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

Chemed

Key Takeaways Expansion into underserved Florida counties and demographic trends in aging support substantial, long-term growth for VITAS hospice services. Operational efficiency, technology investment, and robust Roto-Rooter cash flow position Chemed for margin improvements and strategic acquisition-led growth.

Consensus Narrative from 4 Analysts

New Florida CON Sites Will Advance Home-Based And Hospice Care

US$567.25

20.6% undervalued

4.98%

Revenue growth p.a.

about 16 hours ago

Yatsen Holding

Key Takeaways Focus on balancing skincare and cosmetic segments to support growth and sustain market presence through innovative offerings. Investment in R&D and operational efficiency is likely to enhance profitability and long-term market competitiveness.

Consensus Narrative from 3 Analysts

Skincare Focus And Color Cosmetics Will Drive Future Success

China Yuchai International

US$7.75

20.0% overvalued

15.45%

Revenue growth p.a.

15 days ago

Key Takeaways Regulatory shifts toward green propulsion and rising compliance costs threaten long-term profitability as diesel demand wanes and legacy products lose relevance. New market expansion offers only short-lived relief, since emerging markets are poised to transition rapidly to alternative powertrains, undermining sustainable growth.

Consensus Narrative from 2 Analysts

Legacy Diesel Revenues Will Crumble As Green Mandates Intensify

US$13.16

123.0% overvalued

9.70%

Revenue growth p.a.

19 days ago

Descartes Systems Group

Key Takeaways Structural changes in global trade and logistics are undermining Descartes' core offerings, threatening growth and shrinking its competitive edge. Reliance on acquisitions, cybersecurity demands, and rising competition are compressing margins and boosting operational uncertainty.

Consensus Narrative from 2 Analysts

Decentralized Supply Chains And Trade Barriers Will Undermine Core Value

CA$131.34

4.2% overvalued

9.70%

Revenue growth p.a.

19 days ago

ProPetro Holding

Key Takeaways Transition to advanced, efficient fleets and expansion into power services supports pricing power, long-term contracts, and stable recurring cash flow for sustained growth. Balance sheet strength and disciplined capital allocation enable continued investment in high-return projects, driving earnings growth and outperformance as peers consolidate or exit.

Consensus Narrative from 10 Analysts

Dual-Fuel And Electric Fleets Will Transform The Energy Landscape

US$7.75

37.0% undervalued

1.31%

Revenue growth p.a.

about 14 hours ago

WH Smith

Key Takeaways Heavy dependence on physical travel locations and declining demand for print media threaten long-term revenue stability and margin growth. Rapid international expansion heightens operational risk amid rising costs, volatile travel activity, and strong competition, challenging sustained profitability.

Consensus Narrative from 12 Analysts

Digital Consumer Shift And Rising Costs Will Erode Value

UK£10.00

7.8% overvalued

-3.79%

Revenue growth p.a.

19 days ago

Novem Group

Key Takeaways Shifting consumer preferences, industry trends, and geopolitical risks may limit Novem's growth opportunities and challenge revenue stability despite expansion efforts and emerging market potential. Rising regulatory and sustainability demands could pressure margins, while strong OEM bargaining power and slow diversification threaten long-term earnings and valuation improvement.

Consensus Narrative from 3 Analysts

Geopolitical Risks Will Hinder Sales While Efficiency Brings Modest Relief

€4.40

13.6% undervalued

2.92%

Revenue growth p.a.

19 days ago

Bodal Chemicals

Key Takeaways Shifting end-user preferences and advancing green chemistry are eroding demand for core products, challenging revenue growth and requiring significant investment in innovation. Heavy reliance on conventional dye intermediates and execution issues with new projects expose the company to regulatory and market risks, pressuring earnings and returns.

Consensus Narrative from 2 Analysts

Rising Environmental Costs Will Hurt Dyestuff Margins While Incentives Help

₹78.00

15.7% undervalued

15.05%

Revenue growth p.a.

19 days ago

Stitch Fix

Key Takeaways Enhanced client experience and personalization are driving engagement, supporting long-term revenue growth and market share expansion across demographics. Data-driven forecasting and AI tools improve inventory management, boosting margins and positively impacting overall earnings.

Consensus Narrative from 4 Analysts

Freestyle Channel And AI Tools Will Guide Retail Transformation