[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1102 followers Created: 2025-06-25 12:52:55 UTC $5274 20250605-UBS-ASPEED Technology Inc (5274) Upgrade to Buy； accelerating TAM and silicon content exp $AUTOA 20250605-UBS-Auto Trader Plc (AUTOA) Focus moves to FY27， consensus on Product seems too optimistic. $GF 20250605-UBS-Georg Fischer (GF) Roadshow event takeaways with the CFO & IR_focus on some bottom up $VU 20250606-Bernstein-VusionGroup (VU) VusionGroup–Primer–Le marché naissant des étiquettes électroniq $ARCO 20250606-Goldman Sachs-Arcos Dorados (ARCO) ： CEO transition announced $BIRK 20250606-Goldman Sachs-Birkenstock (BIRK) ： Data update： Minor changes to estimates and quarterly $DAST 20250606-Goldman Sachs-Dassault Systemes (DAST) Key takeaways from 2025 Capital Markets Day $HRI 20250606-Goldman Sachs-Herc Holdings (HRI) ： Updating our model for the H&E acquisition $OSK 20250606-Goldman Sachs-Oshkosh Corp. (OSK) Analyst day highlights margin opportunities vs. consens $4578 20250606-Goldman Sachs-Otsuka Holdings (4578) ： Presents positive Phase X results for sibeprenlimab $OCBC 20250606-Goldman Sachs-Oversea_Chinese Banking Corp. (OCBC) ： Final offer for GEH to resolve prolo $PHAT 20250606-Goldman Sachs-Phathom Pharmaceuticals (PHAT) ： Positive outcome on Citizen’s Petition； ra $PL 20250606-Goldman Sachs-Planet Labs (PL) Solid quarter， long_term potential， medium_term growth and $REVG 20250606-Goldman Sachs-REV Group (REVG) ： Raising estimates on strong Fire & Ambulance execution， $RBRK 20250606-Goldman Sachs-Rubrik Inc. (RBRK) True Guidance Raise Complemented by Early Platform Mome $CRM 20250606-Goldman Sachs-Salesforce Inc. (CRM) ： NDR Offers Insights into Key Debates， Constructive $600703 20250606-Goldman Sachs-Sanan (600703) ： SiC capacity expansion across substrate epi_wafer devices； Ne $SGXL 20250606-Goldman Sachs-Singapore Exchange (SGXL) ： Key takeaways from Asia Financial Corporate Day $TEO 20250606-Goldman Sachs-Telecom Argentina SA (TEO) ： Comments on Company News Flow； Separate_Operat $0322 20250606-Goldman Sachs-Tingyi (0322) ： Consumer & Leisure Corporate Day：Profit growth target intac $CURV 20250606-Goldman Sachs-Torrid Holdings Inc. (CURV) F1Q25 Earnings Review：Accelerated store transf $UBSG 20250606-Goldman Sachs-UBS Group (UBSG) Updating estimates for the Swiss Federal Council proposal $VERA 20250606-Goldman Sachs-Vera Therapeutics Inc. (VERA) ： Competitor’s interim data impresses but IgA $WMT 20250606-Goldman Sachs-Walmart Inc. (WMT) ： Takeaways from 2025 Associates Week $6669 20250606-Goldman Sachs-Wiwynn (6669) ： May Rev +11％ MoM； ASIC AI servers and general servers conti $1579 20250606-Goldman Sachs-Yihai International Holding (1579) ： Consumer & Leisure Corporate Day： YTD $600887 20250606-Goldman Sachs-Yili Industrial (600887) ： Consumer & Leisure Corporate Day： Still soft demand $ZAMP3 20250606-Goldman Sachs-Zamp (ZAMP3) ： Mubadala launches a tender offer @ R$3.5shr $2327 20250606-J.P. Morgan-NS Solutions (2327) Stock still sluggish， but progress on new mediumterm plan $FISO 20250606-Nomura-Firstsource Solutions (FISO) On the road with the C_suite in US $6618 20250606-Nomura-JD Health (6618) A beneficiary of JD’s aggressive FD investment $VNET 20250606-Nomura-VNET Group (VNET) Takeaways from NIFA $ABM 20250606-UBS-ABM Industries Inc (ABM) FQ2 Initial： B&I Returns to Growth， but Choppy Technical Solu $1299 