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

Entain

Key Takeaways Sustained outperformance in key and emerging markets, coupled with operational gains and tech integration, could deliver outsized revenue, margin, and cash flow growth. Advanced personalization, broad geographic reach, and a focus on regulated markets uniquely position Entain for resilient, long-term earnings and sector-leading customer engagement.

Consensus Narrative from 19 Analysts

Rising Global Legalization Will Unlock Digital Betting Opportunities

Motilal Oswal Financial Services

UK£12.60

29.6% undervalued

7.08%

Revenue growth p.a.

24 days ago

Key Takeaways Strong market share gains, technology investments, and distribution reach position the company for accelerated revenue growth, margin expansion, and industry outperformance. Expanding wealth management productivity and treasury investments provide powerful long-term profit drivers and a robust capital buffer for sustained growth.

Consensus Narrative from 4 Analysts

Digital Adoption And Rising Indian Savings Will Expand Markets

Grupo Comercial Chedraui. de

₹1.15k

19.2% undervalued

21.01%

Revenue growth p.a.

24 days ago

Key Takeaways Centralized procurement, integrated perishables, and private label expansion can drive significantly higher margins and operational efficiencies than currently anticipated. Loyalty platform transformation and private label migration create new high-margin revenue streams and market share gains, positioning Chedraui for sustained industry outperformance.

Consensus Narrative from 14 Analysts

Urbanization And Digitization Will Strengthen Modern Retail Networks

Mex$190.00

18.4% undervalued

9.76%

Revenue growth p.a.

24 days ago

Hexcel

Key Takeaways Hexcel's revenue and profitability are under pressure due to supply chain delays and reduced operating leverage in aerospace production. Tariff uncertainties and delayed aircraft production rates may impact Hexcel's cost structure and financial recovery.

Consensus Narrative from 15 Analysts

Supply Chain Delays Will Challenge Airbus Production But Open Opportunities

US$52.00

18.7% overvalued

6.54%

Revenue growth p.a.

24 days ago

Schroders

Key Takeaways Deepening client relationships, strategic core focus, and expanded use of the balance sheet position Schroders for above-industry growth and higher earnings than analysts predict. Global wealth trends, demographic shifts, and digital transformation will expand Schroders' market reach, enabling margin expansion and sustained long-term earnings growth.

Consensus Narrative from 16 Analysts

Emerging Wealth, Aging Populations And ESG Trends Will Spark Expansion

UK£4.40

10.0% undervalued

-2.73%

Revenue growth p.a.

24 days ago

Air Lease

Key Takeaways Growing regulation, supply chain issues, and increased competition threaten long-term fleet expansion, profit margins, and revenue growth. Advances in decarbonization could obsolete parts of the fleet, raising depreciation risks and potentially reducing future earnings.

Consensus Narrative from 6 Analysts

Air Travel Deceleration And Fleet Obsolescence Will Erode Value

US$50.99

12.3% overvalued

6.70%

Revenue growth p.a.

24 days ago

Apple

Key Takeaways Geopolitical pressures, regulatory challenges, and evolving supply chains threaten Apple's margins and introduce substantial operational uncertainty. Heavy dependence on iPhone and Services faces risk from market saturation, regulatory changes, and intensifying competition in both hardware and software.

Consensus Narrative from 36 Analysts

Rising Trade Tensions And Regulatory Woes Will Impair Margins

US$175.43

32.0% overvalued

3.67%

Revenue growth p.a.

24 days ago

ACI Worldwide

Key Takeaways Slow migration from legacy systems and competition from agile fintechs threaten revenue stability and customer retention despite recent cloud and global expansion efforts. Heavy reliance on legacy deployments and concentration in banking and bill payment sectors expose margins and growth to sector downturns, contract risks, and volatile compliance costs.

Consensus Narrative from 5 Analysts

Legacy Limitations Will Constrain Growth Yet Digital Solutions Offer Hope

US$48.73

4.5% undervalued

5.08%

Revenue growth p.a.

24 days ago

Krystal Biotech

Key Takeaways Reliance on Vyjuvek faces challenges from unpredictable patient treatment patterns, pricing pressures, and reimbursement risks, impacting both revenue visibility and long-term margin stability. Expanding into new indications through the pipeline and broader patient access drives costs and risk, particularly given high R&D investment and dependence on successful clinical outcomes.

Consensus Narrative from 10 Analysts

Uncertain Gene Therapy Dynamics Will Fuel Challenges Yet Spark Hope