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

23.6% 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

4.3% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Shinhan Financial Group

Key Takeaways The 2025 strategy aims to enhance ROE and stable bank earnings, while improving non-bank operations to positively impact future earnings. Efficient asset management and shareholder-focused strategies, like buybacks, aim to increase capital flexibility and boost earnings per share.

Consensus Narrative from 22 Analysts

2025 Plan Will Unlock Capital Capacity And Efficient Asset Management

₩85.24k

18.9% undervalued

0.26%

Revenue growth p.a.

4 days ago

Rheinmetall

Key Takeaways Long-term revenue and earnings growth is likely to vastly exceed analyst expectations, driven by robust order intake, ramping joint ventures, and rising defense budgets. Strategic expansion into automation, AI, and new defense domains positions Rheinmetall for higher margins, market share, and resilience against sector cycles.

Consensus Narrative from 13 Analysts

Increasing EU And NATO Spending Will Spur Modern Armored Solutions

€2.30k

29.5% undervalued

42.39%

Revenue growth p.a.

9 days ago

Hang Seng Bank

Key Takeaways Dominant wealth management and strong cross-border integration position Hang Seng Bank for high-margin income growth and substantial market share gains across Greater Hong Kong and Mainland China. Aggressive digital transformation and early leadership in sustainable finance create long-term operating leverage, efficiency, and a defensible niche supporting shareholder returns.

Consensus Narrative from 12 Analysts

Greater China Affluence And Digital Trends Will Unlock New Horizons

HK$130.73

13.3% undervalued

9.94%

Revenue growth p.a.

9 days ago

Hannover Rück

Key Takeaways Accelerating premium growth, diversified specialty expansion, and strong reserve flexibility position Hannover Rück for outperformance in both earnings and long-term margin stability. Superior capital strength and disciplined management enable above-peer growth, with potential for higher shareholder returns and sustained expansion across high-growth global regions.

Consensus Narrative from 15 Analysts

Emerging Markets And Climate Trends Will Redefine Reinsurance Opportunities

€340.00

24.7% undervalued

3.95%

Revenue growth p.a.

9 days ago

Sensient Technologies

Key Takeaways Regulatory changes and Sensient's investments in natural colors position it for strong growth and margin gains driven by clean-label demand. Expansion in global capacity and emerging markets supports sustainable revenue growth and increasing operating leverage.

Consensus Narrative from 3 Analysts

US Regulation And APAC Demand Will Unlock Natural Colors Potential

US$121.67

2.8% undervalued

6.34%

Revenue growth p.a.

4 days ago

Finning International

Key Takeaways Strong demand in core sectors and rising order backlogs point to sustained future growth, especially in high-margin aftermarket and product support services. Operational efficiency, automation, and strategic expansion into Latin America and clean energy markets are expected to drive profitability and long-term competitive positioning.

Consensus Narrative from 9 Analysts

Digitalization And Infrastructure Spending Will Drive Industrial Modernization

CA$66.67

15.0% undervalued

-2.26%

Revenue growth p.a.

Updated

Lexicon Pharmaceuticals

Key Takeaways Advancing novel medicines like pilavapadin and LX9851 could significantly impact revenue growth and open high-demand markets. Strategic licensing and cost reduction initiatives aim to boost revenue streams while improving net margins and profitability.

Consensus Narrative from 5 Analysts

Pilavapadin Trials And LX9851 Development Will Expand Treatment Options

US$3.05

59.3% undervalued

-2.93%

Revenue growth p.a.

10 days ago

Puma Biotechnology

Key Takeaways Precision medicine and biomarker-driven drug development boost clinical success, enable premium pricing, and structurally support higher margins while de-risking future revenue. Robust growth in oncology, expanding NERLYNX franchise, and disciplined financial strategy position Puma for sustained market leadership and efficient portfolio expansion.

Consensus Narrative from 2 Analysts

Aging Populations Will Boost Personalized Oncology While Regulatory Risks Persist

US$4.00

43.3% overvalued

-2.76%

Revenue growth p.a.

9 days ago

MarketAxess Holdings

Key Takeaways Expansion into new markets and digital asset classes is broadening MarketAxess's reach and potential for sustained revenue and earnings growth. Strategic technology investments and regulatory trends are driving increased electronic trading, boosting operating leverage and supporting higher long-term margins.

Consensus Narrative from 12 Analysts

Emerging Markets And Electronic Trading Will Drive Future Success