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 |
|---|---|---|
| 27/03/2025 | M&C Saatchi | FY24 update: Superficially cheap, but still a bit nasty for those who haven't forgotten |
| 27/03/2025 | Rational AG | FY24 (Finals) update: Cautious margin guidance compounds tariff uncertainties for FY25 |
| 20/03/2025 | RTL Group | FY24 update: structurally decaying commercial model tied to a self- immolating economy. |
| 20/03/2025 | Carnival Corp | Q1 FY25 update: 'Shrinkflation' on a cost lull - an end of cycle blow-off? |
| 20/03/2025 | Factset Research Systems Inc | Q2 FY25 update: softening ASV/revenue and margin trajectory |
| 20/03/2025 | Fedex Corp | Q FY25 update: Another EPS guidance trim makes that -13ppts since June last year. |
| 17/03/2025 | General Motors Co | Q4 FY24 update: Just as well GM won't have to rely on EV's, at least under Trump |
| 14/03/2025 | BMW | Q4 FY24 update: Consumers starting to pushback, albeit not enough yet to enforce the needed political policy reversals |
| 14/03/2025 | Daimler Truck Holding AG | Q4 FY24 update: FY25 guidance surprisingly upbeat for a freight economic bellwether. Perhaps too ambitious this early! |
| 13/03/2025 | Rubis SCA | FY24 update: Not as bleak as the last downgrade, but neither is it particularly compelling |
| 11/03/2025 | Volkswagen | Q4 FY24 update: Awaiting the day when Europe will embrace market economics, but perhaps not yet! |
| 11/03/2025 | DocMorris AG | Q4 FY24 update: guidance discarded and planned CHF 200m equity raising - Ouch, albeit you were warned! |
| 10/03/2025 | Air France | Q4 FY24 update: 'one-offs' support Q4, but to deliver longer term guidance and TSR may need regime change |
| 09/03/2025 | Reach | FY24 update: Managed decline |
| 08/03/2025 | bioMerieux SA | Q4 & FY24 update: a solid end to FY24, with that momentum c/fwd into FY25 guidance |
| 07/03/2025 | JD.com | Q4 FY24 update: A step up in sales, but not reflected by margins |
| 07/03/2025 | Flutter Entertainment PLC | Q4 FY24 update: Markets needed reminding that a couple of quarterly beats on win margins doesn't equate to a sustainable 'lucky streak' |
| 07/03/2025 | John Wiley & Sons, Inc. Common | Q3 FY25 update: on track to deliver on guidance and improved sales and margin trajectory |
| 06/03/2025 | AngloGold Ashanti Ltd | Q4 & FY24 update: A rising gold price, but with the ore reserves often hostage to some unsavoury regimes |
| 06/03/2025 | Canal+ SA | FY24 update: Not a compelling growth vehicle |
| 06/03/2025 | Havas NV | Q4 & FY24 update: Unbundling a generation's worth of parochial French conglomorate building |
| 06/03/2025 | ProSiebenSat.1 Media SE. | Q4 FY24 update: Eroding legacy media in an ailing German de-industrialisation |
| 06/03/2025 | Rentokil Initial | FY24 update: Perhaps the punishment beating needs to extend further up the Mgt chain to restore the rating |
| 06/03/2025 | Informa | FY24 update: An awful lot of portfolio rotation just to restore a pre-C19 ROIC of <8%! |
| 06/03/2025 | ITV | FY24 update: Managed decline |
| 06/03/2025 | Bayer | Q4 FY24 update: Sequential improvement, but from a deep trough |
| 05/03/2025 | Universal Music Group NV | Q4 & FY24 update: Top line maturing, but offset by margin performance, for now! |
| 03/03/2025 | Lagardere SCA | FY24 update: Another corporate re-packaging doesn't turn this into a premium growth vehicle |
| 03/03/2025 | BUNZL PLC | FY24 results update: Pace of acquisitions improves, but marginal ROIC under pressure |
| 01/03/2025 | BASF | FY24 update: Still surfing against the 'Net Zero' tide! |
| 28/02/2025 | Warner Bros. Discovery Inc | Q4 FY24 update: Welcomed DTC progress, albeit the rest remains a rodeo |
| 28/02/2025 | Telefonica | Q4 FY24 update: Brazil & a big Dividend, which is about it! |
| 28/02/2025 | Ipsos | FY24 results update: Too early to reach out to a H2 trading improvement |
| 28/02/2025 | Pearson Plc | FY24 update: 'Hot' interactive learning segments still look decidedly tepid |
| 28/02/2025 | WPP | Q4 FY24 results update: AI disintermediation risk |
| 28/02/2025 | Atresmedia | FY24 update: Limited appeal unless wannabe EU media moguls are still interested in old media trophy assets |
| 28/02/2025 | Braskem SA ADR | Q4 FY24 update: Riding the wave of weaker Br. real and domestic tariff protection. Reciprocal tariffs from Trump soon? |
| 27/02/2025 | Stellantis NV | FY24 results update: another car crash as consumers reject State mandated products |
| 27/02/2025 | Ebay Inc | Q4 FY24 update: You get what you pay for, which is not a lot while user/usage KPI's remain stalled |
| 27/02/2025 | Wolters Kluwer | FY24 results update: On a roll along with the Bureaucratic state, but what happens as DOGE culls the red tape? |
| 27/02/2025 | Paramount Global | Q4 FY24 update: Skydance merger relegates the minority shareholders in to an even larger vanity project |
| 27/02/2025 | Deutsche Telekom | Q4 FY24 update: Medium term guidance reiterated and broadly supportive of +3-4% CAGR growth discount range on the stock |
| 26/02/2025 | Danone | Q4 FY24 update: 3-nitrooxypropanol (3-NOP) - safe & effective? |
| 25/02/2025 | Prisa | Q4 FY24 update: big promises on a stretched balance sheet, requires delivery rather than hope at this stage |
| 25/02/2025 | Royal Unibrew | Q4 FY24 update: somewhat underwhelming, as is the growth outlook |
| 25/02/2025 | Middleby Corp | Q4 FY24 update: flipping the script from buyer to seller! |
| 24/02/2025 | Mercedes-Benz Group AG | Q4 FY24 update: German election results in status quo, when change was needed to reverse net zero carnage |
| 20/02/2025 | Grupo Televisa S.A. Common Stoc | Q4 FY24 update: Little evidence that the effort of dissecting these results was worthwhile! |
| 20/02/2025 | Renault | Q4 & FY24 prelims update: Sub-scale player in an industry ploughing into an EV cul de sac |
| 19/02/2025 | Celanese Corp | Q4 FY24 update: flushing out the early knife catchers |
| Date | Company | Event |