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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1101 followers
Created: 2025-05-27 13:14:13 UTC


$EGHT 20250519-Wells Fargo-8x8, Inc. (EGHT) Q4 Results—Focus Shifting Back Towards Fixing Growth
$RAMP 20250519-Wells Fargo-LiveRamp Holdings, Inc. (RAMP) F4Q:25 Preview: Anticipating Conservative Initi
$SNOW 20250519-Wells Fargo-Snowflake Inc. (SNOW) 1Q Preview—Threading a Needle into Summit
$HPE 20250521-Evercore ISI-Hewlett Packard Enterprise Co. (HPE) FEEDBACK Post HPE Upgrade… Bull vs.  Bea
$MDT 20250521-Evercore ISI-Medtronic plc (MDT) A lot of moving pieces (Diabetes spin, FY26  &27 EPS, Sea
$MDT 20250521-Evercore ISI-Medtronic plc (MDT) Unwinding TAP call post F4Q results
$TJX 20250521-Evercore ISI-TJX Cos. (TJX) Macro Limits 1Q Upside, but TJX Flexes Its Stability With Main
$TOL 20250521-Evercore ISI-Toll Brothers Inc. (TOL) 2Q25 (Apr.) Review
$VFC 20250521-Evercore ISI-VF Corp. (VFC) The Fork in the Road After Another Vans Reset
$WIX 20250521-Evercore Ltd (WIX) Reactionary Response to Conservative Outlook? Reit Outperfo
$ASC 20250523-Deutsche Bank-ASOS (ASC) Moving in the right direction
$JCI 20250523-Deutsche Bank-Johnson Controls (JCI) Incorporating New Segment Structure  Into Our Model
$MSFT 20250523-Deutsche Bank-Microsoft (MSFT) Build 2025 Wrap Up _ Going all in on  Agentic
$ADSK 20250523-UBS-Autodesk Inc (ADSK) Solid 1Q Results, Focus On The Lower Billings  Guide
$BAH 20250523-UBS-Booz Allen Hamilton Corp (BAH) Last cut or more headwinds ahead?
$ELF 20250523-UBS-e.l.f. Beauty Inc (ELF)  ELF Announces a $X Price Increase Across its Portfolio in Rea
$FUN 20250523-UBS-Six Flags Entertainment Corp (FUN) What's Changing in Our Model
$BKE 20250523-UBS-The Buckle, Inc. (BKE) 1Q Report Unlikely a Big Stock Catalyst
$TWO 20250523-UBS-Two Harbors Investment Corp (TWO) A court ruled against TWO in its dispute over the te
$CRM 20250524-BofA (CRM) Media again cites Salesforce interest in  Informatica
$BEN 20250525-CITI-Bendigo and Adelaide Bank Ltd   (BEN)   3Q25 Update: NIM well managed, but headwinds 
$ELD 20250525-CITI-Elders Limited  (ELD)   Drag from dryness in SA and VIC
$4901 20250525-CITI-Fujifilm Holdings  (4901)   Takeaways from group meeting with Fujifilm president Teiic
$YMM 20250525-CITI-Full Truck Alliance  (YMM)   What’s New from Management’s Post_results Investor Cal
$GMD 20250525-CITI-Genesis Minerals Limited  (GMD) Upping long ore: GMD to acquire FML’s Laverton for $X
