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 |
|---|---|---|
| 17/12/2025 | BUNZL PLC | FY25 IMS (pre-close) update: Cheap, but underwhelming guidance for FY26 does little to help! |
| 16/12/2025 | Goodwin plc | H1 FY26 update: Solid trajectory for unchanged FY26 guidance, but rather thin on outlook beyond that |
| 04/12/2025 | John Wiley & Sons, Inc. Common | Q2 FY26 update: Unchanged guidance for FY26, albeit challenging on current trajectory |
| 02/12/2025 | Chevron Corporation | A play on Venezuela and potential sanction lifting should Maduro regime fall |
| 27/11/2025 | Flutter Entertainment PLC | UK Budget impact: Government extracts another 'pound of flesh' |
| 26/11/2025 | Alibaba Group Holding Ltd | Q2 FY26 update: If there weren't problems enough, domestic Tech giants embroil themselves in a turf war |
| 19/11/2025 | MFE-MEDIAFOREUROPE NV | Q3 FY25 update: Scale advantage, or just building another European media tower of babel? |
| 19/11/2025 | TJX Companies Inc | Q3 FY26 update: Guidance finally starts to catch up with the recovering sales trajectory |
| 19/11/2025 | Baidu, Inc. | Q3 FY25 update: relief rally as the chip embargo eases, albeit evidence for a resumption in growth remains tenuous |
| 19/11/2025 | ResMed Inc | Re-visit following the 6 November White House Statement on Ozempic and Wegovy pricing |
| 19/11/2025 | Copa Holdings SA | Q3 FY25 update: Undemanding as trading momentum continues to build into Q4 and FY26 |
| 18/11/2025 | RTL Group | Q3 FY25 update: Premiere (Sky Deutschland) - the boomerang kid - oh the irony! |
| 18/11/2025 | Diploma Plc | FY25 results update: Solid organic sales trajectory thru FY25 confirmed, albeit the Acq ROIC disappoints |
| 15/11/2025 | JD.com | Q3 FY25 update: Price wars can be easier to start than to finish, let alone win. Still in scary phase! |
| 14/11/2025 | Walt Disney Co | Q4 FY25 update: More creative on hiding duff content than originating it |
| 14/11/2025 | NIBE Industrier AB | Q3 FY25 update: "in tune with the times because the transition to a fossil-free society is generally believed to be irreversible." - tell that to Trump! |
| 13/11/2025 | CISCO Systems Inc | Q1 FY26 update: Supplying the shovels, rather than mining AI itself |
| 13/11/2025 | ProSiebenSat.1 Media SE. | Q3 FY25 update: MFE now with 76% as P7S1 shareholders softened up by bleak trading outlook and a sweetened offer |
| 13/11/2025 | Japan Elevator Service Holdings Co Ltd | Q2 FY26 update: Guidance uplift as new contract growth recovers at the Modernisation division |
| 13/11/2025 | Deutsche Telekom | Q3 FY25 update: Medium term guidance reiterated and broadly supportive of +3.5-4.5% CAGR growth discount range on the stock |
| 12/11/2025 | Flutter Entertainment PLC | Q3 FY25 update: “Customer friendly sports events” |
| 12/11/2025 | Bayer | Q3 FY25 update: Marginal improvement at Pharma, although valuation still overshadowed by long tail of potential glyphosate related liabilities |
| 12/11/2025 | Experian | H1 FY26 update: Well supported rating and trading trajectory into FY26 |
| 12/11/2025 | Royal Unibrew | Q3 FY25 update: Marginal sales from warm summer + good cost mgt, but maybe not enough to revive the rating |
| 11/11/2025 | Informa | YTD (10mth IMS) FY25 update: Still an awful lot of portfolio rotation just to restore a pre-C19 ROIC of <8%! |
| 11/11/2025 | Vodafone Group | H1 FY26 update: Superficially attractive until one sees the true underlying growth and where this comes from |
| 11/11/2025 | DCC Plc | H1 FY26 update: Plenty of portfolio changes and restatements, but still pretty dull |
| 11/11/2025 | Warner Bros. Discovery Inc | Q3 FY25 update: Musical chairs again to try and hide the dead-weight legacy TV operation |
| 10/11/2025 | Interpublic Group of Companies Inc | Q3 FY25 update: merging large people based service companies can be brutal! |
| 07/11/2025 | Celanese Corp | Q3 FY25 update: Still looks pretty grim, with limited evidence yet to support any recovery hopes |
| 07/11/2025 | Daimler Truck Holding AG | Q3 FY25 update: US tariff mauling - investors may wish to await the turn rather than risk catching a falling knife |
| 07/11/2025 | Intl.Cons.Air Group | Q3 FY25 update: short term margin tailwinds as fuel hedges unwind - longer term however, it's politics! |
| 07/11/2025 | Rightmove | AI investment guidance update: Margin sacrifice to develop additional products & service - rental licence tools for Reeves perhaps? |
| 06/11/2025 | BMW | Q3 FY25 update: Pinning short term hopes that the current EU/US tariffs hold |
| 06/11/2025 | Diageo | Q1 FY26 IMS (sales) update: US tequila hangover and soft China demand, but of greater concern for growth is that Gen Z aren't 'drinkers' |
| 06/11/2025 | BT Group | H1 FY26 update: Approaching CapEx cyclical peak - what then? |
| 06/11/2025 | Air Products and Chemicals, Inc | Q4 FY25 update: The dangers of relying on ‘green energy’ and fickle political winds! |
| 06/11/2025 | Rational AG | Q3 FY25 update: more interesting with easing tariff headwinds |
| 06/11/2025 | ITV | Q3 FY25 IMS (sales) update: Managed decline |
| 06/11/2025 | Marks & Spencer Group PLC | H1 FY26 update: Online accident prone? |
| 06/11/2025 | Air France | Q3 FY25 update: Ransomware - Governments & airports hijack fuel price benefits |
| 06/11/2025 | Middleby Corp | Q3 FY25 update: Flipping the stript from failed acquistions, to dismemberment - confused! |
| 06/11/2025 | DuPont de Nemours Inc | Q3 FY25 update: For all the portfolio changes, we're left with a +LSD organic sales trajectory and an indeterminant FCF conversion! |
| 06/11/2025 | Braskem SA ADR | Q3 FY25 update: Riding the wave of weaker Br. real and domestic tariff protection and ambitious margin recovery expectations |
| 05/11/2025 | Thomson Reuters Ord Shs | Q3 FY25 update: Markets chase AI rainbow. Supported by current trading momentum and guidance, at least for now |
| 05/11/2025 | Telecom Italia | Q3 FY25 update: A lot of hope being chased by markets |
| 04/11/2025 | Domino's Pizza | Q3 FY25 IMS (sales) update: a maturing business model, notwithstanding the halal chicken (wings excepted!) |
| 04/11/2025 | BP | Q3 FY25 update: sequential improvements in NatGas & Refi margins, albeit still some way off heralding recovery |
| 04/11/2025 | Rubis SCA | Q3 FY25 IMS (sales) update: On track to meet the unchanged FY26 guidance, albeit on an under-whelming rating and FCF conversion |
| 04/11/2025 | Advanced Micro Devices Inc | Q3 FY25 update: Playing catch-up in the AI stampede |
| Date | Company | Event |