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![WhatMarketMind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1869290335937105920.png) WhatMarketMinds [@WhatMarketMind](/creator/twitter/WhatMarketMind) on x 1097 followers
Created: 2025-06-29 17:13:54 UTC


$PNBHOUSI 20250626-UBS-PNB Housing Finance (PNBHOUSI) A turnaround story with reasonable valuation
$6273 20250626-UBS-SMC (6273) Maintaining Neutral； earnings to continue in transitional phase as fixed cos
$6506 20250626-UBS-Yaskawa Electric (6506) Maintaining Neutral； headwinds from external  conditions contin
$1810 20250627-Goldman Sachs-Xiaomi Corp.  (1810) Extending leadership in premium autos on YU7’s above_ex
$AMS 20250627-UBS-ams_OSRAM (AMS) Multiple catalysts on the horizon. Buy
$BUCN 20250627-UBS-Bucher Industries (BUCN)  Weather tracker _ weather conditions slightly unfavorable fo
$HEM 20250627-UBS-Hemnet Group AB (HEM) Cyclical risks near term， monetisation limitations medium term； 
$CARR Barclays-Carrier Global Corp. (CARR) Management Meetings： Applied CHVAC   Datacenter position under~rated； upbeat tone on pricing； Europe R&LC bottoming-250627
$SHLG Barclays-Siemens Healthineers AG (SHLG) Q3 Preview：Sequentially slower growth-250627
$EMR CITI-Emerson Electric Co.  (EMR)  Strong N~T and L~T Potential Support Positive Outlook-250626
$KBX CITI-Knorr Bremse  (KBX)  Adding Downside 90~Day Catalyst Watch-250627
$MICP CITI-Michelin  (MICP)  1H25 Pre~Close Message：FX~driven EBIT downgrades， underlying message continues to imply a better 2H25. Buy-250627
$MU CITI-Micron Technology Inc  (MU)  Good Results Guidance Driven By Pricing and NAND Upside. Raising Ests， Price Target. Reit Buy. Removing Pos Catalyst Watch.-250626
$2330 CITI-TSMC  (2330) Strong Advanced Node Demand Continues-250626
$WM CITI-Waste Management， Inc  (WM) Achievable 2027 Targets； Unpacking the RVO-250626
$WGO CITI-Winnebago Industries  (WGO) Muted Outlook Send Shares Down Despite Pre~Announcement-250626
$GLEN Goldman Sachs-Glencore Plc  (GLEN) ：Elk Valley site visit： $0.4bn pa of synergies identified-250627
$IEL Goldman Sachs-IDP Education Ltd.  (IEL)  Updating for June trading update as uncertainty persists； remain Neutral-250627
$ZIP Goldman Sachs-Zip Co.  (ZIP)  Resilient US subprime consumer to support near~term growth； Buy-250627
$ABBN HSBC-ABB  (ABBN) Hold：Signals of hesitancy in Q2 amid stable trend-250627
$EQIX HSBC-Equinix Inc (EQIX) Buy： Analyst day feedback – Investing to leverage AI inference opportunity-250626
$EL HSBC-Estée Lauder Companies (EL) Upgrade to Buy： Not another false start-250626
$BZ HSBC-Kanzhun Limited (BZ) Buy：HK share offering to boost liquidity-250626
$MKC HSBC-McCormick & Co Inc  (MKC) Hold：Solid 2Q amid cost savings and tariff mitigation-250626
$NKE HSBC-Nike Inc. (NKE) Upgrade to Buy：Found their greatness-250627
$BWP UBS-BWP Trust (BWP) Internalisation improves cost of capital to grow-250627
$NYKAA UBS-FSN Ecommerce Ventures (NYKAA) Key Takeaways from Annual Investor Day-250627
$GLEN UBS-Glencore Plc (GLEN)  Postcard from Canada： Day 1-250627
$051910 UBS-LG Chemical (051910) UBS APAC Refining & Petrochemical Day...-250627

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