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

24.3% 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

trivago

Key Takeaways AI-driven personalization and increased focus on logged-in membership are strengthening user engagement, boosting conversion, and supporting long-term recurring revenue growth. Diversified revenue streams and a shift toward branded, direct traffic reduce reliance on paid channels and promote higher margins and financial resilience.

Consensus Narrative from 5 Analysts

Developing Markets And AI Personalization Will Fuel Future Expansion

US$4.58

24.4% undervalued

11.52%

Revenue growth p.a.

Updated

Intuitive Surgical

Key Takeaways Heightened pricing pressures, regulatory scrutiny, and strengthening competition threaten to erode margins and limit long-term revenue and earnings growth. Shifting demographics, industry consolidation, and preference for alternative surgical options will likely reduce demand for robotic systems and challenge market expansion.

Consensus Narrative from 27 Analysts

Global Healthcare Cost Pressures And Tariffs Will Depress Margins

US$447.47

7.8% overvalued

12.64%

Revenue growth p.a.

28 days ago

Halfords Group

Key Takeaways Accelerating e-commerce adoption and industry consolidation threaten Halfords' traditional store-based sales and pricing power, impacting revenue growth and margin resilience. Transition to electric vehicles and vehicle complexity reduce demand for core products and services, challenging profitability as operating costs and competitive pressures mount.

Consensus Narrative from 6 Analysts

E-commerce And EV Shift Will Undermine Margins Amid Amazon Competition

UK£1.44

4.7% undervalued

1.95%

Revenue growth p.a.

28 days ago

Hensoldt

Key Takeaways Rising defense budgets and Europe's strategic procurement boost Hensoldt's multi-year revenue, backlog, and earnings growth, especially through transformative, tech-focused programs. Enhanced operational efficiency, innovation in modular systems, and global diversification improve margins, recurring revenue, and reduce regional risk exposure.

Consensus Narrative from 11 Analysts

European Defense Spending And Automation Will Transform Future Markets

€94.82

9.4% undervalued

17.66%

Revenue growth p.a.

6 days ago

CEAT

Key Takeaways Shifting mobility trends, regulatory pressures, and evolving technology threaten CEAT's traditional product relevance, squeezing margins and revenue growth potential. Overreliance on volatile domestic two-wheeler markets and increased competition heighten risks to CEAT's stability and long-term market position.

Consensus Narrative from 18 Analysts

Legacy Segments Will Decline While Exports Might Improve Slowly

₹2.78k

11.4% overvalued

8.48%

Revenue growth p.a.

28 days ago

PageGroup

Key Takeaways Automation and advanced HR technologies are reducing demand for traditional recruitment, undermining PageGroup's revenue growth and margins. Dependence on traditional services and core regions weakens resilience, as demographic shifts and gig economy trends erode long-term earnings stability.

Consensus Narrative from 10 Analysts

AI Adoption And Gig Work Will Squeeze Operating Margins

UK£2.50

4.6% overvalued

-3.69%

Revenue growth p.a.

28 days ago

Jubilant Ingrevia

Key Takeaways Expansion in specialty chemicals and nutrition, combined with new export opportunities and supply chain shifts, is fueling sustained growth and higher-margin revenues. Strategic investments, cost optimization, and backward integration are strengthening profitability and supporting the company's shift toward more resilient, value-added business segments.

Consensus Narrative from 4 Analysts

EU Antidumping Duties And China+1 Diversification Will Unlock Export Opportunities

₹967.67

27.5% undervalued

17.66%

Revenue growth p.a.

6 days ago

Cimpress

Key Takeaways Shifting focus to higher-value digital and customized products is enabling sustainable growth and increased market share in a fragmented industry. Strategic investments and efficiency initiatives are expected to improve margins, reduce costs, and enhance long-term cash flow for reinvestment or shareholder returns.

Consensus Narrative from 2 Analysts

Evolving Print Markets Will Deliver Opportunity And Uncertainty

US$72.00

15.8% undervalued

4.02%

Revenue growth p.a.

about 10 hours ago

Manitowoc Company

Key Takeaways Global infrastructure and urbanization trends are driving strong, long-term demand for Manitowoc's cranes, reducing earnings volatility and supporting sustained revenue growth. Expansion into high-margin aftermarket services and enhanced manufacturing flexibility are boosting margins, stabilizing earnings, and positioning the company for improved performance.

Consensus Narrative from 4 Analysts

Expanding Infrastructure In Europe And Middle East Will Boost Demand But Tariffs Will Limit Supply