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@WhatMarketMind WhatMarketMinds

WhatMarketMinds posts on X about china, baba, $baba, momentum the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXX +70%
X Month XXXXXX +8.40%
X Months XXXXXXX +3,344%

Mentions: XX #

X Week XXX +61%
X Month XXX -XX%
X Months XXXXX +889%

Followers: XXXXX #

X Week XXXXX +2.20%
X Month XXXXX +10%
X Months XXXXX +216%

CreatorRank: XXXXXXXXX #

Social Influence #

Social category influence stocks XXXX% cryptocurrencies XXXX% finance XXXX% countries XXXX% technology brands XXXX% automotive brands XXXX% currencies XXXX% fashion brands XXXX%

Social topic influence china 0.97%, baba 0.7%, $baba 0.7%, momentum 0.7%, tracker 0.42%, $coli 0.42%, macro 0.42%, $jd 0.42%, $auto 0.42%, pdf XXXX%

Top accounts mentioned or mentioned by @marketwirenews

Top assets mentioned Alibaba Group (BABA) Cube (AUTO) Taiwan Semiconductor (TSM) Clean Harbors, Inc (CLH) Constellation Brands, Inc. Class A (STZ) SATS (Ordinals) (SATS) Toyota Motor Corporation (TM) Monolithic Power Systems, Inc. (MPWR) Newell Brands Inc (NWL) Palo Alto Networks Inc (PANW) 4 (FOUR) Target Corporation (TGT) SafeMoon Inu (SMI) DAEX (DAX) NVIDIA Corp. (NVDA) QUALCOMM, Inc. (QCOM) General Electric Company (GE) Twitter Inc (TWTR) Metadium (META) Microsoft Corp. (MSFT) AXIS Token (AXIS) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Gilead Sciences, Inc. (GILD) Enphase Energy Inc (ENPH) Western Union Co (WU) Extra Space Storage, Inc. (EXR) Oxygen (OXY) Convex Finance (CVX) Exxon Mobil (XOM) CRH Public Limited Company (CRH) Prologis Inc (PLD) Doximity, Inc. (DOCS)

Top Social Posts #

Top posts by engagements in the last XX hours

"$3008 20250710-UBS-Largan Precision (3008) Q225 core business (excl. FX) topped expectations $NWL 20250710-UBS-Netwealth Group Limited (NWL) 4Q25_volatility drives softer flows $PANW 20250710-UBS-Palo Alto Networks (PANW) Iterating on our ARR Build $3382 20250710-UBS-Seven & i Holdings (3382) Earnings update Recovery at SEI important $2096 20250710-UBS-Simcere Pharmaceutical Group (2096) Sanbexin growth momentum continues novel_drug lau $7649 20250710-UBS-Sugi Holdings (7649) Earnings update Sharply lifting NP forecast $TSCO 20250710-UBS-Tractor Supply Company (TSCO) Feeling The Heat $74SW"
@WhatMarketMind on X 2025-07-17 13:30:19 UTC 1094 followers, XX engagements

"$FOUR 20250623-Goldman Sachs-Shift4 Payments (FOUR) To acquire Smartpay $TGT 20250623-Goldman Sachs-Target Corp. (TGT) Has the consumer perception of Target improved $WLSNc 20250623-Goldman Sachs-Wolters Kluwer (WLSNc) 1H25 preview Expect broadly stable trends vs 1Q s $066570 20250623-HSBC-LG Electronics (066570) Buy Passing through the trough $SAFCOM 20250623-HSBC-Safaricom Public Limited (SAFCOM) Buy Key takeaways from non_deal roadshow $UJJIVANS 20250623-HSBC-Ujjivan Small Finance (UJJIVANS) BuyNDR takeaways Focus on diversification and sca $HONGQI 20250623-J.P. Morgan-China Hongqiao_H"
@WhatMarketMind on X 2025-06-25 13:07:17 UTC 1100 followers, XXX engagements

"20250520-UBS-APAC Technology:Computex 2nd Day Expo and Meeting Takeaways.pdf #ComputexAPAC $TSM $ASML $NVDA $QCOM $MTK 20250520-UBS-China Wind Industry:Gains locked in; but the cycle isn't over.pdf #ChinaWind $VWS $SGRE $GE $NDR $CSWD 20250520-UBS-European Economic Perspectives Eurozone: Inflation likely at X% in May.pdf #EuroInflation $DAX $CAC $FTSE $SMI $IBEX 20250520-UBS-Global Equity Strategy:Key Conclusions _ May 2025.pdf #GlobalEquity $SPY $QQQ $IWM $EFA $VWO 20250520-UBS-SMID Industrials SMIDs less crowded mm but pick_up observed since early May.pdf #SMIDIndustrials $ITT $WTS $RXN $CR"
@WhatMarketMind on X 2025-05-21 09:01:13 UTC 1097 followers, XXX engagements

"20250425-Goldman Sachs-The XXX SK Hynix China Consumer Axis Bank SBI Cards KB Financial Fujits.pdf #GS720 $0006 $BABA $AXIS $SBIC $FUJIY 20250424-Goldman Sachs-Alphabet Inc. GOOGL Q125 Earnings First Take.pdf #AlphabetQ1 $GOOGL $MSFT $AMZN $META $TWTR 20250424-Goldman Sachs-Americas Technology Real Estate Tech Existing home sales down X month_over.pdf #RealEstateTech $Z $RDFN $OPEN $CSGP $COMP 20250424-Goldman Sachs-Americas TechnologySoftwareNavigating Turbulence Part VIII Mark_to_Market .pdf #SoftwareTurbulence $CRM $ADBE $ORCL $SAP $WDAY 20250424-Goldman Sachs-CEEMEA Inflation"
@WhatMarketMind on X 2025-04-25 03:31:36 UTC 1100 followers, XXX engagements

"$2432 20250627-Jefferies-DeNA Co Ltd. (2432) Maintain HOLD While Tactical Rebound Remains in Sight $GALD 20250627-Jefferies-Galderma (GALD) Nemluvio Launch Tracker Volume Growth Remains Robust $GEBN 20250627-Jefferies-Geberit (GEBN) Watch the Video Revisiting the Buy case $GILD 20250627-Jefferies-Gilead Sciences Inc. (GILD) SCOTUS rules against Braidwood.HIV PrEP stays on $HE 20250627-Jefferies-Hawaiian Electric Industries (HE) Post_Settlement Path Clearer as Pure Play Tran $HWM 20250627-Jefferies-Howmet (HWM) Q2 Preview Confident in the Cadence Raising '25'26 EPS $ISS 20250627-Jefferies-ISS"
@WhatMarketMind on X 2025-06-29 17:09:15 UTC 1096 followers, XXX engagements