20250606-UBS-AIA Group (1299) Ex_CEO Mark Tucker to return as new chairman $8715 20250606-UBS-Anicom Holdings (8715) Market growing， company's share to expand $6845 20250606-UBS-Azbil (6845) High economic resilience； profit margin rises further $BFB 20250606-UBS-Brown_Forman Corp (BFB) Weak Quarter， Weaker Outlook； Stay Neutral $CHPT 20250606-UBS-ChargePoint Holdings Inc (CHPT) FY1Q26 Model Update $CMS 20250606-UBS-CMS Energy Corp (CMS) Hydro Sale Discussions Positive $MOMO 20250606-UBS-Hello Group (MOMO) Q125 beat low expectation； market cap below net cash with 14％ share $2356 20250606-UBS-Inventec (2356) May sales on track at NT$61.2 (_1％ MoM， +17％ YoY)， reached 71％ of UBS $9678 20250606-UBS-Kanamoto (9678) Profit margins rising， cash flow increasing $3549 20250606-UBS-Kusuri No Aoki (3549) Earnings update： Growth gaining momentum in differentiated busin $MANU 20250606-UBS-Manchester United Plc (MANU) 3Q25 results released with increase to FY EBITDA guidance $MELI 20250606-UBS-MercadoLibre Inc. (MELI) New free shipping chapter–what to expect？ $2097 20250606-UBS-MIXUE Group (2097) Downgrade to SELL due to rich valuation and overseas setbacks $6701 20250606-UBS-NEC Corporation (6701) We met the CEO and the CFO $NOVOb 20250606-UBS-Novo Nordisk (NOVOb) Weekly GLP_1 prescription trends $PAGPA 20250606-UBS-Paragon Banking Group PLC (PAGPA) EPS slightly higher. 17％ ROTE not priced in_Buy $4506 20250606-UBS-Sumitomo Pharma (4506) Updating our earnings estimates； profits might depend on top li  XX engagements  **Related Topics** [$gf](/topic/$gf) [consensus](/topic/consensus) [$autoa](/topic/$autoa) [stocks technology](/topic/stocks-technology) [guildfi](/topic/guildfi) [coins gaming](/topic/coins-gaming) [$vu](/topic/$vu) [Post Link](https://x.com/WhatMarketMind/status/1937856530113826921)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
WhatMarketMinds @WhatMarketMind on x 1102 followers
Created: 2025-06-25 12:52:55 UTC
$5274 20250605-UBS-ASPEED Technology Inc (5274) Upgrade to Buy； accelerating TAM and silicon content exp $AUTOA 20250605-UBS-Auto Trader Plc (AUTOA) Focus moves to FY27， consensus on Product seems too optimistic. $GF 20250605-UBS-Georg Fischer (GF) Roadshow event takeaways with the CFO & IR_focus on some bottom up $VU 20250606-Bernstein-VusionGroup (VU) VusionGroup–Primer–Le marché naissant des étiquettes électroniq $ARCO 20250606-Goldman Sachs-Arcos Dorados (ARCO) ： CEO transition announced $BIRK 20250606-Goldman Sachs-Birkenstock (BIRK) ： Data update： Minor changes to estimates and quarterly $DAST 20250606-Goldman Sachs-Dassault Systemes (DAST) Key takeaways from 2025 Capital Markets Day $HRI 20250606-Goldman Sachs-Herc Holdings (HRI) ： Updating our model for the H&E acquisition $OSK 20250606-Goldman Sachs-Oshkosh Corp. (OSK) Analyst day highlights margin opportunities vs. consens $4578 20250606-Goldman Sachs-Otsuka Holdings (4578) ： Presents positive Phase X results for sibeprenlimab $OCBC 20250606-Goldman Sachs-Oversea_Chinese Banking Corp. (OCBC) ： Final offer for GEH to resolve prolo $PHAT 20250606-Goldman Sachs-Phathom Pharmaceuticals (PHAT) ： Positive outcome on Citizen’s Petition； ra $PL 20250606-Goldman Sachs-Planet Labs (PL) Solid quarter， long_term potential， medium_term growth and $REVG 20250606-Goldman Sachs-REV Group (REVG) ： Raising estimates on strong Fire & Ambulance execution， $RBRK 20250606-Goldman Sachs-Rubrik Inc. (RBRK) True