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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1099 followers
Created: 2025-07-19 08:36:32 UTC


$AXP 20250718-Goldman Sachs-American Express Co.  (AXP) ： First take： Stronger top_line， in_line bottom_
$ATCOa 20250718-Goldman Sachs-Atlas Copco  (ATCOa) ： 2Q25 weak across the board
$BHP 20250718-Goldman Sachs-BHP Group Ltd.  (BHP) ： 4Q FY25： strong FeCu， Jansen deferral to  make way f
$BHPB 20250718-Goldman Sachs-BHP Group Ltd.  (BHPB) ： 4Q FY25： strong FeCu， Jansen deferral to  make way f
$BNRGn 20250718-Goldman Sachs-Brenntag SE  (BNRGn) Updating estimates to reflect pre_release and increment
$BRBY 20250718-Goldman Sachs-Burberry  (BRBY)  Post 1Q26： Encouraging signs； PT to 1，180p (was 1，135p)； re
$BRBY 20250718-Goldman Sachs-Burberry  (BRBY) ： 1Q26 First take： Retail LFL _1％ vs VA cons _2％； Cost savin
$SCHW 20250718-Goldman Sachs-Charles Schwab Corp.  (SCHW) ： First Take： Clearing a high bar with  encoura
$DANSKE 20250718-Goldman Sachs-Danske Bank  (DANSKE) ： Q2’25 First Look
$ELVN 20250718-Goldman Sachs-Enliven Therapeutics Inc.  (ELVN)  NVS’ earnings call reflects momentum in C
$EPIRa 20250718-Goldman Sachs-Epiroc  (EPIRa) ： 2Q25 First Take： Earnings disappoint on 4％ top_line  miss
$EQTAB 20250718-Goldman Sachs-EQT AB  (EQTAB)  Post 1H25 Review
$GE 20250718-Goldman Sachs-GE Aerospace  (GE) ： Company meeting takeaways； Buy
$HBAN 20250718-Goldman Sachs-Huntington Bancshares Inc.  (HBAN) ： First take： PPNR beat (in line with pre
$IVZ 20250718-Goldman Sachs-Invesco Ltd.  (IVZ) ： IVZ proposed update to QQQ fund structure creates mean
$KMI 20250718-Goldman Sachs-Kinder Morgan Inc.  (KMI) ： 2Q25 Recap： Execution on Natural Gas  Backlog Gr
$RF 20250718-Goldman Sachs-Regions Financial Corp.  (RF) ： First take： PPNR beat； taking top_line  guid
$SAND 20250718-Goldman Sachs-Sandvik  (SAND) Post_2Q estimates update
$IOT 20250718-Goldman Sachs-SECO  (IOT) ： Updating estimates post 2Q25 trading update； Buy
$SKFb 20250718-Goldman Sachs-SKF  (SKFb) ： First take： 2Q25 strong beat
$8309 20250718-Goldman Sachs-SMTG  (8309) We raise GSeTP to reflect completed sale of N. American rail car
$SWEDa 20250718-Goldman Sachs-Swedbank  (SWEDa)   Updating estimates post Q2’25
$TEL 20250718-Goldman Sachs-Telenor  (TEL) ： 2Q25 beat and raise on Nordic strength a key positive despi
$TELIA 20250718-Goldman Sachs-Telia Co.  (TELIA) ： 2Q25 beats and highlights risk to the upside on FY25 gu
$TFC 20250718-Goldman Sachs-Truist Financial  (TFC) ： First take： Small PPNR beat； reiterated full_year 
20250718-Goldman Sachs-Vivendi AMF states obligation for Bollore to make public offer fo
$WRT1V 20250718-Goldman Sachs-Wartsila  (WRT1V) ： First take： 2Q25 strong across the board
$AMPH 20250718-J.P. Morgan-Amphastar (AMPH) Q2 Preview： Expecting a Lighter Quarter With Glucagon and Epi
$ANIP 20250718-J.P. Morgan-ANI Pharmaceuticals (ANIP) Thoughts Ahead of the Upcoming Trial
$ALV 20250718-J.P. Morgan-Autoliv Inc. (ALV) ： 2Q’25 First Take： Strong set of results
$BHP 20250718-J.P. Morgan-BHP (BHP) 4Q25 volume results solid， but Jansen budget blows out； FY25 result 
$BRBY 20250718-J.P. Morgan-Burberry (BRBY) Q1 XX retail sales first take：A tad better vs consensus， is it 
$CRGY 20250718-J.P. Morgan-Crescent Energy Co (CRGY) 2Q25 Preview：Anticipating Strong Operational Quarter
$ELUXb 20250718-J.P. Morgan-Electrolux (ELUXb) Q2’25 First Take_headline beat on a one_off， soft underlyin
$2618 20250718-J.P. Morgan-JD Logistics (2618) Steady gains amid fierce competition： JDL's strategic posi
$KNEBV 20250718-J.P. Morgan-Kone (KNEBV) Q2'25 Results_First Take： Orders miss of 2％， NAm outlook upgraded
$MQG 20250718-J.P. Morgan-Macquarie Group Limited (MQG) AGM Preview： A steady start to the year expected
$MRK 20250718-J.P. Morgan-Merck & Co.， Inc. (MRK) ： HIV Event Highlights Monthly Oral PrEP Oppty
$NFLX 20250718-J.P. Morgan-Netflix Inc (NFLX) Red Light， Green Light...Yellow？ Executing Well w Guidance
$4516 20250718-J.P. Morgan-Nippon Shinyaku (4516) Lowering price target： Temporary setback for CAP_1002； a
$SAVE 20250718-J.P. Morgan-Nordnet (SAVE) 1％ Q2 XX operating profit miss due to lower fund and transactio
$PNC 20250718-J.P. Morgan-PNC Financial (PNC) ：Good 2Q Led by Fee Income； Net Interest Income  Outlook B
$RMD 20250718-J.P. Morgan-ResMed (RMD) 4Q25 Result Preview_FX tailwinds provide upside
$ROKU 20250718-J.P. Morgan-Roku (ROKU) 2Q Preview： Ad Stability & Tariff De_escalation Should Support Bea
$SCHP 20250718-J.P. Morgan-Schindler (SCHP) Q2'25 Results _First Take _100bps margin beat； FY guidance un
$SNV 20250718-J.P. Morgan-Synovus Financial Corp. (SNV) ：2Q25： Another Qtr of Encouraging Results， Impro
$TEL 20250718-J.P. Morgan-Telenor (TEL) Q2’25： Revenues 1％ ahead. EBITDA 4％ ahead driven by Norway. FY E
$TELIA 20250718-J.P. Morgan-Telia (TELIA) Q2’25： Revenues in line. EBITDA 2％ ahead from Sweden and Other o
$TCBI 20250718-J.P. Morgan-Texas Capital Bancshares， Inc. (TCBI) 2Q25： Shares OP on EPS Beat But Material
$USB 20250718-J.P. Morgan-U.S. Bancorp (USB) Mixed 2Q： Weak Net Interest Income， Tepid Payments Fee Grow

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