[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @WhatMarketMind WhatMarketMinds WhatMarketMinds posts on X about china, baba, $baba, $fmg the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1869290335937105920/interactions)  - X Week XXXXXX +48% - X Month XXXXXX -XX% - X Months XXXXXXX +5,679% ### Mentions: XX [#](/creator/twitter::1869290335937105920/posts_active)  - X Month XXX -XX% - X Months XXXXX +1,307% ### Followers: XXXXX [#](/creator/twitter::1869290335937105920/followers)  - X Week XXXXX +1.60% - X Month XXXXX +11% - X Months XXXXX +750% ### CreatorRank: XXXXXXX [#](/creator/twitter::1869290335937105920/influencer_rank)  ### Social Influence [#](/creator/twitter::1869290335937105920/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [china](/topic/china) 1.27%, [baba](/topic/baba) 0.95%, [$baba](/topic/$baba) 0.95%, [$fmg](/topic/$fmg) 0.79%, [$bhp](/topic/$bhp) 0.79%, [rio](/topic/rio) 0.63%, [$rio](/topic/$rio) 0.63%, [$jd](/topic/$jd) 0.63%, [eps](/topic/eps) 0.63%, [$wds](/topic/$wds) XXXX% **Top assets mentioned** [Alibaba Group (BABA)](/topic/$baba) [BHP Group Limited (BHP)](/topic/$bhp) [Realio Network (RIO)](/topic/$rio) [StakeStone (STO)](/topic/$sto) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [DAEX (DAX)](/topic/$dax) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Cube (AUTO)](/topic/$auto) [CatCoin (CAT)](/topic/$cat) [SafeMoon Inu (SMI)](/topic/$smi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Exxon Mobil (XOM)](/topic/$xom) [JPMorgan Chase (JPM)](/topic/$jpm) [Energy Web Token (EWT)](/topic/$ewt) [DMM Governance (DMG)](/topic/$dmg) [Johnson & Johnson (JNJ)](/topic/$jnj) [APi Group Corporation (APG)](/topic/$apg) [California Resources Corporation (CRC)](/topic/$crc) [SATS (Ordinals) (SATS)](/topic/$sats) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Sea Limited (SE)](/topic/$se) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Toyota Motor Corporation (TM)](/topic/$tm) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [SuperRare (RARE)](/topic/$rare) [Danaher Corporation (DHR)](/topic/$dhr) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Pfizer, Inc. (PFE)](/topic/$pfe) [Artificial Liquid Intelligence (ALI)](/topic/$ali) [Infinity Games (ING)](/topic/$ing) [Heroes of NFT (HON)](/topic/$hon) [Merebel (MERI)](/topic/$meri) [Shirtum (SHI)](/topic/$shi) [Shinhan Financial Group Co Ltd (SHG)](/topic/$shg) [KB Financial Group Inc (KB)](/topic/$kb) [Hana (HANA)](/topic/$hana) ### Top Social Posts [#](/creator/twitter::1869290335937105920/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 $74SW"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838475665936598) 2025-07-17 13:30:19 UTC 1099 followers, XX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1937860148401520835) 2025-06-25 13:07:17 UTC 1097 followers, XXX engagements "20250424-UBS-Morning Expresso Australasia Thursday XX April 2025.pdf #Australasia $BHP $RIO $FMG $WDS $STO 20250423-UBS-Apple muted upgrade rate of XXX near multiyear lows for Q1 but a t.pdf #AppleUpgrade $AAPL $T $VZ $TMUS $QCOM 20250423-UBS-European Container Shipping Ocean carrier quotes suggest quotes are up w w. Asia _US vo.pdf #ContainerShip $MS $ZIM $HAP $MATX $SFL 20250423-UBS-European Economic CommentEuropean PMIsFirst evidence of US tariff shock.pdf #EuropePMI $EWG $EZU $DAX $CAC $FTSE 20250423-UBS-European Equity StrategySimply Switzerland Premiums Patience and Precision.pdf"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1915274729948418143) 2025-04-24 05:20:54 UTC 1097 followers, XX 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](/creator/x/WhatMarketMind) on [X](/post/tweet/1925114647914656075) 2025-05-21 09:01:13 UTC 1099 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](/creator/x/WhatMarketMind) on [X](/post/tweet/1915609613363499315) 2025-04-25 03:31:36 UTC 1102 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](/creator/x/WhatMarketMind) on [X](/post/tweet/1939370591343243411) 2025-06-29 17:09:15 UTC 1102 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 $CARR 20250527-UBS-SMID Industrials: Assessing the industry temperature: HVAC Business Survey 4.0"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1927706475104981117) 2025-05-28 12:40:13 UTC 1103 followers, 5706 engagements "$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 $ICAD 20250710-Goldman Sachs-Icade (ICAD) Vacancy rates to edge up on upcoming"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838208459374934) 2025-07-17 13:29:15 UTC 1103 followers, XX engagements "$VNAn 20250430-Goldman Sachs-Vonovia (VNAn) 1Q25 preview rentalnon rental outlook key drivers leverag $VMC 20250430-Goldman Sachs-Vulcan Materials Co. (VMC) Strong unit profitability growth as pricecost sp $WOSG 20250430-Goldman Sachs-Watches of Switzerland Group (WOSG) 4Q preview US in focus but waitlisted $ARCC 20250430-J.P. Morgan-Ares Capital (ARCC) Post_1Q Volatility Drives Wider Spreads Increased Opps fo $2202 20250430-J.P. Morgan-China Vanke _H (2202) First Take Net loss continues but another shareholder $FSLR 20250430-J.P. Morgan-First Solar Inc (FSLR) 1Q Review FY25 Guide Updated to"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1919021319494250668) 2025-05-04 13:28:30 UTC 1083 followers, XXX engagements "20250429-Nomura-Morning News & Views _ Asia.pdf #AsiaMarketViews $EWJ $EWH $EWT $EWY $INDA 20250428-Nomura-Agency Worst Billion Report.pdf #AgencyBillion $JPM $GS $MS $BAC $C 20250428-Nomura-Asia InsightsChina rates and FXOffshore bond inflows continued in March.pdf #ChinaRatesFX $FXI $CNY $BABA $JD $PDD 20250428-Nomura-Asia InsightsChinaEstimating the impact of US tariffs on GDP and employment.pdf #ChinaTariffImpact $MCHI $TCEHY $NIO $XPEV $LI 20250428-Nomura-Asia InsightsThailandIntroducing our Nomura Financial Conditions Index.pdf #ThailandFCI $THD $SCB $BBL $KTB $KBANK"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1917062628905783512) 2025-04-29 03:45:22 UTC 1089 followers, XXX engagements "20250429-J.P. Morgan-First TAKES_Sinopec BEAT Northern Star MISS Fortescue BEAT Jiangxi BEAT Wh.pdf #FirstTakes $SNP $NST $FMG $JXI $WH 20250429-J.P. Morgan-Thoughts on EU Power Outage Re_highlights the need for a structural uptrend i.pdf #EUPowerOutage $IBE $ENG $ENEL $VWS $ORST 20250420-Wells Fargo-Halftime Report_1H Read_thrus and 2H Picks.pdf #HalftimePicks $MSFT $AMZN $GOOGL $JPM $GS 20250420-Wells Fargo-Technology & Services Deep Learnings AI & Cloud Bi_Weekly GOOGL Cloud NEXT Tak.pdf #AICloudTakeaways $GOOGL $MSFT $AMZN $NVDA $CRM 20250421-Wells Fargo-Aerospace & Defense XXX Fuselage"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1917389385080922289) 2025-04-30 01:23:47 UTC 1084 followers, XXX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1937859740979376350) 2025-06-25 13:05:40 UTC 1084 followers, XXX engagements "BMO #4Q24 Employment Services Preview- Trends 'Less Worse' but Watch 1Q25 Guidance $ALTX-NSDQ-Demystifying the Permitting Process in Key Critical Minerals Jurisdictions $AMZN-NSDQ-#AWS Continues to Innovate and Scale Towards the +$5T Opportunity #Encouraging 4Q Spending Trends $GOOGL-NSDQ-Don't Fear the (Search) Evolution GOOGL-#NSDQ-Expert Recap- Cloud Well Positioned in 2025 as #AI Production Ramps in 2H25E. $JBHT-NSDQ-Well Positioned to Capitalize on Inflection in Freight Cycle $KEL-TSX-10 Flags to Watch for This Reserve Season (and Alternative Solutions) $KRRO-NSDQ-Strong Execution"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1881231076611510621) 2025-01-20 06:43:34 UTC 1103 followers, XX engagements "20250225-CITI-Japan MachineryJanuary machine tool orders Demand still firm in China large orders.pdf #ChinaMachinery $FANUC $KMTUY $HI $TOSYY $OKUMA 20250225-Nomura-January machine tool orders confirmed and investment perspectives.pdf #MachineryInvest $DMG $MAZAK $YASK $MITS $AMADA 20250227-Goldman Sachs-Japan Machinery Automation Jan robotRobodrill volume inferred from customs .pdf #RobotAutomation $ROK $ABB $SIE $KEY $OMRN"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1897263781820117211) 2025-03-05 12:31:49 UTC 1095 followers, XX engagements "$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 $4004"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937856789154001202) 2025-06-25 12:53:56 UTC 1078 followers, XXX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1939371763965833332) 2025-06-29 17:13:54 UTC 1082 followers, XX engagements "20250310-Nomura-India Consumer Durables & EMSUS tariff wars could aid India electronics exports.pdf #IndiaTechExport $RELI $INFY $WIT $TTM $HCL 20250310-Nomura-India AutosMuch ado about zero Import tariffs.pdf #IndiaAutoTariff $MMYT $BJA $TAT $MRT $HERO 20250310-Nomura-Asia InsightsThe weekly China chartbook Reality kicks in.pdf #ChinaReality $BABA $JD $PDD $TCEHY $NIO 20250310-Nomura-Asia Chart AlertAsia Diverging growth outlook between Korea and Taiwan.pdf #AsiaDivergence $SSNLF $TSM $SKM $KT $LPL 20250309-Nomura-Asia Monday Morning Espresso.pdf #AsiaMorningEspresso $HSBC $STAN $DBS $UOB"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1899066479531950415) 2025-03-10 11:55:06 UTC 1099 followers, XX engagements "$AIBG 20250711-Goldman Sachs-AIB Group (AIBG) 1H25 Preview $AMX 20250711-Goldman Sachs-America Movil (AMX) Competitor Bait Launches Mobile Postpaid $BIRG 20250711-Goldman Sachs-Bank of Ireland Group (BIRG) 1H25 Preview $DB1Gn 20250711-Goldman Sachs-Deutsche Boerse AG (DB1Gn) Updating estimates for latest volumes ahead of $ESLX 20250711-Goldman Sachs-EssilorLuxottica (ESLX) Ahead of 2Q25 Resilience expected with +6.5 cFX $LEVI 20250711-Goldman