[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.]  WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1102 followers Created: 2025-07-17 13:31:10 UTC $VOW3 20250711-Jefferies-VW (VOW3) Q2 Preview _ Mixed and Slow_Moving $VAR 20250711-Jefferies-V？r Energi (VAR) VAR Production Ramp_up Can Start an AKRBP Valuation Catch up $BRMS 20250711-Nomura-Bumi Resources Minerals (BRMS) Big undeveloped gold and copper assets $600415 20250711-Nomura-China Commodities City (600415) _World's supermarket_ on a digital drive $TOWR 20250711-Nomura-Sarana Menara Nusantara (TOWR) Adjust FY25_27F earnings by _2.3_5.7％ $AVANZ 20250711-UBS-Avanza (AVANZ) Premium valuation with signs of slowdown. Sell $BIIB 20250711-UBS-Biogen Inc (BIIB) Presymptomatic AD _ challenging market opportunity， but KOL check s $BMY 20250711-UBS-Bristol_Myers Squibb (BMY) 2Q25 Preview： Limited surprises expected with forecasts in $CAPP 20250711-UBS-Capgemini (CAPP) WNS： A case of choosing fight rather than flight $4568 20250711-UBS-Daiichi Sankyo (4568) APAC Focus： Reaffirming high_growth scenario with anti_cancer dru $DNB 20250711-UBS-DNB (DNB) Lowering forecasts with further 10％ earnings decline ahead as rates normalis $DLTR 20250711-UBS-Dollar Tree (DLTR) Highlights from Our Meetings with DLTR's Management $EFGN 20250711-UBS-EFG International (EFGN) H1 XX Preview： AuM stability needed， consistent execution ex $ENGN 20250711-UBS-enGene Holdings Inc (ENGN) 2Q25： Eyes on LEGEND Pivotal Data Update in 2H25 $NOVOb 20250711-UBS-Novo Nordisk (NOVOb) Weekly GLP_1 prescription trends $PAYT 20250711-UBS-One97 communications (PAYT) PAT breakeven likely in Q1 FY26E $REGN 20250711-UBS-Regeneron Pharmaceuticals Inc (REGN) 2Q25 Preview_Potential relief with Eylea franchis $4681 20250711-UBS-Resorttrust (4681) LTV beginning to expand， upgrading to Buy $3391 20250711-UBS-Tsuruha Holdings (3391) Earnings update： Focus on showing merger synergies $VONN 20250711-UBS-Vontobel (VONN) H1 XX Preview： Private Clients seeing strong momentum， cost program in $300624 20250711-UBS-Wondershare Technology Group (300624) Riding AI video tailwinds， but near_term upside pri $ETEA 20250712-Goldman Sachs-Eternal Ltd. (ETEA) 1QFY26 preview： Earnings moving in the right direction； $6805 20250712-Goldman Sachs-Fositek (6805) ： Mgmt. call： ASIC AI servers to drive liquid cooling busine $300627 20250712-Goldman Sachs-Huace Navigation (300627) Mgmt. Call takeaways： Satellite navigation to Auton $002230 20250712-Goldman Sachs-iFlytek (002230) 2Q25 NI guidance miss on AI model development， revenues to gr  XXX engagements  **Related Topics** [$towr](/topic/$towr) [$brms](/topic/$brms) [$var](/topic/$var) [$vow3](/topic/$vow3) [Post Link](https://x.com/WhatMarketMind/status/1945838690183635081)
[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.]
WhatMarketMinds @WhatMarketMind on x 1102 followers
Created: 2025-07-17 13:31:10 UTC
$VOW3 20250711-Jefferies-VW (VOW3) Q2 Preview _ Mixed and Slow_Moving $VAR 20250711-Jefferies-V？r Energi (VAR) VAR Production Ramp_up Can Start an AKRBP Valuation Catch up $BRMS 20250711-Nomura-Bumi Resources Minerals (BRMS) Big undeveloped gold and copper assets $600415 20250711-Nomura-China Commodities City (600415) World's supermarket on a digital drive $TOWR 20250711-Nomura-Sarana Menara Nusantara (TOWR) Adjust FY25_27F earnings by _2.3_5.7％ $AVANZ 20250711-UBS-Avanza (AVANZ) Premium valuation with signs of slowdown. Sell $BIIB 20250711-UBS-Biogen Inc (BIIB) Presymptomatic AD _ challenging market opportunity， but KOL check s $BMY 20250711-UBS-Bristol_Myers Squibb (BMY) 2Q25 Preview： Limited surprises expected with forecasts in $CAPP 20250711-UBS-Capgemini (CAPP) WNS： A case of choosing fight rather than flight $4568 20250711-UBS-Daiichi Sankyo (4568) APAC Focus： Reaffirming high_growth scenario with anti_cancer dru $DNB 20250711-UBS-DNB (DNB) Lowering forecasts with further 10％ earnings decline ahead as rates normalis $DLTR 20250711-UBS-Dollar Tree (DLTR) Highlights from Our Meetings with DLTR's Management $EFGN 20250711-UBS-EFG International (EFGN) H1 XX Preview： AuM stability needed， consistent execution ex $ENGN 20250711-UBS-enGene Holdings Inc (ENGN) 2Q25： Eyes on LEGEND Pivotal Data Update in 2H25 $NOVOb 20250711-UBS-Novo Nordisk (NOVOb) Weekly GLP_1 prescription trends $PAYT 20250711-UBS-One97 communications (PAYT) PAT breakeven likely in Q1 FY26E $REGN 20250711-UBS-Regeneron Pharmaceuticals Inc (REGN) 2Q25 Preview_Potential relief with Eylea franchis $4681 20250711-UBS-Resorttrust (4681) LTV beginning to expand， upgrading to Buy $3391 20250711-UBS-Tsuruha Holdings (3391) Earnings update： Focus on showing merger synergies $VONN 20250711-UBS-Vontobel (VONN) H1 XX Preview： Private Clients seeing strong momentum， cost program in $300624 20250711-UBS-Wondershare Technology Group (300624) Riding AI video tailwinds， but near_term upside pri $ETEA 20250712-Goldman Sachs-Eternal Ltd. (ETEA) 1QFY26 preview： Earnings moving in the right direction； $6805 20250712-Goldman Sachs-Fositek (6805) ： Mgmt. call： ASIC AI servers to drive liquid cooling busine $300627 20250712-Goldman Sachs-Huace Navigation (300627) Mgmt. Call takeaways： Satellite navigation to Auton $002230 20250712-Goldman Sachs-iFlytek (002230) 2Q25 NI guidance miss on AI model development， revenues to gr
XXX engagements
