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[@WhatMarketMind](/creator/twitter/WhatMarketMind)
"$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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838475665936598) 2025-07-17 13:30:19 UTC 1089 followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1915609613363499315) 2025-04-25 03:31:36 UTC 1091 followers, XXX engagements


"CITI US #Biotechnology and #Pharmaceuticals #RFKJ as Secretary of HHS now moving to full Senat #ENPH Enphase Energy $ENPH Safe Harbor to Save this Year 4Q Beat but Outlook Disappoint Great Wall Motor 1Q25E Sales Exports and Profitability Outlook #WU Western Union Co. $WU Mixed 4Q with Consistent FY25 Outlook Retail Focus Remains"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1887344647095394760) 2025-02-06 03:36:43 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1927706475104981117) 2025-05-28 12:40:13 UTC 1092 followers, 6000 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838208459374934) 2025-07-17 13:29:15 UTC 1101 followers, XX engagements


"$BIMBOA 20250714-J.P. Morgan-Grupo Bimbo (BIMBOA) 2Q25 PreviewMexico Resiliency Shadowed by Weak US Dynami $4190 20250714-J.P. Morgan-Jarir (4190) Q2 XX First TakeEPS growth helped by other income amid flattish $KHC 20250714-J.P. Morgan-Kraft Heinz Co. (KHC) Just give me a chance to ketchup (or split_up) $MA 20250714-J.P. Morgan-Mastercard (MA) Takeaways from Agentic Commerce & Stablecoin Info Session_Net $4516 20250714-J.P. Morgan-Nippon Shinyaku (4516) FDA issues CRL for CAP_1002 $PIRC 20250714-J.P. Morgan-Pirelli (PIRC) Expect Steady Execution Amid Rising Challenges Q2 Preview $ROG"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839495502524805) 2025-07-17 13:34:22 UTC 1087 followers, XX engagements


"20250428-HSBC-BiopharmaAccounting macro sensitivities and risk_reward.pdf #BiopharmaRisk $LLY $NVO $PFE $MRK $AMGN 20250428-HSBC-Daily dose of HK & mainland China Real EstateResearch Focus and Views on the News.pdf #ChinaRealEstate $KE $BEKE $Vanke $COLI $CLH 20250428-HSBC-European power prices move lowerEMEA & US Energy Transition Chartbook April 2025.pdf #EnergyTransition $IBE $ENG $ENEL $VWS $NEE 20250428-HSBC-HSBC UK State of Play SeminarStagflation Nation.pdf #UKStagflation $EWU $FXB $HSBC $BARC $LLOY 20250428-HSBC-MENA QSRCautious recoveryBalancing optimism with uncertainty.pdf #MENAQSR"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1917456012745007200) 2025-04-30 05:48:32 UTC 1090 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839753427059037) 2025-07-17 13:35:23 UTC 1093 followers, XXX engagements


"$STAN 20250701-UBS-Standard Chartered plc (STAN) Financial Times reports $2.7bn lawsuit lodged in Singapo $WALMEX 20250706-CITI-Walmex (WALMEX) Model Update 20250708-Goldman Sachs-Mexico Retail Macro remains uncertain Walmex still our preferred pick $1810 20250708-UBS-Xiaomi (1810) Teach_in deck Decoding Xiaomi_volume X $1519 20250709-HSBC-J&T Global Express (1519) Hold Robust overseas growth eases domestic pricing press $P911 20250709-HSBC-Porsche AG (P911) Hold Tariffs exceptional costs weigh on Q2 $AD 20250710-Barclays-Ahold Delhaize (AD) 2Q25 preview (Wednesday X August) $BCG"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838325115527665) 2025-07-17 13:29:43 UTC 1091 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1946149637494374742) 2025-07-18 10:06:45 UTC 1091 followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839151489982582) 2025-07-17 13:33:00 UTC 1091 followers, XX engagements


"$ESSITYB 20250717-J.P. Morgan-Essity (ESSITYB) Model update post Q225 EPS25 cut by X $EVO 20250717-J.P. Morgan-Evolution Gaming (EVO) Model update Estimates broadly unchanged post Q2 PT $EVO 20250717-J.P. Morgan-Evolution Gaming (EVO) Q2 a touch better (though momentum still challenged) $F3T1 20250717-J.P. Morgan-Ferretti Group (F3T1) Q2H1 XX preview and changes to estimates $FER 20250717-J.P. Morgan-Ferrovial (FER) 407_ETR Traffic X above 2019 and EBITDA X above JPMe the E $GMD 20250717-J.P. Morgan-Genesis Minerals (GMD) JunQ25 Solid final Q vs our numbers $HPE 20250717-J.P. Morgan-Hewlett"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1946149702938071401) 2025-07-18 10:07:01 UTC 1092 followers, XXX engagements


