[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 [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1083 followers Created: 2025-05-04 13:28:30 UTC $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 Reflect Reciprocal vs $0388 20250430-J.P. Morgan-Hong Kong Exchanges & Clearing (0388) First Take： Robust 1Q on strong volumes $OMF 20250430-J.P. Morgan-OneMain Holdings (OMF) 1Q Delivers Positive Credit Trends； Mgmt. Maintains Res $QRVO 20250430-J.P. Morgan-Qorvo (QRVO) Solid Mar_Qtr ResultsJun_Qtr Outlook On Strength In Mobile And A $TWO 20250430-J.P. Morgan-Two Harbors (TWO) TWO Expects Wider Spreads to Drive Higher Returns $BBRI 20250430-Nomura-Bank Rakyat Indonesia (BBRI) 1Q25 profit declined 14％ y_y on large CoC $FIVS 20250430-Nomura-Five_Star Business Finance (FIVS) Growth moderates； credit costs remain elevated $9987 20250430-Nomura-YUM China (9987) Mixed 1Q25 results $YUMC 20250430-Nomura-Yum China (YUMC) Mixed 1Q25 results $BARC 20250430-UBS-Barclays (BARC) On track and too cheap， we think. Buy. $CABK 20250430-UBS-Caixa Bank (CABK) 1Q review _ underlying NII trajectory remains solid， guidance now u $2360 20250430-UBS-Chroma ATE (2360) Strong 1Q25 results set up a good start to 2025， even with macro unc $COL 20250430-UBS-Coles Group (COL) 3Q25 Sales： Supermarkets sales strong as investments drive improved $DAN 20250430-UBS-Dana Inc. (DAN) 2025 outlook and OH sale process intact $2308 20250430-UBS-Delta Electronics (2308) Delta Q125： Server power supports the outlook $DSV 20250430-UBS-DSV (DSV) Our thoughts post Q1 results and addressing investor pushback $EQNR 20250430-UBS-Equinor ASA (EQNR) Empire Wind limbo _1Q25 Review $ETSY 20250430-UBS-Etsy Inc (ETSY) 1Q25 EPS Recap _Ests Lower on Core Etsy GMS & Reverb Divestiture $EXTR 20250430-UBS-Extreme Networks Inc (EXTR) F3Q：25 Earnings First Read $EXTR 20250430-UBS-Extreme Networks Inc (EXTR) Results largely as expected but H2：25 outlook should rema $HAPV3 20250430-UBS-Hapvida (HAPV3) MLR target stress test supports HAPV Buy $IOC 20250430-UBS-Indian Oil (IOC) Q4FY25： strong performance fuelled by high integrated margins (and in $JENGn 20250430-UBS-Jenoptik AG (JENGn) 1Q25 preview _reflecting further litho volume cuts $MCW 20250430-UBS-Mister Car Wash Inc (MCW) Waxing Poetically $ORG 20250430-UBS-Origin Energy (ORG) MQ25： Stronger dividend profile $QRVO 20250430-UBS-Qorvo Inc (QRVO) Solid Q But Demand Destruction Hard To Handicap $SCC 20250430-UBS-Siam Cement (SCC) Q125 results _ better than expected $SNBR 20250430-UBS-Sleep Number Corp (SNBR) Waking Up With Fresh Eyes？ $6028 20250430-UBS-Technopro Holdings (6028) Growth in Japan， but deterioration starting overseas $UNM 20250430-UBS-Unum Group (UNM) 1Q25： Core biz back in focus $WDC 20250430-UBS-Western Digital Corp (WDC) Strong Q And Guidance， But How Long Will It Last？ $2212 20250430-UBS-Yamazaki Baking (2212) Raising our price target； recent strong sales have been factored $3092 20250430-UBS-ZOZO Inc (3092) Earnings Update： Gross merchandise value to exceed ￥600bn $AIR 20250501-Bernstein-Airbus SE (AIR) Airbus： Strong Q1 _ Expect 2025 guide to be reached even with ta $AML 20250501-Bernstein-Aston Martin Lagonda (AML) Aston Martin Q1 2025： Valiant start to the year $CCH 20250501-Bernstein-Coca_Cola Hellenic (CCH) CCH Q1F25： A strong start to the year for a port in the $CFLT 20250501-Bernstein-Confluent Inc (CFLT) Q1'25： Cloud slows， platform grows $DSV 20250501-Bernstein-DSV AS (DSV) DSV： The king enters the castle， and kicks off a minimum 9bn renova $EBAY 20250501-Bernstein-eBay Inc (EBAY) EBAY 1Q25： Chugging along with no real disruption so far $ETSY 20250501-Bernstein-Etsy Inc (ETSY) ETSY 1Q25： Saying the right things， awaiting proof points $GH 20250501-Bernstein-Guardant Health Inc (GH) Guardant 1Q25： Clean beat and raise， all businesses are $MSFT 20250501-Bernstein-Microsoft Corp (MSFT) Microsoft 3Q25： Solid quarter and solid guide as Azure bea $1913 20250501-Bernstein-Prada SpA (1913) Prada： Reflections on 1Q25 $QCOM 20250501-Bernstein-Qualcomm Inc (QCOM) FQ225 recap _ Management is buying the stock， why not you？ $HOOD 20250501-BERNSTEIN-Robinhood Markets Inc (HOOD) HOOD Q1： Relentless retail momentum _maintaining ab  XXX engagements  **Related Topics** [$arcc](/topic/$arcc) [switzerland](/topic/switzerland) [$wosg](/topic/$wosg) [rating agency](/topic/rating-agency) [$vnan](/topic/$vnan) [$vmc](/topic/$vmc) [stocks basic materials](/topic/stocks-basic-materials) [ares capital corp](/topic/ares-capital-corp) [Post Link](https://x.com/WhatMarketMind/status/1919021319494250668)