Sachs-Levi Strauss & Co. (LEVI) F2Q25 Earnings Review Broad_based 2Q outperforma $MRVE3 20250711-Goldman Sachs-MRV Engenharia (MRVE3) Announces"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838639633883499) 2025-07-17 13:30:58 UTC 1102 followers, XX engagements "$ABNB 20250706-Wells Fargo-Airbnb Inc. (ABNB) 2Q25 EPS Preview Our Focus Remains Core Lodging Opportunity $BKNG 20250706-Wells Fargo-Booking Holdings Inc. (BKNG) 2Q25 EPS Preview Expect Solid Print w Healthy FX Ta $DASH 20250706-Wells Fargo-DoorDash Inc. (DASH) 2Q25 EPS Preview Maintaining Pace $EXPE 20250706-Wells Fargo-Expedia Group Inc. (EXPE) 2Q25 EPS PreviewSee Upside to 2Q2H Estimates $LYFT 20250706-Wells Fargo-Lyft Inc. (LYFT) 2Q25 EPS Preview Volumes Healthy See Risks to 2H Pricing $UBER 20250706-Wells Fargo-Uber Technologies Inc. (UBER) 2Q25 EPS Preview Prioritizing Growth $RDNT"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839639925039441) 2025-07-17 13:34:56 UTC 1102 followers, XX engagements "20250212-J.P. Morgan-EMEA #Spotlight_Russia_Ukraine First #Glances_BAMI #Anima #DB1 $ABN Close Broth.pdf 20250212-Goldman Sachs-#CEEMEA Economics Analyst Turkey_Onus of Deeper Disinflation Falls on #Fiscal .pdf 20250210-CITI-CEEMEA Economics & Strategy DailyCommodities in the spotlight #Lebanon cabinet SA_US.pdf #RussiaUkraineWar #RussiaUkraine #UkraineRussiaWar"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1889876304704770255) 2025-02-13 03:16:37 UTC 1103 followers, XX engagements "$GMAB 20250716-J.P. Morgan-Genmab AS (GMAB) Q225 First Take from JNJ Darzalex Q2 sales X beat vs GMAB $JNJ 20250716-J.P. Morgan-Johnson & Johnson (JNJ) 2Q25 Takeaways Solid Results Across the Portfolio $KMI 20250716-J.P. Morgan-Kinder Morgan Inc. (KMI) 2Q25 In Line Results and Maintained 2025 Guidance $KNTK 20250716-J.P. Morgan-Kinetik Holdings Inc (KNTK) Thoughts into 2Q25 Light 2Q but $1.2bn Annualiz $AD 20250716-J.P. Morgan-Koninklijke Ahold Delhaize NV (AD) Read_across to AD from ACIs 1Q25 & FY25 $259960 20250716-J.P. Morgan-Krafton (259960) PUBG IP on track to print DD growth in 2025"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945840001755001198) 2025-07-17 13:36:23 UTC 1099 followers, XXX engagements "$002028 20250713-J.P. Morgan-Sieyuan Electric_A (002028) First Take 2Q25 profit surged by XX yoy a beat $APA 20250713-Jefferies-APA Corp (APA) Cost_Focused 2Q Preview $4503 20250713-Jefferies-Astellas Pharma (4503) Updating Estimates Reiterating Hold $ADP 20250713-Jefferies-Automatic Data Processing (ADP) F4Q25 Preview See a Balanced RiskReward Setup $BBIO 20250713-Jefferies-BridgeBio (BBIO) Phase III Study in LGMD Rare Muscle Disease Should Succeed in H $COP 20250713-Jefferies-ConocoPhillips Corporation (COP) Compounding Efficiencies 2Q Preview $DAY 20250713-Jefferies-Dayforce (DAY) 2Q25"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839203914543418) 2025-07-17 13:33:12 UTC 1103 followers, XX engagements "$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 $LAD 20250715-J.P. Morgan-Lithia Motors (LAD) Odd 2Q25 Pre_Announcement Headline Beat"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839753427059037) 2025-07-17 13:35:23 UTC 1103 followers, XXX engagements "$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 $BAC 20250526-Wells Fargo-Bank of America Corporation (BAC) Blue Sky Scenario Is"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1929881553611432071) 2025-06-03 12:43:12 UTC 1096 followers, XXX engagements "$ASML #equties #StockPrice #Investing #MarketUpdate #Marketupdate #ASML"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1946074224919040194) 2025-07-18 05:07:06 UTC 1095 followers, XX 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](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838325115527665) 2025-07-17 13:29:43 UTC 1102 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 $PKG 20250604-UBS-Packaging Corp of America (PKG) Consistent Performer but"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1931336786967707958) 2025-06-07 13:05:47 UTC 1085 followers, XXX engagements "$VOW3 20250711-Jefferies-VW (VOW3) Q2 Preview _ Mixed and Slow_Moving $VAR 20250711-Jefferies-Vr Energi (VAR) VAR Production Ramp_up Can Start an AKRBP Valuation Catch up $BRMS 20250711-Nomura-Bumi Resources Minerals (BRMS) Big undeveloped gold and copper assets $600415 20250711-Nomura-China Commodities City (600415) _World's supermarket_ on a digital drive $TOWR 20250711-Nomura-Sarana Menara Nusantara (TOWR) Adjust FY25_27F earnings by _2.3_5.7 $AVANZ 20250711-UBS-Avanza (AVANZ) Premium valuation with signs of slowdown. Sell $BIIB 20250711-UBS-Biogen Inc (BIIB) Presymptomatic AD _"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838690183635081) 2025-07-17 13:31:10 UTC 1103 followers, XXX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1946149637494374742) 2025-07-18 10:06:45 UTC 1103 followers, XX engagements "20250502-CITI-Australia & New Zealand EconomicsKey AUNZ data forecasts for the week beginning May 0.pdf #AUNZEconomics $BHP $RIO $FMG $WDS $STO 20250502-CITI-China InternetChina Online Gaming Industry Journal Apr 2025 Edition.pdf #ChinaGaming $TCEHY $NTES $BILI $HUYA $SE 20250502-CITI-EM Equity Strategy Compass Liberation Day Aftermath.pdf #EMEquityStrategy $EEM $VWO $IEMG $SCHE $EDC 20250502-CITI-European Auto Manufacturers and Auto Parts & EquipmentNavigating the US Tariffs.pdf #EuroAutoTariffs $VOW $BMW $STLA $RNO $MBG"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1919010621972205951) 2025-05-04 12:46:00 UTC 1097 followers, XXX 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](/creator/x/WhatMarketMind) on [X](/post/tweet/1922499848500347211) 2025-05-14 03:50:56 UTC 1102 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 $601633 20250703-Jefferies-Great Wall Motor_A"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839151489982582) 2025-07-17 13:33:00 UTC 1092 followers, XX engagements "$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 $AVANZ 20250711-UBS-Avanza (AVANZ) Core fee lines"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839049752879446) 2025-07-17 13:32:36 UTC 1103 followers, XX engagements "$EGHT 20250519-Wells Fargo-8x8 Inc. (EGHT) Q4 ResultsFocus Shifting Back Towards Fixing Growth $RAMP 20250519-Wells Fargo-LiveRamp Holdings Inc. (RAMP) F4Q25 Preview Anticipating Conservative Initi $SNOW 20250519-Wells Fargo-Snowflake Inc. (SNOW) 1Q PreviewThreading a Needle into Summit $HPE 20250521-Evercore ISI-Hewlett Packard Enterprise Co. (HPE) FEEDBACK Post HPE Upgrade Bull vs. Bea $MDT 20250521-Evercore ISI-Medtronic plc (MDT) A lot of moving pieces (Diabetes spin FY26 &27 EPS Sea $MDT 20250521-Evercore ISI-Medtronic plc (MDT) Unwinding TAP call post F4Q results $TJX 20250521-Evercore"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1927352642113552618) 2025-05-27 13:14:13 UTC 1097 followers, XX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1926925004031090790) 2025-05-26 08:54:56 UTC 1103 followers, 8872 engagements "RBC #CompanyOutlook #EquityEstimate Tickets: $PAGE $GYM $DCC $BEZ $ANTO $AAL $SOBI $PSN $DYN $DWS $DHR $DFDS $CLNX $CATX $BTG $BP $BIO $APG $XNCR $VSTM $VRTX $SU $STZ $SRPT $SFR $RRC $RARE $PYXS $PRVA $PLRX $PCRX $NEL $MDT $KPTI $KBH $JNJ $INSP $HQY $FANG $EXE $EWTX $EVH $DSGN $CWAN $CTNM $CRC"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1882709121830650181) 2025-01-24 08:36:48 UTC 1095 followers, 1544 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](/creator/x/WhatMarketMind) on [X](/post/tweet/1914667536354042234) 2025-04-22 13:08:08 UTC 1098 followers, XXX engagements "$0101 20250627-CITI-Hang Lung Props (0101) Recovering Retail DPS Visibility on Peaked Capex & New HZ R $KBX 20250627-CITI-Knorr Bremse (KBX) Adding Downside 90_Day Catalyst Watch $KBX 20250627-CITI-Knorr Bremse (KBX) Downgrade to Neutral on 2H Trucks risk opening_ve CW $LTM 20250627-CITI-LATAM Airlines (LTM) Carrier Announces Debt Refi And Another Share Buyback Program $International 20250627-CITI-Luk Fook Holdings (International) (International) FY25 in line with prelim Mgmt outlook bet $MICP 20250627-CITI-Michelin (MICP) 1H25 Pre_Close MessageFX_driven EBIT downgrades underlying messag"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1939370465027621268) 2025-06-29 17:08:45 UTC 1103 followers, XX engagements "$MTSR 20250710-Goldman Sachs-Metsera Inc. (MTSR) Portfolio approach maps to unmet need in obesity Init $NWG 20250710-Goldman Sachs-Natwest Group (NWG) Q225 Preview $SCIL 20250710-Goldman Sachs-Sembcorp Industries (SCIL) 1H25 Earnings Preview and FAQs on our initiation $GPCR 20250710-Goldman Sachs-Structure Therapeutics (GPCR) Scarcity value for oral obesity program In $UHR 20250710-Goldman Sachs-Swatch Group (UHR) 1H25 Preview Focus on China and inventory levels. Remai $BABA 20250710-HSBC-Alibaba Group (BABA) Buy Earnings cut largely in price $2588 20250710-HSBC-BOC Aviation (2588) 2Q25"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838395839922527) 2025-07-17 13:30:00 UTC 1103 followers, XXX engagements "$ABB 20250531-J.P. Morgan-Aussie Broadband (ABB) Transfer of Coverage $0005 20250531-J.P. Morgan-HSBC Holdings plc (0005) Set to re_rate with ROTE staying in teens after mone $5401 20250531-J.P. Morgan-Nippon Steel (5401) Exploring the reality of permanent financing scenario an $PFE 20250531-Jefferies-Pfizer (PFE) PFE Hints where KAT6i can fit in the ER+HER2 mBC treatment paradi $352820 20250601-CITI-Hybe (352820) Whats New from Citi Pan_Asia Conference $011070 20250601-CITI-LG Innotek (011070) Whats New from Citi Pan_Asia Conference $FTV 20250602-Barclays-Fortive