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

27.8% 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

25.2% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

Robbo

Community Contributor

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

AU$22.00

5.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Flow Traders

Key Takeaways Volatility in digital asset investments and strategic partnerships may negatively affect future earnings and profitability if gains turn into unrealized losses. Rising fixed operating expenses and the need for capital investment may reduce net margins and impact competitiveness, dividends, and market positioning.

Consensus Narrative from 4 Analysts

Digital Asset Reversals And Higher Expenses Will Erode Future Profits

€28.55

14.2% undervalued

-12.34%

Revenue growth p.a.

14 days ago

Bravura Solutions

Key Takeaways EMEA region headwinds and budget suspensions could stagnate near-term revenue growth and challenge sustaining high growth rates. Focus on dividends over share buyback and high expansion expenses may pressure margins and signal limited reinvestment in growth.

Consensus Narrative from 5 Analysts

EMEA Headwinds Will Impact Future Performance Amid Budget Cuts

AU$2.86

15.3% undervalued

2.74%

Revenue growth p.a.

13 days ago

Fortescue

Key Takeaways High-grade magnetite export and strategic zero-emissions partnerships are expected to boost revenue and improve margins through technology sales. Commitment to disciplined spending and cost management bolsters cash flow, enabling dividend payouts and earnings stability amid market fluctuations.

Consensus Narrative from 17 Analysts

Iron Bridge And Green Initiatives Will Shape Future Prospects, Yet Falling Hematite Prices And Rising Costs May Challenge Earnings

AU$17.77

10.6% overvalued

-4.67%

Revenue growth p.a.

103

12 days ago

Bumrungrad Hospital

Key Takeaways Heavy dependence on high-spending international patients faces threats from reduced treatment intensity, evolving regulations, and stronger healthcare systems in source countries. Intensifying competition, capacity constraints, and digital healthcare alternatives may impede profitability and future revenue growth if Bumrungrad cannot further differentiate itself.

Consensus Narrative from 21 Analysts

Middle Eastern Declines Will Compress Margins Yet Tech Will Assist

฿150.00

26.7% overvalued

2.40%

Revenue growth p.a.

about 1 month ago

Warehouses De Pauw

Key Takeaways Rising debt costs, stricter sustainability regulations, and aging assets are squeezing margins, limiting cash for dividends and future growth. Intensifying European competition and geographic concentration increase risks to occupancy, rent levels, and asset values amid weaker revenue growth.

Consensus Narrative from 15 Analysts

Rising Debt And European Risks Will Undermine Long-Term Stability

€20.00

7.2% overvalued

2.41%

Revenue growth p.a.

about 1 month ago

DCC

Key Takeaways Ongoing reliance on traditional fuels and rising compliance costs from decarbonization threaten DCC's growth prospects and compress margins, with greener services insufficiently offsetting declines. Acquisition-led growth faces diminishing returns due to integration risks and competition, while digital disruption and industry shifts jeopardize long-term profitability and cash generation.

Consensus Narrative from 12 Analysts

Legacy Hydrocarbon Businesses Will Decline Under Decarbonization Pressures

UK£44.91

4.6% overvalued

-1.73%

Revenue growth p.a.

about 1 month ago

Smith & Wesson Brands

Key Takeaways Weakening firearm demand and shifting consumer behavior are shrinking Smith & Wesson's addressable market, posing threats to sustained revenue growth. Regulatory, societal, and innovation pressures increase risks to market share, capital access, and long-term profitability.

Consensus Narrative from 3 Analysts

Inflation And Regulatory Hurdles Will Curb Firearm Market Demand

US$9.00

10.7% undervalued

2.19%

Revenue growth p.a.

about 1 month ago

Banco Macro

Key Takeaways Expansion of loans and reduction in securities support revenue growth, driving increased net interest income and improved asset utilization. Strategic management of capital and costs, coupled with anticipated lower inflation, bolsters financial stability and profitability.

Consensus Narrative from 5 Analysts

Bank To Leverage Strong Capital Position For 2025 Initiatives

AR$15.57k

39.2% undervalued

21.75%

Revenue growth p.a.

30 days ago

HUB24

Key Takeaways Strategic positioning as a market leader and growth in technology solutions could enhance customer satisfaction and expand revenue growth potential. Expanding adviser network and ongoing innovations are likely to boost earnings and attract a broader customer demographic.

Consensus Narrative from 16 Analysts

AI And Technology Investments Will Improve Operational Efficiency