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

AudioCodes

Key Takeaways AudioCodes is focusing on AI technology and expanding partnerships to drive revenue growth and enhance profitability through new market opportunities. Strategic manufacturing shifts and service innovations aim to protect margins and capture niche markets, supporting future financial performance.

Consensus Narrative from 2 Analysts

AI Voice And Cisco Webex Calling Will Forge Mixed Outlook

US$10.75

8.8% undervalued

1.15%

Revenue growth p.a.

about 1 month ago

Coca-Cola FEMSA. de

Key Takeaways Expansion of digital platforms and strategic investments are likely to enhance customer engagement, boosting revenue and earnings in Brazil and Mexico. Cost-saving initiatives and volume growth in key markets could strengthen net margins and improve overall financial performance.

Consensus Narrative from 15 Analysts

Digital And Capacity Advancements Will Transform Brazil And Mexico

US$117.70

28.5% undervalued

6.75%

Revenue growth p.a.

Updated

Chroma ATE

Key Takeaways Accelerating demand from AI, high-performance computing, and electrification trends is fueling strong order growth and expanding market opportunities. Emphasis on advanced, proprietary testing platforms and disciplined margin management supports pricing power, technology leadership, and sustained profitability improvements.

Consensus Narrative from 12 Analysts

Accelerating AI And 5G Trends Will Drive Industry Expansion

NT$513.33

1.5% overvalued

14.63%

Revenue growth p.a.

2 days ago

Tapestry

Key Takeaways Targeting Gen Z and millennials, alongside strategic brand investments, aims to boost long-term growth and customer retention through elevated revenues. Cost efficiencies and product line expansion intend to enhance gross margins and market share, supporting diversified growth across Tapestry's brand portfolio.

Consensus Narrative from 18 Analysts

Brand Investments Will Fortify Customer Engagement In Europe And Greater China

US$113.22

11.0% undervalued

2.68%

Revenue growth p.a.

2 days ago

Excelerate Energy

Key Takeaways Expansion into emerging LNG markets offers growth opportunities but exposes the company to political, regulatory, and energy transition risks that may reduce long-term revenue and utilization. Heavy investment in fleet and technology improves competitiveness but increases exposure to overcapacity, margin compression, and challenges from legacy assets and new industry entrants.

Consensus Narrative from 11 Analysts

Global LNG Headwinds Will Test Caribbean Expansions While Hope Endures

American Axle & Manufacturing Holdings

US$26.00

7.9% undervalued

13.74%

Revenue growth p.a.

about 8 hours ago

Key Takeaways Heavy reliance on internal combustion engine programs increases vulnerability as EV adoption and regulatory shifts reduce demand for traditional driveline components. Planned merger and industry consolidation heighten financial and operational risks, while under-investment in innovation threatens future relevance and margin stability.

Consensus Narrative from 7 Analysts

Rising EV Shift Will Undermine Legacy Revenue Base

US$4.50

27.6% overvalued

0.30%

Revenue growth p.a.

about 8 hours ago

ASML Holding

Key Takeaways Geopolitical tensions and rising technology nationalism threaten market access, intensify competition, and could undermine ASML's dominant industry position. Heightened R&D costs, overcapacity risks, and evolving chip architectures may pressure margins and weaken demand for ASML's core and service offerings.

Consensus Narrative from 31 Analysts

Geopolitical Risks Will Hamper EUV Markets While Backlogs Will Support

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia

€565.12

12.7% overvalued

1.82%

Revenue growth p.a.

about 7 hours ago

Key Takeaways Intensified competition and digital commoditization are eroding market share and pressuring margins, threatening Telkom Indonesia's earnings growth and digital transformation efforts. Heightened regulatory burdens and persistent high capital expenditure risk weaken profitability, limit flexibility, and raise concerns over capital allocation and dividend sustainability.

Consensus Narrative from 23 Analysts

OTT Competition And Regulatory Hurdles Will Erode Telecom Viability

Rp2.90k

14.1% overvalued

1.51%

Revenue growth p.a.

about 7 hours ago

NAVER

Key Takeaways Rising regulatory and compliance costs, market maturity, and changing demographics are set to constrain NAVER's margins, earnings growth, and domestic user engagement. Heavy investment in AI, cloud, and global expansion will elevate capital demands and execution risks, challenging long-term profitability and financial stability.

Consensus Narrative from 29 Analysts

Rising Compliance Costs And Aging Demographics Will Curb Digital Growth