Corporation (FTV) Thoughts"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1931336286306193760) 2025-06-07 13:03:47 UTC 1095 followers, 2981 engagements "20250520-CITI-China Internet:First Stage of 2025 XXXX Promotion; Sensible and Generous Discounts.pdf #China618 $BABA $JD $PDD $TCEHY $VIPS 20250520-CITI-The Point for CEEMEA.pdf #CEEMEA $PKO $PEO $ALI $MBK $ING 20250520-CITI-The Point for Europe.pdf #EuropePoint $DAX $CAC $FTSE $SMI $IBEX 20250520-CITI-The Point for Latin America:Tuesday XX May 2025.pdf #LatAmPoint $VALE $PBR $ITUB $BBD $AMX 20250520-CITI-US Auto Manufacturers and Auto Parts & Equipment:North American Production Update.pdf #USAutoProd $GM $F $TSLA $MGA $APTV 20250520-CITI-US Biotechnology and Pharmaceuticals New Covid"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1925113767471599976) 2025-05-21 08:57:43 UTC 1098 followers, XXX engagements "20250428-Nomura-Morning News & Views _ AsiaA Summary of Select Global Markets Research.pdf #AsiaMarketNews $EWJ $EWH $EWT $EWY $INDA 20250427-Nomura-China Advanced ManufacturingChina International Machine Tool 2025 takeaways.pdf #ChinaManufacturing $CAT $SIE $FANUC $YASK $HON 20250427-Nomura-China property developmentPolicy directionsupportive but not stimulative.pdf #ChinaProperty $KE $BEKE $Vanke $COLI $CLH 20250427-Nomura-India PharmaceuticalsMirabegron upside may sustain in FY26F.pdf #IndiaPharma $DRRE $SUNP $CIPLA $LUPIN $ARBP 20250428-Nomura-China AutoEVSafety the key topic at Shanghai"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1916701929062949184) 2025-04-28 03:52:05 UTC 1089 followers, XXX engagements "$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 $KSS"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1931336209273622943) 2025-06-07 13:03:29 UTC 1102 followers, 7889 engagements "$LSEG 20250716-J.P. Morgan-London Stock Exchange Group Plc (LSEG) Model update and key thoughts into 1H $NEXII 20250716-J.P. Morgan-Nexi (NEXII) Tweaking estimates into results $4528 20250716-J.P. Morgan-Ono Pharmaceutical (4528) Model update Focus on Romvimzas market uptake cond $9992 20250716-J.P. Morgan-Pop Mart _ H (9992) Strong 1H25 (salesPAT up 200+350+) close to low_end $PRU 20250716-J.P. Morgan-Prudential Plc (PRU) 1H25 Preview Focus on capital management policy update a $QLT 20250716-J.P. Morgan-Quilter (QLT) Model update and key thoughts ahead of 1H25 results $REPL 20250716-J.P."  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839804287176778) 2025-07-17 13:35:35 UTC 1103 followers, XX engagements "20250224-BofA Securities-Shipbuilding_Korea US port fee windfalls.pdf $HHI $SHI $DSME $SSNLF $KT $SKM $POSCO 20250224-BofA Securities-Hyundai Marine & Fire001450.KSLoss_making quarter but likely at the end o.pdf $HMF $SHG $KB $HANA $IBK $SML $MERI 20250224-BofA Securities-DB Insurance005830.KSEarnings fluctuation on regulatory changes but no b.pdf $DBI $KBF $JB $NH $DGB $BS $KEB $HANW 20250223-CITI-South Korea Equity StrategyWhats New from Citis 2025 Korea Corp Day in SG & HK 17_.pdf $SKH $HMC $KIA $NAVER $KAKAO $CJEN $LGCH 20250223-CITI-SM Entertainment 041510.KQ Positive Takeaways from"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1893863980936175952) 2025-02-24 03:22:14 UTC 1095 followers, XXX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1939371239426162777) 2025-06-29 17:11:49 UTC 1098 followers, XX engagements "20250307-BofA Securities-Global FX WeeklyNew EUR era.pdf #GlobalFXnewEUR $EUR $USD $JPY $GBP $CAD 20250307-BofA Securities-Global Emerging Markets WeeklyThe empire has no clothes.pdf #GEMweekly $EEM $VWO $IEMG $SCHE $EDC 20250307-BofA Securities-Asia Economic WeeklyTaiwans tariff tightropeUS_Philippines trade relatio.pdf #AsiaTariffTight $TSM $UMC $ASX $SPIL $HIMX 20250304-BofA Securities-Agricultural ChemicalsChinese tariffs another headwind to US farmers.pdf #AgriChemTariff $CF $MOS $NTR $FMC $SMG 20250303-BofA Securities-Refining Chemicals_Asia PacificImplications of an end to the Ukraine"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1899464011231727668) 2025-03-11 14:14:45 UTC 1078 followers, XX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838961286635831) 2025-07-17 13:32:14 UTC 1099 followers, XX engagements "20250529-HSBC-NVIDIA Corp Hold: No beat and raise but enough to offset China loss.pdf #NVIDIAHold $NVDA $AMD $TSM $QCOM $INTC 20250529-HSBC-Polands presidential election: Too close to call.pdf #PolandElection $PKO $PEO $ALI $MBK $ING 20250529-HSBC-Precious Metals Daily: Gold up on tariff tussle; Fed meeting can constrain rallies.pdf #GoldTariffs $GLD $NEM $AEM $GOLD $KGC 20250529-HSBC-Shinhan Financial Group (055550.KS) Buy: Time to narrow the gap with KB Financial.pdf #ShinhanBuy $SHG $KB $WF $IBK $HDB 20250529-HSBC-US IEEPA tariffs Q&A: The uncertainty continues.pdf #IEEPATariffs $SPY $QQQ"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1928365772348477638) 2025-05-30 08:20:02 UTC 1095 followers, XXX engagements "20250228-UBS-China IndustrialsNowcasting on US economics and China's exportimport Feb. .pdf #Industrials $SANY $ZHE $XCMG $LIUG $CAT 20250228-UBS-EcoPro BM247540.KQEcoPro BM disclosed it has decided to cancel KOSPI re_classificatio.pdf #Battery $24754 $LGCH $SKIE $CATL $TSLA 20250228-UBS-European Contextual DiaryThe Week Ahead.pdf #Markets $STOXX $DAX $CAC $FTSE $IBEX 20250228-UBS-Global Electric Vehicle Battery MakersUS policy developments. .pdf #EV $TSLA $NIO $BYD $LIT $ALB 20250228-UBS-Japan Autos Auto Parts and Auto_tech SectorToyotas production plan global output to.pdf #Auto $TM $HMC"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1895399851485167631) 2025-02-28 09:05:14 UTC 1093 followers, XX engagements "$009830 20250618-J.P. Morgan-Hanwha Solutions Corp (009830) Share price _9 as Senate draft of Big Beautifu $REDY 20250625-CITI-Dr Reddy (REDY) Deep Dive on Canada GLP_1 GenericsStreet Expectations May Need to $GGP 20250625-CITI-Greatland Resources Limited (GGP) Havieron best greenfield gold mine in a decade wit $KTC 20250625-CITI-Krungthai Card (KTC) Sharp Selloff Buying Opportunity $NST 20250625-CITI-Northern Star Resources Ltd (NST) FY26 capex expectations highlight why the market $ATDb 20250625-J.P. Morgan-Alimentation Couche_Tard (ATDb) F4Q25 Quick Take $AEE 20250625-J.P. Morgan-Ameren"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1939371516250194075) 2025-06-29 17:12:55 UTC 1095 followers, XXX engagements "$A 20250529-Wells Fargo-Agilent Technologies Inc (A) Key Takeaways from 2Q25 $PATH 20250529-Wells Fargo-UiPath Inc (PATH) 1Q ResultsClearing a Lower Bar $ULTA 20250529-Wells Fargo-Ulta Beauty Inc. (ULTA) Solid 1Q Results w Conservative FY Plan Embedded Rai $VVV 20250529-Wells Fargo-Valvoline Inc. (VVV) HQ Visit Takes Competitive Advantages on Display with L $ZS 20250529-Wells Fargo-Zscaler Inc. (ZS) Solid 3Q25 Results as Zscaler Pivots Toward a Platform Rai $MRK 20250531-Jefferies-Merck (MRK) MRK Thoughts on Sac_TMT 1L TNBC Data at ASCO $IMTX 20250601-Jefferies-Immatics N.V. (IMTX) PRAME TCRT"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937856959992266907) 2025-06-25 12:54:37 UTC 1092 followers, XXX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1937860392241566037) 2025-06-25 13:08:15 UTC 1080 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 $INF"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839940274942351) 2025-07-17 13:36:08 UTC 1099 followers, XX engagements "$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 $CE"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838909528973771) 2025-07-17 13:32:02 UTC 1097 followers, XX engagements "$PNC 20250626-Barclays-PNC Financial Services Gp (PNC) 2Q25 EPS PREVIEW NII could be higher than expect $RF 20250626-Barclays-Regions Financial (RF) 2Q25 EPS PREVIEW NIM should trend upward towards 4Q25 tar $BK 20250626-Barclays-The Bank of New York Mellon Corp. (BK) 2Q25 EPS PREVIEW Better than expected de $TFC 20250626-Barclays-Truist Financial Corp. (TFC) 2Q25 EPS PREVIEW Footprint outpacing macro trends $WFC 20250626-Barclays-Wells Fargo (WFC) 2Q25 EPS PREVIEW First Earnings Post Asset Cap Removal $ZION 20250626-Barclays-Zions Bancorporation (ZION) 2Q25 EPS PREVIEW Eyeing the classifieds"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1939371685607838153) 2025-06-29 17:13:36 UTC 1077 followers, XX engagements "$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 $086790"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838152134119669) 2025-07-17 13:29:02 UTC 1103 followers, 1054 engagements "$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 $PUIGb 20250717-Goldman Sachs-Puig"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945840054573875333) 2025-07-17 13:36:35 UTC 1099 followers, XXX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1931336354690191609) 2025-06-07 13:04:04 UTC 1103 followers, 7650 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](/creator/x/WhatMarketMind) on [X](/post/tweet/1893843456105292100) 2025-02-24 02:00:40 UTC 1096 followers, XXX engagements "$300750 20250626-Goldman Sachs-CATL (300750) Unlocking value through unit GP expansion reinstate on A_share a $BROS 20250626-Goldman Sachs-Dutch Bros Inc. (BROS) Unique brand positioning driving strong share momen $ENT 20250626-Goldman Sachs-Entain (ENT) Improved riskreward driven by Online and BetMGM momentum upgr $5384 20250626-Goldman Sachs-Fujimi Inc. (5384) Raise our estimates on higher silicon wafer product sales $ILU 20250626-Goldman Sachs-Iluka Resources (ILU) Eneabba Rare Earth Refinery site visit solid constr $PRX 20250626-Goldman Sachs-Prosus (PRX) CMD outlines AI_led