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 |
|---|---|---|
| 11/08/2025 | Celanese Corp | Q2 FY25 update: Sequential stabilisation, but Q3 guidance suggests limited scope for an early recovery |
| 08/08/2025 | Japan Elevator Service Holdings Co Ltd | Q1 FY65 update: Solid start with FY26 guidance re-iterated, notwithstanding a dip in contracts at the Modernisation division |
| 07/08/2025 | InterContinental Hotels Group PLC | H1 FY25 update: Opaque boost from loyalty program while demand growth softens - how convenient! |
| 07/08/2025 | WPP | H1 FY25 update: Confirmation of last months IMS doesn't make it any more palatable. |
| 07/08/2025 | Flutter Entertainment PLC | Q2 FY25 update: Pause for breath as US Player numbers stall on an already fruity GrowthRating |
| 06/08/2025 | Middleby Corp | Q2 FY25 update: Under-whelming - again! |
| 06/08/2025 | Diageo | FY25 update: Focus may be on US tariffs, but of greater concern for growth is that Gen Z aren't 'drinkers' |
| 06/08/2025 | Copa Holdings SA | Q2 FY25 update: Undemanding as sequential trading passes the trough |
| 05/08/2025 | Rational AG | Q2 FY25 update: Improved sales, but guidance stalled on fx/tariff uncertainties impact on H2 |
| 05/08/2025 | Marriott International Inc | Q2 FY25 update: Easing trajectory into Q3 for RevPar |
| 02/08/2025 | WW Grainger Inc | Q2 FY25 update: US tariff impact, but also the structural shift to online competition |
| 31/07/2025 | MonotaRO Co Ltd | Q2 FY25 update: Edging up gross margins as well as confirming the improved sales trajectory |
| 31/07/2025 | Rentokil Initial | 1H FY25 update: No better than anticipated, albeit the current rating isn't pricing in much more anyway! |
| 31/07/2025 | Rentokil Initial (ADS) | 1H FY25 update: No better than anticipated, albeit the current rating isn't pricing in much more anyway! |
| 31/07/2025 | BIO-RAD LABORATORIES INC | Q2 FY25 update: One step forward, albeit after previously taking two steps back this year |
| 30/07/2025 | Orange SA | H1 FY25: Excluding €1.6bn of personnel expenses from 'adjusted' EBITDA growth of +3.8% and FY25 guidance 'upgrade'! |
| 30/07/2025 | United Parcel Service Inc | Q2 FY25 update: soft trading trajectory & guidance reluctance over-shadows what may prove to be an undemanding rating |
| 29/07/2025 | Stellantis NV | H1 FY25 update: Miserable H1 trading (as expected), albeit ultimately background noise against the bigger issue |
| 29/07/2025 | Procter & Gamble Co | Q4 & FY25 update: Growth lull |
| 29/07/2025 | L'Oreal SA | H1 FY25 update: Co perhaps too pre-emptive in calling a US recovery, while ignoring APAC challenges |
| 29/07/2025 | Canal+ SA | H1 FY25 update: Not a compelling growth vehicle |
| 29/07/2025 | TF1 | Q2 FY25 update: Background noise masking structural decay |
| 28/07/2025 | ProSiebenSat.1 Media SE. | MFE offer increase to ~€8.15 equivalent - ought to be tempting for P7S1 shareholders |
| 25/07/2025 | Volkswagen | Q2 FY25 update: Guidance finally cut as US tariffs impact |
| 25/07/2025 | Rightmove | H1 FY25 update: Attractive Co., capital allocation discipline & mkt positioning, but surfing against multiple rip-tides |
| 24/07/2025 | BT Group | Q1 FY26 IMS (sales) update: Dull trading, but exciting share price - attracting corporate interest? |
| 24/07/2025 | RELX PLC | H1 FY25 update: Solid start confirmed, albeit already anticipated by the 'fruity' growth rating on the stock |
| 24/07/2025 | Lagardere SCA | H1 FY25 update: Still a low growth proposition, despite the corporate re-packaging |
| 24/07/2025 | Union Pacific Corp | Q2 FY25 update: Norfolk Southern merger discussions to spice up it mid range rating |
| 24/07/2025 | Reach | H1 FY25 update: Managed decline |
| 24/07/2025 | Vodafone Group | Q1 FY26 IMS (sales) update: Was the CMA clearance of the 3 UK merger a sign of easier regulatory times (and better ROIC) ahead? |
| 23/07/2025 | Informa | H1 FY25 update: Solid trajectory (as expected) albeit still an awful lot of portfolio rotation just to restore a pre-C19 ROIC of <8%! |
| 22/07/2025 | General Motors Co | Q2 FY25 update: Signs of bottoming out, albeit still politically sensitive |
| 22/07/2025 | Akzo Nobel | Q2 FY25 update: Tariff uncertainties aggravate having also to contend with the EU's fixation on net zero and effective de-industrialiastion agenda |
| 22/07/2025 | Compass Group ADR | Q3 FY25 IMS update: Riding the whirlwind |
| 22/07/2025 | Sartorius AG | Q2 FY25 update: Guidance for FY25 re-iterated, but an ominous silence for further out |
| 22/07/2025 | The Coca-Cola Co | Q2 FY24 update: As always, looks better on CER than actual FX and FCF! |
| 22/07/2025 | Interpublic Group of Companies Inc | Q2 FY25 update: merging large people based service companies can be brutal |
| 21/07/2025 | Verizon | Q2 FY25 update: And then came Starlink as a broadband disrupter |
| 21/07/2025 | MONY Group Plc | Q1 FY26 update: Is this still a growth stock? |
| 21/07/2025 | Ryanair Holdings | Q1 FY26 update: Expected Q1 rebound on late phasing of Easter. |
| 17/07/2025 | PepsiCo Inc | Q2 FY25 update: Markets seem surprisingly easy to please nowadays |
| 17/07/2025 | Diploma Plc | Q3 FY25 IMS (sales) update: Solid trajectory thru FY25 confirmed as organic revenue guidance raised by a further +2ppts (to +10%) |
| 17/07/2025 | Publicis Groupe | Q2 FY25 update: Guidance trajectory sustained, which in the current environment is a win! |
| 16/07/2025 | Renault | H1 FY25 IMS update: FY25 guidance trimmed, but possibly still under-estimating the structural EU headwinds |
| 15/07/2025 | Experian | Q1 FY26 (IMS) update: Well supported rating and trading trajectory into FY26 |
| 15/07/2025 | Omnicom Group Inc | Q2 FY25 update: Stable revenue trajetory + potential merger synergies, but in an increasingly structurally challenged industry |
| 11/07/2025 | Delta Air Lines Inc | Q2 FY25 update: FY25 guidance restored - as with the tariffs & BBB, a temporary fix |
| 09/07/2025 | WPP | CEO bales and now the guidance cut and overhead cull. Few surprises, albeit still painful to watch! |
| 27/06/2025 | RTL Group | Premiere (Sky Deutschland) - the boomerang kid - oh the irony! |
| Date | Company | Event |