Guidance Raise Complemented by Early Platform Mome $CRM 20250606-Goldman Sachs-Salesforce Inc. (CRM) ： NDR Offers Insights into Key Debates， Constructive $600703 20250606-Goldman Sachs-Sanan (600703) ： SiC capacity expansion across substrate epi_wafer devices； Ne $SGXL 20250606-Goldman Sachs-Singapore Exchange (SGXL) ： Key takeaways from Asia Financial Corporate Day $TEO 20250606-Goldman Sachs-Telecom Argentina SA (TEO) ： Comments on Company News Flow； Separate_Operat $0322 20250606-Goldman Sachs-Tingyi (0322) ： Consumer & Leisure Corporate Day：Profit growth target intac $CURV 20250606-Goldman Sachs-Torrid Holdings Inc. (CURV) F1Q25 Earnings Review：Accelerated store transf $UBSG 20250606-Goldman Sachs-UBS Group (UBSG) Updating estimates for the Swiss Federal Council proposal $VERA 20250606-Goldman Sachs-Vera Therapeutics Inc. (VERA) ： Competitor’s interim data impresses but IgA $WMT 20250606-Goldman Sachs-Walmart Inc. (WMT) ： Takeaways from 2025 Associates Week $6669 20250606-Goldman Sachs-Wiwynn (6669) ： May Rev +11％ MoM； ASIC AI servers and general servers conti $1579 20250606-Goldman Sachs-Yihai International Holding (1579) ： Consumer & Leisure Corporate Day： YTD $600887 20250606-Goldman Sachs-Yili Industrial (600887) ： Consumer & Leisure Corporate Day： Still soft demand $ZAMP3 20250606-Goldman Sachs-Zamp (ZAMP3) ： Mubadala launches a tender offer @ R$3.5shr $2327 20250606-J.P. Morgan-NS Solutions (2327) Stock still sluggish， but progress on new mediumterm plan $FISO 20250606-Nomura-Firstsource Solutions (FISO) On the road with the C_suite in US $6618 20250606-Nomura-JD Health (6618) A beneficiary of JD’s aggressive FD investment $VNET 20250606-Nomura-VNET Group (VNET) Takeaways from NIFA $ABM 20250606-UBS-ABM Industries Inc (ABM) FQ2 Initial： B&I Returns to Growth， but Choppy Technical Solu $1299 20250606-UBS-AIA Group (1299) Ex_CEO Mark Tucker to return as new chairman $8715 20250606-UBS-Anicom Holdings (8715) Market growing， company's share to expand $6845 20250606-UBS-Azbil (6845) High economic resilience； profit margin rises further $BFB 20250606-UBS-Brown_Forman Corp (BFB) Weak Quarter， Weaker Outlook； Stay Neutral $CHPT 20250606-UBS-ChargePoint Holdings Inc (CHPT) FY1Q26 Model Update $CMS 20250606-UBS-CMS Energy Corp (CMS) Hydro Sale Discussions Positive $MOMO 20250606-UBS-Hello Group (MOMO) Q125 beat low expectation； market cap below net cash with 14％ share $2356 20250606-UBS-Inventec (2356) May sales on track at NT$61.2 (_1％ MoM， +17％ YoY)， reached 71％ of UBS $9678 20250606-UBS-Kanamoto (9678) Profit margins rising， cash flow increasing $3549 20250606-UBS-Kusuri No Aoki (3549) Earnings update： Growth gaining momentum in differentiated busin $MANU 20250606-UBS-Manchester United Plc (MANU) 3Q25 results released with increase to FY EBITDA guidance $MELI 20250606-UBS-MercadoLibre Inc. (MELI) New free shipping chapter–what to expect？ $2097 20250606-UBS-MIXUE Group (2097) Downgrade to SELL due to rich valuation and overseas setbacks $6701 20250606-UBS-NEC Corporation (6701) We met the CEO and the CFO $NOVOb 20250606-UBS-Novo Nordisk (NOVOb) Weekly GLP_1 prescription trends $PAGPA 20250606-UBS-Paragon Banking Group PLC (PAGPA) EPS slightly higher. 17％ ROTE not priced in_Buy $4506 20250606-UBS-Sumitomo Pharma (4506) Updating our earnings estimates； profits might depend on top li
XX engagements
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