execution"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1939372202664894683) 2025-06-29 17:15:39 UTC 1097 followers, XXX engagements "$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 $NU"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937859316528381977) 2025-06-25 13:03:59 UTC 1103 followers, 3065 engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1937855147088216249) 2025-06-25 12:47:25 UTC 1095 followers, XXX engagements "20250221-UBS-Nordic Savings PlatformsNordic Trader SurveyKey insights on Nordic platforms from act.pdf #SavingsPlatforms $NDA $DANSKE $SEB $SHB $SWED 20250221-BofA Securities-European Viewpoint Nordics cross_asset viewsvolatile recovery volatile op.pdf #NordicMarkets $OMX $NOK $EUR $STOXX $SX5E 20250219-BofA Securities-Nordic Banks4Q24 NII saved again by temporary effects but fortunes to rev.pdf #BankingSector $JYSK $NORDEA $SAMPO $OP $DNB"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1894278533473866067) 2025-02-25 06:49:31 UTC 1102 followers, XXX engagements "20250429-UBS-Morning Expresso_Australasia.pdf #AustralasiaExpresso $BHP $RIO $FMG $WDS $STO 20250428-UBS-Americas SustainabilityApril 2025 Marketing Deck.pdf #AmericasSustain $NEE $FSLR $ENPH $PLUG $RUN 20250428-UBS-European Economic CommentSNBAnother downward adjustment of the tiering threshold.pdf #SNBThreshold $CS $UBS $ZUR $SLHN $NESN 20250428-UBS-HCM SoftwareApril Jobs Data Due XX to Moderate.pdf #HCMSoftware $WDAY $PAYC $PCTY $DAY $BAM 20250428-UBS-Singapore Property REITs hold ground against mounting headwinds.pdf #SingaporeREITs $CAPL $SUNT $KORE $AREIT $MCT 20250428-UBS-The Financial"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1917042420182872397) 2025-04-29 02:25:04 UTC 1097 followers, XXX engagements "HSBC Hyundai Motor005380BuyOverly discounted Global bond flows compassUneven flows HSBC Global Autos Webcast Looking beyond trade frictions Indian AutosKey takeaways_Bharat Mobility Repsol $REP Hold4Q 2024 preview Smiths Group $SMIN Buy Zalando $ZAL BuyPositive earnings momentum continues"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1881594437048160765) 2025-01-21 06:47:26 UTC 1102 followers, XXX engagements "$AXP 20250718-Goldman Sachs-American Express Co. (AXP) First take Stronger top_line in_line bottom_ $ATCOa 20250718-Goldman Sachs-Atlas Copco (ATCOa) 2Q25 weak across the board $BHP 20250718-Goldman Sachs-BHP Group Ltd. (BHP) 4Q FY25 strong FeCu Jansen deferral to make way f $BHPB 20250718-Goldman Sachs-BHP Group Ltd. (BHPB) 4Q FY25 strong FeCu Jansen deferral to make way f $BNRGn 20250718-Goldman Sachs-Brenntag SE (BNRGn) Updating estimates to reflect pre_release and increment $BRBY 20250718-Goldman Sachs-Burberry (BRBY) Post 1Q26 Encouraging signs PT to 1180p (was 1135p) re $BRBY"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1946489321093280033) 2025-07-19 08:36:32 UTC 1103 followers, XX engagements "$UBER 20250718-J.P. Morgan-Uber Technologies (UBER) Lucid_Nuro Partnership Consistent with Ubers Strate $VENDA 20250718-J.P. Morgan-Vend Marketplaces (VENDA) First Take Q225_a beat on EBITDA but cautious guidan $VIV 20250718-J.P. Morgan-Vivendi (VIV) Bollor required to make a mandatory offer at a fair price Re $WBS 20250718-J.P. Morgan-Webster Financial Corporation (WBS) 2Q25 Two Key Topics Addressed as 2025 Out $YAR 20250718-J.P. Morgan-Yara (YAR) 2Q25 adj EBITDA a touch below consensus but FCF a strong beat $BAP 20250718-Jefferies-Bapcor (BAP) Turnarounds Are Like So Untrendy $ONC"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1946489389833703873) 2025-07-19 08:36:49 UTC 1103 followers, XX engagements "$ABB 20250531-J.P. Morgan-Aussie Broadband (ABB) Transfer of Coverage $0005 20250531-J.P. Morgan-HSBC Holdings plc (0005) Set to re_rate with ROTE staying in teens after mone $5401 20250531-J.P. Morgan-Nippon Steel (5401) Exploring the reality of permanent financing scenario an $PFE 20250531-Jefferies-Pfizer (PFE) PFE Hints where KAT6i can fit in the ER+HER2 mBC treatment paradi $352820 20250601-CITI-Hybe (352820) Whats New from Citi Pan_Asia Conference $011070 20250601-CITI-LG Innotek (011070) Whats New from Citi Pan_Asia Conference $FTV 20250602-Barclays-Fortive Corporation (FTV) Thoughts"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937855848388383222) 2025-06-25 12:50:12 UTC 1093 followers, XXX 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](/creator/x/WhatMarketMind) on [X](/post/tweet/1892864210092339223) 2025-02-21 09:09:30 UTC 1098 followers, XXX 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](/creator/x/WhatMarketMind) on [X](/post/tweet/1925375462270017738) 2025-05-22 02:17:36 UTC 1086 followers, XXX engagements "20250303-BofA Securities-Securitized Products StrategySecuritization Weekly.pdf #Securitization $MBS $CMBS $ABS $WFC $JPM 20250303-BofA SECURITIES-Lotte Chemical Corporation011170.KSBottoming out not out of the woods ye.pdf #LotteChem $BASF $DOW $LYB $SHI $PX 20250303-BofA Securities-Japan Financial SectorBofA financials weekly X Mar 2025.pdf #JapanFinance $MUFG $SMFG $MFG $NMR $IX 20250303-BofA Securities-HY Cable Media WeeklyCABO TV Broadcasters earnings focus.pdf #CableMedia $CMCSA $CHTR $CABO $DISH $SBGI 20250303-BofA Securities-High Yield FinancialsThe Weekly Ledger.pdf #HYFinancials"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1898651163740012717) 2025-03-09 08:24:47 UTC 1090 followers, XXX engagements "$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 $KHC 20250714-Barclays-The Kraft Heinz Company (KHC) Another"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839439642861980) 2025-07-17 13:34:09 UTC 1103 followers, XXX engagements "$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 $CPU 20250715-Goldman"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839539945386423) 2025-07-17 13:34:32 UTC 1097 followers, XXX engagements "$WEX 20250529-Jefferies-WEX Inc. (WEX) Tax Bill Helps HSAs Activist Push Raises Odds of Strategic Act $2503 20250530-Goldman Sachs-Kirin Holdings (2503) Kirin Beverage announces price hikes $REGN 20250530-Goldman Sachs-Regeneron Pharmaceuticals Inc. (REGN) Mixed Ph3 itepekimab results Pipel $SMMT 20250530-Goldman Sachs-Summit Therapeutics Inc. (SMMT) Ph3 HARMONi data confirms China_West tran $4369 20250530-Goldman Sachs-Tri Chemical Laboratories Inc. (4369) Cryogenic etchingHigh_k materials lead $IJMS 20250530-J.P. Morgan-IJM (IJMS) Delivered sequential improvement joining the DC race $2886"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937854600746590222) 2025-06-25 12:45:15 UTC 1096 followers, XX engagements "20250312-UBS-Sector Keys_European Real Estate.pdf #EuroRealEstate $SEG $BLND $DLN $GRI $LAND 20250312-UBS-Greater China Banks DailyBanks significantly raised NCD issuance plans in 2025 CITIC .pdf #ChinaBanksNCD $ICBC $CCB $BOC $ABC $CITIC 20250312-UBS-Daily Commodities Note White House rules out tariff exemptions for Australia.pdf #CommodNoExempt $GLD $SLV $COP $XOM $BHP 20250312-UBS-China Equity Strategy Time for A_share catch_up.pdf #ChinaAShare $BABA $TCEHY $JD $PDD $NIO 20250311-UBS-US Softlines Retail UBS Evidence Lab inside Secondary Sneaker Market Data Still Not.pdf #SneakerMarketUS"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1899649329561993492) 2025-03-12 02:31:08 UTC 1101 followers, XXX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1928383825840926759) 2025-05-30 09:31:46 UTC 1086 followers, XX engagements "20250313-UBS-Morning Expresso _ Australasia Thursday XX March 2025.pdf #AustralasiaMar13 $BHP $RIO $FMG $NCM $TSLA"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1900016002307633209) 2025-03-13 02:48:10 UTC 1080 followers, XXX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1937860269243503050) 2025-06-25 13:07:46 UTC 1097 followers, XXX engagements "20250312-Barclays-European Pharmaceuticals & Life Sciences U.S. Specialty Pharmaceuticals Aesthetic.pdf #AestheticPharma $AGN $RVNC $EVOL $SIEN $INMD 20250311-Barclays-U.S. Small & Mid Cap Biotechnology ATTR_CM KOL Panel _ Barclays GHC Takeaways.pdf #ATTRCMPanel $ALNY $IONS $EIDX $AKCA $RARE 20250310-J.P. Morgan-US BiotechnologyWeekly Fund Flows Update.pdf #BioFundFlow $BIIB $GILD $VRTX $REGN $AMGN 20250310-Deutsche Bank-EU PharmaceuticalsWeekly US Vaccine Tracker IQVIA Symphony.pdf #VaccineTrackUS $PFE $MRNA $JNJ $NVAX $SNY 20250310-Deutsche Bank-EU PharmaceuticalsWeekly SMID Tracker.pdf"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1901272895512531164) 2025-03-16 14:02:36 UTC 1096 followers, XX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1945837981992141065) 2025-07-17 13:28:21 UTC 1094 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](/creator/x/WhatMarketMind) on [X](/post/tweet/1897545471033532793) 2025-03-06 07:11:09 UTC 1103 followers, 8908 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 $IBM 20250228-Wells Fargo-SemiconductorsBifurcating Recoveries in Analog &"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1898726239801851927) 2025-03-09 13:23:06 UTC 1103 followers, 22.5K engagements "$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 $COP"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838587817423035) 2025-07-17 13:30:45 UTC 1103 followers, XX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1937855951174005036) 2025-06-25 12:50:37 UTC 1103 followers, 4630 engagements "20250221-J.P. Morgan-Forward Focus CEEMEA Key Metrics into Earnings.pdf $MTN $VOD $SBER $PKO $OTP $CEZ 20250221-J.P. Morgan-CEEMEA Corporates TodaySibanye_Stillwater African MDBs Ecobank UBA New Re.pdf $SSW $SBSW $ECOB $UBA $NRE $GFI 20250221-Deutsche Bank-CEEMEA Macro & Strategy Weekly.pdf $TLKM $ETIS $MTS $OGZPY $LUKOY $ROS 20250221-Deutsche Bank-CEEMEA BlogIsrael BOITo remain in wait_and_see mode.pdf $TEVA $CHKP $WIX $CYBR $NICE $TARO 20250221-CITI-CEEMEA Foreign Exchange and RatesTaking profits in ILS 2y selling USDRUB via 3m NDF .pdf $JPM $GS $BAC $C $UBS $DB 20250221-CITI-CEEMEA"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1893485745383608380) 2025-02-23 02:19:15 UTC 1102 followers, XXX engagements "20250401-J.P. Morgan-StraumannSTMN.SWQ125 preview US volatility keeps us on the sidelines.pdf #StraumannQ1 $STMN $ALGN $XRAY $HSIC $DHR 20250402-Barclays-Zalando earnings preview in charts.pdf #ZalandoQ1 $ZAL $AMZN $EBAY $ETSY $W 20250402-Deutsche Bank-Continental AG preview lowest quarter of the year.pdf #ContiQ1 $CON $GT $CTB $MGA $BWA 20250402-HSBC-Straumann STMN.SW Buy Growth at a reasonable price.pdf #StraumannBuy $PDCO $WBA $SYK $ZBH $EW 20250402-J.P. Morgan-Zalando Q1 XX preview expect a solid start to the year.pdf #ZalandoStart $JD $SHOP $MELI $SE $PDD 20250403-Goldman Sachs-Auto1"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1914305616111436031) 2025-04-21 13:09:59 UTC 1102 followers, 1211 engagements "20250717-Jefferies-Wrap Stars Trends in European Paper & Packaging Prices (July) $090460 20250717-Nomura-BH (090460) Undervalued foldable panel supply chain $6862 20250717-Nomura-Haidilao International Holding (6862) 1H25F earnings to decline on operating deleve $ALGN 20250717-UBS-Align Technology Inc (ALGN) 2Q25 Preview US Checks Suggest 2Q Looked Similar to 1Q C $BRPT 20250717-UBS-Barito Pacific (BRPT) Indonesia's leading renewable energy and petrochemicals company $DOM 20250717-UBS-Domino's Pizza Group (DOM) Looking for improvements post Q2 Reit Buy $069960 20250717-UBS-Hyundai Department"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1946149837478781029) 2025-07-18 10:07:33 UTC 1099 followers, XX engagements "20250312-Goldman Sachs-Smiths Group SMIN.LAddressing investor FAQs Reiterate Buy scaling the pot.pdf #SmithsFAQs $SMIN $BA $RTX $LMT $GD 20250314-HSBC-Smiths Group SMIN.LN Buy Preview H1 2025_Strong performance ahead.pdf #SmithsH1Preview $SMIN $HII $TXT $CW $HEI 20250407-J.P. Morgan-Devon Preview New Sheriff Focused on Margin Self Help Anti.pdf #DevonQ1 $DVN $EOG $PXD $HES $APA 20250421-UBS-Devon Energy Preview_Continuing The 2024 Trend.pdf #DevonTrend $DVN $COP $OXY $MRO $FANG 20250423-Goldman Sachs-BE Semiconductor Industries 1Q25 First TakeNext quarter guide be.pdf #BESIResults $BESI $ASML"  [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1915600442261987586) 2025-04-25 02:55:10 UTC 1099 followers, XX engagements "$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](/creator/x/WhatMarketMind) on [X](/post/tweet/1939371312650264976) 2025-06-29 17:12:07 UTC 1083 followers, XX engagements
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@WhatMarketMind WhatMarketMinds
WhatMarketMinds posts on X about china, baba, $baba, $fmg 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 +48%
- X Month XXXXXX -XX%
- X Months XXXXXXX +5,679%
Mentions: XX #
- X Month XXX -XX%
- X Months XXXXX +1,307%
Followers: XXXXX #
- X Week XXXXX +1.60%
- X Month XXXXX +11%
- X Months XXXXX +750%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% cryptocurrencies XXXX% finance XXXX% countries XXXX% technology brands XXXX% currencies XXXX% automotive brands XXXX% fashion brands XXXX%
Social topic influence china 1.27%, baba 0.95%, $baba 0.95%, $fmg 0.79%, $bhp 0.79%, rio 0.63%, $rio 0.63%, $jd 0.63%, eps 0.63%, $wds XXXX%
Top assets mentioned Alibaba Group (BABA) BHP Group Limited (BHP) Realio Network (RIO) StakeStone (STO) QUALCOMM, Inc. (QCOM) DAEX (DAX) Taiwan Semiconductor (TSM) Tesla, Inc. (TSLA) Cube (AUTO) CatCoin (CAT) SafeMoon Inu (SMI) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Exxon Mobil (XOM) JPMorgan Chase (JPM) Energy Web Token (EWT) DMM Governance (DMG) Johnson & Johnson (JNJ) APi Group Corporation (APG) California Resources Corporation (CRC) SATS (Ordinals) (SATS) Sarepta Therapeutics, Inc. (SRPT) Sea Limited (SE) HSBC Holdings PLC (HSBC) Toyota Motor Corporation (TM) Hewlett Packard Enterprise Co (HPE) SuperRare (RARE) Danaher Corporation (DHR) Constellation Brands, Inc. Class A (STZ) Pfizer, Inc. (PFE) Artificial Liquid Intelligence (ALI) Infinity Games (ING) Heroes of NFT (HON) Merebel (MERI) Shirtum (SHI) Shinhan Financial Group Co Ltd (SHG) KB Financial Group Inc (KB) Hana (HANA)
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 $74SW"
@WhatMarketMind on X 2025-07-17 13:30:19 UTC 1099 followers, XX engagements
"$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 1097 followers, XXX engagements
"20250424-UBS-Morning Expresso Australasia Thursday XX April 2025.pdf #Australasia $BHP $RIO $FMG $WDS $STO 20250423-UBS-Apple muted upgrade rate of XXX near multiyear lows for Q1 but a t.pdf #AppleUpgrade $AAPL $T $VZ $TMUS $QCOM 20250423-UBS-European Container Shipping Ocean carrier quotes suggest quotes are up w w. Asia _US vo.pdf #ContainerShip $MS $ZIM $HAP $MATX $SFL 20250423-UBS-European Economic CommentEuropean PMIsFirst evidence of US tariff shock.pdf #EuropePMI $EWG $EZU $DAX $CAC $FTSE 20250423-UBS-European Equity StrategySimply Switzerland Premiums Patience and Precision.pdf" @WhatMarketMind on X 2025-04-24 05:20:54 UTC 1097 followers, XX 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 1099 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 1102 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 1102 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 $CARR 20250527-UBS-SMID Industrials: Assessing the industry temperature: HVAC Business Survey 4.0" @WhatMarketMind on X 2025-05-28 12:40:13 UTC 1103 followers, 5706 engagements
"$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 $ICAD 20250710-Goldman Sachs-Icade (ICAD) Vacancy rates to edge up on upcoming" @WhatMarketMind on X 2025-07-17 13:29:15 UTC 1103 followers, XX engagements
"$VNAn 20250430-Goldman Sachs-Vonovia (VNAn) 1Q25 preview rentalnon rental outlook key drivers leverag $VMC 20250430-Goldman Sachs-Vulcan Materials Co. (VMC) Strong unit profitability growth as pricecost sp $WOSG 20250430-Goldman Sachs-Watches of Switzerland Group (WOSG) 4Q preview US in focus but waitlisted $ARCC 20250430-J.P. Morgan-Ares Capital (ARCC) Post_1Q Volatility Drives Wider Spreads Increased Opps fo $2202 20250430-J.P. Morgan-China Vanke _H (2202) First Take Net loss continues but another shareholder $FSLR 20250430-J.P. Morgan-First Solar Inc (FSLR) 1Q Review FY25 Guide Updated to" @WhatMarketMind on X 2025-05-04 13:28:30 UTC 1083 followers, XXX engagements
"20250429-Nomura-Morning News & Views _ Asia.pdf #AsiaMarketViews $EWJ $EWH $EWT $EWY $INDA 20250428-Nomura-Agency Worst Billion Report.pdf #AgencyBillion $JPM $GS $MS $BAC $C 20250428-Nomura-Asia InsightsChina rates and FXOffshore bond inflows continued in March.pdf #ChinaRatesFX $FXI $CNY $BABA $JD $PDD 20250428-Nomura-Asia InsightsChinaEstimating the impact of US tariffs on GDP and employment.pdf #ChinaTariffImpact $MCHI $TCEHY $NIO $XPEV $LI 20250428-Nomura-Asia InsightsThailandIntroducing our Nomura Financial Conditions Index.pdf #ThailandFCI $THD $SCB $BBL $KTB $KBANK" @WhatMarketMind on X 2025-04-29 03:45:22 UTC 1089 followers, XXX engagements
"20250429-J.P. Morgan-First TAKES_Sinopec BEAT Northern Star MISS Fortescue BEAT Jiangxi BEAT Wh.pdf #FirstTakes $SNP $NST $FMG $JXI $WH 20250429-J.P. Morgan-Thoughts on EU Power Outage Re_highlights the need for a structural uptrend i.pdf #EUPowerOutage $IBE $ENG $ENEL $VWS $ORST 20250420-Wells Fargo-Halftime Report_1H Read_thrus and 2H Picks.pdf #HalftimePicks $MSFT $AMZN $GOOGL $JPM $GS 20250420-Wells Fargo-Technology & Services Deep Learnings AI & Cloud Bi_Weekly GOOGL Cloud NEXT Tak.pdf #AICloudTakeaways $GOOGL $MSFT $AMZN $NVDA $CRM 20250421-Wells Fargo-Aerospace & Defense XXX Fuselage" @WhatMarketMind on X 2025-04-30 01:23:47 UTC 1084 followers, XXX engagements
"$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 1084 followers, XXX engagements
"BMO #4Q24 Employment Services Preview- Trends 'Less Worse' but Watch 1Q25 Guidance $ALTX-NSDQ-Demystifying the Permitting Process in Key Critical Minerals Jurisdictions $AMZN-NSDQ-#AWS Continues to Innovate and Scale Towards the +$5T Opportunity #Encouraging 4Q Spending Trends $GOOGL-NSDQ-Don't Fear the (Search) Evolution GOOGL-#NSDQ-Expert Recap- Cloud Well Positioned in 2025 as #AI Production Ramps in 2H25E. $JBHT-NSDQ-Well Positioned to Capitalize on Inflection in Freight Cycle $KEL-TSX-10 Flags to Watch for This Reserve Season (and Alternative Solutions) $KRRO-NSDQ-Strong Execution" @WhatMarketMind on X 2025-01-20 06:43:34 UTC 1103 followers, XX engagements
"20250225-CITI-Japan MachineryJanuary machine tool orders Demand still firm in China large orders.pdf #ChinaMachinery $FANUC $KMTUY $HI $TOSYY $OKUMA 20250225-Nomura-January machine tool orders confirmed and investment perspectives.pdf #MachineryInvest $DMG $MAZAK $YASK $MITS $AMADA 20250227-Goldman Sachs-Japan Machinery Automation Jan robotRobodrill volume inferred from customs .pdf #RobotAutomation $ROK $ABB $SIE $KEY $OMRN" @WhatMarketMind on X 2025-03-05 12:31:49 UTC 1095 followers, XX engagements
"$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 $4004" @WhatMarketMind on X 2025-06-25 12:53:56 UTC 1078 followers, XXX engagements
"$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 1082 followers, XX engagements
