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 |
|---|---|---|
| 19/02/2025 | Celanese Corp | Q4 FY24 update: flushing out the early knife catchers |
| 18/02/2025 | InterContinental Hotels Group PLC | Q4 FY24 update: What happens when Western Governments stop funding migrant hotel accomodation? |
| 17/02/2025 | Sartorius AG | Q4 FY24 update: juxtaposition in confidence between US & European Pharma |
| 15/02/2025 | NIBE Industrier AB | Q4 FY24 update: "in tune with the times because the transition to a fossil-free society is generally believed to be irreversible." - tell that to Trump! |
| 15/02/2025 | BIO-RAD LABORATORIES INC | Q4 FY24 update: Markets lose confidence in recovery as soft guidance for FY25 pushes this out yet further |
| 14/02/2025 | Nestle | FY24 update: A not unreasonable rating, but lacking a positive trading catalyst to suggest much better in the short term |
| 14/02/2025 | RELX PLC | FY24 update: Investor focus on AI, but keep an eye on RFK's interest in Journal conflicts of interest and possible investigations |
| 13/02/2025 | Orange SA | Q4 & FY24 update: +LSD guidance, with a commensurate GrowthRating |
| 13/02/2025 | Telecom Italia | Q4 FY24 update: On track, albeit still some way to go - for the patient perhaps! |
| 13/02/2025 | Kraft Heinz Co | Q4 FY24 update: Bleak outlook not improved by appointment of RFK as HHS Secretary |
| 13/02/2025 | Barrick Gold Corp | Q4 FY24 update: Mali seizure provides a salutary reminded of the political risk |
| 13/02/2025 | Interpublic Group of Companies Inc | Q4 FY24 update: Proposed acquisition by Omnicom provides a modest step-up in returns, but with limited impact to overall growth discount on the shares |
| 12/02/2025 | Japan Elevator Service Holdings Co Ltd | Q3 FY25 update: Step up in performance after Q2's lull (u/c guidance for FY25 too cautious) |
| 11/02/2025 | DuPont de Nemours Inc | Q4 FY24 update: Interesting longer term proposition, but perhaps not this side of a possible tarriff war |
| 11/02/2025 | BP | Q4 FY24 update: tough trading conditions, as expected, but perhaps ameliorated by the US rejection of climate catastrophism |
| 11/02/2025 | The Coca-Cola Co | Q4 FY24 update: pricey against a slowing earnings outlook |
| 11/02/2025 | S&P Global Inc | Q4 FY24 update: Great party, but can Trump & DOGE avoid the hangover? |
| 11/02/2025 | Marriott International Inc | Q4 FY24 update: Improving N.Am occupancy, but what happens when the migrant hotel funding is pulled? |
| 07/02/2025 | Amazon.com, Inc. | Q4 FY24 update: Tariff impact uncertainty limits immedate appeal >$200ps |
| 06/02/2025 | L'Oreal SA | Q4 & FY24 update: Eroding top line and growth rating, albeit partially mitigated by belated cost management |
| 06/02/2025 | Air Products and Chemicals, Inc | Q1 FY25 update: Exiting LNG to make big bets on 'clean' hydrogen doesn't look so good post Trump! |
| 06/02/2025 | Thomson Reuters Ord Shs | Q4 FY24 update: Markets chase AI rainbow, while administrative state threatens to crumble underfoot |
| 06/02/2025 | Rational AG | FY24 IMS (prelims) update: Robust end to FY24, albeit into tariff uncertainties for FY25 |
| 05/02/2025 | Ford Motor Co | Q4 FY24 update: An industry traumatised, but now at least for US manufacturers the nightmare ends |
| 05/02/2025 | Walt Disney Co | Q1 FY25 update: Mgt remains in denial as consumers reject woke |
| 05/02/2025 | Compass Group ADR | Q1 FY25 IMS: Robust trading trajectory sustained into Q1 FY25, but don't ignore the shifting political trends on which this surge has ridden |
| 05/02/2025 | DCC Plc | Q3 FY25 update: Back to reality after the post H1 market exuberance |
| 04/02/2025 | Omnicom Group Inc | Q4 FY24 update: Solid end to FY24 , but all stock proposed merger with IPG into slowing market looks overly defensive |
| 04/02/2025 | Diageo | H1 FY25 update: Awaiting a punishment beating from Trump tariffs following Starmer's Chagos stunt |
| 04/02/2025 | PepsiCo Inc | Q4 FY24 update: MAHA meets the US snack industry! |
| 04/02/2025 | Alphabet Inc. A voting shares | Q4 FY24 update: AI + 600lbs gorilla = potential King Kong/Regulatory nightmare! |
| 04/02/2025 | PayPal Holdings Inc | Q4 FY24 update: Yesterday's growth story? |
| 04/02/2025 | Publicis Groupe | FY24 update: Data driven acquisitons helping to drive premium growth - just don't ask if acq intangibles are being consumed! |
| 04/02/2025 | Advanced Micro Devices Inc | Q4 FY24: In tech, there are few prizes for coming second, unless of course the leader drops the ball |
| 31/01/2025 | Colgate-Palmolive Co | Q4 FY24 update: As the initial margin rebound unwinds, it's back to the +4% CAGR trend for organic sales and GrowthRating |
| 31/01/2025 | WW Grainger Inc | Q4 FY24 update: Wilting margin recovery guided for FY25 after solid end to FY24 |
| 31/01/2025 | Chevron Corporation | Q4 FY24 update: Limp end to 2024, but the flip in US 'green' policy heralds a renaissance for hydrocarbons, |
| 31/01/2025 | Eastman Chemical Co | Q4 FY24 update: Insipid recovery potential, but solid cost delivery while stock trades at lower end of range |
| 31/01/2025 | Exxon Mobile Corp | Q4 FY24 update: Scope now to save on the carbon capture PR and return to finding and refining hydrocarbons |
| 31/01/2025 | MonotaRO Co Ltd | Q4 FY24 update: Impressive end to FY24 and guidance for FY25 |
| 30/01/2025 | Apple Inc. | Q1 FY25 update: Navigating the gap between tariffs and the next AI driven product upgrade cycle |
| 30/01/2025 | Shell plc | Q4 FY24 update: Cheap energy and more of it - the Trump dividend! |
| 30/01/2025 | BT Group | Q3 FY25 IMS (sales) update: A big dividend, but no growth and against normalising interest rates |
| 30/01/2025 | ResMed Inc | Q2 FY25: Restoring confidence in the growth trajectory and FCF conversion |
| 30/01/2025 | United Parcel Service Inc | Q4 FY24 update: Over-delivering on costs, albeit into a possible tariff war |
| 30/01/2025 | Intel Corporation | Q4 FY24 update: 5N4Y (five nodes in four years) - still more gong than dinner so far! |
| 29/01/2025 | Norfolk Southern Corp | Q4 FY24: A play on a domestic manufacturing recovery, but possibly too early and uncertain to discount today |
| 29/01/2025 | Meta Platforms Inc | Q4 FY24 update: Now Trump's bitch applying the "It was them wot made me do it" defense [sic] |
| 29/01/2025 | Akzo Nobel | Q4 FY24 update: Casualty of EU/WEF de-industrialisation and attempts at command economy |
| 28/01/2025 | LVMH Moet Hennessy Louis Vuitton SE | Q4 & FY24 update: Impending US tariffs compound the already bleak outlook for luxury goods demand |
| Date | Company | Event |