[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 1096 followers Created: 2025-07-17 13:36:08 UTC $688608 20250715-HSBC-Bestechnic (688608) Initiate at Buy： Wearables are big and getting smarter $EHC 20250716-Barclays-Encompass Health (EHC) Down But Not Out $FIA1S 20250716-Barclays-Finnair (FIA1S) The price of optionality $FLNC 20250716-Barclays-Fluence Energy (FLNC) ：ITC or no ITC？ That is the question $OMC 20250716-Barclays-Omnicom Group Inc. (OMC) ：In line is better than feared $PGR 20250716-Barclays-Progressive Corp. (PGR) June Results： EPS well above estimates on continued stron $FNAC 20250716-Bernstein-Fnac Darty (FNAC) Fnac Darty Prévisions S1 XX ： CA probablement affecté par un e $INF 20250716-Bernstein-Informa (INF) Clone and conquer $WKL 20250716-Bernstein-Wolters Kluwer NV (WKL) Wolters Kluwer：Best_in_class model meets temporary headw $2256 20250716-CITI-Abbisko (2256) High Confidence in Irpagratinib； Raising TP to HK$17.5 $ACI 20250716-CITI-Albertsons Companies Inc (ACI) A Little More GM Pain Than Expected， but It Gets Bet $AA 20250716-CITI-Alcoa Corp (AA) 2Q25： Small EBITDA Beat； Tariff Math Neutral_To_Positive； Delays on $ASML 20250716-CITI-ASML Holding NV (ASML) ：2026 uncertainty weighs； more ？s and longer wait before grow $BIDU (BIDU) 2Q25E Preview： AI Search Transformation Further Impact Ad Revs $BAC 20250716-CITI-Bank of America Corp (BAC) 2Q25 Review– Fundamentals in Place After Cutting Through $CAR 20250716-CITI-CAR Group Ltd (CAR) Checking in on the US： Market conditions still tough， but we s $DFIR 20250716-CITI-DFI Retail (DFIR) Value unlocking upon transformation $GGBR4 20250716-CITI-Gerdau (GGBR4) Transfer of coverage： Glass Half Full Discussion， Keep Buy $069960 20250716-CITI-Hyundai Department Store (069960) Likely to deliver 2Q expectation， raising TP $JBHT 20250716-CITI-JB Hunt Transport Services (JBHT) 2Q25 Earnings： Equip. utilization and yields und $JNJ 20250716-CITI-Johnson & Johnson (JNJ) Hurdling Past 2Q25 with a Strong 2H25 Setup $0179 20250716-CITI-Johnson Electric (0179) Raise TP to HK$29 for Strengthening Operation in Humanoid R $LTEH 20250716-CITI-L&T Technology Services (LTEH) ：Weak Quarter； Maintain Sell $023530 20250716-CITI-Lotte Shopping (023530) Likely 2Q Miss， Yet Annual Guidance Still Valid $MS 20250716-CITI-Morgan Stanley (MS) 2Q25 Review–Another Strong， Uneventful Quarter； Reit Neutral As $NRG 20250716-CITI-NRG (NRG) Data Center_Driven Growth via Multiple Monetization Channels， Buy $002624 20250716-CITI-Perfect World (002624) ：Inline 1H25 Preliminary Results； Neverness to Everness Awaits； N $278470 20250716-CITI-PR Corp (278470) Likely 2Q25 Beat， Stronger July Performance in US Amazon $QRES 20250716-CITI-QL Resources (QRES) Initiation： Non_consensus Sell， Expect Earnings Decline in FY26 $QXO 20250716-CITI-QXO Inc (QXO) A Unique Roll_Up Opportunity in Building Products Distribution； Ini 20250716-CITI-Rio Tinto RIO.L) JunQ prodn in_line， new Pilbara product strategy unveiled $005930 20250716-CITI-Samsung Electronics (005930) Opening Upside Catalyst Watch： Potential Tailwinds from F $NOW 20250716-CITI-ServiceNow， Inc. (NOW) Slight Beat + Continued AI Adoption $TEML 20250716-CITI-Tech Mahindra (TEML) Revenues Below； EBIT Inline； Valuations at Par with TCSINFY $0780 20250716-CITI-Tongcheng Travel Holdings (0780) 2Q25E Likely in Line； Resilient