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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1120 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

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XX engagements

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