$GMRI 20250525-CITI-GMR Airports (GMRI) FY2425 core loss 1% deeper than Street, growth momentum sets to c
$2368 20250525-CITI-Gold Circuit Electronics  (2368)   What’s New from Citi Taiwan Tech Conference
$267260 20250525-CITI-HD Hyundai Electric (267260) ositive Takeaways from Company and Plant Visits in Korea
$3533 20250525-CITI-Lotes   (3533)   What’s New from Citi Taiwan Tech Conference _Solid Core Business Set
$4516 20250525-CITI-Nippon Shinyaku  (4516)  CAP_1002 approval the key event (penciled in for August 31); 
$SATS 20250525-CITI-SATS  (SATS)  FY2425E core profits 7% above Street, limited signs to air_cargo  growt
$0780 20250525-CITI-Tongcheng Travel Holdings  (0780)  Improving Visibility on Acceleration of Core OTA G
$TCOM Group Ltd  (TCOM)   What’s New from Management Post_results Investor Call
$3037 20250525-CITI-Unimicron  (3037)  What’s new from Citi Taiwan Tech Conference
$3231 20250525-CITI-Wistron  (3231)  What’s New from Citi Taiwan Tech Conference _ Improving GB200  Ramp 
$5201 20250525-J.P. Morgan-AGC (5201) Earnings model update: Continue to monitor CDMO  trends
20250525-J.P. Morgan-Cathay Financial (take profit), Indonesia (BI 2025 single digit  credit growth)
$EKTAb 20250525-J.P. Morgan-Elekta AB (EKTAb) Q4’2425 consensus comparison: challenging backdrop  for any 
$BA 20250525-Jefferies-Boeing (BA) What's Up w BAby: XX Delivs May MTD, 38mo, Annual Safety Report, XXX
$GMRAIRPO 20250525-Jefferies-GMR Airports (GMRAIRPO) Healthy 4Q; Strong FY26 Outlook
$4151 20250525-Jefferies-Kyowa Kirin (4151) Remain Upbeat on Ziftomenib, Buy Ahead of Rocatinlimab Data
$MBG 20250525-Jefferies-Mercedes_Benz Group (MBG) On the Road with Management
$NTPC 20250525-Jefferies-NTPC (NTPC) Capacity Addition to Accelerate
$XENE 20250525-Jefferies-Xenon  (XENE) Mgmt Breakfast: Confidence in Phase III Epilepsy Program + New Ion
$KBC 20250526-Barclays-KBC Groep (KBC) Putting capital to work
$MRK 20250526-Bernstein-Merck KGaA (MRK) Merck KGaA:1Q25 post view and model update _ Stronger Pharma bu
$4502 20250526-Bernstein-Takeda Pharmaceutical Co Ltd (4502) Takeda: While managing the US policy headach
$JSTL 20250526-BofA Securities-JSW Steel (JSTL) 4Q’FY25: EBITDA in_line; 1Q margins to  improve on higher
$NTPC 20250526-BofA Securities-NTPC Ltd (NTPC) 4Q Disappointing capacity additions
$TATE 20250526-BofA Securities-Tate & Lyle (TATE) Natural Selection