Hotel Outlook in $WVE 20250716-CITI-Wave Life Sciences (WVE) Poised to Make Waves with Several Upcoming Data Readouts； $2400 20250716-CITI-XD (2400) ：Etheria Performance Largely Priced In； DG to NeutralHR at HK$52 $CX 20250716-Goldman Sachs-Cemex SAB (CX) 2Q25 Preview： Updating PT； Remain Buy Rated $035720 20250716-Goldman Sachs-Kakao Corp. (035720) On the cusp of AI transformation； reinstate Kakao at Buy $BID 20250716-HSBC-Bidcorp Limited (BID) Buy：Warm weather fails to boost UK consumer spend $039030 20250716-HSBC-EO Technics (039030) Upgrade to Buy： Ready for new growth $AEGN 20250716-J.P. Morgan-Aegon (AEGN) 1H25 Preview： reiterating OW on attractive relative valuation； bu $AA 20250716-J.P. Morgan-Alcoa (AA) 2Q Results： Beat Ahead of Continued Tariff Overhang and San Ciprian $ANTO 20250716-J.P. Morgan-Antofagasta (ANTO) ：H1’25 results Preview (14 August)： 2025 guidance broadly u $BMWG 20250716-J.P. Morgan-BMW (BMWG) Capital markets day feedback $C 20250716-J.P. Morgan-Citigroup Inc. (C) Mixed 2Q： Strong Trading， IB But Weak Wealth Segment， Credi $2579 20250716-J.P. Morgan-Coca_Cola Bottlers Japan Holdings (2579) Positive on steady progress in price $ETN 20250716-J.P. Morgan-Eaton (ETN) Our Take on Recent Acquisition & XXX on HVDC $4523 20250716-J.P. Morgan-Eisai (4523) We expect a decent start for US Leqembi in April_June $EVN 20250716-J.P. Morgan-Evolution Mining Ltd. (EVN) ：JunQ25： Decent final Q and FY26 guidance in the  XX engagements  **Related Topics** [$omc](/topic/$omc) [$itcbo](/topic/$itcbo) [coins energy](/topic/coins-energy) [$fia1s](/topic/$fia1s) [$ehc](/topic/$ehc) [$flnc](/topic/$flnc) [omnicom group inc](/topic/omnicom-group-inc) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/WhatMarketMind/status/1945839940274942351)
[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 1096 followers
Created: 2025-07-17 13:36:08 UTC
$688608 20250715-HSBC-Bestechnic (688608) Initiate at Buy： Wearables are big and getting smarter $EHC 20250716-Barclays-Encompass Health (EHC) Down But Not Out $FIA1S 20250716-Barclays-Finnair (FIA1S) The price of optionality $FLNC 20250716-Barclays-Fluence Energy (FLNC) ：ITC or no ITC？ That is the question $OMC 20250716-Barclays-Omnicom Group Inc. (OMC) ：In line is better than feared $PGR 20250716-Barclays-Progressive Corp. (PGR) June Results： EPS well above estimates on continued stron $FNAC 20250716-Bernstein-Fnac Darty (FNAC) Fnac Darty Prévisions S1 XX ： CA probablement affecté par un e $INF 20250716-Bernstein-Informa (INF) Clone and conquer $WKL 20250716-Bernstein-Wolters Kluwer NV (WKL) Wolters Kluwer：Best_in_class model meets temporary headw $2256 20250716-CITI-Abbisko (2256) High Confidence in Irpagratinib； Raising TP to HK$17.5 $ACI 20250716-CITI-Albertsons Companies Inc (ACI) A Little More GM Pain Than Expected， but It Gets Bet $AA 20250716-CITI-Alcoa Corp (AA) 2Q25： Small EBITDA Beat； Tariff Math Neutral_To_Positive； Delays on $ASML 20250716-CITI-ASML Holding NV (ASML) ：2026 uncertainty weighs； more ？