Global Community

ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.

US$163.75

23.9% undervalued

12.00%

Revenue growth p.a.

New

ING Groep

PittTheYounger

Community Contributor

ING leads the pack when it comes to pivoting towards non-lending income

The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.

€27.92

23.7% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

Robbo

Community Contributor

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

AU$22.00

4.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

CECO Environmental

Key Takeaways Global regulatory enforcement and rapid expansion into international markets are driving robust and diversified demand for CECO's environmental solutions. Strategic acquisitions, operational improvements, and focus on smart factory solutions are boosting margins and enabling recurring high-margin service revenues.

Consensus Narrative from 6 Analysts

Record Pipeline And International Expansion Will Strengthen Future Prospects

US$50.17

11.0% undervalued

14.20%

Revenue growth p.a.

about 17 hours ago

Holley

Key Takeaways Digital expansion, product innovation, and tariff mitigation enhance market share, margins, and resilience against external pressures. Strengthening B2B relationships and international growth diversify revenue streams and reduce earnings volatility.

Consensus Narrative from 6 Analysts

Digital And Omnichannel Expansion Will Unlock Future Value

Kirloskar Ferrous Industries

US$3.92

7.6% undervalued

4.82%

Revenue growth p.a.

Updated

Key Takeaways Backward integration and energy efficiency investments are expected to stabilize margins, reduce costs, and advance decarbonization efforts for sustainable growth. Capacity expansion and a shift to higher-value products position the company for diversified, volume-driven revenue and net margin improvement across end markets.

Consensus Narrative from 2 Analysts

Backward Integration And Capacity Expansion Will Secure Future Prospects

₹659.50

18.0% undervalued

12.99%

Revenue growth p.a.

about 8 hours ago

Monro

Key Takeaways Streamlining store portfolio and enhancing merchandising strategies are expected to improve profitability, margin resilience, and support stabilization of gross margins. Digital engagement initiatives and favorable industry trends boost customer acquisition, same-store sales growth, and create long-term opportunities for revenue expansion.

Consensus Narrative from 3 Analysts

145 Store Closures And Digital Engagement Will Revitalize US Specialty Retail

Harsha Engineers International

US$15.67

1.6% overvalued

0.61%

Revenue growth p.a.

about 17 hours ago

Key Takeaways Rising protectionism, regulation, and input cost volatility are set to squeeze margins and limit export-driven growth opportunities across core and emerging markets. Overdependence on a narrow customer base and slow adaptation to automotive technology shifts threatens revenue stability and long-term utilization of new capacities.

Consensus Narrative from 3 Analysts

Global Trade Protectionism And Rising Costs Will Curtail Legacy Exports

₹398.00

2.4% overvalued

12.17%

Revenue growth p.a.

26 days ago

Hypera

Key Takeaways Intensifying pricing pressure, rising competition, and reliance on Brazil increase risk to revenue, margin stability, and consistent earnings growth. Growing costs and slower demand make future margin expansion and net earnings recovery increasingly challenging.

Consensus Narrative from 14 Analysts

Brazil Pricing Pressures And Aging Workforce Will Erode Margins

R$22.00

4.5% overvalued

17.42%

Revenue growth p.a.

26 days ago

Tecan Group

Key Takeaways Heightened regulatory risks, geopolitical tensions, and shifting supply chains are poised to restrict market access, elevate costs, and dampen growth prospects. Intensifying competition, technological disruption, and over-reliance on major OEM partners threaten Tecan's market share, pricing power, and long-term earnings stability.

Consensus Narrative from 9 Analysts

Mounting Regulatory And Geopolitical Risks Will Depress Future Prospects

Hibiscus Petroleum Berhad

CHF 165.20

0.7% overvalued

2.04%

Revenue growth p.a.

26 days ago

Key Takeaways Heavy reliance on mature oil and gas assets and minimal diversification exposes the company to market, regulatory, and sustainability risks. Anticipated declines in oil demand, stricter ESG standards, and high decommissioning costs threaten future margins and cash flow stability.

Consensus Narrative from 5 Analysts

Rising Decommissioning Costs And Regulatory Risks Will Drain Value

RM 1.53

5.2% undervalued

-11.77%

Revenue growth p.a.

26 days ago

Elmos Semiconductor

Key Takeaways Growing demand in China and expanding design wins in advanced automotive sensors are strengthening market position and boosting pricing power for future growth. Cost optimization efforts and increased localization are improving margins and supply chain resilience, supporting sustained earnings despite external headwinds.

Consensus Narrative from 6 Analysts

China Demand And Cost Cuts Will Shape Automotive Future Risks