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 |
|---|---|---|
| 20/05/2026 | Marks & Spencer Group PLC | FY26 update: Back to normality by Q4 after the Q2 cyber attack, albeit it may need more time to expunge the somewhat accident prone online record |
| 20/05/2026 | Experian | FY26 update: Well supported rating and trading trajectory into FY27 |
| 20/05/2026 | NVIDIA Corporation | Q1 FY27 update: Still leveraging is early mover advantage supplying the weapons for emerging AI war |
| 19/05/2026 | Diploma Plc | H1 FY26 update: Another upgrade as Controls rides the current AI data center expansion |
| 19/05/2026 | DCC Plc | FY26 update: Struggling renewables and Acq ROIC may limit price expectations on a possible firm offer from Energy Capital/KKR |
| 19/05/2026 | NIBE Industrier AB | Q1 FY26 update: "in tune with the times because the transition to a fossil-free society is generally believed to be irreversible." - or so they would hope! |
| 18/05/2026 | Ryanair Holdings | Q4 FY26 update: Approaching short term turbulence, albeit an opportunity to glean some additional market share from its competitive edge |
| 17/05/2026 | Publicis Groupe | $2.2bn agreed offer for LiveRamp: Strategically sound, but expensive |
| 14/05/2026 | Japan Elevator Service Holdings Co Ltd | Q4 & FY26 update: A still appealing equity narrative at a discounted price |
| 13/05/2026 | RTL Group | Q1 FY26 update: Premiere (Sky Deutschland) - the boomerang kid - oh the irony! |
| 13/05/2026 | CISCO Systems Inc | Q3 FY26 update: Supplying the shovels, rather than mining AI itself |
| 12/05/2026 | Bayer | Q1 FY26 update: High stakes adjudication on glyphosate from the USSC within the next couple of months |
| 12/05/2026 | Vodafone Group | FY26 update: Superficially attractive until one sees the true underlying growth and where this comes from |
| 11/05/2026 | Barrick Mining Corporation | Q1 FY26 update: Tracking a little below guidance on unit costs, the rest is down to your gold price expectations |
| 11/05/2026 | IES Holdings Inc | Q2 FY26 update: "There's gold in them thar AI hills", or at least in selling the shovels |
| 08/05/2026 | AngloGold Ashanti Ltd | Q1 FY26 IMS (sales) update: Pick your gold price! Our reserves based NPV is approx $97 ps at $5k/oz, with +/- $25 ps per $1k/oz |
| 08/05/2026 | Intl.Cons.Air Group | Q1 FY26 update: Still enough pricing power to absob the Jet fuel spike? A big ask! |
| 07/05/2026 | MonotaRO Co Ltd | Q1 FY26 update: Not unfairly priced, albeit May 2028 (Mito) feels a long way off |
| 07/05/2026 | WW Grainger Inc | Q1 FY26 update: Impressive pricing power into early 2026 to absorb FX & tariff headwinds, so far! |
| 07/05/2026 | Middleby Corp | Q1 FY26 update: Flipping the script from failed acquistions to dismemberment - confused! |
| 06/05/2026 | Marriott International Inc | Q1 FY26 update: Fortunately the Middle East represented only ~4% of group fees |
| 06/05/2026 | Advanced Micro Devices Inc | Q1 FY26 update: Sequential revenue build as AMD joins in the AI stampede |
| 06/05/2026 | Wolters Kluwer | Q1 FY26 IMS (sales) update: Solid start, albeit investors remain sensitive to shifting political and technological landscapes (AI) |
| 06/05/2026 | Reach | Q1 FY26 IMS (sales) update: Managed decline |
| 06/05/2026 | Rational AG | Q1 FY26 update: Slightly better on sales, but tariff & FX headwinds remain - not demandingly priced however |
| 05/05/2026 | Rubis SCA | Q1 FY26 IMS (sales); Solid trading trajectory into early 2026, albeit still subject to potentail supply disruptions |
| 01/05/2026 | Exxon Mobile Corp | Q1 FY26 pdate: Another US oil major wrong-footed by gyrating oil markets |
| 01/05/2026 | Chevron Corporation | Q1 FY26 update: Lots of potential, but could do better! |
| 30/04/2026 | Volkswagen | Q1 FY26 update: Managed decline for as long as the net-zero numpties remain in control |
| 30/04/2026 | MONY Group Plc | AGM IMS update: Is this still a growth stock? |
| 30/04/2026 | TF1 | Q1 FY26 update: Background noise masking structural decay |
| 30/04/2026 | BASF | Q1 FY26 update: Heavy industries chemicals leader, but in a hostile political domestic environment |
| 30/04/2026 | Apple Inc. | Q2 FY26 update: China rebound and new iPhone replacement cycle still in play |
| 30/04/2026 | Ebay Inc | Q1 FY26 update: Further signs of life - finally! |
| 30/04/2026 | Stellantis NV | Q1 FY26 IMS (sales) update: Partial rebound reflecting the weak comparative and past provisioning rather than evidence of any real progress |
| 30/04/2026 | BIO-RAD LABORATORIES INC | Q1 FY26 update: Yet another false dawn as revenues slide again. |
| 30/04/2026 | Air France | Q1 FY26 update: Exploding "Crack Spreads" makes the 8% margin target for FY28 even more questionable |
| 30/04/2026 | Unilever NV | Q1 FY26 IMS (sales) update: Food de-merger into McCormak offers some cost synergy benefits to spice up an otherwise muted growth story |
| 30/04/2026 | ResMed Inc | Q3 FY26 update: Solid quarter, with dfd revs suggesting more of the same for Q4, albeit gross margins may have peaked |
| 29/04/2026 | Ford Motor Co | Q1 FY25 update: 'Drill baby drill' boon for America's favorite gas guzzler manufacturers |
| 29/04/2026 | Meta Platforms Inc | Q1 FY26 update: Strong revenue trajectory to fund AI investment and now to the point of also being able to start firing staff! |
| 29/04/2026 | Alphabet Inc. A voting shares | Q1 FY26 update: AI + 600lbs gorilla = potential King Kong/Regulatory nightmare! |
| 29/04/2026 | Amazon.com, Inc. | Q1 FY26 update: AI is not your usual tech investment cycle |
| 29/04/2026 | Mercedes-Benz Group AG | Q1 FY26 update: Potential, but still blighted by net zero and the hostile political agenda in Europe to private car ownership |
| 29/04/2026 | PPG Industries Inc | Q1 FY25 update: Soft margin start to FY26 and still lacking a positive catalyst |
| 29/04/2026 | Royal Unibrew | Q1 FY26 update: Transformation into a 'fizzy-pop' business probably sensible with Gen-Z |
| 29/04/2026 | Verisk Analytics, Inc. | Q1 FY25 update: A relative AI defensive and interestingly priced after recent correction on professional publishers |
| 29/04/2026 | Universal Music Group NV | Q1 FY26 IMS (sales) update: FX mismatch and a modest ROIC on recent Downtown acquisition |
| 28/04/2026 | S&P Global Inc | Q1 FY26 update: riding the seemingly endless US bond issuance boom |
| 28/04/2026 | Omnicom Group Inc | Q1 FY26 update: Dumping stragglers & shedding costs, but not clients while also tackling the AI challenge - a busy year post IPG merger! |
| Date | Company | Event |