"CITI US #Biotechnology and #Pharmaceuticals #RFKJ as Secretary of HHS now moving to full Senat #ENPH Enphase Energy $ENPH Safe Harbor to Save this Year 4Q Beat but Outlook Disappoint Great Wall Motor 1Q25E Sales Exports and Profitability Outlook #WU Western Union Co. $WU Mixed 4Q with Consistent FY25 Outlook Retail Focus Remains"
@WhatMarketMind on X 2025-02-06 03:36:43 UTC 1092 followers, XXX engagements

"20250527-UBS-North American Oil & Gas: Active Rig Monitor Weekly; UBS Evidence Lab inside; Austin & M.pdf #OilRigs $XOM $CVX $OXY 20250527-UBS-Pan_European Small and Mid_Caps: SMID US tariff exposure who imports from the EU.pdf #EUSMIDTariff $CRH $LHN $SGO 20250527-UBS-Sector Keys: Global Real Estate Defensive outperforming amid volatility.pdf #DefensiveRE $PLD $EXR $PSA 20250527-UBS-SMID Industrials LII entering the NA Water Heater market. Should AOS be concerned.pdf #WaterHeater $LII $AOS $CARR 20250527-UBS-SMID Industrials: Assessing the industry temperature: HVAC Business Survey 4.0"
@WhatMarketMind on X 2025-05-28 12:40:13 UTC 1100 followers, 6106 engagements

"$ACBr 20250710-Goldman Sachs-Alpha Bank (ACBr) 2Q25 preview $AMPF 20250710-Goldman Sachs-Amplifon (AMPF) Updating estimates prior to Q2 results $AMLX 20250710-Goldman Sachs-Amylyx Pharmaceuticals Inc. (AMLX) Potential blockbuster opportunity for av $BNPP 20250710-Goldman Sachs-BNP Paribas (BNPP) Q225 Preview $DOCS 20250710-Goldman Sachs-Dr. Martens Plc (DOCS) AGM Trading Update _On track and FY26 outlook uncha $GERN 20250710-Goldman Sachs-Geron Corp. (GERN) Commercial challenges to persist near_term Resume at Se $ICAD 20250710-Goldman Sachs-Icade (ICAD) Vacancy rates to edge up on upcoming"
@WhatMarketMind on X 2025-07-17 13:29:15 UTC 1092 followers, XXX engagements

"$ASII 20250610-DBS-Astra International (ASII) What if Astra fires the hybrid shot $MONDE 20250610-DBS-Monde Nissin Corporation (MONDE) Cautious optimism as APAC BFP headwinds offset by Qu $WLCON 20250610-DBS-Wilcon Depot (WLCON) There is light at the end of the tunnel $ELET3 20250610-HSBC-Eletrobras (ELET3) Buy Accelerating restructuring efforts amid a challenging enviro $INSM 20250610-Wells Fargo-Insmed Incorporated (INSM) TPIP Phase X Suggests Best_in_Class Profile We See $NVDA 20250611-Evercore ISI-NVIDIA Corp. (NVDA) GTC Paris Takes NVDA Remains Top Semi Core Holding 20250611-Evercore"
@WhatMarketMind on X 2025-06-25 13:05:40 UTC 1099 followers, XXX engagements

"$ADSK 20250522-Wells Fargo-Autodesk Inc. (ADSK) FQ1 ResultsBusiness as Usual $CLDX 20250522-Wells Fargo-Celldex Therapeutics Inc. (CLDX) Barzolvolimab in Eosinophilic Esophagitis (E $INTU 20250522-Wells Fargo-Intuit Inc. (INTU) FQ3 Results Tax Is Back $STX 20250522-Wells Fargo-Seagate Technology plc (STX) STX Analyst DayIncrease Ests Following Positive $STX 20250522-Wells Fargo-Seagate Technology plc (STX) STX Investor Day Quick Note #2 Positive HAMR Tec $STX 20250522-Wells Fargo-Seagate Technology plc (STX) STX Investor Day Quick Note #3 LT Model UpdateL $WDAY 20250522-Wells Fargo-Workday"
@WhatMarketMind on X 2025-06-03 12:42:19 UTC 1098 followers, XXX engagements

"$UBSG 20250606-CITI-UBS Group (UBSG) Initial Thoughts on Swiss Federal Council Proposals Mixed $WRT1V 20250606-CITI-Wartsila (WRT1V) Takeaways from CEO Strategy Call $XP 20250606-CITI-XP Inc (XP) Model Update $AIBG 20250606-Goldman Sachs-AIB Group (AIBG) Announces sale of minority shareholding in AIB Merchant Ser $1590 20250606-Goldman Sachs-Airtac International Group (1590) May Monthly_3 in RMB vs. GSe on fewer $6014 20250606-Goldman Sachs-Alamar Foods (6014) Updating our estimates $ATAT 20250606-Goldman Sachs-Atour Lifestyle Holdings (ATAT) Consumer & Leisure Corp Day Narrower Re $4004"
@WhatMarketMind on X 2025-06-25 12:53:56 UTC 1099 followers, XXX engagements

"$PNBHOUSI 20250626-UBS-PNB Housing Finance (PNBHOUSI) A turnaround story with reasonable valuation $6273 20250626-UBS-SMC (6273) Maintaining Neutral earnings to continue in transitional phase as fixed cos $6506 20250626-UBS-Yaskawa Electric (6506) Maintaining Neutral headwinds from external conditions contin $1810 20250627-Goldman Sachs-Xiaomi Corp. (1810) Extending leadership in premium autos on YU7s above_ex $AMS 20250627-UBS-ams_OSRAM (AMS) Multiple catalysts on the horizon. Buy $BUCN 20250627-UBS-Bucher Industries (BUCN) Weather tracker _ weather conditions slightly unfavorable fo $HEM"
@WhatMarketMind on X 2025-06-29 17:13:54 UTC 1093 followers, XX engagements

"20250428-HSBC-BiopharmaAccounting macro sensitivities and risk_reward.pdf #BiopharmaRisk $LLY $NVO $PFE $MRK $AMGN 20250428-HSBC-Daily dose of HK & mainland China Real EstateResearch Focus and Views on the News.pdf #ChinaRealEstate $KE $BEKE $Vanke $COLI $CLH 20250428-HSBC-European power prices move lowerEMEA & US Energy Transition Chartbook April 2025.pdf #EnergyTransition $IBE $ENG $ENEL $VWS $NEE 20250428-HSBC-HSBC UK State of Play SeminarStagflation Nation.pdf #UKStagflation $EWU $FXB $HSBC $BARC $LLOY 20250428-HSBC-MENA QSRCautious recoveryBalancing optimism with uncertainty.pdf #MENAQSR"
@WhatMarketMind on X 2025-04-30 05:48:32 UTC 1090 followers, XXX engagements

