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 |
|---|---|---|
| 28/08/2026 | Goodwin plc | FY26 update: A suprise release on Friday afternoon ahead of the August bank holiday! |
| 26/08/2026 | NVIDIA Corporation | Q2 FY27 update: Still leveraging is early mover advantage supplying the weapons for emerging AI war (albeit also by part funding it!) |
| 20/08/2026 | Alibaba Group Holding Ltd | Q1 FY27 update: The tip of the CCP spear for AI disruption, but what about the commercial returns for investors? |
| 19/08/2026 | DocMorris AG | H1 FY26 update: Belatedly getting into the race, but still well < critical mass in Rx |
| 19/08/2026 | TJX Companies Inc | Q2 FY27 update: US fashion retail sales flagging after bumper Q1 |
| 18/08/2026 | Baidu, Inc. | Q2 FY26 update: AI is the new front line in the CCP's challenge to the West |
| 12/08/2026 | InterContinental Hotels Group PLC | H1 FY26 update: Still the better end of a weak sector |
| 11/08/2026 | Middleby Corp | Q2 FY26 update: Flipping the script from failed acquistions to dismemberment - a lot of huf and puff, but with little to show for it all! |
| 11/08/2026 | RTL Group | H1 FY26 update: Premiere (Sky Deutschland) - the boomerang kid - oh the irony! |
| 10/08/2026 | Barrick Mining Corporation | Q2 FY26 update: Still tracking a little below guidance on unit costs, the rest is down to your gold price expectations |
| 06/08/2026 | Diageo | FY26 update: US tequila hangover and Gen Z aren't 'drinkers' |
| 06/08/2026 | Howmet Aerospace Inc | Q2 FY26 update: Surfing with a favourable tide in turbine blade demand |
| 06/08/2026 | ResMed Inc | Q4 FY26 update: Correction following the pre-results rally probably well deserved |
| 06/08/2026 | Rational AG | Q2 FY26 update: Not expensive, but a little limp, excluding the unexpected IEEPA tariff refund |
| 06/08/2026 | Japan Elevator Service Holdings Co Ltd | Q1 FY27 update: A still appealing equity narrative at a discounted price |
| 05/08/2026 | Kraft Heinz Co | Q2 FY26 update: Bleak outlook not improved by appointment of RFK as HHS Secretary |
| 05/08/2026 | Walt Disney Co | Q3 FY26 update: Low underlying CROIC is where investors need to start their journey |
| 04/08/2026 | DuPont de Nemours Inc | Q2 FY26 update: For all the portfolio changes, we're left with a +MSD organic sales trajectory a sub 10% CROIC and an indeterminant FCF conversion! |
| 04/08/2026 | Bayer | Q2 FY26 update: Supreme Court provides cover for the EPA and glyphosate |
| 04/08/2026 | Advanced Micro Devices Inc | Q2 FY26 update: Sequential revenue build continues as AMD joins in the AI stampede |
| 04/08/2026 | BP | Q2 FY26 update: Disappointing OpEx effiency to fuly exploit the current oil price and refining margin bonanza |
| 04/08/2026 | MonotaRO Co Ltd | Q2 FY26 update: Another beat, albeit strangely under-whelming. Unfinished business for WW Grainger? |
| 04/08/2026 | DT. Lufthansa | Q2 FY26 update: Mkts may focus on the Gulf flare-up, but the real war remains with the EU/Net-Zero agenda |
| 04/08/2026 | WW Grainger Inc | Q2 FY26 update: Tariff refund distortions |
| 03/08/2026 | Marriott International Inc | Q2 FY26 update: W-Cup tailwind on N.Am Ops - no major red flags on loyalty programme |
| 31/07/2026 | IES Holdings Inc | Q3 FY26 update: "There's gold in them thar AI hills", or at least in selling the shovels |
| 30/07/2026 | Universal Music Group NV | H1 FY26 update: FX mismatch and a modest ROIC on recent Downtown acquisition |
| 30/07/2026 | Rentokil Initial | H1 FY26 update: Under-whelming outlook/progress by new CEO - honeymoon period over |
| 30/07/2026 | Rentokil Initial (ADS) | H1 FY26 update: Under-whelming outlook/progress by new CEO - honeymoon period over |
| 28/07/2026 | The Coca-Cola Co | Q2 FY26 update: FIFA tailwinds, albeit those are now in the past |
| 28/07/2026 | bioMerieux SA | H1 FY26 update: Q1 shortfall recouped in Q2 as expected, while u/c FY26 guidance implies recovery sustained into Q3 |
| 27/07/2026 | Vodafone Group | FY26 update: Superficially attractive until one sees the true underlying growth and where this comes from |
| 23/07/2026 | BT Group | Q1 FY27 update : Tinkering around the edges while managing decline on the core domestic legacy telco business |
| 22/07/2026 | Ipsos | H1 FY26 update: Uncompelling |
| 22/07/2026 | Reach | H1 FY26 update: Managed decline |
| 22/07/2026 | Akzo Nobel | Q2 FY26 update: Gulf conflict and oil price rises threaten to reverse last year's margin tailwinds from lower feedstock prices |
| 22/07/2026 | Alphabet Inc. A voting shares | Q2 FY26 update: Riding the initial AI demand curve, albeit the ROIC and valuation models remain sensitive to future China pricing strategies |
| 22/07/2026 | AT&T | Q2 FY26 update: Still chugging along with +LSG growth, but what happens when Starlink connects directly to mobiles in a couple of years? |
| 21/07/2026 | General Motors Co | Q2 FY26 update: Messy extraction from EVs and still politically sensitive |
| 21/07/2026 | MONY Group Plc | H1 FY26 update : The law of diminishing returns |
| 21/07/2026 | Compass Group ADR | Q FY26 IMS (sales) update: Riding the whirlwind |
| 20/07/2026 | Ryanair Holdings | Q1 FY27 update: Short term turbulence, as expected, albeit an opportunity to glean some additional market share from its competitive edge |
| 16/07/2026 | Publicis Groupe | H1 FY26 update: Can you reconcile the missing -€2.1bn from the H1 cash flow statement? |
| 16/07/2026 | Diploma Plc | Q3 FY26 IMS (sales) update: Another upgrade as Controls continue to ride the current AI data center expansion |
| 07/07/2026 | ITV | Sky offer details: Proposed spin-off of legacy broadcast operations from content origination is an admission of massive strategy failure |
| 02/07/2026 | S&P Global Inc | Mobility spin-out update: Exit multiples imply markets are already discounting for a cyclical peak |
| 29/06/2026 | BT Group | Folding the Intl Ops into a JV with Verizon: Tinkering around the edges while managing decline on the core domestic legacy telco business |
| 24/06/2026 | DuPont de Nemours Inc | 1 for 3 share consolidation update: For all the portfolio changes, we're left with a +LSD organic sales trajectory a sub 10% CROIC and an indeterminant FCF conversion! |
| 23/06/2026 | Carnival Corp | Q2 FY26 update: Iran/US peace beneficiary, albeit cheap PER masks poor real CROIC and value accretion |
| 23/06/2026 | Fedex Corp | Q4 FY26 update: Beneficiary of a possible Guilf peace settlement, albeit already fairly reflected in the price |
| Date | Company | Event |