[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 1099 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 $STEL 20250623-UBS-Singtel (STEL) Insights from 1,850 consumers: Optus recovery underway, but still more  XXX engagements  **Related Topics** [$safcom](/topic/$safcom) [electronics](/topic/electronics) [$wlsnc](/topic/$wlsnc) [$four](/topic/$four) [coins meme](/topic/coins-meme) [$tgt](/topic/$tgt) [stocks consumer defensive](/topic/stocks-consumer-defensive) [Post Link](https://x.com/WhatMarketMind/status/1937860148401520835)
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WhatMarketMinds @WhatMarketMind on x 1099 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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