"$NP3 20250711-Jefferies-NP3 Fastigheter AB (NP3) Fundamentals weaken as expected $RR 20250711-Jefferies-Rolls_Royce (RR) H1 Preview Solid Start of the Year Could Lead Guide Revised to $7453 20250711-Jefferies-Ryohin Keikaku (7453) Q3 Results Slight Beat Up_ward Revision InLine $SKAB 20250711-Jefferies-Skanska (SKAB) JM AB Q2 Read_Across for Skanska $XEL 20250711-Jefferies-Xcel Energy (XEL) Waiting For Fall Update And Fire Resolution 2Q25 Preview BUY $AR 20250711-UBS-Antero Resources Corp (AR) 2Q25 Earnings Preview_Improving Financial Outlook $AVANZ 20250711-UBS-Avanza (AVANZ) Core fee lines"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839049752879446) 2025-07-17 13:32:36 UTC 1093 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1927352642113552618) 2025-05-27 13:14:13 UTC 1080 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1926925004031090790) 2025-05-26 08:54:56 UTC 1092 followers, 9088 engagements


"20250221-Goldman Sachs-The XXX Alibaba Xiaomi Humanoid Robots Two Sessions preview China Proper.pdf $BABA $XIACF $FANUC $YASK $IRBT $COLI $CLNG $VNK $CSPC $AGILE"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1892783918900007096) 2025-02-21 03:50:27 UTC 1089 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1914667536354042234) 2025-04-22 13:08:08 UTC 1091 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838395839922527) 2025-07-17 13:30:00 UTC 1081 followers, XXX engagements


"$GENS 20250424-DBS-Genting Singapore Ltd (GENS) $MLT 20250424-DBS-Mapletree Logistics Trust (MLT) Saving for a rainy day $KEP 20250424-DBS-SG Keppel Ltd (KEP) Stronger_than_expected 1Q25 (KEP) $BBL 20250424-DBS-TH Bangkok Bank (BBL) Weathering near_term turbulence $CZR 20250429-Deutsche Bank-Caesars Entertainment Corporation (CZR) Key Takeaways from Q1'25 Results $AER 20250430-CITI-AerCap (AER) An Attractive Simplicity Focusing on Profitability and Shareholder Ret $AIR 20250430-CITI-Airbus SE (AIR) Q1 X profit beat but FCF outflow much smaller than expected $ALB 20250430-CITI-Albemarle (ALB)"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1919386938186068114) 2025-05-05 13:41:21 UTC 1106 followers, XX engagements


"20250327-UBS-European Economic PerspectivesEurozone US car tariffs are coming brace for impact.pdf #EuroTariff $EZU $VGK $FEZ $STOXX $HEDJ 20250328-UBS-Daily Commodities NoteTariffs continue to fuel gold to record highs.pdf #GoldHigh $GLD $IAU $NEM $GOLD $AEM 20250328-UBS-Equity StrategyTariff escalationNot yet fully_priced.pdf #EquityTariff $SPY $IVV $VOO $EFA $QQQ 20250328-UBS-European LuxuryThe ups and downs of luxury fatigue.pdf #LuxuryFatigue $LVMH $RMS $CFR $KORS $TIF 20250328-UBS-European PharmaceuticalsQuarterly Catalyst Preview_2Q25.pdf #PharmaCat $NVS $RHHBY $SNY $GSK $AZN"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1905522728733737091) 2025-03-28 07:29:56 UTC 1106 followers, XX engagements


"$NA 20250528-Barclays-National Bank of Canada (NA) 2Q25 EPS REVIEW 2025 outlook unchanged tracking ah $CRM Inc. (CRM) Better Q1 cRPO and FX Benefits Should Help Shares $ITOS 20250528-Wells Fargo-iTeos Therapeutics. Inc. (ITOS) The Company Intends to Wind Down Operations D $CRM 20250528-Wells (CRM) 1Q ResultsNot Much Changed $BURL 20250529-Barclays-Burlington Stores Inc. (BURL) 1Q25 Review Executing on Burl XXX in an Uncertain $EKTAb 20250529-Barclays-Elekta AB (EKTAb) Q4 Review US orders an overhang $IOSn 20250529-Barclays-IONOS (IOSn) Still bullish post rally stay OW $KSS"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1931336209273622943) 2025-06-07 13:03:29 UTC 1090 followers, 8025 engagements