"20250722-Bernstein-Asia Quant Strategy & Asia Semis & InternetAsia Tech StrategyWith rate_cuts alr#AsiaTech #QuantStrategy #Semiconductors #InternetStocks #RateCuts $TSM $BABA $TCEHY $SMH $SOXX 20250722-Bernstein-European & American Alcoholic BeveragesUS Beer Scanner Data Deep_Dive#USBeer #AlcoholicBeverages #ScannerData #ConsumerTrends #BeverageIndustry $BUD $STZ $TAP $SAM $HEIA.AS 20250722-Bernstein-European Food & HPC US Scanner data highlights gradual improvement#EuropeanFood #HPC #USScannerData #ConsumerGoods #MarketTrends $UL $PG $KMB $NESN.SW $CL 20250722-Bernstein-India Financials"
@WhatMarketMind on X 2025-07-23 06:19:11 UTC 1100 followers, XX engagements

"$APG 20250715-J.P. Morgan-APi Group (APG) Safety in Execution Upgrading to OW with PT of $XX $BBAS3 20250715-J.P. Morgan-Banco do Brasil (BBAS3) How Bad Could 2Q25 Be Harvesting Even Higher Provi $CRC 20250715-J.P. Morgan-California Resources (CRC) Catalyst Rich Story at Discounted Valuation Below $4901 20250715-J.P. Morgan-FUJIFILM Holdings (4901) Model update Resolution of bio CDMO concerns should $GSK 20250715-J.P. Morgan-GSK PLC (GSK) Blenrep ODAC docs_lack of US pts less of a focus than feared tho $LAD 20250715-J.P. Morgan-Lithia Motors (LAD) Odd 2Q25 Pre_Announcement Headline Beat"
@WhatMarketMind on X 2025-07-17 13:35:23 UTC 1093 followers, XXX engagements

"$ARTO 20250526-DBS-Bank Jago Tbk PT (ARTO) Strong loan growth momentum (ARTO) $BJC 20250526-DBS-Berli Jucker Public Co. Ltd (BJC) Positive momentum continues $1339 20250526-DBS-People's Ins Co Group of China (1339) Three concerns on the horizon $MDKA 20250526-DBS-PT Merdeka Copper Gold Tbk (MDKA) Earnings glitter with gold $SATS 20250526-DBS-SATS Ltd (SATS) 4QFY25 headline PATMI of SGD38.7mn would have met expectations if n $STECON 20250526-DBS-Stecon Group (STECON) Bright future ahead supported by huge backlog $BAC 20250526-Wells Fargo-Bank of America Corporation (BAC) Blue Sky Scenario Is"
@WhatMarketMind on X 2025-06-03 12:43:12 UTC 1093 followers, XXX engagements

"$STAN 20250701-UBS-Standard Chartered plc (STAN) Financial Times reports $2.7bn lawsuit lodged in Singapo $WALMEX 20250706-CITI-Walmex (WALMEX) Model Update 20250708-Goldman Sachs-Mexico Retail Macro remains uncertain Walmex still our preferred pick $1810 20250708-UBS-Xiaomi (1810) Teach_in deck Decoding Xiaomi_volume X $1519 20250709-HSBC-J&T Global Express (1519) Hold Robust overseas growth eases domestic pricing press $P911 20250709-HSBC-Porsche AG (P911) Hold Tariffs exceptional costs weigh on Q2 $AD 20250710-Barclays-Ahold Delhaize (AD) 2Q25 preview (Wednesday X August) $BCG"
@WhatMarketMind on X 2025-07-17 13:29:43 UTC 1091 followers, XXX engagements

"$1364 20250604-UBS-Guming Holdings (1364) Ride on supply chain resiliency and delivery subsidy PT up to $HSX 20250604-UBS-Hiscox (HSX) CMD A giant leap rather than a step change $IGG 20250604-UBS-IG Group PLC (IGG) Up with events_Downgrade to Neutral $IP 20250604-UBS-International Paper Company (IP) Turning the Battleship Initiate at Buy $035420 20250604-UBS-Naver Corp (035420) 2025 AIC Navigating AI disruption and eCommerce shifts $OSCR 20250604-UBS-Oscar Health Inc (OSCR) Looking at Preliminary 2026 TN Rate Filings $PKG 20250604-UBS-Packaging Corp of America (PKG) Consistent Performer but"
@WhatMarketMind on X 2025-06-07 13:05:47 UTC 1097 followers, XXX engagements

"$CNM 20250717-Barclays-Core & Main Inc. (CNM) Roadshow Takeaways $FND 20250717-Barclays-Floor & Decor (FND) 2Q25 Deep Dive Still Pressured $FUTU 20250717-Barclays-FUTU Holdings LTD. (FUTU) Seeking a Path to RichesInitiating at OW $GNRC 20250717-Barclays-Generac Holdings Inc (GNRC) Tariff relief + clean energy crossroads $SRPT 20250717-Barclays-Sarepta Therapeutics Inc (SRPT) Elevidys stays on the mkt restructuring to stre $SHLS 20250717-Barclays-Shoals Technologies (SHLS) Near the policy not in its path $AXSB 20250717-Bernstein-Axis Bank Ltd (AXSB) Axis 1Q26 yet another poor quarter $AXSB"
@WhatMarketMind on X 2025-07-18 10:06:45 UTC 1099 followers, XX engagements

"20250514-Nomura-Morning News & Views_Asia.pdf #AsiaMarkets $HSBC $TCH $AIA $JD $BABA 20250513-Nomura-Posco Future M(003670.KS)Issuing XX% of new equity for vertical integration.pdf #PoscoEquity $POSCO $HYUN $KIA $TSLA $NIO 20250513-Nomura-Malaysia Telecoms:CDB Maxis YTL to buy U Mobiles DNB stake.pdf #MalaysiaTelco $MAXIS $YTL $TM $AXIATA $DSON 20250513-Nomura-Malaysia equity strategy:Vulnerabledefensive stocks during FX volatility.pdf #MalaysiaFX $MAYB $PBB $CIMB $HLBK $AMMB 20250513-Nomura-KEPCO(015760.KS)1Q25 earnings in_line.pdf #KEPCOEarn $KEP $DUK $SO $NEE $EXC 20250513-Nomura-India"
@WhatMarketMind on X 2025-05-14 03:50:56 UTC 1095 followers, XXX engagements

"$0586 20250515-CITI-Conch Venture (0586) Model Update Post 2024 Annual Results Maintain Buy $6618 20250610-Jefferies-JD Health (6618) O2O Game On and AI Leverage PT to HK$60 $6702 20250624-CITI-Fujitsu (6702) Reiterating our Buy rating RoIC uptrend poised to continue $2333 20250627-CITI-Great Wall Motor (2333) Expiring Upside 30_Day Catalyst Watch $HA 20250702-BofA Securities-Great Wall Motor (HA) (HA) Call takeaways Mgmt. expects July sales to im $2333 20250702-CITI-Great Wall Motor (2333) Key Takeaways from Jun_25 Monthly Sales Update Call $601633 20250703-Jefferies-Great Wall Motor_A"
@WhatMarketMind on X 2025-07-17 13:33:00 UTC 1091 followers, XX engagements

