Dark | Light
[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.]

![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1103 followers
Created: 2025-07-17 13:33:12 UTC


$002028 20250713-J.P. Morgan-Sieyuan Electric_A (002028) First Take: 2Q25 profit surged by 》50% yoy, a beat
$APA 20250713-Jefferies-APA Corp (APA) Cost_Focused; 2Q Preview
$4503 20250713-Jefferies-Astellas Pharma (4503) Updating Estimates, Reiterating Hold
$ADP 20250713-Jefferies-Automatic Data Processing (ADP) F4Q25 Preview: See a Balanced RiskReward Setup
$BBIO 20250713-Jefferies-BridgeBio (BBIO) Phase III Study in LGMD Rare Muscle Disease Should Succeed in H
$COP 20250713-Jefferies-ConocoPhillips Corporation  (COP) Compounding Efficiencies; 2Q Preview
$DAY 20250713-Jefferies-Dayforce (DAY) 2Q25 Preview: Qtr Likely Solid, Debate Around Shape of FY25 DF Co
$DAL 20250713-Jefferies-Delta Air Lines (DAL) :Keeping the Main Thing, The Main Thing
$DMART 20250713-Jefferies-DMart (DMART) Lacklustre Start to the Year
$6862 20250713-Jefferies-Haidilao (6862) 1H25 Preview
$LEGN 20250713-Jefferies-Legend Biotech (LEGN) We Estimate Carvykti Q2 WW Sales at $413_435M (vs $415M Co
$PAYC 20250713-Jefferies-Paycom (PAYC) 2Q25 Preview: Expecting a Steady Eddie Quarter
$PCTY 20250713-Jefferies-Paylocity (PCTY) F4Q25 Preview: Expecting a Clean F4Q; FY26 Guidance the Key Deb
$TWLO 20250713-Jefferies-Twilio (TWLO) 2Q25 Preview: Still Gas Left in the Tank
$ITSA4 20250713-UBS-Itausa (ITSA4) Slightly raising PT to R$13.30share; maintain Buy
$002602 20250714-CITI-Century Huatong (002602) Unparalleled Traction for WOSKingshot Backed by Solid 1H Guidan
$CBAV3 20250714-CITI-Companhia Brasileira de Aluminio  (CBAV3)  2Q25 Preview: softer on lower aluminium pr
$NEKG 20250714-CITI-Nemetschek  (NEKG)  C2Q25 preview: Stable demand and subscription transition tailwind
$NDXG 20250714-CITI-Nordex SE  (NDXG)  Remain Buyers on 2026 margin upside, TP to EUR22
$1111 20250714-CITI-Saudi Tadawul Group Holding   (1111)   Expect Muted 2Q25 Results; Reiterate Downside 
$6110 20250714-CITI-Topsports (6110) :Adding Upside 30_Day Catalyst Watch
$WRT1V 20250714-CITI-Wartsila  (WRT1V)  Energy potential upside, Marine potential downside_Neutral
$WING 20250714-CITI-Wingstop Inc  (WING)  Setting the Table for 2Q25: Mind the Comp Gap to 2H
$ABEV 20250714-Goldman Sachs-Ambev  (ABEV) : 2Q25 Earnings Preview; Uneventful
$ABI 20250714-Goldman Sachs-Anheuser_Busch InBev  (ABI)  Expect robust Q2, with upgrade to estimates fro
$BILI 20250714-Goldman Sachs-Bilibili Inc.  (BILI) Investor Day 2025: Confidence to deliver above industr
$CCH 20250714-Goldman Sachs-Coca_Cola HBC AG  (CCH) Margin recovery in Nigeria overlooked; reiterate Buy
$NBIS 20250714-Goldman Sachs-Nebius Group  (NBIS)   AI infrastructure pure play with differentiated full 
$6752 20250714-Goldman Sachs-Panasonic HD  (6752) : Reports: Kansas plant production plan revised, project
$002916 20250714-Goldman Sachs-Shennan Circuits  (002916) : 2Q Preview: AI PCB to drive a solid 2Q; BT price h
$SGXL 20250714-Goldman Sachs-Singapore Exchange  (SGXL) : 2HFY25 preview: Earnings growth to moderate int
$ASK 20250714-J.P. Morgan-Abacus Storage King (ASK)  PSA and Kirsh Group bump up bid price to $XXXX ps; 
$ALEP 20250714-J.P. Morgan-Allegro (ALEP) Placing on Positive CW into 2Q25 results
$AMA 20250714-J.P. Morgan-Amadeus (AMA) :Expert call highlights NDC shift can create fee pressure  in so
$AMGN 20250714-J.P. Morgan-Amgen Inc (AMGN) 2Q Preview_Expecting Relatively In_Line Quarter, Focus Remain
$ASMI 20250714-J.P. Morgan-ASM International (ASMI) 2Q25 Preview: Underlying order growth dampened by cur
$BYD 20250714-J.P. Morgan-Boyd Gaming Corporation (BYD) 2Q25 Preview and Model Tweaks for Announced Sale
$BNRGn 20250714-J.P. Morgan-Brenntag SE (BNRGn)   Profit warning worse than expected
$CAI 20250714-J.P. Morgan-Caris Life Sciences (CAI)   Crosswalked to Profitable Growth with Pipeline Ass
$CLF 20250714-J.P. Morgan-Cleveland_Cliffs (CLF) : Moving to a Neutral Rating and a $XXXX Price Target  
$DTG0n 20250714-J.P. Morgan-Daimler Truck Holding AG (DTG0n) Clear Action Plan to Transform the Cost Base:
$DNB 20250714-J.P. Morgan-DNB Bank ASA (DNB) Model update post Q2
$EPIRa 20250714-J.P. Morgan-Epiroc (EPIRa) Updated Q2’25 Preview: Consensus largely unchanged; still expec
$FER 20250714-J.P. Morgan-Ferrovial (FER)  Latest TomTom data shows slightly downwards trend m m in June
$FER 20250714-J.P. Morgan-Ferrovial (FER) Expect group EBITDA up 6% yy
$FMTY14 20250714-J.P. Morgan-Fibra Monterrey (FMTY14) “Near” and Dear to Industrial Growth with Governance 
$FRAG 20250714-J.P. Morgan-Fraport (FRAG) Q2 EBITDA to be up 7.7% yy
$ITV 20250714-J.P. Morgan-ITV (ITV) :H1 preview; trim FY ad growth from _3% to _4% to  reflect ongoing ma
$KPN 20250714-J.P. Morgan-KPN (KPN)  Stable pricing environment with KPN benefitting from fibre transiti
$NEKG 20250714-J.P. Morgan-Nemetschek (NEKG) Q225 preview_Expect continuation of recent trends: Multi_yea