"Jefferies-Issuer Volumes Roundup Underlying Deceleration in 2Q Softer June Exit RateHashtags: #IssuerVolumes #FinancialDeceleration #Q2MarketUpdate #BondIssuance #EconomicTrends Tickers: $JPM $GS $MS $BAC $CJefferies-Solar PolyWaferCell prices surged Jun'25 export data updateHashtags: #SolarEnergy #RenewableEnergy #SolarPrices #ExportData #CleanTech Tickers: $FSLR $RUN $ENPH $SEDG $CSIQJefferies-Q2 Preview Expecting Good VolumesGuide Bumps Across Space eAPTCs In FocusHashtags: #Q2Preview #VolumeGrowth #TaxCredits #Renewables #EnergySector Tickers: $TSLA $FSLR $ENPH $PLUG $NEEJefferies-P&C"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1947668209701662725) 2025-07-22 14:41:01 UTC 1092 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838961286635831) 2025-07-17 13:32:14 UTC 1092 followers, XX engagements


"20250401-Barclays-Valmet OYJVALMT.HENew operating model but old headwinds remain.pdf #ValmetModel $VALMT $METSO $KCR $NLSN $ANDR 20250409-J.P. Morgan-U.S. Mid_and Small_Cap Banks MA Bi_Weekly ReportFCNCA Terminates Loss Share Ag.pdf #MidCapMA $FCNCA $FITB $HUNT $CFG $KEY 20250410-BofA Securities-US Mid_cap BanksFickle times.pdf #MidCapFickle $MTB $CMA $BOKF $PB $CBSH 20250414-Goldman Sachs-Cheniere Energy 1Q25 Preview High Cash Flow Stability Focus to B.pdf #CheniereCash $LNG $SHEL $BP $TTE $PBA 20250414-J.P. Morgan-U.S. Mid_and Small_Cap Banks VC and Exit Markets Bi_Weekly.pdf #MidCapVC"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1915377096140218859) 2025-04-24 12:07:40 UTC 1093 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1939371516250194075) 2025-06-29 17:12:55 UTC 1083 followers, XXX engagements


"20250515-Nomura-Morning News & Views_Asia: A Summary of Select Global Markets Research.pdf #AsiaMarketView $HSBC $TCH $AIA $JD $BABA 20250515-Nomura-Indonesia Healthcare:Negative surprises exhausted.pdf #IndoHealth $MIKA $SILO $HEAL $PRDA $SAME 20250515-Bernstein-U.S. Semiconductors:Intel AMD Q125 PC CPU channel dynamics__No one knows what it.pdf #USSemicon $INTC $AMD $NVDA $QCOM $TXN 20250514-Nomura-Strategy Trade:KRW: Will USDKRW be the next to move.pdf #KRWTrade $EWY $KF $SKM $KT $LPL 20250514-Nomura-NCSOFT(036570.KS)Guidance turns bold but execution risk remains.pdf #NCSOFTBold $NC $NTES"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1922861698945515885) 2025-05-15 03:48:48 UTC 1088 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937860392241566037) 2025-06-25 13:08:15 UTC 1091 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839940274942351) 2025-07-17 13:36:08 UTC 1087 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838152134119669) 2025-07-17 13:29:02 UTC 1092 followers, 2208 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945840054573875333) 2025-07-17 13:36:35 UTC 1091 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1931336354690191609) 2025-06-07 13:04:04 UTC 1092 followers, 8126 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1893843456105292100) 2025-02-24 02:00:40 UTC 1093 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1939372202664894683) 2025-06-29 17:15:39 UTC 1090 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937859316528381977) 2025-06-25 13:03:59 UTC 1092 followers, 3434 engagements


"20250428-Nomura-Asia InsightsThe weekly China chart book Property decline precedes exports slide.pdf #ChinaChartBook $KE $BEKE $Vanke $COLI $CLH 20250428-Nomura-China Internet & New MediaFood delivery is an uphill battle for JD.pdf #ChinaFoodDelivery $JD $MEIT $DASH $UBER $GRAB 20250428-Nomura-First InsightsIndiaMarch IP growth disappoints.pdf #IndiaIPGrowth $RELI $HDFC $TATAM $ITC $SBIN 20250428-Nomura-Hanwha Ocean0426601Q OP beat best_case scenario already reflected.pdf #HanwhaOceanQ1 $0426 $HHI $SAMS $KOG $DSME 20250428-Nomura-Korea TelecomsImplications of SKTs cybersecurity incident.pdf"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1917062658920206546) 2025-04-29 03:45:29 UTC 1091 followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1946489321093280033) 2025-07-19 08:36:32 UTC 1082 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1946489389833703873) 2025-07-19 08:36:49 UTC 1080 followers, XX engagements