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WhatMarketMind @WhatMarketMind on x 1083 followers
Created: 2025-05-04 13:28:30 UTC
$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 Reflect Reciprocal vs $0388 20250430-J.P. Morgan-Hong Kong Exchanges & Clearing (0388) First Take： Robust 1Q on strong volumes $OMF 20250430-J.P. Morgan-OneMain Holdings (OMF) 1Q Delivers Positive Credit Trends； Mgmt. Maintains Res $QRVO 20250430-J.P. Morgan-Qorvo (QRVO) Solid Mar_Qtr ResultsJun_Qtr Outlook On Strength In Mobile And A $TWO 20250430-J.P. Morgan-Two Harbors (TWO) TWO Expects Wider Spreads to Drive Higher Returns $BBRI 20250430-Nomura-Bank Rakyat Indonesia (BBRI) 1Q25 profit declined 14％ y_y on large CoC $FIVS 20250430-Nomura-Five_Star Business Finance (FIVS) Growth moderates； credit costs remain elevated $9987 20250430-Nomura-YUM China (9987) Mixed 1Q25 results $YUMC 20250430-Nomura-Yum China (YUMC) Mixed 1Q25 results $BARC 20250430-UBS-Barclays (BARC) On track and too cheap， we think. Buy. $CABK 20250430-UBS-Caixa Bank (CABK) 1Q review _ underlying NII trajectory remains solid， guidance now u $2360 20250430-UBS-Chroma ATE (2360) Strong 1Q25 results set up a good start to 2025， even with macro unc $COL 20250430-UBS-Coles Group (COL) 3Q25 Sales： Supermarkets sales strong as investments drive improved $DAN 20250430-UBS-Dana Inc. (DAN) 2025 outlook and OH sale process intact $2308 20250430-UBS-Delta Electronics (2308) Delta Q125： Server power supports the outlook $DSV 20250430-UBS-DSV (DSV) Our thoughts post Q1 results and addressing investor pushback $EQNR 20250430-UBS-Equinor ASA (EQNR) Empire Wind limbo _1Q25 Review $ETSY 20250430-UBS-Etsy Inc (ETSY) 1Q25 EPS Recap _Ests Lower on Core Etsy GMS & Reverb Divestiture $EXTR 20250430-UBS-Extreme Networks Inc (EXTR) F3Q：25 Earnings First Read $EXTR 20250430-UBS-Extreme Networks Inc (EXTR) Results largely as expected but H2：25 outlook should rema $HAPV3 20250430-UBS-Hapvida (HAPV3) MLR target stress test supports HAPV Buy $IOC 20250430-UBS-Indian Oil (IOC) Q4FY25： strong performance fuelled by high integrated margins (and in $JENGn 20250430-UBS-Jenoptik AG (JENGn) 1Q25 preview _reflecting further litho volume cuts $MCW 20250430-UBS-Mister Car Wash Inc (MCW) Waxing Poetically $ORG 20250430-UBS-Origin Energy (ORG) MQ25： Stronger dividend profile $QRVO 20250430-UBS-Qorvo Inc (QRVO) Solid Q But Demand Destruction Hard To Handicap $SCC 20250430-UBS-Siam Cement (SCC) Q125 results _ better than expected $SNBR 20250430-UBS-Sleep Number Corp (SNBR) Waking Up With Fresh Eyes？ $6028 20250430-UBS-Technopro Holdings (6028) Growth in Japan， but deterioration starting overseas $UNM 20250430-UBS-Unum Group (UNM) 1Q25： Core biz back in focus $WDC 20250430-UBS-Western Digital Corp (WDC) Strong Q And Guidance， But How Long Will It Last？ $2212 20250430-UBS-Yamazaki Baking (2212) Raising our price target； recent strong sales have been factored $3092 20250430-UBS-ZOZO Inc (3092) Earnings Update： Gross merchandise value to exceed ￥600bn $AIR 20250501-Bernstein-Airbus SE (AIR) Airbus： Strong Q1 _ Expect 2025 guide to be reached even with ta $AML 20250501-Bernstein-Aston Martin Lagonda (AML) Aston Martin Q1 2025： Valiant start to the year $CCH 20250501-Bernstein-Coca_Cola Hellenic (CCH) CCH Q1F25： A strong start to the year for a port in the $CFLT 20250501-Bernstein-Confluent Inc (CFLT) Q1'25： Cloud slows， platform grows $DSV 20250501-Bernstein-DSV AS (DSV) DSV： The king enters the castle， and kicks off a minimum 9bn renova $EBAY 20250501-Bernstein-eBay Inc (EBAY) EBAY 1Q25： Chugging along with no real disruption so far $ETSY 20250501-Bernstein-Etsy Inc (ETSY) ETSY 1Q25： Saying the right things， awaiting proof points $GH 20250501-Bernstein-Guardant Health Inc (GH) Guardant 1Q25： Clean beat and raise， all businesses are $MSFT 20250501-Bernstein-Microsoft Corp (MSFT) Microsoft 3Q25： Solid quarter and solid guide as Azure bea $1913 20250501-Bernstein-Prada SpA (1913) Prada： Reflections on 1Q25 $QCOM 20250501-Bernstein-Qualcomm Inc (QCOM) FQ225 recap _ Management is buying the stock， why not you？ $HOOD 20250501-BERNSTEIN-Robinhood Markets Inc (HOOD) HOOD Q1： Relentless retail momentum _maintaining ab
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