TheChek News Flow

>>> Up

* Brunello Cucinelli Raised to Buy at BofA (+)

* Hyatt Raised to Strong Buy at Raymond James; PT $165 (++)

* J. Martins Raised to Buy at Citi; PT 24.60 euros

* Leonardo PT Raised to 63 euros from 60 euros at Morgan Stanley (++)

* LSE Group Raised to Add at AlphaValue/Baader
* Oshkosh Raised to Buy at Goldman; PT $131

* TechnipFMC PT Raised to $40 from $35 at Susquehanna (++)

>>> Down

* 74Software SA Cut to Hold at Kepler Cheuvreux (+)

* Arcadis PT Cut to 47 euros from 49 euros at ING (++)

* Deutsche Bank Cut to Neutral at Mediobanca SpA; PT 27 euros

* Duell Cut to Accumulate at Evli Bank; PT 5.30 euros

* Holcim Cut to Reduce at AlphaValue/Baader

* M2i Cut to Neutral at Greensome Finance; PT 8.50 euros (++)

* Munters Cut to Hold at Berenberg; PT 140 kronor
* Nexstim Cut to Sell at Inderes; PT 10.50 euros

* Pandora Cut to Hold at ABG; PT 1,150 kroner

* Pernod Ricard PT Cut to 85 euros from 94 euros at Deutsche Bank

* Sofina Cut to Hold at Bank Degroof Petercam; PT 284 euros (++)

* Worldline Cut to Neutral at BofA (+)

>>> Initiation

* Amrize Rated New Neutral at Goldman; PT 45.27 Swiss francs

* Amrize Rated New Buy at Deutsche Bank; PT 49 Swiss francs (+)

* BW LPG Reinstated Buy at SpareBank; PT 145 kroner

* Innoscripta Rated New Buy at Berenberg; PT 200 euros

* Kinnevik Rated New Hold at Bank Degroof Petercam; PT 90 kronor (++)
* Lundbeck Rated New Neutral at BNPP Exane; PT 38 kroner

* New Fortress Energy Rated New Buy at Compass Point; PT $8.50

* Omada Health Rated New Buy at Goldman; PT $29

* Omada Health Rated New Overweight at Morgan Stanley; PT $25

* Omada Health Rated New Overweight at JPMorgan; PT $20

* Omada Health Rated New Overweight at Barclays; PT $21

* Omada Health Rated New Buy at Needham; PT $23 (++)

* SED Energy Holdings PLC Rated New Buy at ABG; PT 12 kroner

* Sobi Rated New Underperform at BNPP Exane; PT 275 kronor

>>> Call

* Argenx Share Weakness on FDA Report is Unwarranted: JPMorgan (+)

* Baloise, Helvetia Gain; UBS Upgrades Both on Proposed Merger (++)

* Holcim Indicated Lower After Baader Cut to Reduce After Spin Off (+)

* LVMH Shares Rally; Goldman Favors Stock in Next Luxury Upcycle (++)
* Munters Cut at Berenberg on Data-Center Capex Uncertainty

* Vestas New Orders Represent Hefty Miss, JPMorgan and Citi Say (+)

* Zealand Pharma Rises After New Outperform Rating at BNPP Exane (++)