"$ESSITYB 20250717-J.P. Morgan-Essity (ESSITYB) Model update post Q225 EPS25 cut by X $EVO 20250717-J.P. Morgan-Evolution Gaming (EVO) Model update Estimates broadly unchanged post Q2 PT $EVO 20250717-J.P. Morgan-Evolution Gaming (EVO) Q2 a touch better (though momentum still challenged) $F3T1 20250717-J.P. Morgan-Ferretti Group (F3T1) Q2H1 XX preview and changes to estimates $FER 20250717-J.P. Morgan-Ferrovial (FER) 407_ETR Traffic X above 2019 and EBITDA X above JPMe the E $GMD 20250717-J.P. Morgan-Genesis Minerals (GMD) JunQ25 Solid final Q vs our numbers $HPE 20250717-J.P. Morgan-Hewlett"
@WhatMarketMind on X 2025-07-18 10:07:01 UTC 1094 followers, XXX engagements

"$NP3 20250711-Jefferies-NP3 Fastigheter AB (NP3) Fundamentals weaken as expected $RR 20250711-Jefferies-Rolls_Royce (RR) H1 Preview Solid Start of the Year Could Lead Guide Revised to $7453 20250711-Jefferies-Ryohin Keikaku (7453) Q3 Results Slight Beat Up_ward Revision InLine $SKAB 20250711-Jefferies-Skanska (SKAB) JM AB Q2 Read_Across for Skanska $XEL 20250711-Jefferies-Xcel Energy (XEL) Waiting For Fall Update And Fire Resolution 2Q25 Preview BUY $AR 20250711-UBS-Antero Resources Corp (AR) 2Q25 Earnings Preview_Improving Financial Outlook $AVANZ 20250711-UBS-Avanza (AVANZ) Core fee lines"
@WhatMarketMind on X 2025-07-17 13:32:36 UTC 1095 followers, XX engagements

"$RCO 20250501-Bernstein-Rmy Cointreau SA (RCO) Rmy Cointreau Q4FY25 Sales Close to the bottom but not $SOP 20250501-Bernstein-Sopra Steria Group (SOP) Sopra Steria resilient as expected reassuring as ho $VOW3 20250501-Bernstein-Volkswagen AG (VOW3) Volkswagen post 1Q25 A long slog up a rising gradient $YUM 20250501-Bernstein-Yum Brands Inc (YUM) YUM 1Q25 Off to a good start $CAKE 20250501-Goldman Sachs-Cheesecake Factory Inc. (CAKE) 1Q25 Recap Operational improvements enhanci $601888 20250501-Goldman Sachs-China Tourism Group Duty Free (601888) 1Q25 results inline. Tax advantages $EBAY"
@WhatMarketMind on X 2025-05-04 13:28:46 UTC 1100 followers, 1620 engagements

"$AUB 20250523-Bernstein-Aubay (AUB) Nice Conferenceso far so good $CMG 20250523-Bernstein-Chipotle Mexican Grill Inc (CMG) Chipotle (CMG) The bear case and our view $CLN 20250523-Bernstein-Clariant AG (CLN) Clariant Aiming to Deliver More of the Same Model Updat $EZJ 20250523-Bernstein-easyJet PLC (EZJ) Reassuringly steady. Remain Market_Perform TP XXXX $ITRK 20250523-Bernstein-Intertek Group PLC (ITRK) Intertek Strong delivery and viability in XX of the $BZ 20250523-Bernstein-Kanzhun Ltd (BZ) Boss Zhipin Q1 A mirror for macro $POLICYBZ 20250523-Bernstein-PB Fintech Ltd (POLICYBZ) Deep_dive"
@WhatMarketMind on X 2025-05-26 08:54:56 UTC 1099 followers, 9175 engagements

"20250221-Goldman Sachs-The XXX Alibaba Xiaomi Humanoid Robots Two Sessions preview China Proper.pdf $BABA $XIACF $FANUC $YASK $IRBT $COLI $CLNG $VNK $CSPC $AGILE"
@WhatMarketMind on X 2025-02-21 03:50:27 UTC 1089 followers, XXX engagements

"20250721-CITI-China Brokers and FinTechLessons from the US Sizing Crypto Biz Upside for FutuTIGR.pdf 20250721-CITI-China Utilities and RenewablesImplications from Mega Hydro Project & 1H25 Results Pre.pdf 20250721-CITI-US MedTechThree Doctors in July Endocrinology Rising Technological Adoption.pdf 20250722-CITI-Brazil Online Retail MELI Shines Via New Free Shipping PolicyCampaign Shopee Stands .pdf 20250722-CITI-The Global PointTuesday XX July 2025.pdf 20250722-CITI-The Point for CEEMEA.pdf 20250722-CITI-The Point for Latin America.pdf 20250722-CITI-US Biopharma 2Q25 Earnings"
@WhatMarketMind on X 2025-07-23 09:08:36 UTC 1099 followers, XX engagements

"20250421-UBS-Indian Consumer SectorReady for a rebound.pdf #IndiaConsumer $HIND $ITC $NEST $DABUR $MARICO 20250421-UBS-Indonesia Automotive SectorNew EV deliveries with front_loaded share gains in higher s.pdf #IndoEV $DRMN $TLKM $ISAT $AUTO $GGRM 20250421-UBS-Indonesia Market StrategyLocal institutions to raise equity allocations.pdf #IndoMarket $BBCA $BBRI $BMRI $BBNI $TLKM 20250421-UBS-Indonesia Nickel Sector Live ports tracker slowdown in intermediate Class_1 nickel sup.pdf #IndoNickel $VALE $INCO $ANTM $NCKL $TINS 20250421-UBS-Malaysia Market StrategyRecalibratingtilting to defensive"
@WhatMarketMind on X 2025-04-22 13:08:08 UTC 1091 followers, XXX engagements

"$CNPF 20250610-DBS-Century Pacific Food Inc (CNPF) Cautious margin outlook $1919 20250611-DBS-Cosco Shipping Holdings (1919) Near_term volume rebound but uncertainties remain $CHWY 20250611-Evercore ISI-Chewy Inc. (CHWY) No Need To Be In The Dog House $LINE 20250611-Evercore ISI-LineageInc. (LINE) $500mn Note Issuance Slightly Accretive To Our Ests. $ON 20250611-Evercore ISI-ON Semiconductor Corp (ON) Shifting ON to Top Analog Pick Post CEO & CFO NDR $TLN 20250611-Evercore ISI-Talen Energy Corp. (TLN) Walkin' The Same Path But Got On Different Shoes $BUD 20250612-Evercore ISI-AB Inbev (BUD)"
@WhatMarketMind on X 2025-06-25 13:06:48 UTC 1092 followers, XX engagements

