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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1121 followers
Created: 2025-06-25 13:08:47 UTC


$CAT 20250616-BofA Securities-Caterpillar Inc (CAT) CAT’s evolution： dozers take a back seat to gas pipe
$HNGE 20250616-Evercore ISI-Hinge Health， Inc. (HNGE) I Like to Move It， Move It； Initiate Outperform + $
$IBM 20250616-Evercore ISI-International Business Machines  Corporation (IBM) Revisiting Our Long Thesis
$MNTN 20250616-Evercore ISI-MNTN， Inc (MNTN) MNTN： Climbing This MNTN； Initiating at Outperform with $XX 
$BAS 20250616-J.P. Morgan-BASF SE (BAS) 2Q likely to be in line but 2H252026 consensus likely to see mor
$NOVOb 20250616-J.P. Morgan-Novo Nordisk (NOVOb) Revisiting the GLP_1 market， we still find a substantial 
$067160 20250619-HSBC-SOOP (067160) Buy：Risk_reward looks favourable
$005930 20250620-HSBC-Samsung Electronics (005930) Buy：2Q preview–weaker， but mounting optimism on HBM
$GOOGL 20250623-BofA Securities-Alphabet (GOOGL) The evolution of Google monetization in the AI era_ Googl
$ALPEKA 20250623-CITI-Alpek (ALPEKA) We see another weak Q ahead； early signals of upside risks
$AXP 20250623-CITI-American Express Company  (AXP)  2Q25 Preview – We See Limited Fundamental Upside
$6831 20250623-CITI-Green Tea Group Ltd  (6831)  Initiate at Buy  High Risk： High_Growth Chinese Restaura
$SMR 20250623-CITI-Nuscale Power Corp  (SMR)  New Reactors Looking to Scale； Initiate with NeutralHR
$7272 20250623-CITI-Yamaha Motor  (7272)  Staying Neutral： Earnings weak， but dividend should support
$CMC 20250623-J.P. Morgan-Commercial Metals Company (CMC) F3Q Results：Miss But Solid F4Q Guidance
$RAIL3 20250623-J.P. Morgan-Rumo (RAIL3) Mato Grosso Harvest Tracker (Jun. 23)： Corn Harvesting Advances t
$AMGN 20250623-Jefferies-Amgen (AMGN) MariTide data puts + takes： titration is key， will prove out fine i
$HEIA 20250623-Jefferies-Heineken  (HEIA) 1H25 Preview_EM Growth Likely to Offset Soft Europe
$LLY 20250624-Bernstein-Eli Lilly & Co (LLY) Bimagrumab achieves the elusive 90％+ fat_mass weight loss， 
$CKF 20250624-CITI-Collins Foods Ltd.  (CKF) Finger lickin’ good. Reiterate Buy.
$FLG 20250624-CITI-Flagstar Financial Inc  (FLG)  NYC Mayoral Election： Mamdani Likely Weighs On Shares 
$2367 20250624-CITI-Giant Bio  (2367)  Close negative catalyst watch； Eye on more recovery signs
$HEIN 20250624-CITI-Heineken (HEIN) ：Q2 volume picture impacted by retailer disputes in Europe. FY intact
$RELI 20250624-CITI-Reliance Industries  (RELI)  Jio：Looking Beyond Tariff Hikes– Long Runway for Growth
$TTD 20250624-CITI-Trade Desk Inc  (TTD)  TTD Learnings from Cannes： Amazon DSP Competition Debate； Impr
$VOD 20250624-CITI-Vodafone Group PLC (VOD) ：More than just Germany， but still hard to be too constructiv
$WTB 20250624-CITI-Whitbread PLC  (WTB)  Q1 market outperformance encouraging， but still awaiting the Rev
$ALFA 20250624-Goldman Sachs-Alfa Laval  (ALFA)  Pre_2Q25 Barometer update
$AMGN 20250624-Goldman Sachs-Amgen Inc.  (AMGN) ： MariTide debate continues post ADA
$DG 20250624-Goldman Sachs-Dollar General Corp.  (DG)  DG’s valuation reflects improved fundamentals； d
$FIVE 20250624-Goldman Sachs-Five Below Inc.  (FIVE)  Revisiting our Buy rating on FIVE： Improving mercha
$5101 20250624-Goldman Sachs-Yokohama Rubber  (5101)  Capturing a unique growth opportunity in off_highway
$GPOR 20250624-J.P. Morgan- Gulfport Energy (GPOR)   J.P. Morgan Energy Conference Takeaways
$CNMA 20250624-J.P. Morgan- PT Nusantara Sejahtera Raya Tbk (CNMA) Resetting Expectations： Is 100mn Annu
$AES 20250624-J.P. Morgan-AES Corp. (AES) J.P. Morgan Energy， Power， Renewables & Mining Conference Take
$AKRO 20250624-J.P. Morgan-Akero (AKRO) San Fran Biotech Corporate Mini Day Takeaways
$AMRN 20250624-J.P. Morgan-Amarin (AMRN) Uncle！ Recordati EU Partnership A Net Positive
$AMZN 20250624-J.P. (AMZN) Advertising Deep Dive： Amazon 3rd Largest Digital Ad Platfor
$7936 20250624-J.P. Morgan-ASICS (7936) Growth story still not over
$5269 20250624-J.P. Morgan-ASMedia Technology Inc. (5269)   Raise estimates again on strong outlook； OW
$AZN 20250624-J.P. Morgan-AstraZeneca (AZN) Datroway FDA approved for refractory EGFR lung cancer， slight
$CNP 20250624-J.P. Morgan-CenterPoint Energy， Inc. (CNP) J.P. Morgan Energy， Power， Renewables & Mining 
$CGON 20250624-J.P. Morgan-CG Oncology (CGON) Tidbits on Creto from Our CEO Call Last Week
$4519 20250624-J.P. Morgan-Chugai Pharmaceutical (4519) Takeaways from the NXT007 study session
$CIEN 20250624-J.P. Morgan-Ciena (CIEN) Closer Look at DCI and Component Revenue Opportunities Supporting
$CONG 20250624-J.P. Morgan-Continental AG (CONG) First Glance： CMD 2025
$CPLE6 20250624-J.P. Morgan-Copel (CPLE6) Novo Mercado Proposal： Positive (6.6％ Premium CPLE6CPLE3) 
$CTRA 20250624-J.P. Morgan-Coterra Energy Inc (CTRA)  J.P. Morgan Energy Conference Takeaways
$CRGY 20250624-J.P. Morgan-Crescent Energy Co (CRGY) J.P. Morgan Energy Conference Takeaways
$ENPH 20250624-J.P. Morgan-Enphase Energy (ENPH)  J.P. Morgan Energy Conference Takeaways

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