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 |
|---|---|---|
| 09/05/2025 | Paramount Global | Q1 FY25 update: Skydance merger relegates the minority shareholders in to an even larger vanity project |
| 09/05/2025 | Intl.Cons.Air Group | Q1 FY25 update: Confirming short term margin tailwinds as fuel hedges unwind - longer term however, it's politics! |
| 08/05/2025 | Flutter Entertainment PLC | Q1 FY25 update: Backing winners |
| 08/05/2025 | Walt Disney Co | Q2 FY25 update: Mgt remains in denial as consumers reject woke |
| 08/05/2025 | Celanese Corp | Q1 FY25 update: Rate of downside erosion beginning to ease, albeit still too early perhaps to call the turn. |
| 08/05/2025 | Barrick Gold Corp | Q1 FY25 update: Mali seizure provides a salutary reminded of the political risk |
| 07/05/2025 | Verisk Analytics, Inc. | Q1 FY25 update: Premium growth fairly priced |
| 07/05/2025 | Middleby Corp | Q1 FY25 update: Chain store traffic erosion - customers re-locate? |
| 06/05/2025 | Advanced Micro Devices Inc | Q1 FY25 update: Tariff uncertainties and tighter export license controls puncture the initial phase of the AI bubble |
| 06/05/2025 | Rational AG | Q1 FY25 update: Limp start to an uncertain FY25 |
| 06/05/2025 | Marriott International Inc | Q1 FY25 update: Relative resilience in RevPar, albeit still easing slightly |
| 06/05/2025 | Gartner Inc | Q1 FY25 update: “There is no organization that knows more about how to help governments than Gartner” - so is DOGE relying on Gartner or Grok? |
| 05/05/2025 | Ford Motor Co | Q1 FY25 update: An industry traumatised, but now at least for US manufacturers the nightmare may soon ends |
| 02/05/2025 | DuPont de Nemours Inc | Q1 FY25 update: Bamboozled investors unimpressed by the seemingly endless portfolio changes |
| 02/05/2025 | BASF | Q1 FY25 update: As if 'Net Zero' wasn't enough, now a possible trade war! |
| 02/05/2025 | Chevron Corporation | Q1 FY25 update: Permian production ramp up and impending Hess Acq helps spice up a rather dull margin performance |
| 02/05/2025 | BIO-RAD LABORATORIES INC | Q1 FY25 update: Markets lose confidence in recovery as soft guidance for FY25 pushes this out yet further |
| 02/05/2025 | Exxon Mobile Corp | Q1 FY25 update: Scope now to save on the carbon capture PR and return to finding and refining hydrocarbons |
| 01/05/2025 | Ebay Inc | Q1 FY25 update: You get what you pay for, which is not a lot while user/usage KPI's remain stalled |
| 01/05/2025 | WW Grainger Inc | Q1 FY25 update: re-affirming FY25 guidance (a little too blasé on tariffs?) |
| 01/05/2025 | MonotaRO Co Ltd | Q1 FY25 update: guidance re-iterated, albeit tariffs & non Japan growth not addressed |
| 01/05/2025 | Thomson Reuters Ord Shs | Q1 FY25 update: Markets chase AI rainbow, while administrative state threatens to crumble underfoot |
| 01/05/2025 | Amazon.com, Inc. | Q1 FY25 update: Tariff impact uncertainty limits immedate appeal >$200ps |
| 01/05/2025 | Air Products and Chemicals, Inc | Q2 FY25 update: Exiting LNG to make big bets on 'clean' hydrogen doesn't look so good post Trump! |
| 01/05/2025 | Whitbread PLC | FY25 update: Perhaps Govt funded migrant hotels is where the growth is under Labour! |
| 30/04/2025 | Mercedes-Benz Group AG | Q1 FY25 update: Impending Tariff War - how long and how deep? |
| 30/04/2025 | Prisa | Q1 FY25 update: requires delivery rather than hope at this stage |
| 30/04/2025 | PPG Industries Inc | Q1 FY25 update: Unchanged guidance, despite tariff headwinds - impressive, if deliverable! |
| 30/04/2025 | PayPal Holdings Inc | Q1 FY25 update: Yesterday's growth story? |
| 30/04/2025 | TF1 | Q1 FY25 update: Background noise masking structural decay |
| 30/04/2025 | Atresmedia | Q1 FY25 update: Limited appeal unless wannabe EU media moguls are still interested in old media trophy assets |
| 30/04/2025 | Air France | Q1 FY25 update: Fuel price tailwinds, albeit focus may now get deflected by potential tariff backwash |
| 30/04/2025 | Meta Platforms Inc | Q1 FY25 update: Now Trump's bitch applying the "It was them wot made me do it" defense [sic] |
| 30/04/2025 | Stellantis NV | Q1 FY25 IMS (sales) update: US mkt share craters (to GM), while FY25 guidance suspended (ostensibly due to tariff uncertainty) |
| 30/04/2025 | Volkswagen | Q1 FY25 update: Guidance re-iterated, apart from the tariff impact caveat - who says Germans don't have a sense of humour! |
| 29/04/2025 | Universal Music Group NV | Q1 FY25 IMS (sales) update: Strong start, albeit in what often proves to be an unrepresentative thin seasonal quarter |
| 29/04/2025 | BP | Q1 FY25 update: sequential improvements, albeit still some way off heralding recovery |
| 29/04/2025 | S&P Global Inc | Q1 FY25 update: relief at the seemingly endless US bond issuance boom, albeit some cracks are beginning to emerge |
| 29/04/2025 | Royal Unibrew | Q1 FY25 update: Another soft quarter, albeit not entirely unexpected |
| 29/04/2025 | The Coca-Cola Co | Q1 FY24 update: As always, looks better on CER than actual FX and FCF! |
| 29/04/2025 | Metropole TV | Q1 FY25 IMS (sales) update: dumped at the altar & caught in a strategic cul de sac |
| 29/04/2025 | Kraft Heinz Co | Q1 FY25 update: Bleak outlook not improved by appointment of RFK as HHS Secretary |
| 29/04/2025 | DT. Lufthansa | Q1 FY25 update: Limp start to 2025, albeit including the late phasing of Easter |
| 29/04/2025 | General Motors Co | Q1 FY25 update: Just as well GM won't have to rely on EV's, at least under Trump |
| 29/04/2025 | United Parcel Service Inc | Q1 FY25 update: “Given the current macro-economic uncertainty, the company is not providing any updates to its previously issued consolidated full-year outlook.” - Nuff said! |
| 29/04/2025 | Associated British Foods plc | H1 FY25 update: UK exposure = Spluttering on all cylinders |
| 25/04/2025 | Lagardere SCA | Q1 FY25 IMS (sales) update: Still a low growth proposition, despite the corporate re-packaging |
| 25/04/2025 | WPP | Q1 FY25 results update: AI disintermediation risk |
| 25/04/2025 | Colgate-Palmolive Co | Q1 FY25 update: Rating looking 'toppy' as growth and margins stall |
| 25/04/2025 | Reliance Industries Ltd | Q4 FY25 update: Ambitious rating should Pakistan tensions go kinetic |
| Date | Company | Event |