"$PSM 20250603-Bernstein-Prosiebensat1 Media (PSM) AGM and Model update $QCOM 20250603-Bernstein-Qualcomm Inc (QCOM) The Rodney Dangerfield of semiconductor stocks (Our Best Id $BYD 20250603-Goldman Sachs-Boyd Group (BYD) Repairable claims to remain pressured in the near term bu $CDR 20250603-Goldman Sachs-CD Projekt (CDR) Data update Factoring in trends from existing titles S $DRVN 20250603-Goldman Sachs-Driven Brands Holdings (DRVN) Cleaner story focused on Take X Want to see $GALD 20250603-Goldman Sachs-Galderma (GALD) Nemluvio prescription trends remain encouraging indicates p $GMAB"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937855292399816935) 2025-06-25 12:47:59 UTC 1082 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1898651163740012717) 2025-03-09 08:24:47 UTC 1091 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839439642861980) 2025-07-17 13:34:09 UTC 1089 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945839539945386423) 2025-07-17 13:34:32 UTC 1090 followers, XXX engagements


"20250507-UBS-Latin American Economic Perspectives Mexico Chartbook: Migration Deportations and the.pdf #MexicoEcon $AMX $CX $BIMBO $WMMVY $FEMSA 20250507-UBS-Monthly European Airlines and Airports: UBS Evidence Lab inside: So far so good from Eur.pdf #EuroAirlines $RYA $EZJ $IAG $TKWY $AENA 20250507-UBS-Quant Navigator: Quant Models for Fundamental Investors: Opportunities & Risk April Update.pdf #QuantModels $BLK $TROW $SCHW $IVZ $STT 20250507-UBS-Quantitative Monographs: How to nowcast earnings surprises.pdf #EarningsSurprise $GS $JPM $MS $BAC $C 20250507-UBS-South African Mining: Sector"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1920013946830074089) 2025-05-07 07:12:51 UTC 1102 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1928383825840926759) 2025-05-30 09:31:46 UTC 1092 followers, XX engagements


"$CSCO 20250610-Wells Fargo-Cisco Systems Inc. (CSCO) Cisco Live Keynote Quick Notes Fusing Networking + $RAT 20250618-BofA Securities-Rathbones Group (RAT) Go with the flows initiate coverage at Buy $SNDK 20250618-BofA Securities-Sandisk Corporation (SNDK) Initiating coverage with Buy PO of $XX well $SE 20250618-BofA Securities-Sea Limited (SE) Shopee Brazil On the ground checks + Analyzing impact f $DRI 20250620-Barclays-Darden Restaurants (DRI) 4QF25 Take . Comp Upside Impressive F26 Guide within $GN 20250620-Barclays-GN Store Nord AS (GN) Q2 Preview Market weakness in focus $300073"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937860269243503050) 2025-06-25 13:07:46 UTC 1090 followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945837981992141065) 2025-07-17 13:28:21 UTC 1090 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1897545471033532793) 2025-03-06 07:11:09 UTC 1091 followers, 8964 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1898726239801851927) 2025-03-09 13:23:06 UTC 1092 followers, 23.1K engagements


"Barclays Global #AerospaceAirbus and Boeing Production vs Deliveries Tracker Lawson's Prep for the Week in SMID Oncology_January 21th Public PolicyJust wait When will the tariffs come #STX Seagate Technology plc $STX GMs Push Higher Despite Production Blip #AAPL Apple Inc $AAPL AAPL Preview Expecting Mixed Dec_Q Mar_Q at Risk on Potential European #Semiconductors What if.China succeeds #U $U . Machinery & ConstructionSizing Trumps 1st Infrastructure Announcement In"  
![@WhatMarketMind Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1882277840651243706) 2025-01-23 04:03:02 UTC 1101 followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1945838587817423035) 2025-07-17 13:30:45 UTC 1091 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1937855951174005036) 2025-06-25 12:50:37 UTC 1092 followers, 5139 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1914305616111436031) 2025-04-21 13:09:59 UTC 1082 followers, 1213 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1869290335937105920.png) [@WhatMarketMind](/creator/x/WhatMarketMind) on [X](/post/tweet/1946149837478781029) 2025-07-18 10:07:33 UTC 1102 followers, XX engagements