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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1094 followers
Created: 2025-07-17 13:30:19 UTC


$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 20250711-Bernstein-74Software (74SW) 74Software： 'Do what you do well' – A recipe for success； Init
$ABFRL 20250711-Bernstein-Aditya Birla Fashion and Retail Limited (ABFRL) ABFRL_Starting a long road to an
$CAG 20250711-Bernstein-Conagra Brands Inc (CAG) CAG： 4Q：25 _ This feels like a death by a thousand cuts
$ITX 20250711-Bernstein-Industria de Diseno Textil SA (ITX) Inditex： Best Idea Q3 2025 _ Life begins at 
$KOF 20250711-Bernstein-Kaufman & Broad (KOF) Kaufman & Broad： 1H25 results confirm annual trajectory
$TCS 20250711-Bernstein-Tata Consultancy Services Ltd (TCS) Tata Consultancy Services  (TCS)  1FY26： Sharp
$GOOGL 20250711-CITI-Alphabet Inc  (GOOGL) Search Survey Suggests Google Search Remains Core； Though Socia
$AKE 20250711-CITI-Arkema  (AKE)  Unit Margins Far Outpace Peers Since 2019
$ROTLV 20250711-CITI-Banca Transilvania  (ROTLV)  Buoyant NIM， M&A support near_term earnings；deficit redu
$DTEGn 20250711-CITI-Deutsche Telekom AG  (DTEGn)  Net adds in focus at Q2， but it’s FX that hurts our for
$publ 20250711-CITI-Evolution AB  (publ)   (publ)  Data suggests weak 2Q25 momentum， but this is broadly ex
$WCHG 20250711-CITI-Wacker Chemie AG  (WCHG) What if… they address the solar overhang？
$PRTP 20250711-Goldman Sachs- Kering  (PRTP) Ahead of 1H25： Focus on costs， balance sheet and the timing 
$DMP 20250711-Goldman Sachs-Domino’s Pizza Enterprises  (DMP) Reduce EarningsValuation in recognition of
$TCS 20250711-Goldman Sachs-Tata Consultancy Services Ltd.  (TCS)  Earnings Review： Worse than expected 
$BARN 20250711-J.P. Morgan-Barry Callebaut (BARN) Lowering FY25 EBIT _5％， with low visibility on FY26 reco
$BIIB 20250711-J.P. Morgan-Biogen (BIIB) 2Q25 Preview – New Product Ramps Remain Gradual
$BZU 20250711-J.P. Morgan-Buzzi (BZU)  Expect H1_25E EBITDA slightly below last year’s level
$CMW 20250711-J.P. Morgan-Cromwell Property Group (CMW)  First Take： Debt refinance likely _3％ accretive
$DTEGn 20250711-J.P. Morgan-Deutsche Telekom (DTEGn) Overhangs weigh. But H2 should bring upgrades (US M&A
$FUTU 20250711-J.P. Morgan-Futu Holdings (FUTU)  Riding the wave of Hong Kong's digital asset revolution
$GXIG 20250711-J.P. Morgan-Gerresheimer AG (GXIG) Upcoming potential H2 catalysts and cheap valuation keep
$GILD 20250711-J.P. Morgan-Gilead Sciences (GILD) 2Q25 Preview_ Focus On Yeztugo Launch
$HLL 20250711-J.P. Morgan-Hindustan Unilever Limited (HLL)  Priya Nair appointed as new MD & CEO
$IPN 20250711-J.P. Morgan-Ipsen (IPN) 2Q1H’25 Preview： Behind on 2Q sales， but see solid 1H results lead
$161890 20250711-J.P. Morgan-Kolmar Korea (161890)  2Q25 earnings to come in strong and in line； focus on X
20250711-J.P. Morgan-Pekao SA & PZU Group：The Polish Compromise (Part 2)： Investor feedback and thre
$REL 20250711-J.P. Morgan-RELX PLC (REL) Upgrade legal growth to 10％ pa to reflect bigger TAM  from Agent
$7649 20250711-J.P. Morgan-SUGI HOLDINGS (7649) 1Q FY2025：Results， full_year guidance revision both above 
$TCS 20250711-J.P. Morgan-Tata Consultancy Services (TCS)  Another annus horribilis looks likely
$TELX 20250711-J.P. Morgan-Tata Elxsi (TELX) Staring at revenue decline in FY26
$VRT 20250711-J.P. Morgan-Vertiv (VRT) Our Take on AWS News
$CLNX 20250711-Jefferies-Cellnex Telecom (CLNX) 2Q25 Results Due on 31st July  (CLNX) 
$KNSL 20250711-Jefferies-Kinsale (KNSL) KNSL NDR Takeaways： Property Pricing Normalizing， But Casualty Re
$NTR 20250711-Jefferies-Nutrien (NTR) 2025 Tailwinds Likely Discounted； More Risks On The Horizon； Downg
$HLL 20250711-Nomura-Hindustan Unilever (HLL) Priya Nair takes over as CEO — beginning of a new strong c
$603259 20250711-Nomura-Wuxi Apptec (603259) 1H25 preliminary results suggest a strong 2Q
$ALB 20250711-UBS-Albemarle Corp (ALB)  Lithium still challenged； DG to Sell
$ATZ 20250711-UBS-Aritzia Inc (ATZ) Strong Quarter Reinforces Attractive LT Runway For Growth； Maintain 
$FCX 20250711-UBS-Freeport_McMoRan (FCX) Catalysts played out？ _》 Downgrade to Neutral
$JET2 20250711-UBS-Jet2 plc (JET2)  Updating forecasts and PT post FY25 results
$SAN 20250711-UBS-Sanofi (SAN) 2Q25 Results Preview
$SSPG 20250711-UBS-SSP Group PLC (SSPG) Mid_term consensus screens as stretched in light of upcoming head

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