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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1094 followers
Created: 2025-07-18 10:07:01 UTC


$ESSITYB 20250717-J.P. Morgan-Essity (ESSITYB) Model update post Q225： EPS25 cut by 2％
$EVO 20250717-J.P. Morgan-Evolution Gaming (EVO) Model update： Estimates broadly unchanged post Q2，  PT 
$EVO 20250717-J.P. Morgan-Evolution Gaming (EVO) ：Q2 a touch better (though momentum still challenged)， 
$F3T1 20250717-J.P. Morgan-Ferretti Group (F3T1) ：Q2H1 XX preview and changes to estimates
$FER 20250717-J.P. Morgan-Ferrovial (FER) 407_ETR： Traffic 5％ above 2019 and EBITDA 7％ above JPMe； the E
$GMD 20250717-J.P. Morgan-Genesis Minerals (GMD) JunQ25： Solid final Q vs our numbers
$HPE 20250717-J.P. Morgan-Hewlett Packard Enterprise (HPE) Networking Transformation & Optionality into 
$LRE 20250717-J.P. Morgan-Lancashire (LRE) Updating estimates ahead of 1H25 results
$2015 20250717-J.P. Morgan-Li Auto (2015) Our take on the 10％ stock rally today
$LONN 20250717-J.P. Morgan-Lonza Group AG (LONN) 1H’25 Consensus Comparison： JPMe 2％ ahead on  Core EBITDA
$MNG 20250717-J.P. Morgan-M&G plc (MNG) Minor model change and updated 1H25 forecasts
$MMC 20250717-J.P. Morgan-Marsh & McLennan (MMC) Margins Robust， Top_Line Growth Slowing
$MPL 20250717-J.P. Morgan-Medibank Private Limited (MPL) FY25 preview： Downgrade to Neutral； low rate in
$METSO 20250717-J.P. Morgan-Metso Corporation (METSO) Updated Q2’25 Preview： Close to consensus on all lin
$MUVGn 20250717-J.P. Morgan-Munich Re (MUVGn) Updating estimates ahead of Q2 XX
$NHF 20250717-J.P. Morgan-NIB Holdings Limited (NHF) ：FY25 earnings preview： Very strong ARHI trends and
$N91 20250717-J.P. Morgan-Ninety One (N91) Model update post Q1 XX AuM
$NOVN 20250717-J.P. Morgan-Novartis (NOVN) 2Q’25 First Take： Solid 2％ beat on Core EPS， with 2025 Core Ope
$PEP 20250717-J.P. Morgan-PepsiCo (PEP) Beat 2Q25 on Better_than_Feared Snacks and International Momentu
$PEP 20250717-J.P. Morgan-PepsiCo (PEP) ：Increasing Permissibility： Updating our Model Post  2Q25
$PUBP 20250717-J.P. Morgan-Publicis Groupe (PUBP) Really？ PUB down 6％ on a beat and raise ... what went w
$R3NK 20250717-J.P. Morgan-RENK (R3NK) Q2 XX pre_close call was upbeat， reinforces our positive view
$RS1R 20250717-J.P. Morgan-RS GROUP PLC (RS1R) 1Q26 organic growth a touch below expectations with tempora
$SAMPO 20250717-J.P. Morgan-Sampo (SAMPO) 2Q25 Preview： Positive claims trends expected but buyback unlike
$SASY 20250717-J.P. Morgan-Sanofi (SASY) ：2Q’25 consensus comparison： expect solid results with  JPMe mod
$UHR 20250717-J.P. Morgan-Swatch Group (UHR) ：Feedback from H1 XX conference call and model  update： we c
$TEL2B 20250717-J.P. Morgan-Tele2 (TEL2B) Q2’25： 6％ ahead on EBITDAaL from transformation plan. 2025 EBITD
$RIG 20250717-J.P. Morgan-Transocean (RIG) ：July Fleet Status Report： Sub_$400K Deepwater Floater  Award
$TRV 20250717-J.P. Morgan-Travelers Cos (TRV) Results Strong Overall， with Weak Premiums and Softer Pric
$29M 20250717-Jefferies-29Metals (29M) 2Q25 – Closer to Clarity
$360ONE 20250717-Jefferies-360 One (360ONE) 1QFY26 Results： Strong MTM Gains Lift ARR； Net Inflows Can Impr
$AAVAS 20250717-Jefferies-Aavas (AAVAS) Loan Growth Pick Up the Key； Reinstate with Buy
$AXSB 20250717-Jefferies-Axis Bank (AXSB) 1QFY26： Asset Quality Disappoints； Expect Trends to Stabilise
20250717-Jefferies-Biotechnology：Pluvicto's Continued Sales Growth Remains (+) for Radiopharmaceutic
$CAR 20250717-Jefferies-CAR Group (CAR) ：An Orderly Transition
$CFG 20250717-Jefferies-Citizens Financial Group (CFG) ：2Q'25 Earnings： Positive Momentum For Loans  and
$EVRG 20250717-Jefferies-Evergy (EVRG) KS GRC Settlement Constructive Enough but Déjà Vu Weak 2Q EPS Setu
$FITB 20250717-Jefferies-Fifth Third Bancorp (FITB) 2Q Earnings： Positive '25 Guide， but Solar Originatio
$GPRK 20250717-Jefferies-Geopark Limited  (GPRK) Re_Grouping to Bounce Back
$HASI 20250717-Jefferies-HA Sustainable Infrastructure (HASI) HASI HASI (HASI)  All， But Market Still Underval
$HDFCAMC 20250717-Jefferies-HDFC AMC (HDFCAMC) 1QFY26 Results： MTM Gains & Flows Lift Growth
$IH 20250717-Jefferies-IHCL (IH) Decent performance in turbulent qtr
$Suzhou 20250717-Jefferies-InnoScience  (Suzhou)  Technology Holding Co.， Ltd.  (Suzhou) A Pure GaN Play： Right
$LULU 20250717-Jefferies-Lululemon Athletica (LULU) RED ALERT…More New Products Direct To Outlet
$MDLZ 20250717-Jefferies-Mondelez (MDLZ) Europe Demand Holding， Cocoa Outlook Improving， Upgrade to BUY
$NRG 20250717-Jefferies-NRG Energy (NRG) No Nuclear， No Problem—Still Our Favorite IPP
$POLYCAB 20250717-Jefferies-Polycab India Limited  (POLYCAB) Highest Ever Q1 Sales and Profit； Key Pick
$WEC 20250717-Jefferies-WEC Energy Group Inc  (WEC) Large Customers Drive Fall Update， 2Q25 Preview； Hol
$0288 20250717-Jefferies-WH Group Ltd  (0288) 2Q25 review； PT lift to HK$8.9， Buy
$WPRO 20250717-Jefferies-Wipro (WPRO) Improving outlook but upside capped； UPF

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**Related Topics**
[$f3t1](/topic/$f3t1)
[momentum](/topic/momentum)
[evo](/topic/evo)
[gaming](/topic/gaming)
[$evo](/topic/$evo)
[$essityb](/topic/$essityb)

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