s and longer wait before grow $BIDU (BIDU) 2Q25E Preview： AI Search Transformation Further Impact Ad Revs $BAC 20250716-CITI-Bank of America Corp (BAC) 2Q25 Review– Fundamentals in Place After Cutting Through $CAR 20250716-CITI-CAR Group Ltd (CAR) Checking in on the US： Market conditions still tough， but we s $DFIR 20250716-CITI-DFI Retail (DFIR) Value unlocking upon transformation $GGBR4 20250716-CITI-Gerdau (GGBR4) Transfer of coverage： Glass Half Full Discussion， Keep Buy $069960 20250716-CITI-Hyundai Department Store (069960) Likely to deliver 2Q expectation， raising TP $JBHT 20250716-CITI-JB Hunt Transport Services (JBHT) 2Q25 Earnings： Equip. utilization and yields und $JNJ 20250716-CITI-Johnson & Johnson (JNJ) Hurdling Past 2Q25 with a Strong 2H25 Setup $0179 20250716-CITI-Johnson Electric (0179) Raise TP to HK$29 for Strengthening Operation in Humanoid R $LTEH 20250716-CITI-L&T Technology Services (LTEH) ：Weak Quarter； Maintain Sell $023530 20250716-CITI-Lotte Shopping (023530) Likely 2Q Miss， Yet Annual Guidance Still Valid $MS 20250716-CITI-Morgan Stanley (MS) 2Q25 Review–Another Strong， Uneventful Quarter； Reit Neutral As $NRG 20250716-CITI-NRG (NRG) Data Center_Driven Growth via Multiple Monetization Channels， Buy $002624 20250716-CITI-Perfect World (002624) ：Inline 1H25 Preliminary Results； Neverness to Everness Awaits； N $278470 20250716-CITI-PR Corp (278470) Likely 2Q25 Beat， Stronger July Performance in US Amazon $QRES 20250716-CITI-QL Resources (QRES) Initiation： Non_consensus Sell， Expect Earnings Decline in FY26 $QXO 20250716-CITI-QXO Inc (QXO) A Unique Roll_Up Opportunity in Building Products Distribution； Ini 20250716-CITI-Rio Tinto RIO.L) JunQ prodn in_line， new Pilbara product strategy unveiled $005930 20250716-CITI-Samsung Electronics (005930) Opening Upside Catalyst Watch： Potential Tailwinds from F $NOW 20250716-CITI-ServiceNow， Inc. (NOW) Slight Beat + Continued AI Adoption $TEML 20250716-CITI-Tech Mahindra (TEML) Revenues Below； EBIT Inline； Valuations at Par with TCSINFY $0780 20250716-CITI-Tongcheng Travel Holdings (0780) 2Q25E Likely in Line； Resilient Hotel Outlook in $WVE 20250716-CITI-Wave Life Sciences (WVE) Poised to Make Waves with Several Upcoming Data Readouts； $2400 20250716-CITI-XD (2400) ：Etheria Performance Largely Priced In； DG to NeutralHR at HK$52 $CX 20250716-Goldman Sachs-Cemex SAB (CX) 2Q25 Preview： Updating PT； Remain Buy Rated $035720 20250716-Goldman Sachs-Kakao Corp. (035720) On the cusp of AI transformation； reinstate Kakao at Buy $BID 20250716-HSBC-Bidcorp Limited (BID) Buy：Warm weather fails to boost UK consumer spend $039030 20250716-HSBC-EO Technics (039030) Upgrade to Buy： Ready for new growth $AEGN 20250716-J.P. Morgan-Aegon (AEGN) 1H25 Preview： reiterating OW on attractive relative valuation； bu $AA 20250716-J.P. Morgan-Alcoa (AA) 2Q Results： Beat Ahead of Continued Tariff Overhang and San Ciprian $ANTO 20250716-J.P. Morgan-Antofagasta (ANTO) ：H1’25 results Preview (14 August)： 2025 guidance broadly u $BMWG 20250716-J.P. Morgan-BMW (BMWG) Capital markets day feedback $C 20250716-J.P. Morgan-Citigroup Inc. (C) Mixed 2Q： Strong Trading， IB But Weak Wealth Segment， Credi $2579 20250716-J.P. Morgan-Coca_Cola Bottlers Japan Holdings (2579) Positive on steady progress in price $ETN 20250716-J.P. Morgan-Eaton (ETN) Our Take on Recent Acquisition & XXX on HVDC $4523 20250716-J.P. Morgan-Eisai (4523) We expect a decent start for US Leqembi in April_June $EVN 20250716-J.P. Morgan-Evolution Mining Ltd. (EVN) ：JunQ25： Decent final Q and FY26 guidance in the
XX engagements
Related Topics $omc $itcbo coins energy $fia1s $ehc $flnc omnicom group inc stocks communication services