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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1116 followers
Created: 2025-06-07 13:04:04 UTC


$BAER 20250604-CITI-Julius Baer Gruppe AG  (BAER) Thoughts Post CMD： Lacking Catalysts But Reassured By MT
$2076 20250604-CITI-Kanzhun Ltd  (2076)  Model Update
$LREN3 20250604-CITI-Lojas Renner  (LREN3)  DG to Neutral； RiskReward Well Balanced Post the Rally
$MBMA 20250604-CITI-Merdeka Battery Materials  (MBMA)  Share Price Went Limit Up +25％ Today； Does It Have
$MPWR 20250604-CITI-Monolithic Power Systems  (MPWR)  MPWR – Silicon Valley Bus Tour Takeaways. Reiterate
$PKN 20250604-CITI-Orlen SA  (PKN)  Dividend potential priced in. Political risk higher. Downgrade to Ne
$PBFI 20250604-CITI-PB Fintech  (PBFI)  Open 90D Positive Catalyst Watch： Strength in Health+POSP Margins
$6201 20250604-CITI-Toyota Industries  (6201) Takeover price looks reasonable in light of earnings and the
$VOES 20250604-CITI-voestalpine AG  (VOES) Q4’FY25 results – strong end to the year with EBITDA beat； FY2
$3231 20250604-CITI-Wistron  (3231) Strong May_25 Sales Point to Solid GB200 Ramp and Potential  Earnings
$TCOM 20250604-Goldman Group  (TCOM) ： Consumer & Leisure Corp Day： Weak Dragon Boat Festi
$ANTO 20250604-J.P. Morgan-Antofagasta (ANTO) Peer leading 30％ volume growth & FCF inflection； add  Analys
$8304 20250604-J.P. Morgan-Aozora Bank (8304) Fee income growth likely to be a key factor to watch
$CRWD 20250604-J.P. Morgan-CrowdStrike (CRWD) Mixed Results With Better Growth and Profitability Still Ex
$DE 20250604-J.P. Morgan-Deere & Co. (DE) Finco Update： Delinquencies Increased In F2Q25
$DG 20250604-J.P. Morgan-Dollar General Corp (DG) X Key Mgmt Follow_Up Takes & Model Implications； Neut
$FALABELLA 20250604-J.P. Morgan-Falabella (FALABELLA) Good Earnings Momentum Persists Amid Sound  Valuations. 
$047810 20250604-J.P. Morgan-Korea Aerospace Industries (047810) Philippines to buy XX units of FA_50 worth
$NIO 20250604-J.P. Morgan-NIO (NIO) 1Q25 result review
$OLLI 20250604-J.P. Morgan-Ollie's Bargain Outlet Holdings (OLLI) ：Mgmt Follow_Up Takes & Model Implicati
$RIO 20250604-J.P. Morgan-Rio Tinto Limited (RIO) Simandou advancing at pace； bringing first shipment  f
$SOLB 20250604-J.P. Morgan-Solvay (SOLB) Ongoing sector_wide malaise remains a headwind. Remain OW on att
$1810 20250604-J.P. Morgan-Xiaomi (1810) 2025 Investor Day Takeaways
$AEM 20250604-Jefferies-Agnico Eagle (AEM) So， About the Whole Base Metals Thing
$CPAY 20250604-Jefferies-Corpay (CPAY) Mapping FY Organic Growth w Updated SubSegment Build； FuelFX Check
$GXO 20250604-Jefferies-GXO Logistics (GXO) GXO and the Case for Multiple Expansion： Transport or Busine
$KVUE 20250604-Jefferies-Kenvue (KVUE)  Buy the Paris News
$REGN 20250604-Jefferies-Regeneron Pharmaceuticals (REGN) REGNBMY： Why we're skeptical REGN's LAG3 combo 
$RCO 20250604-Jefferies-Rémy Cointreau  (RCO) F25 Results： Risk Reward Favourable
$WELSPUNL 20250604-Jefferies-Welspun Living Ltd (WELSPUNL) ：Leader in Home Textiles and Going Beyond
$ICE 20250604-UBS-Intercontinental Exchange， Inc. (ICE) Strong Energy Trading Continues to Support Growt
$033780 20250604-UBS-KT&G (033780) KT&G contemplates acquiring a nicotine pouch  company in Europe  (033780) 
$033780 20250604-UBS-KT&G (033780) KT&G contemplates acquiring a nicotine pouch  company in Europe
$MU 20250604-UBS-Micron Technology Inc (MU) FQ3：25  (MU)  Earnings Preview； Raising EstsPT on Improved O
$OXM 20250604-UBS-Oxford Industries Inc (OXM) UBS Evidence Lab inside： 1Q25 Preview： We See a Balanced U
$RH 20250604-UBS-RH (RH) When's The Right Time To Stay At This Guesthouse？
$4502 20250604-UBS-Takeda Pharmaceutical (4502) Still lying low in FY326， eyes on potential earnings upsid
$DLTR 20250605-Bernstein- Dollar Tree Inc (DLTR) DLTR 1Q25： Strong comp sales but tariffs expected to dri
$ETSY 20250605-Bernstein-Etsy Inc (ETSY) ETSY： Tariff showers bring GMS flowers？ Or is there more to it？
$MDB 20250605-Bernstein-MongoDB Inc (MDB) MongoDB 1Q26： So much to like and nothing to dislike
$RCO 20250605-Bernstein-Rémy Cointreau SA (RCO) Rémy Cointreau： Modelling the worst case  (RCO) ， hopin
$SSE 20250605-Bernstein-SSE PLC (SSE) SSE： Why SSE is even more resilient than we previously thought (& 
$TXN 20250605-Bernstein-Texas Instruments Inc (TXN)  It's not the destination， it's the journey...Upgrad
$TEF 20250605-Goldman Sachs-Telefonica  (TEF)  Analysing Strategic Review ‘decision tree’ explains inves
$WHC 20250605-Goldman Sachs-Whitehaven Coal Ltd.  (WHC)  Blackwater & Daunia site tour： Medium_term prod
$MGR 20250605-J.P. Morgan-Mirvac Group (MGR) Earnings recovery to take longer than the market expects
$RELI 20250605-J.P. Morgan-Reliance Industries Ltd (RELI) Earnings_the next two years should be better th
$ASX 20250605-UBS-ASX (ASX) Stronger market momentum in May_25
$4523 20250605-UBS-Eisai (4523) FY326 likely to prove a critical year
$4062 20250605-UBS-Ibiden (4062) AI benefits are starting to materialise

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[$baer](/topic/$baer)
[monolithic power systems inc](/topic/monolithic-power-systems-inc)
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