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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1102 followers
Created: 2025-07-18 10:07:33 UTC


20250717-Jefferies-Wrap Stars： Trends in European Paper & Packaging Prices  (July) 
$090460 20250717-Nomura-BH (090460) Undervalued foldable panel supply chain
$6862 20250717-Nomura-Haidilao International Holding (6862) 1H25F earnings to decline on operating deleve
$ALGN 20250717-UBS-Align Technology Inc (ALGN) 2Q25 Preview： US Checks Suggest 2Q Looked Similar to 1Q； C
$BRPT 20250717-UBS-Barito Pacific (BRPT) Indonesia's leading renewable energy and  petrochemicals company
$DOM 20250717-UBS-Domino's Pizza Group (DOM) Looking for improvements post Q2； Reit Buy
$069960 20250717-UBS-Hyundai Department Store (069960) Our preferred pick in retail sector； raise PT to Won
$ISP 20250717-UBS-Intesa SanPaolo (ISP) Quality  (ISP)  at a reasonable price， volume momentum likely re
$JGS 20250717-UBS-JG Summit (JGS) Redirecting resources to more productive assets
$LEVI 20250717-UBS-Levi Strauss & Co (LEVI) Very Strong Report； Raise PT to $XX
$MAN 20250717-UBS-ManpowerGroup Inc (MAN) Q2 Wrap： Are Markets Stabilizing？
$8058 20250717-UBS-Mitsubishi Corporation (8058) Expanding the salmon farming business
$3283 20250717-UBS-Nippon Prologis REIT (3283) Reinforcing shareholder returns in changing conditions (Lik
$ORLY 20250717-UBS-O'Reilly Automotive， Inc. (ORLY) Firing On All Cylinders
$000660 20250717-UBS-SK Hynix (000660) Why HBM will be strong in 2026
$8960 20250717-UBS-United Urban (8960) Hotels are firm (like_for_like NOI monitor) 
$LTIM 20250718-Bernstein-LTIMindtree (LTIM) LTIMindtree Q1FY26： Steady quarter. Growth visibility improvi
$NESN 20250718-Bernstein-Nestle SA (NESN) Nestlé  (NESN) ： The Nestlé turnaround has returned to port，  
$7201 20250718-Bernstein-Nissan Motor Co Ltd (7201) Nissan： Will Nissan remain a fallen angel？
$GSK 20250718-Goldman Sachs-GSK Plc  (GSK)   Negative AdCom vote for Blenrep raises uncertainty on approv
$NFLX 20250718-Goldman Sachs-Netflix Inc.  (NFLX) Q2’25 Earnings Review： Compounded Operating Performance
$NOVN 20250718-Goldman Sachs-Novartis  (NOVN) Execution remains strong， focus likely to shift to replaceme
$PM 20250718-Goldman Sachs-Philip Morris International Inc.  (PM) Reiterate Buy ahead of Q2_See a favor
$BHP 20250718-J.P. Morgan-BHP (BHP) ：4Q25 First Take： Solid quarter， FY26 guidance in line，  Jansen cape
$EZJ 20250718-J.P. Morgan-easyJet (EZJ) Cutting estimates post Q3. Re_basing offers potential buying oppo
$IHTL 20250718-J.P. Morgan-Indian Hotels (IHTL) Burgeoning through a tough quarter； optimism unchanged
$JET2 20250718-J.P. Morgan-Jet2 (JET2) ：Jet2：Remain positive on growth and cash story. Guidance  may appea
$LTIM 20250718-J.P. Morgan-LTIMindtree Ltd (LTIM) ：Confident on growth and margin momentum
$NOKIA 20250718-J.P. Morgan-Nokia (NOKIA) 2Q25 Preview： Though mid_term positive potential remains， FX shi
$NOVN 20250718-J.P. Morgan-Novarti (NOVN) ：Continue to see upgrade potential， regardless of  Entresto US g
$SCTS 20250718-J.P. Morgan-Softcat (SCTS) ：Softcat，Consensus may face L_MSD％ downside to better  reflect l
$TEL2b 20250718-J.P. Morgan-Tele2 (TEL2b) Attractive medium_term growth. Potential for DD dividend yield f
$2330 20250718-J.P. Morgan-TSMC (2330) ：Margin test passed； On to 2026 with strong AI and N2  growth， wit
$VACN 20250718-J.P. Morgan-VAT (VACN) Underlying orders should be strong but significant FX shifts bring e
$VWS 20250718-J.P. Morgan-Vestas (VWS) ： Time to Sail Into the Wind： Upgrade to Overweight
$WPRO 20250718-J.P. Morgan-Wipro (WPRO) Growth may recover in 2H from margin dilutive deals
$NEWGEN 20250718-Jefferies-Newgen Software (NEWGEN) ： 1Q Review  Emerging Growth Concerns；  Downgrade to Un
$PUIG 20250718-Jefferies-PUIG (PUIG) Solid Foundations Conceal Fragrance Miss
$UHR 20250718-Jefferies-Swatch Group (UHR) Always Look on the Swatch Side of Life
$AXBK 20250718-Nomura-Axis Bank (AXBK) 1Q26： Soft quarter led by higher credit costs
$ACLN 20250718-UBS-Accelleron (ACLN) Raising estimates on better current demand prospects and regulatory t
$ALCC 20250718-UBS-Alcon Inc (ALCC) Market's myopic Q2 focus means smart deals overlooked
$AVOL 20250718-UBS-Avolta (AVOL) Channel checks_solid catalyst ahead as Avolta is making ongoing P&L prog
$SAM 20250718-UBS-Boston Beer Company Inc (SAM) Scouting Report： What To Expect From 2Q
$DHER 20250718-UBS-Delivery Hero (DHER) Baemin's market share rises in June
$NESTE 20250718-UBS-Neste (NESTE) 2Q25 preview： recovery brought forward
$ONTEX 20250718-UBS-Ontex Group NV (ONTEX) Down to Neutral after another guidance cut
$SLMJ 20250718-UBS-Sanlam Limited (SLMJ) Earnings visibility continues to drag the investment case
$SFSN 20250718-UBS-SFS Group AG (SFSN) Big picture view_some self help but mainly a play on European end_

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XX engagements

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**Related Topics**
[stocks technology](/topic/stocks-technology)
[$algn](/topic/$algn)
[align technology inc](/topic/align-technology-inc)
[stocks healthcare](/topic/stocks-healthcare)

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