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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1098 followers
Created: 2025-07-17 13:29:02 UTC


$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 20250709-J.P. Morgan-Hana Financial Group (086790) Solid 2Q earnings outlook with progressive share
$042660 20250709-J.P. Morgan-Hanwha Ocean (042660)  Key takeaways from JPM’s Behind the 2Q25 Curtain call seri
$024110 20250709-J.P. Morgan-Industrial Bank of Korea (024110) 2Q earnings to meet market expectations with
$105560 20250709-J.P. Morgan-KB Financial Group (105560)  2Q earnings preview： another strong quarter with 
$MQG 20250709-J.P. Morgan-Macquarie Group Limited (MQG) ： Reflecting APRA’s NOHC proposals in our foreca
$NE 20250709-J.P. Morgan-Noble Corp (NE)  2Q25 Preview： Anticipating Solid Update
$PPL 20250709-J.P. Morgan-Pembina Pipeline Corp (PPL) Thoughts into 2Q25： Marketing Weakness & Planned M
$4755 20250709-J.P. Morgan-Rakuten Group (4755) Initiate at Overweight； steady efforts since founding to b
$055550 20250709-J.P. Morgan-Shinhan Financial Group (055550) 2Q25 earnings to meet Street expectations wit
$TRGP 20250709-J.P. Morgan-Targa Resources Corp. (TRGP) Thoughts into 2Q25： Producer Activity Intact； Seq
$WPP 20250709-J.P. Morgan-WPP PLC (WPP) Profit warning after weaker NNB， macro pressure； Cut  mid_term ea
$BKD 20250709-Jefferies-Brookdale Senior Living (BKD) ：We Just Like Saying _Silver Tsunami_ and BKD's  J
$WTRG 20250709-Jefferies-Essential Utilities (WTRG) Rolling 1Q Momentum into 2Q with WNA Support_Water Yo
$JET2 20250709-Jefferies-Jet2 (JET2) Buy The Dip
$KRYS 20250709-Jefferies-Krystal Biotech (KRYS) Thoughtful Ophthalmology Pipeline Expansion into Blockbus
$NRIX 20250709-Jefferies-Nurix (NRIX) ：2Q25： BTK Degrader On Track To Initiate CLL Pivotal Program In 2H2
$PNW 20250709-Jefferies-Pinnacle West (PNW) RFP Upside & Formula Rates Drive Upside； 2Q25 Preview
$RYTM 20250709-Jefferies-Rhythm Pharmaceuticals (RYTM) Strong Oral HO Phase II Data Derisks LCM， MA Thesi
$RXST 20250709-Jefferies-RxSight (RXST) ：2nd Miss； Guide Lowered but Recovery Timing and Pace Uncertain； 
$RUN 20250709-Jefferies-Sunrun (RUN) Running Another Day：Upgrade to Hold on IRA Visibility & Storage Foc
$XIFR 20250709-Jefferies-XPLR Infrastructure (XIFR) Xploring a Way to Benefit from Higher Power  Prices， 
$9987 20250709-Nomura-YUM China (9987) SSSG recovery trend continues in 2Q25F
$YUMC 20250709-Nomura-Yum China (YUMC) SSSG recovery trend continues in 2Q25F
$2670 20250709-UBS-ABC Mart (2670) Earnings update： Strong trend for Skechers due to solid manufacturer co
$CRK 20250709-UBS-Comstock Resources Inc (CRK) WHVL Upside's Priced In； Downgrade To Sell
$COST 20250709-UBS-Costco Wholesale Corp (COST) June Is In Full Swing
$GQG 20250709-UBS-GQG Partners (GQG) Playing defence
$2356 20250709-UBS-Inventec (2356) Better Q2 for serversnotebooks， but sets up a high base
$1357 20250709-UBS-Meitu (1357) Visible AI monetization
$NDAQ 20250709-UBS-Nasdaq， Inc. (NDAQ)  Raising Estimates on Strength in OptionsIndex
$WMG 20250709-UBS-Warner Music Group Corp (WMG) F3Q Preview： Expect similar 2H trends but catalysts ahea
$AMRZ 20250710-Bernstein-Amrize (AMRZ) Amrize： Too cheap to ignore_Initiating coverage with an Outperform
20250710-Bernstein-China Smartphone Tracker (May 2025)： Lukewarm YoY growth & discount_driven trade_
$GXI 20250710-Bernstein-Gerresheimer (GXI) Quick Take： Gerresheimer 1H25 results _ Nothing exciting and 
$IPS 20250710-Bernstein-Ipsos (IPS) Ipsos： Minor EPS update ahead of the first_half release on XX July
$VOLCARB 20250710-Bernstein-Volvo Car AB (VOLCARB) Volvo Cars： When bad could just be okay (Q2 Preview)
$MO 20250710-CITI-Altria  (MO) Illicit vapes in focus but core business remains weak.
$BATS 20250710-CITI-British American Tobacco PLC  (BATS)  Earnings momentum skewing positively and further
$EFGN 20250710-CITI-EFG International  (EFGN)  Downgrade to Neutral After Strong Appreciation
$1519 20250710-CITI-J&T Express  (1519)  Sign of Potential Govt Intervention on Intensified Competition i
$PM 20250710-CITI-Philip Morris International  (PM)  Impressive momentum continuing. PM likely to beat 
$ENR1n 20250710-CITI-Siemens Energy AG  (ENR1n) Early thoughts on November CMD， and what’s priced in
$STERV 20250710-CITI-Stora Enso Oyj  (STERV)  Forests Strategic Review_Upside Remains For STERV and the Se
$TE 20250710-CITI-Technip Energies NV  (TE)  2Q Preview： Renewed US LNG Momentum

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