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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1105 followers
Created: 2025-06-29 17:11:49 UTC


$BN 20250627-Bernstein-Danone  (BN)  _ Dans quelle mesure les problèmes de l’activité  Crèmes de Danone
$BN 20250627-Bernstein-Danone (BN) How much could US Creamer issues hurt Q2？
$DSY 20250627-Bernstein-Dassault Systèmes (DSY) Quick Take： DSY _ Quarter_end briefing feedback
$ETL 20250627-Bernstein-Eutelsat (ETL) Eutelsat： Two_stage €1.35bn capital increase eases liquidity  con
$RRTL 20250627-Bernstein-RTL Group (RRTL) Quick Take： RTL Group_ the German Media Powerhouse_conference c
$SU 20250627-Bernstein-Schneider Electric SA (SU) Schneider ： feedback T2 – De plus en plus positif ： 
$SU 20250627-Bernstein-Schneider Electric SA (SU) Schneider： Q2 feedback _Incrementally positive： guida
$WLN 20250627-Bernstein-Worldline (WLN) Worldline – Compte rendu de nos discussions avec des experts du 
$BPT 20250627-CITI-Beach Energy Limited  (BPT)  Could a potential market shake_up be a positive catalyst
$1378 20250627-CITI-China Hongqiao  (1378)   Takeaways from Business Update Call， Maintain Buy
$1193 20250627-CITI-China Resources Gas  (1193)  Expiring Upside 30_Day Catalyst Watch
$FLS 20250627-CITI-Flowserve  (FLS)  FLSGTLS MOE and Underlying Profitability Improvements Point to Soli
$GLEN 20250627-CITI-Glencore PLC  (GLEN)  EVR site visit – Well_invested asset， potential for pricing prem
$6674 20250627-CITI-GS Yuasa  (6674)   Model Update
$HKLD 20250627-CITI-Hongkong Land  (HKLD)  Expect 1H25 at Growth； More Office Enquiries & Less Negative R
$DSCT 20250627-CITI-Israel Discount Bank  (DSCT)  Updating estimates and target price
$1888 20250627-CITI-Kingboard Laminates Holdings  (1888)  Industrial Tour Tracker 2025  Cross_check from 
$MELI 20250627-CITI-MercadoLibre  (MELI)  Monitoring Competition： AMZ Announces FBA Expansion and “Mirror
$MIN 20250627-CITI-Mineral Resources Limited  (MIN)  Reiterating our NeutralHigh Risk rating
$6966 20250627-CITI-Mitsui High_tec  (6966)   Staying Buy _ expecting gradual recovery from May_July botto
$6996 20250627-CITI-Nichicon  (6996)  Maintaining Buy_NECST business to drive profit again in FY326
$NKE 20250627-CITI-Nike Inc  (NKE)   Holiday Orderbooks Up， But Ultimately the Customer Decides if a  Su
$5334 20250627-CITI-Niterra  (5334)  Staying Neutral： Many potential catalysts this FY， valuations not par
$4578 20250627-CITI-Otsuka Holdings  (4578)   Removing Upside 90_Day Catalyst Watch
$PLNW 20250627-CITI-Planisware SA  (PLNW)  Q2 Preview_Strong Recurring Growth Offset by Non_Recurring & F
$RATB 20250627-CITI-RBL Bank  (RATB)   Adding Upside 90_Day Catalyst Watch
$SAABb 20250627-CITI-Saab AB  (SAABb)  Reports Peru has selected Gripen – potentially worth _SKR24 per sha
$SMMT 20250627-CITI-Summit Therapeutics Inc.  (SMMT)  MythBusters： Deep Analysis of Asia vs. Ex_Asia OS H
$6506 20250627-CITI-Yaskawa Electric  (6506)  Maintaining Neutral – still waiting for an order recovery
$ITV 20250627-Goldman Sachs- ITV Plc  (ITV) ： Data update： Minor estimate changes
$AYI 20250627-Goldman Sachs-Acuity Inc.  (AYI)  Record margins， but likely to retreat in F4Q25 as tariff
$ALVG 20250627-Goldman Sachs-Allianz SE  (ALVG) ： Inside Allianz Series takeaways
$3998 20250627-Goldman Sachs-Bosideng International Holdings  (3998)   Earnings Review： Resilient growth 
$0291 20250627-Goldman Sachs-China Resources Beer  (0291) ： Chairman of the Board resigned while Presiden
$CNM 20250627-Goldman Sachs-Core & Main Inc.  (CNM) ： Updating estimates for 1Q25 results
$HAVAS 20250627-Goldman Sachs-Havas  (HAVAS) ： Data Update： Minor estimate changes
$0590 20250627-Goldman Sachs-Luk Fook Holdings  (0590) ： First take： 2HFY25 OP beat on better ML  sales a
$6508 20250627-Goldman Sachs-Meidensha  (6508) ： Beyond the Cycle： FY326midterm plan  conservative； limite
$MELI 20250627-Goldman Sachs-MercadoLibre Inc.  (MELI) ： 2Q25 preview _ what to look for
$6981 20250627-Goldman Sachs-Murata Mfg.  (6981) ： Conference Call Takeaways： Reaffirms solid MLCC trends，
$2282 20250627-Goldman Sachs-NH Foods Ltd.  (2282) ： Meeting with president： Expectations for  progress wi
$PHIL 20250627-Goldman Sachs-Philogen S.p.A.  (PHIL) ： Reflecting recent updates， remain Buy rated
$PME 20250627-Goldman Sachs-Pro Medicus Ltd.  (PME)  Positive customer conversations， highlighting key o
$011790 20250627-Goldman Sachs-SKC  (011790) Market expectations on copper foil recovery and glass core sub
$VACN 20250627-Goldman Sachs-VAT Group  (VACN) Pre_2Q25 Barometer update
$6503 20250627-J.P. Morgan- Mitsubishi Electric  (6503)   Earnings model update
$ABG 20250627-J.P. Morgan-Absa Group Ltd (ABG)   Strong earnings growth expected in 1H25_ first take
$AOT 20250627-J.P. Morgan-Airports of Thailand (AOT) Extension of payment terms for King Power until Oct
$AKZO 20250627-J.P. Morgan-Akzo Nobel (AKZO)   Full and clean sale of the Indian stake at a good price
$ASH 20250627-J.P. Morgan-Ashland Inc (ASH)   Awaiting the Turn

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