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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1095 followers
Created: 2025-06-29 17:12:07 UTC


$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. Morgan-Roivant (ROIV) Let’s Debrief！ Thinking Through the Push and Pull for the Upcom
$SHLG 20250627-J.P. Morgan-Siemens Healthineers AG (SHLG) Q3’25 preview： Commentary from Q2 remains intac
$ASND 20250627-Jefferies-Ascendis Pharma (ASND) Weekly hGH Rx Tracker Ending 0620； Skytrofa  TRxNRx +2％_
$ONC 20250627-Jefferies-BeOne (ONC)  Weekly BTKi Rx Tracker； R&D Day Showcased  Strong Oncology Pipeline
$CCC 20250627-Jefferies-Computacenter (CCC) Waiting on Germany
$DEMANT 20250627-Jefferies-Demant (DEMANT)  Thoughts Ahead of 1H25 Results
$ESLT 20250627-Jefferies-Elbit Systems  (ESLT) Expert Feedback： ESLT's Capabilities For  Combating Threa
$INCY 20250627-Jefferies-Incyte Corp. (INCY) Opzelura Scripts Tracker Ending 0620；  Incremental Weekly Ch
$LLY 20250627-Jefferies-Lilly (LLY)  LLY： Takeaways from Pre_Q2 Sellside Call
$MLTX 20250627-Jefferies-MoonLake Immunotherapeutics (MLTX) IL_1723 mAbs Scripts Tracker； Color on Bimzel
$MOON 20250627-Jefferies-Moonpig (MOON)  Growth， Gifts， and a Goodbye
$NESN 20250627-Jefferies-Nestle (NESN) Q2 Preview： Realism Comes At A Price
$VRTX 20250627-Jefferies-Vertex (VRTX) Journavx _Tracker_ Script Calculator _ Growth  Re_acceleratin
$FAN 20250627-Jefferies-Volution Group (FAN) Invitation： Volution Fireside Chat _ Structural  Winners X
$WGO 20250627-Jefferies-Winnebago Industries， Inc. (WGO) '25 Guide Lowered as RV Industry Shifts Hopes t
$BBNI 20250627-Nomura-Bank Negara Indonesia (BBNI)  YTD May_25 soft results
$ECOW 20250627-Nomura-Eco World Development Group (ECOW) Revenue recognition from DC land sales begins
$035250 20250627-UBS-Kangwon Land (035250) Q225 preview： In_line OP； NP miss on weak financial income amid   (035250) 
$035250 20250627-UBS-Kangwon Land (035250) Q225 preview： In_line OP； NP miss on weak financial income amid 
$NHF 20250627-UBS-NIB Holdings (NHF)   Diverging fortunes...have diverged too far
$NKE 20250627-UBS-Nike Inc. (NKE)   Better Than Expected Quarter； Raise PT， but Stay  Neutral
$NOVOb 20250627-UBS-Novo Nordisk (NOVOb) Weekly GLP_1 prescription trends
$REH 20250627-UBS-Reece Limited (REH) Trading update points to ongoing cyclical  pressures
$WMT 20250627-UBS-Walmart  (WMT)  What's WMT’s Opportunity in Fulfillment？
$0291 20250628-J.P. Morgan-Deep Dive： China Resources Beer  (0291) 
$3998 20250628-UBS-Bosideng International (3998)   FY25 earnings in line； strategic adjustment on  sun pr
$005930 CITI-Samsung Electronics  (005930)  2Q25E Preview： Muted 2Q OP Outlook； Graphic DRAM to Drive 2H25E Recovery-250627
$DELL Evercore ISI-Dell Technologies Inc  (DELL) DEEP DIVE Into the Long Thesis and AI Opportunity.-250619

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XX engagements

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**Related Topics**
[$62mn](/topic/$62mn)
[$mrve3](/topic/$mrve3)
[$bwp](/topic/$bwp)
[$avol](/topic/$avol)

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