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 |
---|---|---|
27/03/2024 | Rational AG | FY23 AR update: Upbeat mood music, but delivery largely as expected |
21/03/2024 | Prisa | FY23 update: Confidence in FY25 margin guidance not enhanced by guidance for stalled margins in FY24 |
21/03/2024 | Fedex Corp | Q3 FY24 update: Continued negative headwinds from this bellwether |
21/03/2024 | Factset Research Systems Inc | Q2 FY24 update: Softening ASV/Revenues prunes lower the FY24 guidance range |
21/03/2024 | BMW | Q4 FY23 update: Wurst Sprung Technik, without a political course correction |
21/03/2024 | DocMorris AG | FY23 & FY24 guidance update: Under-whelming sales trajectory into what ought to be a surging 2024 following German eRx mandates |
18/03/2024 | Braskem SA ADR | Q4 FY23 update: High risk/ medium reward, so conviction needed that we are indeed thru the trough |
14/03/2024 | RTL Group | FY23 update: Another streaming wannabe |
14/03/2024 | bioMerieux SA | Q4 & FY23 update: results & FY24 guidance as good as perhaps could be reasonably expected |
13/03/2024 | Volkswagen | Q4 FY23 update: Consumers ain't buying it no more! |
12/03/2024 | Domino's Pizza | FY23 update: Maturing growth model confirmed as u/l volumes contract -7% after +9% price increases |
08/03/2024 | Informa | FY23 update: Solid delivery to help deflect attention from the M&A juggling act |
07/03/2024 | Rubis SCA | FY23 update: A solid EBITDA beat vs guidance, but FY24 looks a bit limp |
07/03/2024 | ProSiebenSat.1 Media SE. | Q4 FY23 update: Managing decline |
07/03/2024 | DT. Lufthansa | Q4 FY23 update: Group back-peddles on its 8% RoS Target for FY24. |
07/03/2024 | Telecom Italia | Q4 FY23 update: Unclear who benefits most in the domestic carve out to KKR of NetCo |
07/03/2024 | ITV | FY23 update: A minnow thinking it is a whale! |
07/03/2024 | Vivendi | FY23 update: Doubling down on French media exposure - an acquired taste perhaps! |
07/03/2024 | Rentokil Initial | FY23 update: Relief rally as N.Am slowdown bottoms out at an est +2% organic sales growth for Q1 FY24 |
05/03/2024 | Bayer | Q4 FY23 update: Glyphosate tail end risk that refuses to die |
05/03/2024 | Reach | FY23 update: A beneficiary of rising bond yields and declining life expectancies - a sign of the times perhaps! |
02/03/2024 | Daimler Truck Holding AG | Q4 FY23 update: Long term winner, but pause for breath after recent stock price rebound |
01/03/2024 | Pearson Plc | FY23 update: Margin upside from cost savings, but against a still broken system on educational funding |
01/03/2024 | Rightmove | FY23 update: Careful stewardship of its dominant market position, albeit as macro headwinds persist |
29/02/2024 | Intl.Cons.Air Group | Q4 FY23 update: Best of the post C19 rebound now over |
29/02/2024 | Air France | Q4 FY23 - Yield driven margin recovery may offer a shaky foundation into contracting discretionary consumer incomes |
29/02/2024 | TJX Companies Inc | Q4 FY24 update: Solid performance, albeit now also fully reflected in the rating |
29/02/2024 | Royal Unibrew | Q4 FY23 update: Ordinary dividend abandoned as cash balances wane and interest costs rise |
28/02/2024 | Universal Music Group NV | Q4 & FY23 update: Solid trajectory notwithstanding that the creative arts sometimes extends to the accounting! |
28/02/2024 | Baidu, Inc. | Q4 FY23 update: Improving FCF yield, but how 'free' is FCF from CCP land? |
28/02/2024 | Paramount Global | Q4 FY23 update: -$2.4bn exceptiontial content write-down in FY23 takes the shine off the upbeat DTC guidance for FY24 |
27/02/2024 | Ebay Inc | Q4 FY23 update: You get what you pay for, which is not a lot. Possible speculative play however |
27/02/2024 | Lagardere SCA | FY23 update: Trapped in the orbit of its larger stakeholder |
26/02/2024 | BUNZL PLC | FY23 update: Limp guidance for FY24, but not expensive on FY25 |
23/02/2024 | Warner Bros. Discovery Inc | Q4 FY23 update: Rating makes promises that may be difficult to cash on the current trading trajectory |
23/02/2024 | BASF | Q4 & FY23 update: Struggling against the German/EU de-industrialation policies |
23/02/2024 | Deutsche Telekom | Q4 FY23 update: Solid margin and Mobile Subs trajectory continues to support premium rating within a mature sector |
23/02/2024 | Grupo Televisa S.A. Common Stoc | Q4 FY23 update: Montezuma's revenge? Another difficult result to digest! |
22/02/2024 | NVIDIA Corporation | Q4 FY24 update: 'Climbing a wall of worry' after another stunning quarter and guidance |
22/02/2024 | WPP | FY23 update: Growth headwinds from AI? |
22/02/2024 | Nestle | FY23 update: Nudging lower end of rating range as investors remain underwhelmed - not helped by flat DPS! |
22/02/2024 | Moderna Inc | Q4 FY23 update: “Our Mission: Deliver the greatest possible impact to people through mRNA medicines.” – prophetic words indeed! |
22/02/2024 | Telefonica | Q4 FY23 update: A dividend play in a rising interest rate environment loses some of its relative appeal |
22/02/2024 | Mercedes-Benz Group AG | Q4 FY23 update: Auto manufacturers in limbo as net zero (& EV's) meets consumer resistance |
21/02/2024 | Verisk Analytics, Inc. | Q4 FY23 update: Robust trading trajectory/guidance into FY24 |
21/02/2024 | Danone | FY23 update: Opportunity premium/discount? Core fairly priced, but markets may not have forgotten White Wave yet |
21/02/2024 | Wolters Kluwer | FY23 update: Solid delivery & guidance, albeit focus on yesterday's hot area of ESG rather than tomorrow's of AI |
20/02/2024 | InterContinental Hotels Group PLC | FY23 update: Quality player in a still vulnerable sector |
20/02/2024 | Middleby Corp | Q4 FY23 update: When reach exceeds grasp |
16/02/2024 | NIBE Industrier AB | Q4 FY23: A Net Zero winner - a double edged sword however! |
Date | Company | Event |