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

Full Truck Alliance

Key Takeaways Autonomous vehicles and integrated logistics threaten the freight platform's transaction volume, pricing power, and long-term revenue sustainability. Regulatory shifts, rising compliance costs, and intensifying competition pressure profitability, margins, and core transaction-fee-based growth.

Consensus Narrative from 14 Analysts

Automation And Emissions Will Squeeze Margins But Yield Minor Efficiencies

US$10.29

7.5% overvalued

9.06%

Revenue growth p.a.

25 days ago

Carrefour

Key Takeaways Structural challenges from e-commerce growth, demographic shifts, and rising competition threaten Carrefour's revenue, market share, and ability to expand margins. Persistently high costs, regulatory pressures, and limited digital transformation gains are likely to constrain cash flow and earnings growth.

Consensus Narrative from 13 Analysts

European Aging And High Costs Will Undermine Retail

€9.30

37.6% overvalued

0.85%

Revenue growth p.a.

25 days ago

LATAM Airlines Group

Key Takeaways Premium revenue growth, disciplined cost execution, and digital advances could lift LATAM's margins and earnings well beyond current expectations. Strategic partnerships, a dominant regional network, and loyalty program enhancements position LATAM for sustained market leadership and resilient revenue growth.

Consensus Narrative from 6 Analysts

Latin American Urbanization And Digitalization Will Ignite Air Travel Boom

CL$26.42

19.8% undervalued

9.92%

Revenue growth p.a.

25 days ago

Vivendi

Key Takeaways Loss of key assets leaves Vivendi with limited control over earnings and little ability to drive organic revenue growth. Intensifying industry competition, tightened regulations, and risky acquisition strategies threaten profitability and future cash flow stability.

Consensus Narrative from 9 Analysts

Fragmented Portfolio And Rising Compliance Costs Will Erode Future Prospects

€2.80

13.0% overvalued

0.46%

Revenue growth p.a.

25 days ago

Altri SGPS

Key Takeaways Rapid advancement in key projects, operational modernization, and strict regulatory compliance are set to accelerate revenue and profit margin growth beyond analyst expectations. Strategic positioning in sustainable pulp, rising pricing power, and top-tier ESG credentials should enable resilience, cost advantages, and access to high-value markets.

Consensus Narrative from 5 Analysts

Digital Transformation And Sustainable Packaging Will Unlock New Markets

€7.10

28.6% undervalued

4.47%

Revenue growth p.a.

25 days ago

74Software

Key Takeaways Strong cross-selling, operational integration, and advanced cloud-AI product offerings position the company for superior margin expansion and recurring revenue growth. Expanded global reach and high customer retention create new growth avenues and earnings diversification, potentially exceeding current market expectations.

Consensus Narrative from 3 Analysts

Cloud Adoption And Digital Transformation Will Drive Enterprise Software Demand

€53.00

27.2% undervalued

20.32%

Revenue growth p.a.

25 days ago

Interroll Holding

Key Takeaways The leadership team's execution strength and digital service synergies position Interroll for significantly faster growth in market share, recurring revenue, and margin expansion than expected. Localized manufacturing and innovative automation platforms will enable Interroll to outpace competitors in emerging markets, tapping premium demand and supporting robust, sustainable earnings growth.

Consensus Narrative from 6 Analysts

Advanced Automation Will Meet Rising E-commerce And Sustainability Demands

CHF 2.61k

10.1% undervalued

7.92%

Revenue growth p.a.

25 days ago

Hanwha Aerospace

Key Takeaways Growing ESG pressure, export barriers, and demographic challenges threaten Hanwha Aerospace's capital access, cost structure, and overseas expansion prospects. Reliance on domestic defense contracts and lagging innovation exposes the company to policy risk, competitive disruption, and weaker profit potential.

Consensus Narrative from 20 Analysts

Rising ESG Pressures And Geopolitical Barriers Will Depress Market Valuation

₩830.00k

6.4% overvalued

22.95%

Revenue growth p.a.

25 days ago

Continental

Key Takeaways Slow adaptation to electrification, regulatory burdens, and supply chain disruptions threaten revenue stability, margin resilience, and long-term operating performance. Competitive pressures, restructuring hurdles, and underperforming divisions raise risks around earnings quality, cash flow sustainability, and future shareholder returns.

Consensus Narrative from 16 Analysts

Legacy Engine Reliance And Rising Compliance Costs Will Erode Outlook