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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1130 followers
Created: 2025-06-25 13:06:48 UTC


$CNPF 20250610-DBS-Century Pacific Food Inc (CNPF) Cautious margin outlook
$1919 20250611-DBS-Cosco Shipping Holdings (1919) Near_term volume rebound， but  uncertainties remain
$CHWY 20250611-Evercore ISI-Chewy， Inc. (CHWY) No Need To Be In The Dog House
$LINE 20250611-Evercore ISI-Lineage，Inc. (LINE) $500mn Note Issuance Slightly Accretive To Our Ests.
$ON 20250611-Evercore ISI-ON Semiconductor Corp (ON) Shifting ON to Top Analog Pick Post CEO & CFO NDR
$TLN 20250611-Evercore ISI-Talen Energy Corp. (TLN) Walkin' The Same Path， But Got On Different Shoes
$BUD 20250612-Evercore ISI-AB Inbev (BUD) Lower risk， higher returns； Upbeat management meetings
$AMD 20250612-Evercore ISI-Advanced Micro Devices， Inc (AMD) Advancing AI： ROCm and Developer  Community
$CAH 20250612-Evercore ISI-Cardinal Health (CAH) Notes from the Road – CAH 2025 Investor Day
$CVAC 20250612-Evercore ISI-CureVac N.V.  (CVAC) X wks ahead of trial _ is this a good deal for CVAC？
$MNST 20250612-Evercore ISI-Monster Beverage Corporation (MNST) AGM provides update on recent category dy
$CL 20250613-Evercore ISI-Colgate_Palmolive Company (CL) Making LatAm a robust compounder
$KVUE 20250613-Evercore ISI-Kenvue Inc (KVUE) Starting the decluttering？
$SLG 20250613-Evercore ISI-SL Green Realty Corp. (SLG) Revising Rental Rate Assumptions As Momentum Is H
$SMMT 20250613-Evercore ISI-Summit Therapeutics Inc (SMMT) PD_1 x VEGF Landscape Analysis： You Don't Need
$TMO 20250613-Evercore ISI-Thermo Fisher (TMO) The Game of Thrones begin with House Casperian’s Dx move 
$CIEN 20250619-CITI-Ciena  (CIEN)  Investor Meeting Takeaways – Positive
$ACN 20250620-Barclays-Accenture， Inc. (ACN) Solid FQ3 Beat and Guidance Raise Offset by Softer Bookings
$ALGT 20250620-Barclays-Allegiant Travel Company (ALGT) Sunseeker Sale Should Help Manage Financial Lever
$RNA 20250620-Barclays-Avidity Biosciences (RNA) Key Takeaways from Barclays Speaking the Science Call
$BBGIB 20250620-Barclays-BBGI Global Infrastructure SA (BBGIB) Discontinuing Coverage
$BA 20250620-Barclays-Boeing Co (BA) MAX Update–19 Deliveries So Far in June， Production Rate _32Mo
$GMS 20250620-Barclays-GMS Inc. (GMS) Enter The Dragon (GMS) 
$HEIT 20250620-Barclays-Harmony Energy Income Trust (HEIT) Discontinuing Coverage
$HSX 20250620-Barclays-Hiscox Ltd. (HSX) Retail provides investment case differentiation， upgrade to OW
$KMI 20250620-Barclays-Kinder Morgan Inc. (KMI) NDR takeaways part X
$NOVOb 20250620-Barclays-Novo Nordisk (NOVOb) Weekly US diabetes & obesity market tracker
$OCDO 20250620-Barclays-Ocado (OCDO) Key takeaways from Kroger results； no signs of more CFC orders soon
$REL 20250620-Barclays-RELX PLC (REL) LexisHarvey partnership_interesting move
$ROL 20250620-Barclays-Rollins， Inc. (ROL) Has ROL benefited from RTO.L's challenges？
$SLHN 20250620-Barclays-Swiss Life (SLHN) Model update pre 1H25
$TUI1n 20250620-Barclays-Tui AG (TUI1n) Upgrade UW to OW： A fresh look at TUI – it's complicated
$UCB 20250620-Barclays-UCB SA (UCB) Bime R4W up LSD％ as Bimzelx outperforms peer launch profiles
$ULVR 20250620-Barclays-Unilever PLC (ULVR) Magnum Ice Cream： The first investor feedback is in
$UU 20250620-Barclays-United Utilities (UU) CMD： Preparing for long_term delivery
$VENDA 20250620-Barclays-Vend Marketplaces ASA (VENDA) Slightly soft volumes and recommerce in Q2 to date
$ZBRA 20250620-Barclays-Zebra Technologies Corp. (ZBRA) ZBRA Investor Site Visit
$HEIA 20250620-Bernstein-Heineken NV (HEIA) Heineken： Key themes ahead of 1H25_delistings drag in Europe
$LYFT 20250620-Bernstein-Lyft Inc (LYFT)  LYFT： Flexdrive and a peek into the future of AV fleet operatio
$SBK 20250620-BofA Securities-Standard Bank (SBK) A positive start to 2025 on balance
$ARRY 20250620-CITI-Array Technologies， Inc. (ARRY) Foundation is the Key； ARRY Acquires APA
$BKGH 20250620-CITI-Berkeley Group  (BKGH)  FY25 in_line， outlook and shareholder returns unchanged suppor
$EXEL 20250620-CITI-Exelixis Inc  (EXEL)  Cabometyx Receives Positive CHMP Opinion in the EU， Approval Pe
$REGN 20250620-CITI-Regeneron Pharmaceuticals Inc  (REGN)  Dupixent scores another win with approval in B
$ACN 20250620-Goldman Sachs-Accenture Plc  (ACN) First Take： Solid quarter， but outlook is mixed； focus 
$ACN 20250620-Goldman Sachs-Accenture Plc  (ACN) ： Strong results and execution， but more negatives than
$8267 20250620-Goldman Sachs-Aeon  (8267) Aims to improve group governance by converting two group compani
$FLS 20250620-Goldman Sachs-FLSmidth & Co.  (FLS) ：Announces divestment of Cement and launches a buyback
$KBR 20250620-Goldman Sachs-KBR Inc.  (KBR)  Reducing estimates for termination of HomeSafe contract
$KKR 20250620-Goldman Sachs-KKR & Co.  (KKR) ： Monetizations update consistent with Consensus expectatio

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XX engagements

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[$line](/topic/$line)
[$on](/topic/$on)

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