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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: 2025-06-25 12:53:56 UTC


$UBSG 20250606-CITI-UBS Group  (UBSG)  Initial Thoughts on Swiss Federal Council Proposals – Mixed
$WRT1V 20250606-CITI-Wartsila  (WRT1V)  Takeaways from CEO Strategy Call
$XP 20250606-CITI-XP Inc (XP) Model Update
$AIBG 20250606-Goldman Sachs-AIB Group  (AIBG) Announces sale of minority shareholding in AIB Merchant Ser
$1590 20250606-Goldman Sachs-Airtac International Group  (1590) ： May Monthly：_3％ in RMB vs. GSe on fewer
$6014 20250606-Goldman Sachs-Alamar Foods  (6014) ： Updating our estimates
$ATAT 20250606-Goldman Sachs-Atour Lifestyle Holdings  (ATAT) ： Consumer & Leisure Corp Day：  Narrower Re
$4004 20250606-Goldman Sachs-Dallah Healthcare Holding  (4004) ： Minor estimate changes
$DAST 20250606-Goldman Sachs-Dassault Systemes  (DAST) ： Moves out medium_term EPS target to 2029； Buy
$5801 20250606-Goldman Sachs-Furukawa Electric  (5801) Business briefing (day 2)： Benefits from strong dat
$6002 20250606-Goldman Sachs-Herfy  (6002) ： Updating our estimates
$0388 20250606-Goldman Sachs-Hong Kong Exchanges  (0388) ： Data Update： Updating estimates for May volume
$6178 20250606-Goldman Sachs-Japan Post Holdings  (6178) ： Management meeting：Discusses ROE target， shareh
$2222 20250606-Goldman Sachs-Kotobuki Spirits Co.  (2222) ： CEO meeting： Company tenets and brand strategy
$1999 20250606-Goldman Sachs-Man Wah Holdings  (1999) ： Consumer & Leisure Corporate Day： Relative overse
$MLM 20250606-Goldman Sachs-Martin Marietta Materials  (MLM) ： Notes from the road： Sustained unit profi
$MELI 20250606-Goldman Sachs-MercadoLibre Inc.  (MELI) ： Reduction of free shipping threshold in Brazil
$4182 20250606-Goldman Sachs-Mitsubishi Gas Chemical  (4182)  Profit growth to flatten in FY326 on large_s
$6701 20250606-Goldman Sachs-NEC  (6701) ： Management meeting：Large scope for margin improvement led by IT
$5269 20250606-J.P. Morgan-ASMedia Technology Inc. (5269) The party is on； raising estimates again； OW
$AVOL 20250606-J.P. Morgan-Avolta (AVOL) Model update post Q1 results
$BESI 20250606-J.P. Morgan-BE Semiconductor (BESI) Thoughts ahead of CMD： Expecting market sizing key met
$BERFRA 20250606-J.P. Morgan-Bertrand Franchise (BERFRA) A Whopper of a Miss
$CIEN 20250606-J.P. Morgan-Ciena (CIEN) F2Q25 Review： Out_Year Estimates Higher On Demand Upsides， When W
$DOCU 20250606-J.P. Morgan-DocuSign (DOCU) FQ1 Results Dragged by Uncharacteristic Billings Miss & Downwa
$FGP 20250606-J.P. Morgan-Ferrellgas Partners， L.P (FGP) Solid F3Q25 Results； Refinancing Remains in Foc
$2881 20250606-J.P. Morgan-Fubon Financial Holdings (2881) 1Q25 results ahead on superior earnings at ban
$LULU 20250606-J.P. Morgan-LULU (LULU)  (Boss Remains OW； PT to $303； Risk  Reward of $240_413)， Macro (N
$MELI 20250606-J.P. Morgan-MercadoLibre， Inc. (MELI) New Free Shipping Threshold in Brazil； Potential _1.
$8411 20250606-J.P. Morgan-Mizuho Financial Group (8411) Raise our estimate for share buybacks in light of
$6701 20250606-J.P. Morgan-NEC  (6701)  Key takeaways from meeting with top management
$4578 20250606-J.P. Morgan-Otsuka Holdings  (4578) Sibeprenlimab shows 51.2％ reduction in uPCR (placebo ad
$2498 20250606-J.P. Morgan-RoboSense Technology (2498) Marginally positive on fundamentals with strong ro
$RAIL3 20250606-J.P. Morgan-Rumo (RAIL3) Company Announces the Cancelation of Terminal XX Sale； Neutral
$SAGE 20250606-J.P. Morgan-Sage Therapeutics (SAGE) Weekly Rx Trends
$6758 20250606-J.P. Morgan-Sony Group (6758) Expect record_high profits in real terms to continue
$SSPG 20250606-J.P. Morgan-SSP (SSPG) Model update post H1 results
$4506 20250606-J.P. Morgan-Sumitomo Pharma  (4506)  Key takeaways from management meeting
$TAMO 20250606-J.P. Morgan-Tata Motors (TAMO) New headwinds emerging； moving to a Neutral rating and Rs74
$VERA 20250606-J.P. Morgan-Vera Therapeutics (VERA) TOP IDEA_Weakness Overdone With IgAN Market Large Eno
$AIBG 20250606-UBS-AIB Group plc (AIBG) AIB selling its 49.9％ stake in merchant services business to Fiser
$DAST 20250606-UBS-Dassault Systèmes (DAST)  CMD： 2028 goals pushed to 2029
$TXRH 20250606-UBS-Texas Roadhouse Inc (TXRH) Highlights from Meetings with Management
$TRN 20250606-UBS-Trainline PLC (TRN) Trainline selected as preferred bidder for one of four suppliers i
$UMG 20250606-UBS-Universal Music Group (UMG) Spotify has raised premium prices in France， the 6th large
$3231 20250606-UBS-Wistron (3231) Wistron_only (excl. Wiwynn) May sales： NT$137.27bn， +96％ MoM+151％ YoY， 
$6669 20250606-UBS-Wiwynn (6669) May sales： NT$71.1bn， +11％ MoM+187％ YoY， 79％81％ of UBSestreet. Tracking 
$6383 20250607-Goldman Sachs-Daifuku Co.  (6383) ： Beyond the Cycle： High visibility on growth  outlook in
$600872 20250607-Goldman Sachs-Jonjee Hi_Tech  (600872) ： Consumer & Leisure Corp Day： Flattish May； not out o
$9992 20250608-Huatai Financial Holdings (Hong Kong) Limited -Pop Mart International Group (9992) ISC Upd

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