"$NA 20250528-Barclays-National Bank of Canada (NA) 2Q25 EPS REVIEW 2025 outlook unchanged tracking ah $CRM Inc. (CRM) Better Q1 cRPO and FX Benefits Should Help Shares $ITOS 20250528-Wells Fargo-iTeos Therapeutics. Inc. (ITOS) The Company Intends to Wind Down Operations D $CRM 20250528-Wells (CRM) 1Q ResultsNot Much Changed $BURL 20250529-Barclays-Burlington Stores Inc. (BURL) 1Q25 Review Executing on Burl XXX in an Uncertain $EKTAb 20250529-Barclays-Elekta AB (EKTAb) Q4 Review US orders an overhang $IOSn 20250529-Barclays-IONOS (IOSn) Still bullish post rally stay OW $KSS"
@WhatMarketMind on X 2025-06-07 13:03:29 UTC 1099 followers, 8079 engagements

"Jefferies-Issuer Volumes Roundup Underlying Deceleration in 2Q Softer June Exit RateHashtags: #IssuerVolumes #FinancialDeceleration #Q2MarketUpdate #BondIssuance #EconomicTrends Tickers: $JPM $GS $MS $BAC $CJefferies-Solar PolyWaferCell prices surged Jun'25 export data updateHashtags: #SolarEnergy #RenewableEnergy #SolarPrices #ExportData #CleanTech Tickers: $FSLR $RUN $ENPH $SEDG $CSIQJefferies-Q2 Preview Expecting Good VolumesGuide Bumps Across Space eAPTCs In FocusHashtags: #Q2Preview #VolumeGrowth #TaxCredits #Renewables #EnergySector Tickers: $TSLA $FSLR $ENPH $PLUG $NEEJefferies-P&C"
@WhatMarketMind on X 2025-07-22 14:41:01 UTC 1097 followers, XX engagements

"$BN 20250627-Bernstein-Danone (BN) _ Dans quelle mesure les problmes de lactivit Crmes de Danone $BN 20250627-Bernstein-Danone (BN) How much could US Creamer issues hurt Q2 $DSY 20250627-Bernstein-Dassault Systmes (DSY) Quick Take DSY _ Quarter_end briefing feedback $ETL 20250627-Bernstein-Eutelsat (ETL) Eutelsat Two_stage 1.35bn capital increase eases liquidity con $RRTL 20250627-Bernstein-RTL Group (RRTL) Quick Take RTL Group_ the German Media Powerhouse_conference c $SU 20250627-Bernstein-Schneider Electric SA (SU) Schneider feedback T2 De plus en plus positif $SU"
@WhatMarketMind on X 2025-06-29 17:11:49 UTC 1091 followers, XX engagements

"$DIRR3 20250711-Goldman Sachs-Direcional (DIRR3) 2Q25 Operational Preview Total Sales Beat In_Line at $DNB 20250711-Goldman Sachs-DNB (DNB) Q225 First Look $ENTRA 20250711-Goldman Sachs-Entra ASA (ENTRA) 1H25 results EPS X above GSe but sluggish revenue tra $FLUT 20250711-Goldman Sachs-Flutter Entertainment (FLUT) Announces buyout of Boyds X stake in FanDu $FMEG 20250711-Goldman Sachs-Fresenius Medical Care (FMEG) Updating estimates $2356 20250711-Goldman Sachs-Inventec (2356) Mgmt. call ASIC and China to support 2H25 Production si $ICAP 20250711-Goldman Sachs-Investcorp Capital Plc (ICAP)"
@WhatMarketMind on X 2025-07-17 13:32:14 UTC 1092 followers, XX engagements

"20250721-J.P. Morgan-US Equity Style InvestingRising Market Complacency with High Beta at Record CrHashtags: #USEquity #MarketComplacency #HighBeta #EquityInvesting #StockMarketTrends Tickers: $SPY $QQQ $IWM $ARKK $TSLA20250721-J.P. Morgan-US Equity Derivatives StrategyOption expectations and trades into Q2 earningsHashtags: #EquityDerivatives #OptionsTrading #Q2Earnings #MarketStrategy #Volatility Tickers: $AAPL $MSFT $AMZN $GOOGL $NVDA20250721-J.P. Morgan-US Bank and Non_Bank Financials 2Q'25 EarningsWhere Do We Stand After Week X oHashtags: #USBanks #FinancialEarnings #Q2Results"
@WhatMarketMind on X 2025-07-22 14:42:34 UTC 1099 followers, XX engagements

"20250401-Barclays-Valmet OYJVALMT.HENew operating model but old headwinds remain.pdf #ValmetModel $VALMT $METSO $KCR $NLSN $ANDR 20250409-J.P. Morgan-U.S. Mid_and Small_Cap Banks MA Bi_Weekly ReportFCNCA Terminates Loss Share Ag.pdf #MidCapMA $FCNCA $FITB $HUNT $CFG $KEY 20250410-BofA Securities-US Mid_cap BanksFickle times.pdf #MidCapFickle $MTB $CMA $BOKF $PB $CBSH 20250414-Goldman Sachs-Cheniere Energy 1Q25 Preview High Cash Flow Stability Focus to B.pdf #CheniereCash $LNG $SHEL $BP $TTE $PBA 20250414-J.P. Morgan-U.S. Mid_and Small_Cap Banks VC and Exit Markets Bi_Weekly.pdf #MidCapVC"
@WhatMarketMind on X 2025-04-24 12:07:40 UTC 1094 followers, XXX engagements

"20250722-Goldman Sachs-Americas Energy Oil_Refining2Q Preview Refreshing Select SMID Estimates F.pdf 20250722-Goldman Sachs-TietoEVRY $TIETO 2Q25 results Organic Revenue growth and adj. EBIT low.pdf 20250723-Goldman Sachs-GS EUROPEAN EXPRESS Unilever Chemicals Multi_Industry Capex Tracker SAP .pdf 20250723-Goldman Sachs-Japan Aerospace & Defense RTX 2Q read_acrossAM strong but 2025 guidance cut.pdf 20250723-Goldman Sachs-Japan Automobiles Japan_US tariff agreement NHK reports auto tariffs at 15.pdf 20250723-Goldman Sachs-Japan Economics AnalystIs the Current Capex Uptrend Different From the"
@WhatMarketMind on X 2025-07-23 09:04:56 UTC 1097 followers, XX engagements

"$AUTO 20250623-Jefferies-Auto Trader (AUTO) Jefferies Structural Winners Virtual C_Suite Series 2025 $ERF 20250623-Jefferies-Eurofins Scientific (ERF) Muted Growth Weaker Cash Flow Expected in FY25 $FE 20250623-Jefferies-FirstEnergy (FE) Regulatory Resolution Sets Stage For Data Center_Driven Growth $MTS 20250623-Jefferies-Metcash (MTS) FY25 Result_Well Positioned for an Inevitable Turn in Housing $SRRK 20250623-Jefferies-Scholar Rock (SRRK) Bima myostatin obesity data strong.puts and takes for SRRK $VCB 20250623-Jefferies-Vietcomban (VCB) Nearing the trough $373220 20250623-Nomura-LG Energy"
@WhatMarketMind on X 2025-06-25 13:08:15 UTC 1098 followers, XX engagements

