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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1098 followers
Created: 2025-07-17 13:34:32 UTC


$SAN 20250714-UBS-Santander (SAN) Sound medium_term narrative， path to guidance delivery needed to conso
$TKO 20250714-UBS-TKO Group Holdings， Inc. (TKO) 2Q Preview： Inching closer to the rights renewals
$VIST 20250714-UBS-Vista Energy SAB de CV (VIST) Re_scaling the growth plan
$WISEa 20250714-UBS-Wise (WISEa) FQ1 2026 Preview + UBS Evidence Lab Actives   Downloads  Take Rate forecas
$WAFGn 20250715-CITI-Siltronic AG (WAFGn) ：Adding Downside 30_Day Catalyst Watch
$CGF 20250715-Goldman Sachs-Challenger Ltd.  (CGF) Capital benefits & M&A remain key focus； FY26 NPBT gr
$CPU 20250715-Goldman Sachs-Computershare  (CPU)  FY26 consensus EPS expectations appear optimistic； FY2
$EONGn 20250715-Goldman Sachs-E.ON  (EONGn)  German regulatory draft suggests ROE ahead of consensus
$HCLT 20250715-Goldman Sachs-HCL Technologies Ltd.  (HCLT) Earnings Review： Margin guidance downgrade a n
$2331 20250715-Goldman Sachs-Li Ning Co.  (2331)  2Q25 in_line； Salesmargin pressure persists into 2H25； 
$ADCB 20250715-J.P. Morgan-Abu Dhabi Commercial Bank (ADCB)  2Q25 First Take： Solid operational delivery 
$ADEN 20250715-J.P. Morgan-Adecco (ADEN) ：Updated 2Q25 Preview： factoring some stabilizing trends but also
$AMPF 20250715-J.P. Morgan-Amplifon (AMPF) Q2’25 consensus comparison： JPMe in line on sales and 1％ ahead
$AMRZ 20250715-J.P. Morgan-Amrize (AMRZ) Unlocking Growth Potential in Building Materials； Initiating wit
$ASND 20250715-J.P. Morgan-Ascendis Pharma (ASND) Yorvi’s eGFR Benefit Sustained at X Years； Remain Bulli
$4503 20250715-J.P. Morgan-Astellas Pharma (4503) ：We expect solid 1Q FY2025 results， still monitoring Ize
$AVOL 20250715-J.P. Morgan-Avolta (AVOL) Checking_In for Q2 earnings
$BESI 20250715-J.P. Morgan-BE Semiconductor (BESI) 2Q25 Preview： Underlying estimates remain unchanged. C
$2202 20250715-J.P. Morgan-China Vanke_H (2202)  (2202)  net loss is no longer a surprise
$CRH 20250715-J.P. Morgan-CRH Plc (CRH) See scope for shares to catch_up into Q2； placing on Positive Ca
$EDPR 20250715-J.P. Morgan-EDP Renovaveis (EDPR) Slightly weak load factor， but not far from normal (1H25
$002747 20250715-J.P. Morgan-Estun Automation (002747) First Take：2Q25 nearing breakeven with Op_CF boost amid
$FAST 20250715-J.P. Morgan-Fastenal (FAST) 2Q Wrap： Raise Estimates on Tariff_Driven Price
$HCLT 20250715-J.P. Morgan-HCL Technologies (HCLT) AI deflation playing out through margin erosion； Dg to
$OR 20250715-J.P. Morgan-L'Oréal (OR) Q2H125 preview： updating our forecasts to reflect recent data
$2331 20250715-J.P. Morgan-Li Ning (2331) Weak 2Q25； cautious towards 2H； maintain UW
$688016 20250715-J.P. Morgan-MicroPort Endovastec (688016) 1H25 Profit Alert： Sales and Net Profit Decline Wit
$ONGC 20250715-J.P. Morgan-Oil and Natural Gas Corporation (ONGC) Comfortable valuations， limited oil exp
$OML 20250715-J.P. Morgan-oOh！media Limited (OML) wk_landing… but strong industry tailwinds remain
$OXB 20250715-J.P. Morgan-Oxford Biomedica (OXB) Evidence of execution needed to restore confidence in ac
$PRGO 20250715-J.P. Morgan-Perrigo Company (PRGO) ：2Q25 Preview： EPS Recovery Appears On Track
$RECI 20250715-J.P. Morgan-Recordati (RECI) Q2’25 Preview： JPMe an in_line Q2 on Revs， but miss on EBITDA
$7453 20250715-J.P. Morgan-RYOHIN KEIKAKU  (7453)  Domestic and overseas MUJI monthly sales trends (June X
$SATG 20250715-J.P. Morgan-Sartorius Group (SATG) 2Q’25 Cons. Comparison： JPMe 2％ ahead on ul EBITDA for 
$SOLB 20250715-J.P. Morgan-Solvay (SOLB) Joins the profit warning party. FY25 estimates should be largely
$STMPA 20250715-J.P. Morgan-STMicroelectronics (STMPA) ：2Q25 Preview： Re_stocking should result in better 
$TATE 20250715-J.P. Morgan-Tata Technologies (TATE)  Sounding optimistic， but has demand really improved？
$VERA 20250715-J.P. Morgan-Vera Therapeutics (VERA) Updated Thoughts & Key Takeaways from Our SF Investor
$CFR 20250715-Jefferies-Compagnie Financière Richemont SA (CFR) Andante， Ma Non Troppo
$DASH 20250715-Jefferies-DoorDash (DASH) From Feast to Fair Value； Downgrade to Hold
$FDR 20250715-Jefferies-Fluidra (FDR) Tariff Relief Drained by the Dollar
$MSFT 20250715-Jefferies-Microsoft (MSFT) Copilot in Command_Positive Feedback from XX Enterprises
$NFLX 20250715-Jefferies-Netflix (NFLX) Q2 Preview：Light Still Green
$IT 20250715-UBS-Gartner Inc (IT) Q2 Preview： Tough Backdrop Likely， but  Sentiment Seems Already There
$HUB 20250715-UBS-HUB24 (HUB) 4Q25 Update_edging ahead of the pack
$M 20250715-UBS-Macy's Inc (M)  UBS Evidence Lab inside： Survey Causes Us to Reiterate Our Sell Rating

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