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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1101 followers
Created: 2025-07-17 13:30:58 UTC


$AIBG 20250711-Goldman Sachs-AIB Group  (AIBG)  1H’25 Preview
$AMX 20250711-Goldman Sachs-America Movil  (AMX)  Competitor Bait Launches Mobile Postpaid
$BIRG 20250711-Goldman Sachs-Bank of Ireland Group  (BIRG)  1H’25 Preview
$DB1Gn 20250711-Goldman Sachs-Deutsche Boerse AG  (DB1Gn) ： Updating estimates for latest volumes ahead of
$ESLX 20250711-Goldman Sachs-EssilorLuxottica  (ESLX)  Ahead of 2Q25： Resilience expected with +6.5％ cFX 
$LEVI 20250711-Goldman Sachs-Levi Strauss & Co.  (LEVI) F2Q25 Earnings Review： Broad_based 2Q outperforma
$MRVE3 20250711-Goldman Sachs-MRV Engenharia  (MRVE3) ： Announces Impairment For Resia
$NEE 20250711-Goldman Sachs-NextEra Energy Inc.  (NEE) ： Updating estimates ahead of 2Q2025 earnings； ta
$RTO 20250711-Goldman Sachs-Rentokil Initial Plc  (RTO) 2Q’25 preview： Focus on growth initiatives and in
$7453 20250711-Goldman Sachs-Ryohin Keikaku  (7453)  Earnings Review： Above expectations， guidance hiked b
$VAR 20250711-Goldman Sachs-Var Energi ASA  (VAR) ： Data Update： Adjusting our estimates post 2Q25 tradi
$YKBNK 20250711-Goldman Sachs-Yapi Kredi  (YKBNK) ： Updating estimates to reflect recent industry trends
$APA 20250711-J.P. Morgan-APA Corp (APA)  2Q25 Preview： Despite Lower Permian Well Productivity， On Trac
$BP 20250711-J.P. Morgan-BP (BP)  2Q TS supportive vs. low peer bar
$COP 20250711-J.P. Morgan-ConocoPhillips (COP) 2Q25 Preview： Turning the Page With Focus Shifting Back t
$3349 20250711-J.P. Morgan-COSMOS Pharmaceutical  (3349)  4Q FY525： Strengthens returns to customers in 4Q
$DIRR3 20250711-J.P. Morgan-Direcional (DIRR3) 2Q25 Op. Results： In_line Presales at R$1.3bn， +3％ YoY Desp
$DNB 20250711-J.P. Morgan-DNB Bank ASA (DNB) First take 2Q25： Weaker top line with consensus already opt
$EMTK 20250711-J.P. Morgan-Elang Mahkota Teknologi (EMTK) Active capital management， while diversifying i
$GPOR 20250711-J.P. Morgan-Gulfport Energy (GPOR) 2Q25 Preview： Anticipating a Solid Quarter with Continu
$HTHROW 20250711-J.P. Morgan-Heathrow (HTHROW)  Quick thoughts on the H8 business plan
$011070 20250711-J.P. Morgan-LG Innotek (011070) 2Q preview： Sluggish CCM build until 2H25E and awaiting a 
$MLXS 20250711-J.P. Morgan-Melexis (MLXS)  Model update ahead of Q2’25
$MRVE3 20250711-J.P. Morgan-MRV (MRVE3)  Resia Impairment of US$144mn： Limiting Downside from Current Leve
$NESR 20250711-J.P. Morgan-National Energy Services Reunited (NESR) 2Q25 Preview： Maintaining Our 2Q25 Fo
$PR 20250711-J.P. Morgan-Permian Resources Corp (PR) 2Q25 Preview： Strong Operational Momentum Continue
$O 20250711-J.P. Morgan-Realty Income (O) Updated model w slightly lower 2025 AFFO， higher 2026
$7453 20250711-J.P. Morgan-RYOHIN KEIKAKU  (7453)  3Q FY825： Expect continued overshoots； operating margin
$3197 20250711-J.P. Morgan-Skylark Holdings Co Ltd  (3197)  Transfer of coverage
$TS 20250711-J.P. Morgan-Tenaris SA (TS)  2Q25 Preview： Anticipating Slight Beat and Resilient 2H25 Upd
$TRYG 20250711-J.P. Morgan-Tryg AS (TRYG) 2Q25 First Take _ Private turnaround continues and lower large 
$VIST 20250711-J.P. Morgan-Vista (VIST)  Straight from the Call
$VTLE 20250711-J.P. Morgan-Vital Energy (VTLE)  2Q25 Preview： Down the Middle Print； Focus Remains on Cos
$LNT 20250711-Jefferies-Alliant Energy Corp. (LNT) 2Q25 Preview： Harboring Hopes for Tax Credit Clarity；
$ASND 20250711-Jefferies-Ascendis Pharma (ASND) Weekly hGH Scripts Tracker Ending 0704； Holiday Rx Pullba
$ONC 20250711-Jefferies-BeOne (ONC) Weekly BTKi Rx Tracker Ended 0704； Pullbacks Across the Board Amid H
$BIIB 20250711-Jefferies-Biogen Inc. (BIIB) Leqembi June sales flat mm but track well to hit Q2 cons
$CNP 20250711-Jefferies-CenterPoint Energy (CNP) Compelling Setup for LT Outperformance Just Not a LT Gu
$DNB 20250711-Jefferies-DNB (DNB) 2Q25 First Take _ Weaker across the board
$DTE 20250711-Jefferies-DTE Energy (DTE) DTE CEO Fireside Chat Yields Clearly Improving Capex： Raising E
$FLNC 20250711-Jefferies-Fluence (FLNC) Temperature Check： Too Hot on Storage Post OBBBA？ We Think So. F3
$IMM 20250711-Jefferies-Immutep (IMM) EftiPembro Looks Good vs. Other Combos and Other Therapies in NSCL
$INCY 20250711-Jefferies-Incyte Corp. (INCY) Opzelura Scripts Tracker Ended 0704； Scripts Pullback Across
$MLTX 20250711-Jefferies-MoonLake Immunotherapeutics (MLTX) IL_1723 mAbs Scripts Tracker Ending 0704； Pul
$PSMT 20250711-Jefferies-PriceSmart (PSMT) Growth accelerates， DD membership income growth， Chile expansi
$SMPL 20250711-Jefferies-Simply Good Foods (SMPL) A Bridge to Better Results
$SI 20250711-Jefferies-Supreme Industries (SI) Business Update； Volume Revival Expected
$VAR 20250711-Jefferies-Var Energi (VAR) First View： 2Q25 Strong Gas Realisations & 2H25 Strong Producti
$VRTX 20250711-Jefferies-Vertex (VRTX) Journavx _Tracker_ Script Calculator _ Scripts Down in Holiday Wee
$VIVT3 20250711-Jefferies-Vivo (VIVT3) Acquisition of 50％ of FiBrasil

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