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 |
|---|---|---|
| 28/03/2023 | Rational AG | FY22 update: Solid start to FY23, albeit growing question on the how to allocate the capital |
| 24/03/2023 | Factset Research Systems Inc | Q2 FY23 update: Structurally sound, but facing macro headwinds, so be selective on timing and rating entry point |
| 23/03/2023 | Zur Rose Group AG | FY22 update: Still a high risk/return proposition on diminishing German eRX rollout credibility |
| 23/03/2023 | Braskem SA ADR | FY22 update: Falling knife, but scope for spreads to stabilise following NatGas price reversals |
| 19/03/2023 | Fedex Corp | Q3 FY23: Forever the prodigal son, it seems for some investors! |
| 16/03/2023 | RTL Group | FY22 update: Ambitious rating first needs to negotiate a deteriorating near term trading environment |
| 16/03/2023 | BMW | FY22 update: Wurst Sprung Technik, without a political course correction |
| 16/03/2023 | Rentokil Initial | FY22 update: Solid + some ambitious targets, might help to distract from the mega acquisition into a recession! |
| 16/03/2023 | Rubis SCA | FY22 update: Not as risky as the discounted growth rating suggests |
| 14/03/2023 | Volkswagen | FY22 update: Range anxiety sovled - 15 minute cities! |
| 14/03/2023 | Mercedes-Benz Group AG | FY22 update: Solid delivery notwithstanding the politics |
| 11/03/2023 | AngloGold Ashanti Ltd | FY22 update: $21 ps reserves based NPV for those wanting the hedge against further US Fed monetary back-sliding |
| 10/03/2023 | Daimler Truck Holding AG | FY22 update: Ambitious guidance built on assumed pricing power into stagflation |
| 09/03/2023 | John Wiley & Sons, Inc. Common | Q3 FY23 update: As we forewarned in December "Softening recovery momentum disappoints" |
| 09/03/2023 | JD.com | FY22 update: Margin rebound as OpEx crushed - an epiphany, or just another lurch? |
| 09/03/2023 | Domino's Pizza | FY22 update: A maturing growth proposition, albeit now better appreciated by markets |
| 09/03/2023 | Informa | FY22 update: Still a sub GDP growth proposition underneath all the post C19 event rebound excitment |
| 08/03/2023 | bioMerieux SA | FY22 update: After the pandemic, the clear up |
| 08/03/2023 | Vivendi | FY22 update: A parochial and maturing French media play |
| 07/03/2023 | Reach | FY22 update: Back to managing decline as Govt/Pharma propaganda budgets dry up |
| 03/03/2023 | DT. Lufthansa | Q4 FY22 update: Post C19 yield rebound, or real pricing power ahead of stagflation? |
| 03/03/2023 | Pearson Plc | FY22 update: Sacrificing growth for early margin delivery |
| 03/03/2023 | Rightmove | FY22 update: Adroitly navigated thru turbulent waters and competitive threats |
| 02/03/2023 | Flutter Entertainment PLC | FY22 update: Encouraging trajectory on big US bet will help alleviate debt overhang fears |
| 02/03/2023 | ITV | FY22 update: A minnow thinking it is a whale! |
| 02/03/2023 | Universal Music Group NV | FY22 update: Solid momentum and margins, as long as one doesn't question the catalogue amortisation assumptions! |
| 02/03/2023 | Royal Unibrew | Q4 FY22 update: Inflationary headwinds starting to ease |
| Date | Company | Event |