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 |
|---|---|---|
| 22/04/2025 | Verizon | Q1 FY25 update: And then came Starlink as a broadband disrupter |
| 17/04/2025 | Rentokil Initial (ADS) | Q1 FY25 IMS (sales) update: Cheap, but stalled |
| 17/04/2025 | Rentokil Initial | Q1 FY25 IMS (sales) update: Cheap, but stalled |
| 17/04/2025 | bioMerieux SA | Q1 FY25 update: A curlish market reaction to an improving sales trajectory |
| 17/04/2025 | Ipsos | Q1 FY25 IMS (sales) update: Still too early to reach out to a H2 trading improvement |
| 16/04/2025 | Sartorius AG | Q1 FY25 update: Few surprises, albeit still not particularly compelling |
| 16/04/2025 | BUNZL PLC | Q1 FY25 IMS (sales) update: Guidance cut now makes it three! |
| 16/04/2025 | MFE-MEDIAFOREUROPE NV | Q4 FY24 update: Scale advantage, or just building another European media tower of babel? |
| 15/04/2025 | Omnicom Group Inc | Q1 FY25 update: Growth flagging in lead up to its IPG merger - distracted? |
| 15/04/2025 | Publicis Groupe | Q1 FY25 update: Guidance trajectory sustained, which in the current environment is a win! |
| 11/04/2025 | Havas NV | Q1 FY25 IMS (sa;es) update: Unbundling a generation's worth of parochial French conglomorate building |
| 10/04/2025 | Tesco Plc | FY25 results update: Solid progress, but facing slowing top-line and NI cost headwinds for FY26 |
| 10/04/2025 | DocMorris AG | Q1 FY25 IMS update: Limping towards its enforced CHF 200m equity raising - Ouch! |
| 04/04/2025 | NVIDIA Corporation | Sub $95 stock price starts to look more interesting for potential bottom feeders |
| 04/04/2025 | Alibaba Group Holding Ltd | Q3 FY25 update: A more compelling valuation is needed to compensate for the underlying political/corporate & disclosure deficiencies |
| 04/04/2025 | Baidu, Inc. | China's response to Trump's tariffs could threaten access to US financial markets for its tech stocks such as Baidu |
| 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 |
| 12/03/2025 | Domino's Pizza | FY24 update: a maturing business model, notwithstanding the halal chicken (wings excepted!) |
| 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 | DT. Lufthansa | Q4 FY24 update: Oil price margin tailwinds for FY25, but not enough to compensate for a hostile political environment |
| 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 | Intl.Cons.Air Group | Q4 FY24 update: Confirming short term margin tailwinds as fuel hedges unwind - longer term however, it's politics! |
| 01/03/2025 | BASF | FY24 update: Still surfing against the 'Net Zero' tide! |
| 01/03/2025 | Rightmove | FY24 update: Attractive Co., capital allocation discipline & mkt positioning, but surfing against multiple rip-tides |
| Date | Company | Event |