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 |
|---|---|---|
| 14/04/2026 | Publicis Groupe | Q1 FY26 update: Another solid top-line growth, notwithstanding ME&A reversals. |
| 09/04/2026 | DT. Lufthansa | Q4 FY25 update: Mkts may focus on the Gulf flare-up, but the real war remains with the EU/Net-Zero agenda |
| 08/04/2026 | Carnival Corp | Q1 FY26 update: Leveraged capital intensive consumer cyclical - one to surf with, rather against the tide |
| 31/03/2026 | Factset Research Systems Inc | Q2 FY26 update: The looming threat of being trampled in the AI stampede |
| 26/03/2026 | ProSiebenSat.1 Media SE. | Q4 FY25 update: MFE (76%) now able to soften-up the minority shareholders at its leisure |
| 25/03/2026 | Akzo Nobel | Q4 FY25 update: Gulf conflicts and oil price rises threaten to reverse last year's feedstock price reduction tailwinds for margins |
| 23/03/2026 | Goodwin plc | FY26 IMS (pre-close) update: Pump & Dump? |
| 19/03/2026 | DocMorris AG | FY25 update: Belatedly getting into the race, but still well < critical mass in Rx |
| 19/03/2026 | Rational AG | FY25 AR update: Solid top line trajectory into FY26, albeit with some downward pressure on margins |
| 19/03/2026 | Fedex Corp | Q3 FY26 update: Uncompelling rating in light of both macro and Co specific volatility |
| 18/03/2026 | Diploma Plc | H1 FY26 IMS (pre-close) update: Stronger than expected carry-thru in growth for FY26 |
| 12/03/2026 | Daimler Truck Holding AG | Q4 FY25 update: O/I stabilising in Q4, albeit too early to call the turn, particularly during US/Iran hostilities |
| 12/03/2026 | Rubis SCA | Q4 & FY25 update: fairly solid end to FY25, albeit limp growth guidance for FY26 and limited immediate valuation appeal |
| 12/03/2026 | RTL Group | Q4 FY25 update: Premiere (Sky Deutschland) - the boomerang kid - oh the irony! |
| 12/03/2026 | BMW | Q4 FY25 update: Tariffs gyrations a pain, but EU net zero fixation remains the real and more persistent problem |
| 12/03/2026 | Informa | FY25 & Post Gulf flare up update: Guidance wobbly as IRGC missiles target UAE venue locations |
| 11/03/2026 | Canal+ SA | FY25 update: Not a compelling growth vehicle |
| 11/03/2026 | Telecom Italia | Q4 FY25 update: A lot of hope being chased by markets for what is still a +LSD growth (albeit improved FCF conv) business |
| 10/03/2026 | Volkswagen | Q4 FY25 update: Managed decline for as long as the net-zero numpties remain in control |
| 05/03/2026 | Universal Music Group NV | FY25 update: Solid delicery, albeit including undisclosed acquired catalogue contributions and the usual weak FCF conversion |
| 05/03/2026 | ITV | FY25 update: Managed decline |
| 05/03/2026 | John Wiley & Sons, Inc. Common | Q3 FY26 update: AI disintermediation risk? |
| 05/03/2026 | Rentokil Initial | Q4 & FY25 update: Good enough to highlight the modest growth rating |
| 05/03/2026 | Middleby Corp | Q4 FY25 update: Flipping the stript from failed acquistions to dismemberment - confused! |
| 05/03/2026 | Rentokil Initial (ADS) | Q4 & FY25 update: Good enough to highlight the modest growth rating |
| 04/03/2026 | Bayer | Q4 FY25 update: Mixed messages from Trump administration on glyphosate continues to overshadow the valuation |
| 03/03/2026 | Intl.Cons.Air Group | Q4 FY25 update: Shifting bonus phasing helps absorb stalling PAX and yields |
| 03/03/2026 | Reach | FY25 update: Managed decline |
| 02/03/2026 | BUNZL PLC | FY25 update: Cheap, but re-iterated underwhelming guidance for FY26 does little to help! |
| 27/02/2026 | BASF | Q4 FY25 update: Heavy industries chemicals leader, but in a hostile political domestic environment |
| 27/02/2026 | Rightmove | FY25 update: The concerns are less about the company, than the UK residential markets it operates in |
| 27/02/2026 | Pearson Plc | FY25 update: AI threat looms while HiEd funding remains in crisis - a challenging environment for educational publishers |
| 27/02/2026 | Flutter Entertainment PLC | Q4 FY25 update: navigating that symbiotic relationship with a parasitic state |
| 27/02/2026 | bioMerieux SA | Q4 & FY25 update: Not without its appeal, albeit on the basis of restoring the organic sales growth to >+5% |
| 26/02/2026 | Atresmedia | FY25 update: Limited appeal unless wannabe EU media moguls are still interested in old media trophy assets |
| 26/02/2026 | Telefonica | Q4 FY25 update: Brazil & a big Dividend, which is about it! |
| 26/02/2026 | Stellantis NV | Q4 & FY25 update: Joining the herd on EV investment write-offs after joining the net zero stampede - lord, spare us! |
| 26/02/2026 | WPP | FY25 update: After the inevitable 'kitchen sink' job by the new CEO, has anything really changed? |
| 26/02/2026 | Deutsche Telekom | Q4 FY25 update: Medium term guidance reiterated and broadly supportive of +3.5-4.5% CAGR growth discount range on the stock |
| 26/02/2026 | Royal Unibrew | Q4 FY25 update: Transformation into a 'fizzy-pop' business probably sensible with Gen-Z |
| 25/02/2026 | NVIDIA Corporation | Q4 FY26 update: Brushing off the China sales restrictions - Supplying the weapons for the next AI war |
| 25/02/2026 | Diageo | Q1 FY26 IMS (sales) update: US tequila hangover and soft China demand, but of greater concern for growth is that Gen Z aren't 'drinkers' |
| 25/02/2026 | TJX Companies Inc | Q4 FY26 update: Another solid beat against both guidance and a softening retail environment - but with rating to suit |
| 25/02/2026 | Ipsos | FY25 update: Not expensive , but either is it compellingly priced given its modest size and therefore relevancy for most larger funds |
| 25/02/2026 | Wolters Kluwer | FY25 results update: Investors finally start to anticipate political changes and now the emerging challenge of AI |
| 24/02/2026 | Grupo Televisa S.A. Common Stoc | Q4 FY25 update: Still not much evidence here of a growth proposition |
| 24/02/2026 | Metropole TV | Q4 & FY25 update: dumped at the altar & caught in a strategic cul de sac |
| 24/02/2026 | Prisa | Q4 FY25 update: requires delivery rather than hope at this stage |
| 20/02/2026 | Danone | FY25 update: Using milk from Bovaer cows hardly seems the healthy option! |
| 20/02/2026 | Air France | Q4 FY25 update: Short term cost relief, but markets clearly still not buying the 8% margin target for FY28 yet! |
| Date | Company | Event |