"20250310-Nomura-India Consumer Durables & EMSUS tariff wars could aid India electronics exports.pdf #IndiaTechExport $RELI $INFY $WIT $TTM $HCL 20250310-Nomura-India AutosMuch ado about zero Import tariffs.pdf #IndiaAutoTariff $MMYT $BJA $TAT $MRT $HERO 20250310-Nomura-Asia InsightsThe weekly China chartbook Reality kicks in.pdf #ChinaReality $BABA $JD $PDD $TCEHY $NIO 20250310-Nomura-Asia Chart AlertAsia Diverging growth outlook between Korea and Taiwan.pdf #AsiaDivergence $SSNLF $TSM $SKM $KT $LPL 20250309-Nomura-Asia Monday Morning Espresso.pdf #AsiaMorningEspresso $HSBC $STAN $DBS $UOB" @WhatMarketMind on X 2025-03-10 11:55:06 UTC 1099 followers, XX engagements
"$AIBG 20250711-Goldman Sachs-AIB Group (AIBG) 1H25 Preview $AMX 20250711-Goldman Sachs-America Movil (AMX) Competitor Bait Launches Mobile Postpaid $BIRG 20250711-Goldman Sachs-Bank of Ireland Group (BIRG) 1H25 Preview $DB1Gn 20250711-Goldman Sachs-Deutsche Boerse AG (DB1Gn) Updating estimates for latest volumes ahead of $ESLX 20250711-Goldman Sachs-EssilorLuxottica (ESLX) Ahead of 2Q25 Resilience expected with +6.5 cFX $LEVI 20250711-Goldman Sachs-Levi Strauss & Co. (LEVI) F2Q25 Earnings Review Broad_based 2Q outperforma $MRVE3 20250711-Goldman Sachs-MRV Engenharia (MRVE3) Announces" @WhatMarketMind on X 2025-07-17 13:30:58 UTC 1102 followers, XX engagements
"$ABNB 20250706-Wells Fargo-Airbnb Inc. (ABNB) 2Q25 EPS Preview Our Focus Remains Core Lodging Opportunity $BKNG 20250706-Wells Fargo-Booking Holdings Inc. (BKNG) 2Q25 EPS Preview Expect Solid Print w Healthy FX Ta $DASH 20250706-Wells Fargo-DoorDash Inc. (DASH) 2Q25 EPS Preview Maintaining Pace $EXPE 20250706-Wells Fargo-Expedia Group Inc. (EXPE) 2Q25 EPS PreviewSee Upside to 2Q2H Estimates $LYFT 20250706-Wells Fargo-Lyft Inc. (LYFT) 2Q25 EPS Preview Volumes Healthy See Risks to 2H Pricing $UBER 20250706-Wells Fargo-Uber Technologies Inc. (UBER) 2Q25 EPS Preview Prioritizing Growth $RDNT" @WhatMarketMind on X 2025-07-17 13:34:56 UTC 1102 followers, XX engagements
"20250212-J.P. Morgan-EMEA #Spotlight_Russia_Ukraine First #Glances_BAMI #Anima #DB1 $ABN Close Broth.pdf 20250212-Goldman Sachs-#CEEMEA Economics Analyst Turkey_Onus of Deeper Disinflation Falls on #Fiscal .pdf 20250210-CITI-CEEMEA Economics & Strategy DailyCommodities in the spotlight #Lebanon cabinet SA_US.pdf #RussiaUkraineWar #RussiaUkraine #UkraineRussiaWar" @WhatMarketMind on X 2025-02-13 03:16:37 UTC 1103 followers, XX engagements
"$GMAB 20250716-J.P. Morgan-Genmab AS (GMAB) Q225 First Take from JNJ Darzalex Q2 sales X beat vs GMAB $JNJ 20250716-J.P. Morgan-Johnson & Johnson (JNJ) 2Q25 Takeaways Solid Results Across the Portfolio $KMI 20250716-J.P. Morgan-Kinder Morgan Inc. (KMI) 2Q25 In Line Results and Maintained 2025 Guidance $KNTK 20250716-J.P. Morgan-Kinetik Holdings Inc (KNTK) Thoughts into 2Q25 Light 2Q but $1.2bn Annualiz $AD 20250716-J.P. Morgan-Koninklijke Ahold Delhaize NV (AD) Read_across to AD from ACIs 1Q25 & FY25 $259960 20250716-J.P. Morgan-Krafton (259960) PUBG IP on track to print DD growth in 2025" @WhatMarketMind on X 2025-07-17 13:36:23 UTC 1099 followers, XXX engagements
"$002028 20250713-J.P. Morgan-Sieyuan Electric_A (002028) First Take 2Q25 profit surged by XX yoy a beat $APA 20250713-Jefferies-APA Corp (APA) Cost_Focused 2Q Preview $4503 20250713-Jefferies-Astellas Pharma (4503) Updating Estimates Reiterating Hold $ADP 20250713-Jefferies-Automatic Data Processing (ADP) F4Q25 Preview See a Balanced RiskReward Setup $BBIO 20250713-Jefferies-BridgeBio (BBIO) Phase III Study in LGMD Rare Muscle Disease Should Succeed in H $COP 20250713-Jefferies-ConocoPhillips Corporation (COP) Compounding Efficiencies 2Q Preview $DAY 20250713-Jefferies-Dayforce (DAY) 2Q25" @WhatMarketMind on X 2025-07-17 13:33:12 UTC 1103 followers, XX engagements
"$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 $LAD 20250715-J.P. Morgan-Lithia Motors (LAD) Odd 2Q25 Pre_Announcement Headline Beat" @WhatMarketMind on X 2025-07-17 13:35:23 UTC 1103 followers, XXX engagements
"$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 $BAC 20250526-Wells Fargo-Bank of America Corporation (BAC) Blue Sky Scenario Is" @WhatMarketMind on X 2025-06-03 12:43:12 UTC 1096 followers, XXX engagements
"$ASML #equties #StockPrice #Investing #MarketUpdate #Marketupdate #ASML" @WhatMarketMind on X 2025-07-18 05:07:06 UTC 1095 followers, XX 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 1102 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 $PKG 20250604-UBS-Packaging Corp of America (PKG) Consistent Performer but" @WhatMarketMind on X 2025-06-07 13:05:47 UTC 1085 followers, XXX engagements
"$VOW3 20250711-Jefferies-VW (VOW3) Q2 Preview _ Mixed and Slow_Moving $VAR 20250711-Jefferies-Vr Energi (VAR) VAR Production Ramp_up Can Start an AKRBP Valuation Catch up $BRMS 20250711-Nomura-Bumi Resources Minerals (BRMS) Big undeveloped gold and copper assets $600415 20250711-Nomura-China Commodities City (600415) World's supermarket on a digital drive $TOWR 20250711-Nomura-Sarana Menara Nusantara (TOWR) Adjust FY25_27F earnings by _2.3_5.7 $AVANZ 20250711-UBS-Avanza (AVANZ) Premium valuation with signs of slowdown. Sell $BIIB 20250711-UBS-Biogen Inc (BIIB) Presymptomatic AD _" @WhatMarketMind on X 2025-07-17 13:31:10 UTC 1103 followers, XXX engagements
"$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 1103 followers, XX engagements
"20250502-CITI-Australia & New Zealand EconomicsKey AUNZ data forecasts for the week beginning May 0.pdf #AUNZEconomics $BHP $RIO $FMG $WDS $STO 20250502-CITI-China InternetChina Online Gaming Industry Journal Apr 2025 Edition.pdf #ChinaGaming $TCEHY $NTES $BILI $HUYA $SE 20250502-CITI-EM Equity Strategy Compass Liberation Day Aftermath.pdf #EMEquityStrategy $EEM $VWO $IEMG $SCHE $EDC 20250502-CITI-European Auto Manufacturers and Auto Parts & EquipmentNavigating the US Tariffs.pdf #EuroAutoTariffs $VOW $BMW $STLA $RNO $MBG" @WhatMarketMind on X 2025-05-04 12:46:00 UTC 1097 followers, XXX 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 1102 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 $601633 20250703-Jefferies-Great Wall Motor_A" @WhatMarketMind on X 2025-07-17 13:33:00 UTC 1092 followers, XX engagements
"$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 $AVANZ 20250711-UBS-Avanza (AVANZ) Core fee lines" @WhatMarketMind on X 2025-07-17 13:32:36 UTC 1103 followers, XX engagements
"$EGHT 20250519-Wells Fargo-8x8 Inc. (EGHT) Q4 ResultsFocus Shifting Back Towards Fixing Growth $RAMP 20250519-Wells Fargo-LiveRamp Holdings Inc. (RAMP) F4Q25 Preview Anticipating Conservative Initi $SNOW 20250519-Wells Fargo-Snowflake Inc. (SNOW) 1Q PreviewThreading a Needle into Summit $HPE 20250521-Evercore ISI-Hewlett Packard Enterprise Co. (HPE) FEEDBACK Post HPE Upgrade Bull vs. Bea $MDT 20250521-Evercore ISI-Medtronic plc (MDT) A lot of moving pieces (Diabetes spin FY26 &27 EPS Sea $MDT 20250521-Evercore ISI-Medtronic plc (MDT) Unwinding TAP call post F4Q results $TJX 20250521-Evercore" @WhatMarketMind on X 2025-05-27 13:14:13 UTC 1097 followers, XX engagements
"$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 1103 followers, 8872 engagements
"RBC #CompanyOutlook #EquityEstimate Tickets: $PAGE $GYM $DCC $BEZ $ANTO $AAL $SOBI $PSN $DYN $DWS $DHR $DFDS $CLNX $CATX $BTG $BP $BIO $APG $XNCR $VSTM $VRTX $SU $STZ $SRPT $SFR $RRC $RARE $PYXS $PRVA $PLRX $PCRX $NEL $MDT $KPTI $KBH $JNJ $INSP $HQY $FANG $EXE $EWTX $EVH $DSGN $CWAN $CTNM $CRC" @WhatMarketMind on X 2025-01-24 08:36:48 UTC 1095 followers, 1544 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 1098 followers, XXX engagements
"$0101 20250627-CITI-Hang Lung Props (0101) Recovering Retail DPS Visibility on Peaked Capex & New HZ R $KBX 20250627-CITI-Knorr Bremse (KBX) Adding Downside 90_Day Catalyst Watch $KBX 20250627-CITI-Knorr Bremse (KBX) Downgrade to Neutral on 2H Trucks risk opening_ve CW $LTM 20250627-CITI-LATAM Airlines (LTM) Carrier Announces Debt Refi And Another Share Buyback Program $International 20250627-CITI-Luk Fook Holdings (International) (International) FY25 in line with prelim Mgmt outlook bet $MICP 20250627-CITI-Michelin (MICP) 1H25 Pre_Close MessageFX_driven EBIT downgrades underlying messag" @WhatMarketMind on X 2025-06-29 17:08:45 UTC 1103 followers, XX engagements
"$MTSR 20250710-Goldman Sachs-Metsera Inc. (MTSR) Portfolio approach maps to unmet need in obesity Init $NWG 20250710-Goldman Sachs-Natwest Group (NWG) Q225 Preview $SCIL 20250710-Goldman Sachs-Sembcorp Industries (SCIL) 1H25 Earnings Preview and FAQs on our initiation $GPCR 20250710-Goldman Sachs-Structure Therapeutics (GPCR) Scarcity value for oral obesity program In $UHR 20250710-Goldman Sachs-Swatch Group (UHR) 1H25 Preview Focus on China and inventory levels. Remai $BABA 20250710-HSBC-Alibaba Group (BABA) Buy Earnings cut largely in price $2588 20250710-HSBC-BOC Aviation (2588) 2Q25" @WhatMarketMind on X 2025-07-17 13:30:00 UTC 1103 followers, XXX engagements
"$ABB 20250531-J.P. Morgan-Aussie Broadband (ABB) Transfer of Coverage $0005 20250531-J.P. Morgan-HSBC Holdings plc (0005) Set to re_rate with ROTE staying in teens after mone $5401 20250531-J.P. Morgan-Nippon Steel (5401) Exploring the reality of permanent financing scenario an $PFE 20250531-Jefferies-Pfizer (PFE) PFE Hints where KAT6i can fit in the ER+HER2 mBC treatment paradi $352820 20250601-CITI-Hybe (352820) Whats New from Citi Pan_Asia Conference $011070 20250601-CITI-LG Innotek (011070) Whats New from Citi Pan_Asia Conference $FTV 20250602-Barclays-Fortive Corporation (FTV) Thoughts" @WhatMarketMind on X 2025-06-07 13:03:47 UTC 1095 followers, 2981 engagements
