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 |
|---|---|---|
| 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 |
| 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! |
| 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 |
| 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 |
| 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 | 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 | Danone | H1 FY25 update: On track to meet FY25 guidance, albeit largely reflected in the rating |
| 31/07/2025 | S&P Global Inc | Q2 FY25 update: the seemingly endless US bond issuance boom finally stalls |
| 31/07/2025 | Air France | Q2 FY25 update: Fuel price tailwinds and the late phasing of Easter - broadly as expected however |
| 31/07/2025 | Comcast Corp | Q2 FY25 update: A couple of warm spots and cycling a weak comparative, but still looking like the +LSD growth proposition being priced into the rating |
| 31/07/2025 | Kraft Heinz Co | Q2 FY25 update: Bleak outlook not improved by appointment of RFK as HHS Secretary |
| 31/07/2025 | Gartner Inc | Q2 FY25 update: “There is no organization that knows more about how to help governments than Gartner” - so is DOGE relying on Gartner or Grok? |
| 31/07/2025 | Universal Music Group NV | H1 FY25 update: Solid start, albeit including undisclosed acquired catalogue contributions and the usual seasonal negative FCF |
| 31/07/2025 | Mercedes-Benz Group AG | Q2 FY25 update: Tariffs may be bad, but net zero and hostile political agenda in Europe to private car ownership is worse for auto valuations |
| 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 | Shell plc | Q2 FY25 update: short term directionless, longer term more interesting |
| 31/07/2025 | BIO-RAD LABORATORIES INC | Q2 FY25 update: One step forward, albeit after previously taking two steps back this year |
| 31/07/2025 | BMW | Q2 FY25 update: Pinning short term hopes that the current EU/US tariffs hold |
| 31/07/2025 | BASF | Q2 FY25 update: Heavy indistries chemicals leader, but in a hostile political domestic environment |
| 31/07/2025 | Ford Motor Co | Q2 FY25 update: Tariffs not proving as dire as feared, but the EV money pit remains unresolved |
| 31/07/2025 | ProSiebenSat.1 Media SE. | Q2 FY25 update: MFE offer increase to ~€8.15 equivalent - all the more tempting for P7S1 shareholders |
| 30/07/2025 | Telefonica | Q2 FY25 update: Brazil & a big Dividend, which is about it! |
| 30/07/2025 | Advanced Micro Devices Inc | Q2 FY25 update: Messy Q2 as forewarned from tighter export license controls, albeit a surprisingly robust recovery being targeted for Q3 |
| 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 | Wolters Kluwer | H1 FY25 results update: On a roll along with the Bureaucratic state, but what happens as ESG is rolled back and DOGE culls the red tape? |
| 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 | Havas NV | H1 FY25 update: Unbundling a generation's worth of parochial French conglomorate building |
| 29/07/2025 | Prisa | Q2 FY25 update: requires delivery rather than hope at this stage |
| 29/07/2025 | PPG Industries Inc | Q2 FY25 update: Improving value proposition, albeit still lacking a positive catalyst |
| 29/07/2025 | L'Oreal SA | H1 FY25 update: Co perhaps too pre-emptive in calling a US recovery, while ignoring APAC challenges |
| Date | Company | Event |