Coverage stock updates
Don’t forget, amongst the various features and valuation tools within the GrowthRater WebApp are regular commentary updates. Last month’s include the below:
Recent comment updates
Date | Company | Event |
---|---|---|
25/04/2024 | Eastman Chemical Co | Q1 FY24 update: Transitioning the trough, although the recovery may prove to be protracted |
25/04/2024 | Nestle | Q1 FY24 IMS (sales) FY24 update: Re-iterated FY24 guidance challenged by surging cocoa prices on already wilting volumes |
24/04/2024 | AT&T | Q1 FY24 update: Low rating and high dividend yield, albeit with a weak growth narrative and CROIC to suit. |
24/04/2024 | Meta Platforms Inc | Q1 FY24 update: After 'Metaverse', hopefully the next investment binge of AI will prove more rewarding! |
24/04/2024 | Interpublic Group of Companies Inc | Q1 FY24 update: We did caution on negative forecasting risk! |
24/04/2024 | Ford Motor Co | Q1 FY24 update: Will a Biden 'climate emergency' really save EV sales as consumers reject the narrative? |
24/04/2024 | BUNZL PLC | Q1 FY24 IMS update: Little change, confirming soft start for FY24, but not expensive on FY25 |
23/04/2024 | General Motors Co | Q1 FY24 update: Ominously quiete on EV sales while working capital expands by a further $3bn |
23/04/2024 | Akzo Nobel | Q1 FY24 update: Short term margin tailwinds for FY24 |
23/04/2024 | PepsiCo Inc | Q1 FY24 update: FY24 guidance target vulnerable as Q1 organic sales growth drifts to under +3% |
23/04/2024 | Associated British Foods plc | H1 FY24 update: Rating recovery on solid margin momentum, albeit this could start to wane into next year |
23/04/2024 | United Parcel Service Inc | Q1 FY24 update: More 'fairly' priced, but not yet compellingly so |
23/04/2024 | Metropole TV | Q1 FY24 update: Solid start for revenues, albeit still caught in a strategic cul de sac |
22/04/2024 | Verizon | Q1 FY24 update: Another legacy big telco struggling to develop a convincing growth narrative |
19/04/2024 | Royal Unibrew | Q1 FY24 update: A sudden appreciation of value, or are investors anticipating predatory interest? |
19/04/2024 | Procter & Gamble Co | Q3 FY24 update: Falling prices, but not to P&G customers....Yet! |
18/04/2024 | LVMH Moet Hennessy Louis Vuitton SE | Q1 FY24 IMS (sales) update: Cyclical top as the Fed pivots its pivot? |
18/04/2024 | PPG Industries Inc | Q1 FY24 update: Improving margin outlook over the remainder of 2024 as stabilising organic sales leverage thru easing raw material prices |
18/04/2024 | MFE-MEDIAFOREUROPE NV | FY23 update: Scale advantage, or just building another European media tower of babel? |
18/04/2024 | Rentokil Initial | Q1 FY24 IMS (sales) update: Not expensive, but still with much to prove |
18/04/2024 | Ipsos | Q1 FY24 IMS (sales) update: Alas, all good plandemics must come to an end, but another no doubt along shortly! |
18/04/2024 | L'Oreal SA | Q1 FY24 IMS (sales) update: Robust trajectory, albeit with a further drag from China - masks still on? |
16/04/2024 | DocMorris AG | Q1 FY24 IMS (sales) update: Generous reaction by the market to a rather non-descript release |
16/04/2024 | Omnicom Group Inc | Q1 FY24 update: Solid performance, albeit into what may prove to a marketing cyclical top |
11/04/2024 | Publicis Groupe | Q1 FY24 IMS (sales) update: Solid start as China finally returns to growth |
10/04/2024 | Delta Air Lines Inc | Q1 FY24 update: Guidance trimming seems to confirm elevated short term headwinds |
10/04/2024 | M&C Saatchi | FY23 update: Alive, but just |
10/04/2024 | Tesco Plc | FY24 results update: Possible headwinds to stock price after recent strength as pricing/margin tailwinds diminish |
09/04/2024 | bioMerieux SA | Q1 FY24 IMS update: Strong Q1 accompanied by some pretty impressive new longer term targets |
27/03/2024 | Rational AG | FY23 AR update: Upbeat mood music, but delivery largely as expected |
27/03/2024 | Carnival Corp | Q1 FY24 update: Upbeat guidance for Q2, but then headwinds start to build. |
21/03/2024 | Prisa | FY23 update: Confidence in FY25 margin guidance not enhanced by guidance for stalled margins in FY24 |
21/03/2024 | Fedex Corp | Q3 FY24 update: Continued negative headwinds from this bellwether |
21/03/2024 | Factset Research Systems Inc | Q2 FY24 update: Softening ASV/Revenues prunes lower the FY24 guidance range |
21/03/2024 | BMW | Q4 FY23 update: Wurst Sprung Technik, without a political course correction |
21/03/2024 | DocMorris AG | FY23 & FY24 guidance update: Under-whelming sales trajectory into what ought to be a surging 2024 following German eRx mandates |
18/03/2024 | Braskem SA ADR | Q4 FY23 update: High risk/ medium reward, so conviction needed that we are indeed thru the trough |
14/03/2024 | RTL Group | FY23 update: Another streaming wannabe |
14/03/2024 | Bollore | FY23 AR update: Hidden value, but no way for minority shareholders to crystallise it |
14/03/2024 | bioMerieux SA | Q4 & FY23 update: results & FY24 guidance as good as perhaps could be reasonably expected |
13/03/2024 | Volkswagen | Q4 FY23 update: Consumers ain't buying it no more! |
12/03/2024 | Domino's Pizza | FY23 update: Maturing growth model confirmed as u/l volumes contract -7% after +9% price increases |
08/03/2024 | Informa | FY23 update: Solid delivery to help deflect attention from the M&A juggling act |
07/03/2024 | Rubis SCA | FY23 update: A solid EBITDA beat vs guidance, but FY24 looks a bit limp |
07/03/2024 | ProSiebenSat.1 Media SE. | Q4 FY23 update: Managing decline |
07/03/2024 | DT. Lufthansa | Q4 FY23 update: Group back-peddles on its 8% RoS Target for FY24. |
07/03/2024 | Telecom Italia | Q4 FY23 update: Unclear who benefits most in the domestic carve out to KKR of NetCo |
07/03/2024 | ITV | FY23 update: A minnow thinking it is a whale! |
07/03/2024 | Vivendi | FY23 update: Doubling down on French media exposure - an acquired taste perhaps! |
07/03/2024 | Rentokil Initial | FY23 update: Relief rally as N.Am slowdown bottoms out at an est +2% organic sales growth for Q1 FY24 |
Date | Company | Event |