"20250520-CITI-China Internet:First Stage of 2025 XXXX Promotion; Sensible and Generous Discounts.pdf #China618 $BABA $JD $PDD $TCEHY $VIPS 20250520-CITI-The Point for CEEMEA.pdf #CEEMEA $PKO $PEO $ALI $MBK $ING 20250520-CITI-The Point for Europe.pdf #EuropePoint $DAX $CAC $FTSE $SMI $IBEX 20250520-CITI-The Point for Latin America:Tuesday XX May 2025.pdf #LatAmPoint $VALE $PBR $ITUB $BBD $AMX 20250520-CITI-US Auto Manufacturers and Auto Parts & Equipment:North American Production Update.pdf #USAutoProd $GM $F $TSLA $MGA $APTV 20250520-CITI-US Biotechnology and Pharmaceuticals New Covid" @WhatMarketMind on X 2025-05-21 08:57:43 UTC 1098 followers, XXX engagements
"20250428-Nomura-Morning News & Views _ AsiaA Summary of Select Global Markets Research.pdf #AsiaMarketNews $EWJ $EWH $EWT $EWY $INDA 20250427-Nomura-China Advanced ManufacturingChina International Machine Tool 2025 takeaways.pdf #ChinaManufacturing $CAT $SIE $FANUC $YASK $HON 20250427-Nomura-China property developmentPolicy directionsupportive but not stimulative.pdf #ChinaProperty $KE $BEKE $Vanke $COLI $CLH 20250427-Nomura-India PharmaceuticalsMirabegron upside may sustain in FY26F.pdf #IndiaPharma $DRRE $SUNP $CIPLA $LUPIN $ARBP 20250428-Nomura-China AutoEVSafety the key topic at Shanghai" @WhatMarketMind on X 2025-04-28 03:52:05 UTC 1089 followers, XXX engagements
"$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 $KSS" @WhatMarketMind on X 2025-06-07 13:03:29 UTC 1102 followers, 7889 engagements
"$LSEG 20250716-J.P. Morgan-London Stock Exchange Group Plc (LSEG) Model update and key thoughts into 1H $NEXII 20250716-J.P. Morgan-Nexi (NEXII) Tweaking estimates into results $4528 20250716-J.P. Morgan-Ono Pharmaceutical (4528) Model update Focus on Romvimzas market uptake cond $9992 20250716-J.P. Morgan-Pop Mart _ H (9992) Strong 1H25 (salesPAT up 200+350+) close to low_end $PRU 20250716-J.P. Morgan-Prudential Plc (PRU) 1H25 Preview Focus on capital management policy update a $QLT 20250716-J.P. Morgan-Quilter (QLT) Model update and key thoughts ahead of 1H25 results $REPL 20250716-J.P." @WhatMarketMind on X 2025-07-17 13:35:35 UTC 1103 followers, XX engagements
"20250224-BofA Securities-Shipbuilding_Korea US port fee windfalls.pdf $HHI $SHI $DSME $SSNLF $KT $SKM $POSCO 20250224-BofA Securities-Hyundai Marine & Fire001450.KSLoss_making quarter but likely at the end o.pdf $HMF $SHG $KB $HANA $IBK $SML $MERI 20250224-BofA Securities-DB Insurance005830.KSEarnings fluctuation on regulatory changes but no b.pdf $DBI $KBF $JB $NH $DGB $BS $KEB $HANW 20250223-CITI-South Korea Equity StrategyWhats New from Citis 2025 Korea Corp Day in SG & HK 17_.pdf $SKH $HMC $KIA $NAVER $KAKAO $CJEN $LGCH 20250223-CITI-SM Entertainment 041510.KQ Positive Takeaways from" @WhatMarketMind on X 2025-02-24 03:22:14 UTC 1095 followers, XXX engagements
"$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 1098 followers, XX engagements
"20250307-BofA Securities-Global FX WeeklyNew EUR era.pdf #GlobalFXnewEUR $EUR $USD $JPY $GBP $CAD 20250307-BofA Securities-Global Emerging Markets WeeklyThe empire has no clothes.pdf #GEMweekly $EEM $VWO $IEMG $SCHE $EDC 20250307-BofA Securities-Asia Economic WeeklyTaiwans tariff tightropeUS_Philippines trade relatio.pdf #AsiaTariffTight $TSM $UMC $ASX $SPIL $HIMX 20250304-BofA Securities-Agricultural ChemicalsChinese tariffs another headwind to US farmers.pdf #AgriChemTariff $CF $MOS $NTR $FMC $SMG 20250303-BofA Securities-Refining Chemicals_Asia PacificImplications of an end to the Ukraine" @WhatMarketMind on X 2025-03-11 14:14:45 UTC 1078 followers, XX engagements
"$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 1099 followers, XX engagements
"20250529-HSBC-NVIDIA Corp Hold: No beat and raise but enough to offset China loss.pdf #NVIDIAHold $NVDA $AMD $TSM $QCOM $INTC 20250529-HSBC-Polands presidential election: Too close to call.pdf #PolandElection $PKO $PEO $ALI $MBK $ING 20250529-HSBC-Precious Metals Daily: Gold up on tariff tussle; Fed meeting can constrain rallies.pdf #GoldTariffs $GLD $NEM $AEM $GOLD $KGC 20250529-HSBC-Shinhan Financial Group (055550.KS) Buy: Time to narrow the gap with KB Financial.pdf #ShinhanBuy $SHG $KB $WF $IBK $HDB 20250529-HSBC-US IEEPA tariffs Q&A: The uncertainty continues.pdf #IEEPATariffs $SPY $QQQ" @WhatMarketMind on X 2025-05-30 08:20:02 UTC 1095 followers, XXX engagements
"20250228-UBS-China IndustrialsNowcasting on US economics and China's exportimport Feb. .pdf #Industrials $SANY $ZHE $XCMG $LIUG $CAT 20250228-UBS-EcoPro BM247540.KQEcoPro BM disclosed it has decided to cancel KOSPI re_classificatio.pdf #Battery $24754 $LGCH $SKIE $CATL $TSLA 20250228-UBS-European Contextual DiaryThe Week Ahead.pdf #Markets $STOXX $DAX $CAC $FTSE $IBEX 20250228-UBS-Global Electric Vehicle Battery MakersUS policy developments. .pdf #EV $TSLA $NIO $BYD $LIT $ALB 20250228-UBS-Japan Autos Auto Parts and Auto_tech SectorToyotas production plan global output to.pdf #Auto $TM $HMC" @WhatMarketMind on X 2025-02-28 09:05:14 UTC 1093 followers, XX engagements
"$009830 20250618-J.P. Morgan-Hanwha Solutions Corp (009830) Share price _9 as Senate draft of Big Beautifu $REDY 20250625-CITI-Dr Reddy (REDY) Deep Dive on Canada GLP_1 GenericsStreet Expectations May Need to $GGP 20250625-CITI-Greatland Resources Limited (GGP) Havieron best greenfield gold mine in a decade wit $KTC 20250625-CITI-Krungthai Card (KTC) Sharp Selloff Buying Opportunity $NST 20250625-CITI-Northern Star Resources Ltd (NST) FY26 capex expectations highlight why the market $ATDb 20250625-J.P. Morgan-Alimentation Couche_Tard (ATDb) F4Q25 Quick Take $AEE 20250625-J.P. Morgan-Ameren" @WhatMarketMind on X 2025-06-29 17:12:55 UTC 1095 followers, XXX engagements
"$A 20250529-Wells Fargo-Agilent Technologies Inc (A) Key Takeaways from 2Q25 $PATH 20250529-Wells Fargo-UiPath Inc (PATH) 1Q ResultsClearing a Lower Bar $ULTA 20250529-Wells Fargo-Ulta Beauty Inc. (ULTA) Solid 1Q Results w Conservative FY Plan Embedded Rai $VVV 20250529-Wells Fargo-Valvoline Inc. (VVV) HQ Visit Takes Competitive Advantages on Display with L $ZS 20250529-Wells Fargo-Zscaler Inc. (ZS) Solid 3Q25 Results as Zscaler Pivots Toward a Platform Rai $MRK 20250531-Jefferies-Merck (MRK) MRK Thoughts on Sac_TMT 1L TNBC Data at ASCO $IMTX 20250601-Jefferies-Immatics N.V. (IMTX) PRAME TCRT" @WhatMarketMind on X 2025-06-25 12:54:37 UTC 1092 followers, XXX engagements
"$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 1080 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 $INF" @WhatMarketMind on X 2025-07-17 13:36:08 UTC 1099 followers, XX engagements
"$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 $CE" @WhatMarketMind on X 2025-07-17 13:32:02 UTC 1097 followers, XX engagements
"$PNC 20250626-Barclays-PNC Financial Services Gp (PNC) 2Q25 EPS PREVIEW NII could be higher than expect $RF 20250626-Barclays-Regions Financial (RF) 2Q25 EPS PREVIEW NIM should trend upward towards 4Q25 tar $BK 20250626-Barclays-The Bank of New York Mellon Corp. (BK) 2Q25 EPS PREVIEW Better than expected de $TFC 20250626-Barclays-Truist Financial Corp. (TFC) 2Q25 EPS PREVIEW Footprint outpacing macro trends $WFC 20250626-Barclays-Wells Fargo (WFC) 2Q25 EPS PREVIEW First Earnings Post Asset Cap Removal $ZION 20250626-Barclays-Zions Bancorporation (ZION) 2Q25 EPS PREVIEW Eyeing the classifieds" @WhatMarketMind on X 2025-06-29 17:13:36 UTC 1077 followers, XX engagements
"$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 $086790" @WhatMarketMind on X 2025-07-17 13:29:02 UTC 1103 followers, 1054 engagements
"$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 $PUIGb 20250717-Goldman Sachs-Puig" @WhatMarketMind on X 2025-07-17 13:36:35 UTC 1099 followers, XXX engagements
"$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 1103 followers, 7650 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 1096 followers, XXX engagements
"$300750 20250626-Goldman Sachs-CATL (300750) Unlocking value through unit GP expansion reinstate on A_share a $BROS 20250626-Goldman Sachs-Dutch Bros Inc. (BROS) Unique brand positioning driving strong share momen $ENT 20250626-Goldman Sachs-Entain (ENT) Improved riskreward driven by Online and BetMGM momentum upgr $5384 20250626-Goldman Sachs-Fujimi Inc. (5384) Raise our estimates on higher silicon wafer product sales $ILU 20250626-Goldman Sachs-Iluka Resources (ILU) Eneabba Rare Earth Refinery site visit solid constr $PRX 20250626-Goldman Sachs-Prosus (PRX) CMD outlines AI_led execution" @WhatMarketMind on X 2025-06-29 17:15:39 UTC 1097 followers, XXX engagements
"$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 $NU" @WhatMarketMind on X 2025-06-25 13:03:59 UTC 1103 followers, 3065 engagements
"$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 2025-06-25 12:47:25 UTC 1095 followers, XXX engagements
"20250221-UBS-Nordic Savings PlatformsNordic Trader SurveyKey insights on Nordic platforms from act.pdf #SavingsPlatforms $NDA $DANSKE $SEB $SHB $SWED 20250221-BofA Securities-European Viewpoint Nordics cross_asset viewsvolatile recovery volatile op.pdf #NordicMarkets $OMX $NOK $EUR $STOXX $SX5E 20250219-BofA Securities-Nordic Banks4Q24 NII saved again by temporary effects but fortunes to rev.pdf #BankingSector $JYSK $NORDEA $SAMPO $OP $DNB" @WhatMarketMind on X 2025-02-25 06:49:31 UTC 1102 followers, XXX engagements
"20250429-UBS-Morning Expresso_Australasia.pdf #AustralasiaExpresso $BHP $RIO $FMG $WDS $STO 20250428-UBS-Americas SustainabilityApril 2025 Marketing Deck.pdf #AmericasSustain $NEE $FSLR $ENPH $PLUG $RUN 20250428-UBS-European Economic CommentSNBAnother downward adjustment of the tiering threshold.pdf #SNBThreshold $CS $UBS $ZUR $SLHN $NESN 20250428-UBS-HCM SoftwareApril Jobs Data Due XX to Moderate.pdf #HCMSoftware $WDAY $PAYC $PCTY $DAY $BAM 20250428-UBS-Singapore Property REITs hold ground against mounting headwinds.pdf #SingaporeREITs $CAPL $SUNT $KORE $AREIT $MCT 20250428-UBS-The Financial" @WhatMarketMind on X 2025-04-29 02:25:04 UTC 1097 followers, XXX engagements