![](https://pbs.twimg.com/card_img/1943553145935917056/yssRCiTI?format=jpg&name=800x419)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945839203914543418/c:line.svg)

**Related Topics**
[$apa](/topic/$apa)
[stocks energy](/topic/stocks-energy)
[$adp](/topic/$adp)
[automatic data processing](/topic/automatic-data-processing)
[stocks industrials](/topic/stocks-industrials)
[$bbio](/topic/$bbio)

[Post Link](https://x.com/WhatMarketMind/status/1945839203914543418)

[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.]

WhatMarketMind Avatar WhatMarketMinds @WhatMarketMind on x 1103 followers Created: 2025-07-17 13:33:12 UTC

$002028 20250713-J.P. Morgan-Sieyuan Electric_A (002028) First Take: 2Q25 profit surged by 》50% yoy, a beat $APA 20250713-Jefferies-APA Corp (APA) Cost_Focused; 2Q Preview $4503 20250713-Jefferies-Astellas Pharma (4503) Updating Estimates, Reiterating Hold $ADP 20250713-Jefferies-Automatic Data Processing (ADP) F4Q25 Preview: See a Balanced RiskReward Setup $BBIO 20250713-Jefferies-BridgeBio (BBIO) Phase III Study in LGMD Rare Muscle Disease Should Succeed in H $COP 20250713-Jefferies-ConocoPhillips Corporation (COP) Compounding Efficiencies; 2Q Preview $DAY 20250713-Jefferies-Dayforce (DAY) 2Q25 Preview: Qtr Likely Solid, Debate Around Shape of FY25 DF Co $DAL 20250713-Jefferies-Delta Air Lines (DAL) :Keeping the Main Thing, The Main Thing $DMART 20250713-Jefferies-DMart (DMART) Lacklustre Start to the Year $6862 20250713-Jefferies-Haidilao (6862) 1H25 Preview $LEGN 20250713-Jefferies-Legend Biotech (LEGN) We Estimate Carvykti Q2 WW Sales at $413_435M (vs $415M Co $PAYC 20250713-Jefferies-Paycom (PAYC) 2Q25 Preview: Expecting a Steady Eddie Quarter $PCTY 20250713-Jefferies-Paylocity (PCTY) F4Q25 Preview: Expecting a Clean F4Q; FY26 Guidance the Key Deb $TWLO 20250713-Jefferies-Twilio (TWLO) 2Q25 Preview: Still Gas Left in the Tank $ITSA4 20250713-UBS-Itausa (ITSA4) Slightly raising PT to R$13.30share; maintain Buy $002602 20250714-CITI-Century Huatong (002602) Unparalleled Traction for WOSKingshot Backed by Solid 1H Guidan $CBAV3 20250714-CITI-Companhia Brasileira de Aluminio (CBAV3) 2Q25 Preview: softer on lower aluminium pr $NEKG 20250714-CITI-Nemetschek (NEKG) C2Q25 preview: Stable demand and subscription transition tailwind $NDXG 20250714-CITI-Nordex SE (NDXG) Remain Buyers on 2026 margin upside, TP to EUR22 $1111 20250714-CITI-Saudi Tadawul Group Holding (1111) Expect Muted 2Q25 Results; Reiterate Downside $6110 20250714-CITI-Topsports (6110) :Adding Upside 30_Day Catalyst Watch $WRT1V 20250714-CITI-Wartsila (WRT1V) Energy potential upside, Marine potential downside_Neutral $WING 20250714-CITI-Wingstop Inc (WING) Setting the Table for 2Q25: Mind the Comp Gap to 2H $ABEV 20250714-Goldman Sachs-Ambev (ABEV) : 2Q25 Earnings