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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1095 followers
Created: 2025-06-29 17:09:15 UTC


$2432 20250627-Jefferies-DeNA Co Ltd. (2432) Maintain HOLD While Tactical Rebound Remains in Sight
$GALD 20250627-Jefferies-Galderma (GALD) Nemluvio Launch Tracker： Volume Growth Remains Robust
$GEBN 20250627-Jefferies-Geberit (GEBN) [Watch the Video] Revisiting the Buy case
$GILD 20250627-Jefferies-Gilead Sciences， Inc.  (GILD) SCOTUS rules against Braidwood...HIV PrEP stays on
$HE 20250627-Jefferies-Hawaiian Electric Industries (HE) Post_Settlement Path Clearer as Pure Play Tran
$HWM 20250627-Jefferies-Howmet (HWM) Q2 Preview： Confident in the Cadence； Raising '25'26 EPS
$ISS 20250627-Jefferies-ISS (ISS) Updating Estimates Ahead of 1H _ Waiting On Net_New Momentum Improveme
$MTZ 20250627-Jefferies-MasTec (MTZ) Raise PT On 2Q25 Momentum， End_Market， E&C Sector Strength； BUY
$NKE 20250627-Jefferies-Nike  (NKE) F4Q Review： Ricky Bobby About To Shake N Bake… Just BUY It
$PLX 20250627-Jefferies-Pluxee NV (PLX) FQ3 Preview： A bit faster in EB， a bit slower in OP&S
$SCAB 20250627-Jefferies-SCA (SCAB) 2Q Preview (25 July)： Earnings Cuts vs SOTP Valuation RiskReward Upsi
$8227 20250627-Jefferies-Shimamura (8227) Transfer of Coverage_Downgrade to Hold
$TDG 20250627-Jefferies-TransDigm Group Inc. (TDG) Thesis Update： A Lis (TDG)  for the New Man as CEO
$VNET 20250627-Jefferies-VNET Group (VNET) Raising 2025 Guidance； Still Our Top Pick
$APP 20250627-UBS-AppLovin Corp (APP)   Framing Ad Segment Margins & Go_Forward  GAAP Profitability
$ASND 20250627-UBS-Ascendis Pharma AS (ASND) Transcript： Endocrinologist call Highlights Strong Demand fo
$688169 20250627-UBS-Beijing Roborock Technology (688169)   ASEAN market has significant growth potential
$0688 20250627-UBS-China Overseas Land & Investment (0688) ：Raise price target on CREIT launch； remain Ne
$CVI 20250627-UBS-CVR Energy Inc (CVI)   Adjusting Estimates， Raise PT to $XX
$LLY 20250627-UBS-Eli Lilly and Co (LLY) 2Q25 Preview： Bullish on Zepbound with broadly in_line Mounjaro
$EQT 20250627-UBS-EQT Corporation (EQT) 2Q25 Earnings Preview _Olympus Integration & Power Deal Remain I
$GLEN 20250627-UBS-Glencore Plc (GLEN)  Postcard from Canada： Day X
$HRMY 20250627-UBS-Harmony Biosciences Holdings Inc (HRMY) Transcript： Fragile X Syndrome_Harmony's Zygel
$3481 20250627-UBS-INNOLUX Corporation (3481) Diversifying further from commodity panels into auto cockpi
$SCHN 20250627-UBS-Schneider Electric (SCHN) Reassuring call with CFO ahead of Q2 2025
$SYY 20250627-UBS-Sysco Corp (SYY) Can Sysco Get More Customers On The Go？
$TLN 20250627-UBS-Talen Energy Corp (TLN)  Positive Update Supported by Power Fundamentals
$ULVR 20250627-UBS-Unilever Plc (ULVR) Q2 Preview： small improvement ex Ice Cream
$WOW 20250627-UBS-Woolworths (WOW)   Portfolio review in action： MyDeal closure and  marketplace consoli
$2317 20250628-Goldman Sachs-GC Tech： Hon Hai  (2317)   FII  (2317) ： AI servers ramp up； comprehensiv
$BOB 20250628-J.P. Morgan-Bank of Baroda (BOB) Model Update
$ICBK 20250628-J.P. Morgan-ICICI Bank (ICBK) Model Update
$SBI 20250628-J.P. Morgan-State Bank of India (SBI) Model Update
$HPE 20250628-UBS-Hewlett Packard Enterprise (HPE) DOJ settles HPE and Juniper antitrust case
$1801 20250629-Nomura-Innovent (1801) R&D day takeaways： all about IBI363
$2331 20250629-Nomura-Li Ning (2331) Better sentiment on multiple good news
$VNET 20250629-Nomura-VNET Group (VNET) FY25 guidance revised up
$376300 HSBC-Dear U  (376300) Buy： Expectations poised to become reality-250627
$373220 HSBC-LG Energy Solution  (373220) Buy： 2Q25 preview – better than feared-250627

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**Related Topics**
[robust](/topic/robust)
[scotus](/topic/scotus)
[$gild](/topic/$gild)
[$gebn](/topic/$gebn)
[tracker](/topic/tracker)
[$gald](/topic/$gald)
[gilead sciences](/topic/gilead-sciences)
[stocks healthcare](/topic/stocks-healthcare)

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