"$688608 20250715-HSBC-Bestechnic (688608) Initiate at Buy Wearables are big and getting smarter $EHC 20250716-Barclays-Encompass Health (EHC) Down But Not Out $FIA1S 20250716-Barclays-Finnair (FIA1S) The price of optionality $FLNC 20250716-Barclays-Fluence Energy (FLNC) ITC or no ITC That is the question $OMC 20250716-Barclays-Omnicom Group Inc. (OMC) In line is better than feared $PGR 20250716-Barclays-Progressive Corp. (PGR) June Results EPS well above estimates on continued stron $FNAC 20250716-Bernstein-Fnac Darty (FNAC) Fnac Darty Prvisions S1 XX CA probablement affect par un e $INF"
@WhatMarketMind on X 2025-07-17 13:36:08 UTC 1092 followers, XX engagements

"$HPE 20250629-Wells Fargo-Hewlett Packard Enterprise Company (HPE) DoJ Settles Suit on HPE's _$14B Acq $HILI 20250701-Evercore ISI-Home Improvement Lead Indicator (HILI) Beginning of Fundamental Shift Stuck $OMDA 20250701-Evercore ISI-Omada Health Inc. (OMDA) Mo' Members Mo' Margins _Initiate Outperform w$21 $JBHT 20250701-Wells Fargo-J.B. Hunt Transport Services Inc. (JBHT) Cycle Pushes Costs Into Focus Deep $OLN 20250701-Wells Fargo-Olin Corporation (OLN) When Will Those Clouds All Disappear _Lowering NearTer $AI 20250702-Deutsche Bank-Air Liquide (AI) Q2H1 results due July XX $CE"
@WhatMarketMind on X 2025-07-17 13:32:02 UTC 1099 followers, XX engagements

"$COST 20250709-J.P. Morgan-Costco Wholesale Corporation (COST) Small Shortfall But Not Unexpected Source $6146 20250709-J.P. Morgan-Disco (6146) Raises 1Q guidance In line with preliminary disclosure confirm s $ENB 20250709-J.P. Morgan-Enbridge Inc (ENB) Thoughts into 2Q25 Typical Seasonal Step Down Well Positi $BEN 20250709-J.P. Morgan-Franklin Resources (BEN) Model update $GEI 20250709-J.P. Morgan-Gibson Energy Inc. (GEI) Thoughts into 2Q25 Solid Infrastructure Volumes Driv $GQG 20250709-J.P. Morgan-GQG Partners (GQG) 1H25 Preview GQG says defensive stance hurt performance $086790"
@WhatMarketMind on X 2025-07-17 13:29:02 UTC 1100 followers, 2460 engagements

"$ASML 20250717-Bernstein-ASML Holding NV (ASML) Macro uncertainty or litho uncertainty $TECHM 20250717-Bernstein-Tech Mahindra Ltd (TECHM) Tech Mahindra Q1FY26 Margin turnaround continues $INCH 20250717-CITI-Inchcape PLC (INCH) Increased confidence in 2H25E Cash opportunity remains $IG 20250717-CITI-Italgas (IG) Overlooked Upside Market is Missing Consolidation Opportunity $TSCO 20250717-CITI-Tesco (TSCO) Raising LFLs limited risk from Asda & cognisant of retail media upside $VRLA 20250717-CITI-Verallia SA (VRLA) Fundamentals Troughing RiskReward Attractive $PUIGb 20250717-Goldman Sachs-Puig"
@WhatMarketMind on X 2025-07-17 13:36:35 UTC 1098 followers, XXX engagements

"$BAER 20250604-CITI-Julius Baer Gruppe AG (BAER) Thoughts Post CMD Lacking Catalysts But Reassured By MT $2076 20250604-CITI-Kanzhun Ltd (2076) Model Update $LREN3 20250604-CITI-Lojas Renner (LREN3) DG to Neutral RiskReward Well Balanced Post the Rally $MBMA 20250604-CITI-Merdeka Battery Materials (MBMA) Share Price Went Limit Up +25 Today Does It Have $MPWR 20250604-CITI-Monolithic Power Systems (MPWR) MPWR Silicon Valley Bus Tour Takeaways. Reiterate $PKN 20250604-CITI-Orlen SA (PKN) Dividend potential priced in. Political risk higher. Downgrade to Ne $PBFI 20250604-CITI-PB Fintech (PBFI)"
@WhatMarketMind on X 2025-06-07 13:04:04 UTC 1101 followers, 8129 engagements

"20250224-Goldman Sachs-SM Entertainment Co. 041510.KQAcquiring additional stake in Dear U Buy.pdf $SM $YG $JYP $CJEN $NAVER $KAKAO $SONY $DIS 20250224-Goldman Sachs-Hyundai M&F 001450.KSFavorable risk_reward with CSMprofit streams expected .pdf $HMF $SHG $KB $HANA $IBK $SML $MERI $WOOR $KBF 20250223-J.P. Morgan-SK hynix000660Key takeaways from Korea conference 2025.pdf $SKH $SSNLF $TSM $MU $WDC $QCOM $AMD $NVDA 20250223-J.P. Morgan-Korea BanksKey takeaways from Korea Financials CEO Tour at J.P. Morgan Korea C.pdf $JPM $DGB $BS $KEB $NH $JB $HANW $SMLI $DBI 20250221-Nomura-Korea autos HMGs"
@WhatMarketMind on X 2025-02-24 02:00:40 UTC 1093 followers, XXX engagements

"$JMAT 20250619-J.P. Morgan-Johnson Matthey (JMAT) Focus now shifts to earnings and cash flow delivery. Rem $KNIN 20250619-J.P. Morgan-Kuehne + Nagel (KNIN) Anchoring Expectations into the 2Q25 print $MICP 20250619-J.P. Morgan-Michelin (MICP) First Half Results Could Act as the Clearing Event 1H25 Pre $8411 20250619-J.P. Morgan-Mizuho Financial Group (8411) Deep Dive Taking a new approach to forecasting $MRWLN 20250619-J.P. Morgan-Morrison (MRWLN) F2Q25 First Look Solid Delivery but Gross Debt Reduction Nee $NESN 20250619-J.P. Morgan-Nestle (NESN) Chairman succession announced $NU"
@WhatMarketMind on X 2025-06-25 13:03:59 UTC 1100 followers, 3540 engagements

