted to be over 20% for 2021-23, and Mindray will continue to benefit from the new hospital construction programme in China and its market expansion efforts in the overseas market. Moreover, it expects to become a top-tier IVD product provider in the global market in three years. Maintain BUY with a target price of Rmb430.00.

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