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 |
|---|---|---|
| 28/05/2025 | NVIDIA Corporation | Q1 FY26 update: Supplying the weapons for the next AI war, albeit also at risk of being caught up in some of the early crossfire |
| 22/05/2025 | BT Group | FY25 update: A big dividend, but no growth and against normalising interest rates |
| 21/05/2025 | MFE-MEDIAFOREUROPE NV | Q1 FY25 update: Scale advantage, or just building another European media tower of babel? |
| 21/05/2025 | Marks & Spencer Group PLC | FY25 update: Riding high on restored returns, but at what brand cost and is this now as good as it gets? |
| 20/05/2025 | Vodafone Group | FY25 update: Is the CMA clearance of the 3 UK merger a sign of easier regulatory times (and better ROIC) ahead? |
| 19/05/2025 | Diploma Plc | H1 FY25 update: Solid trajectory into FY25 confirmed |
| 19/05/2025 | Ryanair Holdings | Q4 FY25 update: Expected limp end to FY on late phasing of Easter, but now assisting trading trajectory into Q1 FY26 |
| 15/05/2025 | Deutsche Telekom | Q1 FY25 update: Medium term guidance reiterated and broadly supportive of +3.5-4.5% CAGR growth discount range on the stock |
| 15/05/2025 | Alibaba Group Holding Ltd | Q4 FY25 update: AI growth strategy, but without access to the latest chips! |
| 15/05/2025 | NIBE Industrier AB | Q1 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! |
| 14/05/2025 | Daimler Truck Holding AG | Q1 FY25 update: bellwether meets elevated trade war fears with inevitable consequences - hopefully now the nadir as new trade deals are signed |
| 14/05/2025 | Experian | FY25 update: Well supported rating and trading trajectory into FY26 |
| 14/05/2025 | Telefonica | Q1 FY25 update: Brazil & a big Dividend, which is about it! |
| 14/05/2025 | ProSiebenSat.1 Media SE. | Q1 FY25 update: Eroding legacy media in an ailing German de-industrialisation. AKA, a falling knife! |
| 14/05/2025 | CISCO Systems Inc | Q3 FY25 update: Supplying the shovels, rather than mining AI itself |
| 14/05/2025 | Compass Group ADR | H1 FY25 update: Robust trading trajectory sustained into H1 FY25, but don't ignore the shifting political trends on which this surge has ridden |
| 13/05/2025 | JD.com | Q4 FY25 update: fulfillment costs still outpacing sales growth! |
| 13/05/2025 | DCC Plc | FY25 update: Plenty of portfolio changes and restatements, but still pretty dull |
| 13/05/2025 | Japan Elevator Service Holdings Co Ltd | Q4 FY25 update: Confirming their guidance was overly conservative |
| 13/05/2025 | Bayer | Q1 FY25 update: Sequential improvement, but from a deep trough |
| 09/05/2025 | Paramount Global | Q1 FY25 update: Skydance merger relegates the minority shareholders in to an even larger vanity project |
| 09/05/2025 | Intl.Cons.Air Group | Q1 FY25 update: Confirming short term margin tailwinds as fuel hedges unwind - longer term however, it's politics! |
| 09/05/2025 | Telecom Italia | Q1 FY25 update: On track, albeit still some way to go - for the patient perhaps! |
| 08/05/2025 | Copa Holdings SA | Q1 FY25 update: Undemanding as sequential trading passes the trough |
| 08/05/2025 | Warner Bros. Discovery Inc | Q1 FY25 update: Solid DTC progress, albeit the rest remains a rodeo |
| 08/05/2025 | Flutter Entertainment PLC | Q1 FY25 update: Backing winners |
| 08/05/2025 | BMW | Q1 FY25 update: Limp start to FY25, but BMW still seems happy enough regardless! |
| 08/05/2025 | Walt Disney Co | Q2 FY25 update: Mgt remains in denial as consumers reject woke |
| 08/05/2025 | Celanese Corp | Q1 FY25 update: Rate of downside erosion beginning to ease, albeit still too early perhaps to call the turn. |
| 08/05/2025 | Barrick Gold Corp | Q1 FY25 update: Mali seizure provides a salutary reminded of the political risk |
| 07/05/2025 | Verisk Analytics, Inc. | Q1 FY25 update: Premium growth fairly priced |
| 07/05/2025 | Middleby Corp | Q1 FY25 update: Chain store traffic erosion - customers re-locate? |
| 06/05/2025 | Advanced Micro Devices Inc | Q1 FY25 update: Tariff uncertainties and tighter export license controls puncture the initial phase of the AI bubble |
| 06/05/2025 | Rational AG | Q1 FY25 update: Limp start to an uncertain FY25 |
| 06/05/2025 | Marriott International Inc | Q1 FY25 update: Relative resilience in RevPar, albeit still easing slightly |
| 06/05/2025 | Gartner Inc | Q1 FY25 update: “There is no organization that knows more about how to help governments than Gartner” - so is DOGE relying on Gartner or Grok? |
| 05/05/2025 | Ford Motor Co | Q1 FY25 update: An industry traumatised, but now at least for US manufacturers the nightmare may soon ends |
| 02/05/2025 | DuPont de Nemours Inc | Q1 FY25 update: Bamboozled investors unimpressed by the seemingly endless portfolio changes |
| 02/05/2025 | BASF | Q1 FY25 update: As if 'Net Zero' wasn't enough, now a possible trade war! |
| 02/05/2025 | Chevron Corporation | Q1 FY25 update: Permian production ramp up and impending Hess Acq helps spice up a rather dull margin performance |
| 02/05/2025 | BIO-RAD LABORATORIES INC | Q1 FY25 update: Markets lose confidence in recovery as soft guidance for FY25 pushes this out yet further |
| 02/05/2025 | Exxon Mobile Corp | Q1 FY25 update: Scope now to save on the carbon capture PR and return to finding and refining hydrocarbons |
| 01/05/2025 | Ebay Inc | Q1 FY25 update: You get what you pay for, which is not a lot while user/usage KPI's remain stalled |
| 01/05/2025 | WW Grainger Inc | Q1 FY25 update: re-affirming FY25 guidance (a little too blasé on tariffs?) |
| 01/05/2025 | MonotaRO Co Ltd | Q1 FY25 update: guidance re-iterated, albeit tariffs & non Japan growth not addressed |
| 01/05/2025 | Thomson Reuters Ord Shs | Q1 FY25 update: Markets chase AI rainbow, while administrative state threatens to crumble underfoot |
| 01/05/2025 | Amazon.com, Inc. | Q1 FY25 update: Tariff impact uncertainty limits immedate appeal >$200ps |
| 01/05/2025 | Air Products and Chemicals, Inc | Q2 FY25 update: Exiting LNG to make big bets on 'clean' hydrogen doesn't look so good post Trump! |
| 01/05/2025 | Whitbread PLC | FY25 update: Perhaps Govt funded migrant hotels is where the growth is under Labour! |
| 30/04/2025 | Mercedes-Benz Group AG | Q1 FY25 update: Impending Tariff War - how long and how deep? |
| Date | Company | Event |