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 |
|---|---|---|
| 02/10/2025 | Tesco Plc | H1 FY26 results update: Negotiating the last NI budget headwinds fairy well, albeit not looking forward to the next budget surprise in November |
| 30/09/2025 | Carnival Corp | Q3 FY25 update: Benefits of yield increases on falling fuel costs - an end of cycle blow-off? |
| 24/09/2025 | MFE-MEDIAFOREUROPE NV | Q2 FY25 update: Scale advantage, or just building another European media tower of babel? |
| 23/09/2025 | AngloGold Ashanti Ltd | Q2 FY25 update: A rising gold price, but with the ore reserves often hostage to some unsavoury regimes |
| 22/09/2025 | Barrick Mining Corporation | Q2 FY25 update: Leveraged play on a rising gold price? Maybe think again! |
| 20/09/2025 | Fedex Corp | Q1 FY26 update: Relief rally as Q1 trading edges up into an upbeat guidance for FY26 |
| 17/09/2025 | ProSiebenSat.1 Media SE. | FY25 guidance cut: Another reason (if needed) to accept MFE offer of ~€8.15 equivalent - assuming it remains on the table! |
| 10/09/2025 | Rubis SCA | H1 FY25 update: On track to meet the unchanged FY26 guidance, albeit on an under-whelming rating and FCF conversion |
| 10/09/2025 | Associated British Foods plc | Q3 FY25 IMS update: UK & Sugar exposure = Spluttering on all cylinders |
| 04/09/2025 | bioMerieux SA | H1 FY25 update: China impact to sales, but offset by margin gains |
| 04/09/2025 | John Wiley & Sons, Inc. Common | Q1 FY26 update: How to train your AI dragon, but be careful not to get burnt |
| 29/08/2025 | Alibaba Group Holding Ltd | Q1 FY26 update: AI growth strategy and investment ramp-up, but without access to the latest chips? |
| 26/08/2025 | BUNZL PLC | H1 FY25 results update: very much as expected - possible scope for some relief rally at least |
| 26/08/2025 | Royal Unibrew | Q2 FY25 update: Late Easter + good cost mgt, but maybe not enough to revive the rating |
| 22/08/2025 | NIBE Industrier AB | Q2 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! |
| 21/08/2025 | Baidu, Inc. | Q2 FY25 update: relief rally as the chip embargo eases, albeit evidence for a resumption in growth remains tenuous |
| 20/08/2025 | TJX Companies Inc | Q2 FY26 update: Solid delivery YTD, but Q3 guidance more cautious - uncompelling immediate risk/reward |
| 19/08/2025 | DocMorris AG | H1 FY25 results update: Belatedly getting into the race, but still well < critical mass in Rx |
| 15/08/2025 | CISCO Systems Inc | Q4 FY25 update: Supplying the shovels, rather than mining AI itself |
| 15/08/2025 | JD.com | Q2 FY25 update: Price wars can be easier to start than to finish, let alone win |
| 11/08/2025 | Celanese Corp | Q2 FY25 update: Sequential stabilisation, but Q3 guidance suggests limited scope for an early recovery |
| 09/08/2025 | Braskem SA ADR | Q2 FY25 update: Riding the wave of weaker Br. real and domestic tariff protection. Reciprocal tariffs from Trump soon? |
| 08/08/2025 | Walt Disney Co | Q3 FY25 update: More creative on hiding duff content than originating it |
| 08/08/2025 | Bayer | Q2 FY25 update: Marginal improvement at Pharma, although valuation still overshadowed by long tail of potential glyphosate related liabilities |
| 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 | Telecom Italia | Q2 FY25 update: On track, albeit still some way to go - for the patient perhaps! |
| 07/08/2025 | Flutter Entertainment PLC | Q2 FY25 update: Pause for breath as US Player numbers stall on an already fruity GrowthRating |
| 07/08/2025 | DuPont de Nemours Inc | Q2 FY25 update: For all the portfolio changes, we're left with a +LSD organic sales trajectory and an indeterminant FCF conversion! |
| 06/08/2025 | Middleby Corp | Q2 FY25 update: Under-whelming - again! |
| 06/08/2025 | BP | Q2 FY25 update: sequential improvements, albeit still some way off heralding recovery |
| 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 |
| 02/08/2025 | Eastman Chemical Co | Q2 FY25 update: Yet to hit the trading bottom |
| 02/08/2025 | LyondellBasell Industries NV | Q2 FY25 update: Past the worst perhaps, but still facing an uncertain recovery on an uncompelling rating |
| 02/08/2025 | Deutsche Telekom | Q2 FY25 update: Medium term guidance reiterated and broadly supportive of +3.5-4.5% CAGR growth discount range on the stock |
| 02/08/2025 | Intl.Cons.Air Group | Q2 FY25 update: short term margin tailwinds as fuel hedges unwind - longer term however, it's politics! |
| 02/08/2025 | Daimler Truck Holding AG | Q2 FY25 update: Another guidance cut encourages investors to await the turn rather than risk catching a falling knife |
| 01/08/2025 | Chevron Corporation | Q2 FY25 update: A slow start to the expected Permian production ramp up |
| 01/08/2025 | Unilever NV | H1 FY25 update: Mid-range rating discounting a little hope while delivering organic sales at the lower end of that range |
| 01/08/2025 | Colgate-Palmolive Co | Q2 FY25 update: Rating looking 'toppy' as growth and margins stall |
| 01/08/2025 | DT. Lufthansa | Q2 FY25 update: Under-whelming apart from the margin tailwind from lower fuel prices |
| 01/08/2025 | Verisk Analytics, Inc. | Q2 FY25 update: Restoring confidence after the failed diversifications |
| 01/08/2025 | Amazon.com, Inc. | Q2 FY25 update: Tariff war fears have yet to materialise - valuation & momentum narrative remain intact |
| 01/08/2025 | Apple Inc. | Q3 FY25 update: Perceived tariff headwinds receding |
| 01/08/2025 | Danone | H1 FY25 update: On track to meet FY25 guidance, albeit largely reflected in the rating |
| Date | Company | Event |