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XXX engagements

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WhatMarketMind Avatar WhatMarketMinds @WhatMarketMind on x 1101 followers Created: 2025-05-27 13:14:13 UTC

$EGHT 20250519-Wells Fargo-8x8, Inc. (EGHT) Q4 Results—Focus Shifting Back Towards Fixing Growth $RAMP 20250519-Wells Fargo-LiveRamp Holdings, Inc. (RAMP) F4Q:25 Preview: Anticipating Conservative Initi $SNOW 20250519-Wells Fargo-Snowflake Inc. (SNOW) 1Q Preview—Threading a Needle into Summit $HPE 20250521-Evercore ISI-Hewlett Packard Enterprise Co. (HPE) FEEDBACK Post HPE Upgrade… Bull vs. Bea $MDT 20250521-Evercore ISI-Medtronic plc (MDT) A lot of moving pieces (Diabetes spin, FY26 &27 EPS, Sea $MDT 20250521-Evercore ISI-Medtronic plc (MDT) Unwinding TAP call post F4Q results $TJX 20250521-Evercore ISI-TJX Cos. (TJX) Macro Limits 1Q Upside, but TJX Flexes Its Stability With Main $TOL 20250521-Evercore ISI-Toll Brothers Inc. (TOL) 2Q25 (Apr.) Review $VFC 20250521-Evercore ISI-VF Corp. (VFC) The Fork in the Road After Another Vans Reset $WIX 20250521-Evercore Ltd (WIX) Reactionary Response to Conservative Outlook? Reit Outperfo $ASC 20250523-Deutsche Bank-ASOS (ASC) Moving in the right direction $JCI 20250523-Deutsche Bank-Johnson Controls (JCI) Incorporating New Segment Structure Into Our Model $MSFT 20250523-Deutsche Bank-Microsoft (MSFT) Build 2025 Wrap Up _ Going all in on Agentic $ADSK 20250523-UBS-Autodesk Inc (ADSK) Solid 1Q Results, Focus On The Lower Billings Guide $BAH 20250523-UBS-Booz Allen Hamilton Corp (BAH) Last cut or more headwinds ahead? $ELF 20250523-UBS-e.l.f. Beauty Inc (ELF) ELF Announces a $X Price Increase Across its Portfolio in Rea $FUN 20250523-UBS-Six Flags Entertainment Corp (FUN) What's Changing in Our Model $BKE 20250523-UBS-The Buckle, Inc. (BKE) 1Q Report Unlikely a Big Stock Catalyst $TWO 20250523-UBS-Two Harbors Investment Corp (TWO) A court ruled against TWO in its dispute over the te $CRM 20250524-BofA (CRM) Media again cites Salesforce interest in Informatica $BEN 20250525-CITI-Bendigo and Adelaide Bank Ltd (BEN) 3Q25 Update: NIM well managed, but headwinds $ELD 20250525-CITI-Elders Limited (ELD) Drag from dryness in SA and VIC $4901 20250525-CITI-Fujifilm Holdings (4901) Takeaways from group meeting with Fujifilm president Teiic $YMM 20250525-CITI-Full Truck Alliance (YMM) What’s New from Management’s Post_results Investor Cal $GMD 20250525-CITI-Genesis Minerals Limited (GMD) Upping long ore: GMD to acquire FML’s Laverton for $X $GMRI 20250525-CITI-GMR Airports (GMRI) FY2425 core loss 1% deeper than Street, growth momentum sets to c $2368 20250525-CITI-Gold Circuit Electronics (2368) What’s New from Citi Taiwan Tech Conference $267260 20250525-CITI-HD Hyundai Electric (267260) ositive Takeaways from Company and Plant Visits in Korea $3533 20250525-CITI-Lotes (3533) What’s New from Citi Taiwan Tech Conference _Solid Core Business Set $4516 20250525-CITI-Nippon Shinyaku (4516) CAP_1002 approval the key event (penciled in for August 31); $SATS 20250525-CITI-SATS (SATS) FY2425E core profits 7% above Street, limited signs to air_cargo growt $0780 20250525-CITI-Tongcheng Travel Holdings (0780) Improving Visibility on Acceleration of Core OTA G $TCOM Group Ltd (TCOM) What’s New from Management Post_results Investor Call $3037 20250525-CITI-Unimicron (3037) What’s new from Citi Taiwan Tech Conference $3231 20250525-CITI-Wistron (3231) What’s New from Citi Taiwan Tech Conference _ Improving GB200 Ramp $5201 20250525-J.P. Morgan-AGC (5201) Earnings model update: Continue to monitor CDMO trends 20250525-J.P. Morgan-Cathay Financial (take profit), Indonesia (BI 2025 single digit credit growth) $EKTAb 20250525-J.P. Morgan-Elekta AB (EKTAb) Q4’2425 consensus comparison: challenging backdrop for any $BA 20250525-Jefferies-Boeing (BA) What's Up w BAby: XX Delivs May MTD, 38mo, Annual Safety Report, XXX $GMRAIRPO 20250525-Jefferies-GMR Airports (GMRAIRPO) Healthy 4Q; Strong FY26 Outlook $4151 20250525-Jefferies-Kyowa Kirin (4151) Remain Upbeat on Ziftomenib, Buy Ahead of Rocatinlimab Data $MBG 20250525-Jefferies-Mercedes_Benz Group (MBG) On the Road with Management $NTPC 20250525-Jefferies-NTPC (NTPC) Capacity Addition to Accelerate $XENE 20250525-Jefferies-Xenon (XENE) Mgmt Breakfast: Confidence in Phase III Epilepsy Program + New Ion $KBC 20250526-Barclays-KBC Groep (KBC) Putting capital to work $MRK 20250526-Bernstein-Merck KGaA (MRK) Merck KGaA:1Q25 post view and model update _ Stronger Pharma bu $4502 20250526-Bernstein-Takeda Pharmaceutical Co Ltd (4502) Takeda: While managing the US policy headach $JSTL 20250526-BofA Securities-JSW Steel (JSTL) 4Q’FY25: EBITDA in_line; 1Q margins to improve on higher $NTPC 20250526-BofA Securities-NTPC Ltd (NTPC) 4Q Disappointing capacity additions $TATE 20250526-BofA Securities-Tate & Lyle (TATE) Natural Selection

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