"20250428-Nomura-Asia InsightsThe weekly China chart book Property decline precedes exports slide.pdf #ChinaChartBook $KE $BEKE $Vanke $COLI $CLH 20250428-Nomura-China Internet & New MediaFood delivery is an uphill battle for JD.pdf #ChinaFoodDelivery $JD $MEIT $DASH $UBER $GRAB 20250428-Nomura-First InsightsIndiaMarch IP growth disappoints.pdf #IndiaIPGrowth $RELI $HDFC $TATAM $ITC $SBIN 20250428-Nomura-Hanwha Ocean0426601Q OP beat best_case scenario already reflected.pdf #HanwhaOceanQ1 $0426 $HHI $SAMS $KOG $DSME 20250428-Nomura-Korea TelecomsImplications of SKTs cybersecurity incident.pdf"
@WhatMarketMind on X 2025-04-29 03:45:29 UTC 1091 followers, XX engagements

"20250722-UBS-Machinery SectorApr_Jun 2025 results outlook.pdf 20250723-UBS-European Asset ManagersQ225 Fund Performance Tracker M&G retains the title SDRJUP i.pdf 20250723-UBS-European InsuranceHow aligned is CEO compensation with shareholder remuneration.pdf 20250723-UBS-Global Equity StrategyStill Banking on Banks.pdf 20250723-UBS-Korea AutosUS_Japan trade deal read across.pdf 20250723-UBS-Korean ShipbuildersPresident Trump stated Japan and the US will conclude a deal to for.pdf 20250723-UBS-SemiconductorsUBS Evidence Lab inside Semis Distributor Tracker_approaching normalis.pdf"
@WhatMarketMind on X 2025-07-23 09:07:29 UTC 1099 followers, XX engagements

"20250221-BofA Securities-AutoStore Q4 results orders remain weak profitability remains st.pdf $AUTO $KION $DMG $SIE $FANUC $YASK $IRBT $HON $ROK $ABB 20250221-Morgan Stanley-AutoStore Holdings Ltd_WI Still Waiting for the Green Shoots.pdf $TGYM $MANH $ZBRA $UPS $FDX $CHRW $EXPD $JBT $CAT"
@WhatMarketMind on X 2025-02-21 09:09:30 UTC 1094 followers, XXX engagements

"20250722-Goldman Sachs-Americas Consumer Staples NielsenIQ First Take Total sales sustain +LSD gro.pdf 20250722-Goldman Sachs-Americas Technology InternetQ225 Gaming Industry Preview_Analyzing the Ind.pdf 20250722-Goldman Sachs-China Internet Auto Classified 2Q25 Preview Prefer Tuhu on accelerated reve.pdf 20250722-Goldman Sachs-China SolarKey Q&As on Anti_Involution.pdf 20250722-Goldman Sachs-Europe BeveragesUS spirits demand remains muted Diageo lost share in JuneJu.pdf 20250722-Goldman Sachs-Europe Consumer ProductsUS Beauty trends subdued in July Beiersdorf gains s.pdf 20250722-Goldman"
@WhatMarketMind on X 2025-07-23 06:19:51 UTC 1100 followers, XX engagements

"20250522-Goldman Sachs-The 720: Global CDMO Mizuho Baidu Pony AI China Battery Cathode Japan Au.pdf #Global720 $BIDU $PONY $MZHO $CATL $TM 20250522-Goldman Sachs-Lasertec (6920.T): Conference call takeaways: CY26 order recovery momentum re.pdf #LasertecRecover $LTEC $KLIC $COHU $FORM $AEHR 20250521-Goldman Sachs-Weekly Options Watch: Option buying opportunities ahead of TechConsumer earnin.pdf #TechOptions $AAPL $MSFT $GOOGL $AMZN $META 20250521-Goldman Sachs-The EM Trader: A Wider Path To Performance.pdf #EMTrader $TSM $HDB $IBN $VALE $PBR 20250521-Goldman Sachs-Macro at a Glance: Latest"
@WhatMarketMind on X 2025-05-22 02:17:36 UTC 1100 followers, XXX engagements

"$BABA 20250714-Barclays-Alibaba Group Holding Ltd. (BABA) Substantial Losses from Food Delivery Could be $PSON 20250714-Barclays-Pearson plc (PSON) How much risk on US K_12 testing $SLDE 20250714-Barclays-Slide Insurance Holdings Inc. (SLDE) Strong Profitability & Potential Growth Ini $SN 20250714-Barclays-Smith & Nephew plc (SN) Q2 Preview Sequential momentum H2 recovery in focus $SZUG 20250714-Barclays-Suedzucker AG (SZUG) Sugar prices key to recovery $RUN 20250714-Barclays-Sunrun Inc. (RUN) New policy favors incumbent TPO players $KHC 20250714-Barclays-The Kraft Heinz Company (KHC) Another"
@WhatMarketMind on X 2025-07-17 13:34:09 UTC 1089 followers, XXX engagements

"20250507-UBS-Latin American Economic Perspectives Mexico Chartbook: Migration Deportations and the.pdf #MexicoEcon $AMX $CX $BIMBO $WMMVY $FEMSA 20250507-UBS-Monthly European Airlines and Airports: UBS Evidence Lab inside: So far so good from Eur.pdf #EuroAirlines $RYA $EZJ $IAG $TKWY $AENA 20250507-UBS-Quant Navigator: Quant Models for Fundamental Investors: Opportunities & Risk April Update.pdf #QuantModels $BLK $TROW $SCHW $IVZ $STT 20250507-UBS-Quantitative Monographs: How to nowcast earnings surprises.pdf #EarningsSurprise $GS $JPM $MS $BAC $C 20250507-UBS-South African Mining: Sector"
@WhatMarketMind on X 2025-05-07 07:12:51 UTC 1101 followers, XXX engagements

"$SAN 20250714-UBS-Santander (SAN) Sound medium_term narrative path to guidance delivery needed to conso $TKO 20250714-UBS-TKO Group Holdings Inc. (TKO) 2Q Preview Inching closer to the rights renewals $VIST 20250714-UBS-Vista Energy SAB de CV (VIST) Re_scaling the growth plan $WISEa 20250714-UBS-Wise (WISEa) FQ1 2026 Preview + UBS Evidence Lab Actives Downloads Take Rate forecas $WAFGn 20250715-CITI-Siltronic AG (WAFGn) Adding Downside 30_Day Catalyst Watch $CGF 20250715-Goldman Sachs-Challenger Ltd. (CGF) Capital benefits & M&A remain key focus FY26 NPBT gr $CPU 20250715-Goldman"
@WhatMarketMind on X 2025-07-17 13:34:32 UTC 1090 followers, XXX engagements