Preview; Uneventful $ABI 20250714-Goldman Sachs-Anheuser_Busch InBev (ABI) Expect robust Q2, with upgrade to estimates fro $BILI 20250714-Goldman Sachs-Bilibili Inc. (BILI) Investor Day 2025: Confidence to deliver above industr $CCH 20250714-Goldman Sachs-Coca_Cola HBC AG (CCH) Margin recovery in Nigeria overlooked; reiterate Buy $NBIS 20250714-Goldman Sachs-Nebius Group (NBIS) AI infrastructure pure play with differentiated full $6752 20250714-Goldman Sachs-Panasonic HD (6752) : Reports: Kansas plant production plan revised, project $002916 20250714-Goldman Sachs-Shennan Circuits (002916) : 2Q Preview: AI PCB to drive a solid 2Q; BT price h $SGXL 20250714-Goldman Sachs-Singapore Exchange (SGXL) : 2HFY25 preview: Earnings growth to moderate int $ASK 20250714-J.P. Morgan-Abacus Storage King (ASK) PSA and Kirsh Group bump up bid price to $XXXX ps; $ALEP 20250714-J.P. Morgan-Allegro (ALEP) Placing on Positive CW into 2Q25 results $AMA 20250714-J.P. Morgan-Amadeus (AMA) :Expert call highlights NDC shift can create fee pressure in so $AMGN 20250714-J.P. Morgan-Amgen Inc (AMGN) 2Q Preview_Expecting Relatively In_Line Quarter, Focus Remain $ASMI 20250714-J.P. Morgan-ASM International (ASMI) 2Q25 Preview: Underlying order growth dampened by cur $BYD 20250714-J.P. Morgan-Boyd Gaming Corporation (BYD) 2Q25 Preview and Model Tweaks for Announced Sale $BNRGn 20250714-J.P. Morgan-Brenntag SE (BNRGn) Profit warning worse than expected $CAI 20250714-J.P. Morgan-Caris Life Sciences (CAI) Crosswalked to Profitable Growth with Pipeline Ass $CLF 20250714-J.P. Morgan-Cleveland_Cliffs (CLF) : Moving to a Neutral Rating and a $XXXX Price Target
$DTG0n 20250714-J.P. Morgan-Daimler Truck Holding AG (DTG0n) Clear Action Plan to Transform the Cost Base: $DNB 20250714-J.P. Morgan-DNB Bank ASA (DNB) Model update post Q2 $EPIRa 20250714-J.P. Morgan-Epiroc (EPIRa) Updated Q2’25 Preview: Consensus largely unchanged; still expec $FER 20250714-J.P. Morgan-Ferrovial (FER) Latest TomTom data shows slightly downwards trend m m in June $FER 20250714-J.P. Morgan-Ferrovial (FER) Expect group EBITDA up 6% yy $FMTY14 20250714-J.P. Morgan-Fibra Monterrey (FMTY14) “Near” and Dear to Industrial Growth with Governance $FRAG 20250714-J.P. Morgan-Fraport (FRAG) Q2 EBITDA to be up 7.7% yy $ITV 20250714-J.P. Morgan-ITV (ITV) :H1 preview; trim FY ad growth from _3% to _4% to reflect ongoing ma $KPN 20250714-J.P. Morgan-KPN (KPN) Stable pricing environment with KPN benefitting from fibre transiti $NEKG 20250714-J.P. Morgan-Nemetschek (NEKG) Q225 preview_Expect continuation of recent trends: Multi_yea

XX engagements

Engagements Line Chart

Related Topics $apa stocks energy $adp automatic data processing stocks industrials $bbio

Post Link

post/tweet::1945839203914543418
/post/tweet::1945839203914543418