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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: 2025-06-25 13:07:17 UTC


$FOUR 20250623-Goldman Sachs-Shift4 Payments  (FOUR) ： To acquire Smartpay
$TGT 20250623-Goldman Sachs-Target Corp.  (TGT) Has the consumer perception of Target improved？
$WLSNc 20250623-Goldman Sachs-Wolters Kluwer  (WLSNc)  1H25 preview： Expect broadly stable trends vs 1Q， s
$066570 20250623-HSBC-LG Electronics  (066570) Buy： Passing through the trough
$SAFCOM 20250623-HSBC-Safaricom Public Limited  (SAFCOM) Buy： Key takeaways from non_deal roadshow
$UJJIVANS 20250623-HSBC-Ujjivan Small Finance (UJJIVANS) Buy：NDR takeaways – Focus on diversification and sca
$HONGQI 20250623-J.P. Morgan-China Hongqiao_H (HONGQI) Size and cost matter， as do valuations； initiate wit
$4519 20250623-J.P. Morgan-Chugai Pharmaceutical  (4519)  ADA 2025： Phase X trial results for orforglipron
$CMCSA 20250623-J.P. Morgan-Comcast (CMCSA) Maintain 2Q Broadband Losses of 280k； Trim Total Company EBITD
$LWSA3 20250623-J.P. Morgan-LWSA (LWSA3) Tilting Estimates， Lowering Margins； We Remain Neutral
$MQG 20250623-J.P. Morgan-Macquarie Group Limited (MQG) Oil price spike on geopolitical events may be sm
$MTS 20250623-J.P. Morgan-Metcash Ltd (MTS) FY25 Result First Take – Hardware turning the corner
$MONC 20250623-J.P. Morgan-Moncler (MONC) Q2H1 XX results preview and trimming of estimates
$5401 20250623-J.P. Morgan-Nippon Steel  (5401) Credit funded wedding and maintenance bills； maintain UW
$NOVOb 20250623-J.P. Morgan-Novo Nordisk (NOVOb) Key Takeaways from the Weekend at ADA
$PLMR 20250623-J.P. Morgan-Palomar (PLMR) Notes from the Road： Growth Outlook Looks Good
$PHR 20250623-J.P. Morgan-Phreesia (PHR) Digging Deeper Day One： TAM Breakdown
$RR 20250623-J.P. Morgan-Rolls_Royce (RR) Raising PT to 1040p； improving prospects in multiple end marke
$SLDB 20250623-J.P. Morgan-Solid Biosciences (SLDB) In Position To Take Advantage Of The Evolving DMD  Co
$SONDA 20250623-J.P. Morgan-Sonda (SONDA) Updating Estimates， Cutting PT to Ch$340； Remain Underweight
$UCB 20250623-J.P. Morgan-UCB (UCB) 1H’25 Preview： Expect good results and reiteration of FY’25 guide， w
$VRTX 20250623-J.P. Morgan-Vertex Pharmaceuticals (VRTX) The Little Cells That Could； Zimi Eliminates Nee
$WLN 20250623-J.P. Morgan-Worldline (WLN) Trimming estimates again ahead of Q2H1’25
$ZALG 20250623-J.P. Morgan-Zalando (ZALG) Q2 XX preview： expect recent performance to be on track for guid
$ZELA 20250623-J.P. Morgan-Zealand (ZELA) Amylins at ADA： Data underscores Zealand’s competitive profile，
$BFAM 20250623-Jefferies-Bright Horizons Family Solutions Inc.  (BFAM) From Premium to Pressured (Enrollm
$BRO 20250623-Jefferies-Brown & Brown (BRO) ：针对Accession收购的模型更新
$CAMX 20250623-Jefferies-Camurus (CAMX) Pricing in Polycystic Liver Disease  Opportunity； Tempering Expec
$DPLM 20250623-Jefferies-Diploma (DPLM) Solid Delivery & M&A Increasingly Likely； But Peerless Slowdown I
$DIE 20250623-Jefferies-D’Ieteren Group (DIE) Updating SOTP_based NAV； Timing Belron  Liquidity Event Re
$LAUR 20250623-Jefferies-Laureate Education (LAUR) Laureate Education NDR Takes
$MTS 20250623-Jefferies-Metcash (MTS) FY25 Result First Take
$PH 20250623-Jefferies-Parker Hannifin (PH) Aero Keeps Parker Flying Higher for Longer： LSD Organic Ups
$GPCR 20250623-Jefferies-Structure Therapeutics (GPCR) [ADA25] Preclinical PD Amylin and Validation From 
$TENA 20250623-Nomura-Tenaga Nasional (TENA) Base tariff set higher vs Regulatory Period X.
$ACHC 20250623-UBS-Acadia Healthcare Company Inc (ACHC) Mid_Quarter Catch_Up： TN Supplemental  Payments a
$ADH 20250623-UBS-Adairs (ADH) Loosens at the seams
$ATD 20250623-UBS-Alimentation Couche_Tard Inc (ATD) A Quick Pit Stop Before Faster Growth？
$090430 20250623-UBS-Amorepacific (090430) We recommend not to chase on recent rally related to expectation
$ATZ 20250623-UBS-Aritzia Inc (ATZ) A Closer Look Into the US Opportunity； Raising  PT and Reiterate Buy
$ATAT 20250623-UBS-Atour Lifestyle Holdings (ATAT) Retail GMV up 80％+ YoY during XXX shopping festival， m
$BKW 20250623-UBS-BKW AG (BKW) Benefiting from rising infrastructure spending
$CPG 20250623-UBS-Compass Group (CPG) Trading at a justified premium_HOLT indicates market pricing in li
$015760 20250623-UBS-KEPCO (015760) Assessing the impact of oil price moves  (015760) 
$015760 20250623-UBS-KEPCO (015760) Assessing the impact of oil price moves
$LOGN 20250623-UBS-Logitech (LOGN) Channel checks _ when solid is good enough
$MANU 20250623-UBS-Manchester United Plc (MANU) A season to forget _ but financial progress points  to ev
$PPGN 20250623-UBS-Polypeptide Group AG (PPGN)   UBS Global CDMO & Biprocess Call with  PolyPeptide
$PRU 20250623-UBS-Prudential (PRU) Capital returns， variances and valuation
$STEL 20250623-UBS-Singtel (STEL) Insights from 1，850 consumers： Optus recovery underway， but still more

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