"HSBC Hyundai Motor005380BuyOverly discounted Global bond flows compassUneven flows HSBC Global Autos Webcast Looking beyond trade frictions Indian AutosKey takeaways_Bharat Mobility Repsol $REP Hold4Q 2024 preview Smiths Group $SMIN Buy Zalando $ZAL BuyPositive earnings momentum continues" @WhatMarketMind on X 2025-01-21 06:47:26 UTC 1102 followers, XXX engagements
"$AXP 20250718-Goldman Sachs-American Express Co. (AXP) First take Stronger top_line in_line bottom_ $ATCOa 20250718-Goldman Sachs-Atlas Copco (ATCOa) 2Q25 weak across the board $BHP 20250718-Goldman Sachs-BHP Group Ltd. (BHP) 4Q FY25 strong FeCu Jansen deferral to make way f $BHPB 20250718-Goldman Sachs-BHP Group Ltd. (BHPB) 4Q FY25 strong FeCu Jansen deferral to make way f $BNRGn 20250718-Goldman Sachs-Brenntag SE (BNRGn) Updating estimates to reflect pre_release and increment $BRBY 20250718-Goldman Sachs-Burberry (BRBY) Post 1Q26 Encouraging signs PT to 1180p (was 1135p) re $BRBY" @WhatMarketMind on X 2025-07-19 08:36:32 UTC 1103 followers, XX engagements
"$UBER 20250718-J.P. Morgan-Uber Technologies (UBER) Lucid_Nuro Partnership Consistent with Ubers Strate $VENDA 20250718-J.P. Morgan-Vend Marketplaces (VENDA) First Take Q225_a beat on EBITDA but cautious guidan $VIV 20250718-J.P. Morgan-Vivendi (VIV) Bollor required to make a mandatory offer at a fair price Re $WBS 20250718-J.P. Morgan-Webster Financial Corporation (WBS) 2Q25 Two Key Topics Addressed as 2025 Out $YAR 20250718-J.P. Morgan-Yara (YAR) 2Q25 adj EBITDA a touch below consensus but FCF a strong beat $BAP 20250718-Jefferies-Bapcor (BAP) Turnarounds Are Like So Untrendy $ONC" @WhatMarketMind on X 2025-07-19 08:36:49 UTC 1103 followers, XX engagements
"$ABB 20250531-J.P. Morgan-Aussie Broadband (ABB) Transfer of Coverage $0005 20250531-J.P. Morgan-HSBC Holdings plc (0005) Set to re_rate with ROTE staying in teens after mone $5401 20250531-J.P. Morgan-Nippon Steel (5401) Exploring the reality of permanent financing scenario an $PFE 20250531-Jefferies-Pfizer (PFE) PFE Hints where KAT6i can fit in the ER+HER2 mBC treatment paradi $352820 20250601-CITI-Hybe (352820) Whats New from Citi Pan_Asia Conference $011070 20250601-CITI-LG Innotek (011070) Whats New from Citi Pan_Asia Conference $FTV 20250602-Barclays-Fortive Corporation (FTV) Thoughts" @WhatMarketMind on X 2025-06-25 12:50:12 UTC 1093 followers, XXX 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 1098 followers, XXX 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 1086 followers, XXX engagements
"20250303-BofA Securities-Securitized Products StrategySecuritization Weekly.pdf #Securitization $MBS $CMBS $ABS $WFC $JPM 20250303-BofA SECURITIES-Lotte Chemical Corporation011170.KSBottoming out not out of the woods ye.pdf #LotteChem $BASF $DOW $LYB $SHI $PX 20250303-BofA Securities-Japan Financial SectorBofA financials weekly X Mar 2025.pdf #JapanFinance $MUFG $SMFG $MFG $NMR $IX 20250303-BofA Securities-HY Cable Media WeeklyCABO TV Broadcasters earnings focus.pdf #CableMedia $CMCSA $CHTR $CABO $DISH $SBGI 20250303-BofA Securities-High Yield FinancialsThe Weekly Ledger.pdf #HYFinancials" @WhatMarketMind on X 2025-03-09 08:24:47 UTC 1090 followers, XXX engagements
"$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 $KHC 20250714-Barclays-The Kraft Heinz Company (KHC) Another" @WhatMarketMind on X 2025-07-17 13:34:09 UTC 1103 followers, XXX engagements
"$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 $CPU 20250715-Goldman" @WhatMarketMind on X 2025-07-17 13:34:32 UTC 1097 followers, XXX engagements
"$WEX 20250529-Jefferies-WEX Inc. (WEX) Tax Bill Helps HSAs Activist Push Raises Odds of Strategic Act $2503 20250530-Goldman Sachs-Kirin Holdings (2503) Kirin Beverage announces price hikes $REGN 20250530-Goldman Sachs-Regeneron Pharmaceuticals Inc. (REGN) Mixed Ph3 itepekimab results Pipel $SMMT 20250530-Goldman Sachs-Summit Therapeutics Inc. (SMMT) Ph3 HARMONi data confirms China_West tran $4369 20250530-Goldman Sachs-Tri Chemical Laboratories Inc. (4369) Cryogenic etchingHigh_k materials lead $IJMS 20250530-J.P. Morgan-IJM (IJMS) Delivered sequential improvement joining the DC race $2886" @WhatMarketMind on X 2025-06-25 12:45:15 UTC 1096 followers, XX engagements
"20250312-UBS-Sector Keys_European Real Estate.pdf #EuroRealEstate $SEG $BLND $DLN $GRI $LAND 20250312-UBS-Greater China Banks DailyBanks significantly raised NCD issuance plans in 2025 CITIC .pdf #ChinaBanksNCD $ICBC $CCB $BOC $ABC $CITIC 20250312-UBS-Daily Commodities Note White House rules out tariff exemptions for Australia.pdf #CommodNoExempt $GLD $SLV $COP $XOM $BHP 20250312-UBS-China Equity Strategy Time for A_share catch_up.pdf #ChinaAShare $BABA $TCEHY $JD $PDD $NIO 20250311-UBS-US Softlines Retail UBS Evidence Lab inside Secondary Sneaker Market Data Still Not.pdf #SneakerMarketUS" @WhatMarketMind on X 2025-03-12 02:31:08 UTC 1101 followers, XXX engagements
"$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 1086 followers, XX engagements
"20250313-UBS-Morning Expresso _ Australasia Thursday XX March 2025.pdf #AustralasiaMar13 $BHP $RIO $FMG $NCM $TSLA" @WhatMarketMind on X 2025-03-13 02:48:10 UTC 1080 followers, XXX engagements
"$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 1097 followers, XXX engagements
"20250312-Barclays-European Pharmaceuticals & Life Sciences U.S. Specialty Pharmaceuticals Aesthetic.pdf #AestheticPharma $AGN $RVNC $EVOL $SIEN $INMD 20250311-Barclays-U.S. Small & Mid Cap Biotechnology ATTR_CM KOL Panel _ Barclays GHC Takeaways.pdf #ATTRCMPanel $ALNY $IONS $EIDX $AKCA $RARE 20250310-J.P. Morgan-US BiotechnologyWeekly Fund Flows Update.pdf #BioFundFlow $BIIB $GILD $VRTX $REGN $AMGN 20250310-Deutsche Bank-EU PharmaceuticalsWeekly US Vaccine Tracker IQVIA Symphony.pdf #VaccineTrackUS $PFE $MRNA $JNJ $NVAX $SNY 20250310-Deutsche Bank-EU PharmaceuticalsWeekly SMID Tracker.pdf" @WhatMarketMind on X 2025-03-16 14:02:36 UTC 1096 followers, XX engagements
"$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 1094 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 1103 followers, 8908 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 $IBM 20250228-Wells Fargo-SemiconductorsBifurcating Recoveries in Analog &" @WhatMarketMind on X 2025-03-09 13:23:06 UTC 1103 followers, 22.5K engagements
"$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 $COP" @WhatMarketMind on X 2025-07-17 13:30:45 UTC 1103 followers, XX engagements
"$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 2025-06-25 12:50:37 UTC 1103 followers, 4630 engagements
"20250221-J.P. Morgan-Forward Focus CEEMEA Key Metrics into Earnings.pdf $MTN $VOD $SBER $PKO $OTP $CEZ 20250221-J.P. Morgan-CEEMEA Corporates TodaySibanye_Stillwater African MDBs Ecobank UBA New Re.pdf $SSW $SBSW $ECOB $UBA $NRE $GFI 20250221-Deutsche Bank-CEEMEA Macro & Strategy Weekly.pdf $TLKM $ETIS $MTS $OGZPY $LUKOY $ROS 20250221-Deutsche Bank-CEEMEA BlogIsrael BOITo remain in wait_and_see mode.pdf $TEVA $CHKP $WIX $CYBR $NICE $TARO 20250221-CITI-CEEMEA Foreign Exchange and RatesTaking profits in ILS 2y selling USDRUB via 3m NDF .pdf $JPM $GS $BAC $C $UBS $DB 20250221-CITI-CEEMEA" @WhatMarketMind on X 2025-02-23 02:19:15 UTC 1102 followers, XXX engagements
"20250401-J.P. Morgan-StraumannSTMN.SWQ125 preview US volatility keeps us on the sidelines.pdf #StraumannQ1 $STMN $ALGN $XRAY $HSIC $DHR 20250402-Barclays-Zalando earnings preview in charts.pdf #ZalandoQ1 $ZAL $AMZN $EBAY $ETSY $W 20250402-Deutsche Bank-Continental AG preview lowest quarter of the year.pdf #ContiQ1 $CON $GT $CTB $MGA $BWA 20250402-HSBC-Straumann STMN.SW Buy Growth at a reasonable price.pdf #StraumannBuy $PDCO $WBA $SYK $ZBH $EW 20250402-J.P. Morgan-Zalando Q1 XX preview expect a solid start to the year.pdf #ZalandoStart $JD $SHOP $MELI $SE $PDD 20250403-Goldman Sachs-Auto1" @WhatMarketMind on X 2025-04-21 13:09:59 UTC 1102 followers, 1211 engagements
"20250717-Jefferies-Wrap Stars Trends in European Paper & Packaging Prices (July) $090460 20250717-Nomura-BH (090460) Undervalued foldable panel supply chain $6862 20250717-Nomura-Haidilao International Holding (6862) 1H25F earnings to decline on operating deleve $ALGN 20250717-UBS-Align Technology Inc (ALGN) 2Q25 Preview US Checks Suggest 2Q Looked Similar to 1Q C $BRPT 20250717-UBS-Barito Pacific (BRPT) Indonesia's leading renewable energy and petrochemicals company $DOM 20250717-UBS-Domino's Pizza Group (DOM) Looking for improvements post Q2 Reit Buy $069960 20250717-UBS-Hyundai Department" @WhatMarketMind on X 2025-07-18 10:07:33 UTC 1099 followers, XX engagements
"20250312-Goldman Sachs-Smiths Group SMIN.LAddressing investor FAQs Reiterate Buy scaling the pot.pdf #SmithsFAQs $SMIN $BA $RTX $LMT $GD 20250314-HSBC-Smiths Group SMIN.LN Buy Preview H1 2025_Strong performance ahead.pdf #SmithsH1Preview $SMIN $HII $TXT $CW $HEI 20250407-J.P. Morgan-Devon Preview New Sheriff Focused on Margin Self Help Anti.pdf #DevonQ1 $DVN $EOG $PXD $HES $APA 20250421-UBS-Devon Energy Preview_Continuing The 2024 Trend.pdf #DevonTrend $DVN $COP $OXY $MRO $FANG 20250423-Goldman Sachs-BE Semiconductor Industries 1Q25 First TakeNext quarter guide be.pdf #BESIResults $BESI $ASML" @WhatMarketMind on X 2025-04-25 02:55:10 UTC 1099 followers, XX engagements
"$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 1083 followers, XX engagements