Coverage stock updates
![recent updates](https://growthrater.com/gr_web_m1/wp-content/uploads/recent-updates-220x133.png)
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 |
---|---|---|
25/07/2024 | Ford Motor Co | Q2 FY24 update: Investors starting to appreciate the dichotomy between Govt EV mandates and consumer preferences |
24/07/2024 | Ipsos | H1 FY24 update: Unfortunately, climate alarmism less conducive than the plandemic |
24/07/2024 | AT&T | Q2 FY24 update: Unexciting, but a low rating and high dividend yield offer safe haven appeal in what may prove to be choppy markets ahead of November |
23/07/2024 | Akzo Nobel | Q2 FY24 update: Improving value & consolidation play, albeit possibly becalmed this side of the Nov elections |
23/07/2024 | Grupo Televisa S.A. Common Stoc | Q2 FY24 update: Montezuma's revenge? Still struggling to support a growth narrative |
23/07/2024 | General Motors Co | Q2 FY24 update: If EV's are such an opportunity, why the deathly silence on unit sales? - Red Flag! |
23/07/2024 | Lagardere SCA | H1 FY24 update: Solid start to year, albeit now captured within the orbit of Vivendi/Bollore |
23/07/2024 | United Parcel Service Inc | Q2 FY24 update: Bellwether into a squall - uncompellingly priced |
23/07/2024 | The Coca-Cola Co | Q2 FY24 update: Solid trading trajectory & further +1ppt guidance uplift for FY24 EPS |
23/07/2024 | Compass Group ADR | Q3 FY24 IMS (sales) update: Leveraging the relative pricing power between new contracts and staff costs |
22/07/2024 | Verizon | Q2 FY24 update: Another legacy big telco struggling to develop a convincing growth narrative |
22/07/2024 | Ryanair Holdings | Q1 FY25 update: As predictable as the market's adverse reaction |
19/07/2024 | Sartorius AG | H1/Q2 FY24 update: Another report, another guidance cut |
18/07/2024 | Publicis Groupe | H1 FY24 update: Guidance edged up as solid start expected to be sustained over the Paris Olympics |
18/07/2024 | PPG Industries Inc | Q2 FY24 update: Stock looking increasingly becalmed along with volumes |
18/07/2024 | Diploma Plc | Q3 FY24 IMS (sales) update: FY24 guidance u/c, although strong trading trajectory will encourage investors to anticipate some over-delivery |
16/07/2024 | Omnicom Group Inc | Q2 FY24 update: Solid top-line performance, but not reflected by margins |
16/07/2024 | Experian | Q1 FY25 IMS (sales) update: Robust start confirmed and FY25 guidance re-iterated - albeit as expected and already well discounted |
11/07/2024 | PepsiCo Inc | Q2 FY24 update: Fading growth on trading limits the appeal of an already upper end on its rating range |
11/07/2024 | Delta Air Lines Inc | Q2 FY24 update: Q2 delivery and FY24 guidance stabilised, albeit rating suggests investors still wary of some further downside risk to trading |
09/07/2024 | BP | Q2 FY24 pre-close IMS: Soft Q2 for D/S margins and NatGas pricing, albeit perhaps representing the current trading trough |
07/07/2024 | Telecom Italia | NetCo spin-off completion: A cosmetic fix from what is essentially a complicated sale and leaseback |
04/07/2024 | LyondellBasell Industries NV | Q4 FY23 update: Potential lock-away for the patient as feedstock prices reverse |
27/06/2024 | BUNZL PLC | H1 FY24 pre-close IMS update: Mid range rating looking a little light in context of margin and acquisition delivery |
27/06/2024 | Fedex Corp | Q4 FY24 update: Over-exuberant response to what are clearly additional ‘gross’ cost savings planned for FY25 |
26/06/2024 | Carnival Corp | Q2 FY24 update: Stock chases the >+20% EPS upgrade, rather than the +3% EBITDA uplift thru a >5x leveraged b/s |
21/06/2024 | Informa | AGM update (5mths FY24): Solid delivery to help deflect attention from the M&A juggling act |
21/06/2024 | Factset Research Systems Inc | Q3 FY24 update: Cost led margin gains obscure the softening ASV/revenue trajectory into FY25 |
20/06/2024 | Sartorius AG | New Coverage - comment to follow |
18/06/2024 | Whitbread PLC | Q1 FY24 IMS (sales) update: Early stagflation stimulus to room yields now fading |
13/06/2024 | John Wiley & Sons, Inc. Common | Q4 & FY24 update: FY25 guidance growth flattered by selective definition of 'adjusted' base for FY24 |
11/06/2024 | Renault | Q1 FY24 update: Rising funding costs meets low CROIC to squeeze marginal returns into EV cul de sac |
11/06/2024 | Firstgroup | FY24 update: Diminishing time value as Labour poised to form a new government within a month! |
10/06/2024 | BMW | European voters push back - an encouraging, albeit still nacent political shift |
10/06/2024 | BASF | Election update: Have German/EU voters finally had enough of de-industrialisation policies? |
07/06/2024 | NVIDIA Corporation | 10:1 stock split update: Still a wild ride, but with consensus estimates believing these trees will keep growing to the skies |
04/06/2024 | ResMed Inc | Coverage initiation - Restoring trajectory on growth and FCF |
04/06/2024 | Deutsche Telekom | Govt stake trimmed into solid Mobile Subs trajectory |
02/06/2024 | ResMed Inc | Coverage initiation - comment to follow |
22/05/2024 | Marks & Spencer Group PLC | FY24 update: Inflationary pricing spike, or the long awaited recovery. Cheap if it can confirm the latter! |
22/05/2024 | MFE-MEDIAFOREUROPE NV | Q1 FY24 update: Scale advantage, or just building another European media tower of babel? |
22/05/2024 | TJX Companies Inc | Q1 FY25 update: Top of range trading delivery, albeit also reflected in upper end of rating range |
22/05/2024 | NVIDIA Corporation | Q1 FY25 update: Still a wild ride, but with consensus estimates believing these trees will keep growing to the skies |
20/05/2024 | Ryanair Holdings | Q4 & FY24 update: Stock ripe for a correction following rebound and hesitant outlook & guidance into FY25 |
17/05/2024 | JD.com | Q1 FY24 update: Signs that trading may have finally passed the nadir, but disclosure/political issues persist |
16/05/2024 | Baidu, Inc. | Q1 FY24 update: An AI called Ernie. No doubt the fastest AI in the East (homage to Benny Hill) |
16/05/2024 | Copa Holdings SA | Q1 FY24 update: As good as it gets for now, as yields soften and fuel prices start to rise again |
16/05/2024 | NIBE Industrier AB | Q1 FY24: A Net Zero winner - a double edged sword however! |
16/05/2024 | BT Group | FY24 update: Stagflation - initial benefit with 2/3rds of sales on CPI-linked pricing, but with longer term penalty for real growth and marginal ROIC |
15/05/2024 | CISCO Systems Inc | Q3 FY24 update: The fate yesterday's hot tech stock : re-boot hill! |
Date | Company | Event |