"$VIV 20250529-Goldman Sachs-Telefonica Brasil (VIV) Updating Model Post_1Q25 Incorporating Asset_Sale $NOAH 20250529-J.P. Morgan-Noah Holdings Ltd (NOAH) 1Q25 First Take Profits growth returned to positive $4684 20250529-J.P. Morgan-OBIC (4684) Steady new acquisitions expect good start in 1Q FY2025 $SALIK 20250529-J.P. Morgan-Salik (SALIK) Q125 Results Wrap & Model update_remain Neutral $SCTS 20250529-J.P. Morgan-Softcat (SCTS) Raising estimates _LSD on improved outlook $KKC 20250529-Jefferies-Cummins India Limited (KKC) Sales Guidance Good Pricing Concern Remains $AGARWALE"
@WhatMarketMind on X 2025-05-30 09:31:46 UTC 1097 followers, XX engagements

"$CSCO 20250610-Wells Fargo-Cisco Systems Inc. (CSCO) Cisco Live Keynote Quick Notes Fusing Networking + $RAT 20250618-BofA Securities-Rathbones Group (RAT) Go with the flows initiate coverage at Buy $SNDK 20250618-BofA Securities-Sandisk Corporation (SNDK) Initiating coverage with Buy PO of $XX well $SE 20250618-BofA Securities-Sea Limited (SE) Shopee Brazil On the ground checks + Analyzing impact f $DRI 20250620-Barclays-Darden Restaurants (DRI) 4QF25 Take . Comp Upside Impressive F26 Guide within $GN 20250620-Barclays-GN Store Nord AS (GN) Q2 Preview Market weakness in focus $300073"
@WhatMarketMind on X 2025-06-25 13:07:46 UTC 1098 followers, XXX engagements

"$HRMS 20250618-J.P. Morgan-Hermes International (HRMS) Model update for latest FX moves and sector trends $002270 20250618-J.P. Morgan-Huaming Equipment _A (002270) An under_appreciated player in the global transform $INGA 20250618-J.P. Morgan-ING (INGA) NII deep dive Commercial NII medium term growth still underestimat $JD 20250618-J.P. (JD) Our read on the chairman's comments about JD's strategy Near_ter $0135 20250618-J.P. Morgan-Kunlun Energy (0135) Key takeaways from Xinjiang reverse roadshow $LEN 20250618-J.P. Morgan-Lennar (LEN) Post_Call Notes 2Q25 Gross Mgn Nearly Meets Guide But"
@WhatMarketMind on X 2025-06-25 13:03:45 UTC 1099 followers, XX engagements

"$HLAG 20250523-Goldman Sachs-Hapag_Lloyd AG (HLAG) Updating estimates remain Sell $HLAG 20250528-Barclays-Hapag_Lloyd (HLAG) Issues for debate post 1Q25 $BBNI 20250625-DBS-Bank Negara Indonesia (BBNI) Funding costs continues to bite into profitability. $KR 20250708-Barclays-Kura Sushi USA Inc (KR) 3QF25 Take Comps Below Earnings Above F25 Guide Booste $000720 20250708-HSBC-Hyundai E&C (000720) Buy 2Q25 previewmargin improvement from 2H25e $SHEL 20250708-HSBC-Shell (SHEL) Buy 2Q 2025 preview weak trading performance $SISE 20250708-HSBC-Sisecam (SISE) Hold Mixed signals emerge from the"
@WhatMarketMind on X 2025-07-17 13:28:21 UTC 1100 followers, XX engagements

"20250306-UBS-adidas AG $ADSGn The beat and raise story will continue in 2025.pdf #Adidas2025 $ADS $NKE $PUM $UA $LULU 20250306-UBS-ASEAN BanksOneASEAN Summit 2025 Meeting takeaways.pdf #ASEANBanks $UOB $DBS $OCBC $BBRI $BMRI 20250306-UBS-European Aerospace and Defence What are the bear cases on defence .pdf #EuroDefence $BA $LMT $RTX $NOC $GD 20250306-UBS-European Pharmaceuticals UBS European Healthcare Conference feedback_Day 2.pdf #EuroPharmaDay2 $NVS $GSK $SNY $ROCHE $AZN 20250306-UBS-European Real EstateCrowding short interest & active ownership_March 2025 update.pdf #EuroRealEstate $GEC"
@WhatMarketMind on X 2025-03-06 07:11:09 UTC 1099 followers, 8983 engagements

"20250303-UBS-US Semiconductors and Semi EquipmentKey Takeaways from 2025 Semis Bus Tour.pdf #SemiTourUS $TER $ENTG $MKSI $OLED $COHU 20250303-UBS-Comet Holding AGCOTN.SWRead through from UBS semi bus Tour in the US.pdf #CometTour $COTN $BRKS $UCTT $PLAB $ACLS 20250303-CITI-Malaysia Semiconductors and Tech HardwareTransfer of Coverage.pdf #MalaysiaSemi $IFX $STM $NXPI $DIOD $SLAB 20250302-BofA Securities-US Semiconductors SemiBytes Battle of AI chatbots week ahead in AI earnin.pdf #AIBattle $MSFT $GOOG $FB $BIDU $IBM 20250228-Wells Fargo-SemiconductorsBifurcating Recoveries in Analog &"
@WhatMarketMind on X 2025-03-09 13:23:06 UTC 1100 followers, 23.2K engagements

"$GOTO 20250702-DBS-Goto Gojek Tokopedia TBK PT (GOTO) Ready set merge $STZ 20250702-Evercore ISI-Constellation Brands (STZ) Unsurprising slow start to year Guidance relies o $BLCO 20250702-Wells Fargo-Bausch + Lomb Corp. (BLCO) Miebo & Xiidra Tracking Report_Data Week Ended XXX $BDX 20250702-Wells Fargo-Becton Dickinson and Company (BDX) Separation Update Expected Over the Summer $STZ 20250702-Wells Fargo-Constellation Brands Inc. (STZ) Re_raising Estimates Relying on Improvement $VVV 20250702-Wells Fargo-Valvoline Inc. (VVV) The Early July Oil Check We Continue to Like the Setup $COP"
@WhatMarketMind on X 2025-07-17 13:30:45 UTC 1099 followers, XXX engagements

"$AVOL 20250627-J.P. Morgan-Avolta (AVOL) Feedback from CMD. Building a surprisingly predictable TSR $BWP 20250627-J.P. Morgan-BWP Trust (BWP) Internalisation pricing looks fair we see the move as posi $6501 20250627-J.P. Morgan-Hitachi (6501) Earnings model update $MRVE3 20250627-J.P. Morgan-MRV (MRVE3) Collection of US$62mn from Resia 1Q25 Divestments a Bit Below $NKE 20250627-J.P. Morgan-NIKE Inc. (NKE) Management Follow_Up Takes & Model Implications Neutral w $X $4716 20250627-J.P. Morgan-Oracle Japan (4716) 4Q results FY2025 sales guidance slightly above our esti $ROIV 20250627-J.P."
@WhatMarketMind on X 2025-06-29 17:12:07 UTC 1095 followers, XX engagements