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

Torrent Power

Key Takeaways Widespread adoption of distributed energy and improved efficiency threaten long-term demand and revenue expansion, limiting Torrent Power's market growth potential. Heavy investments and exposure to regulatory shifts and competition create significant risks to margins, cash flow stability, and asset values.

Consensus Narrative from 10 Analysts

Rooftop Solar Adoption And Heavy CapEx Will Threaten Long-Term Prospects

₹1.05k

26.6% overvalued

5.52%

Revenue growth p.a.

23 days ago

Tips Music

Key Takeaways Strategic shift to premium, hit-driven content and global partnerships is set to accelerate revenue growth and boost margins well beyond current expectations. Leveraging technology and industry dynamics will drive higher monetization per stream and solidify long-term profit growth through stronger market positioning.

Consensus Narrative from 3 Analysts

Rapid Digitization In India And Global Partnerships Will Transform Streaming

₹818.00

28.1% undervalued

33.78%

Revenue growth p.a.

23 days ago

Quilter

Key Takeaways Quilter's scale, digital innovation, and advisor productivity are driving sustainable asset growth, operational leverage, and an earnings trajectory above market expectations. Industry dynamics and demographic shifts position Quilter to capture greater market share, improve client retention, and benefit from recurring revenue expansion.

Consensus Narrative from 14 Analysts

Hybrid Advisory And Digital Platforms Will Meet UK Pension Demand

UK£1.90

12.6% undervalued

-56.59%

Revenue growth p.a.

23 days ago

Subsea 7

Key Takeaways Deep revenue visibility, strong client engagement, and an expanding backlog position Subsea 7 for sustained earnings and utilization growth through industry cycles. Strategic integration, renewables expansion, and technological investment create lasting competitive advantages, supporting more resilient and higher margin performance than peers.

Consensus Narrative from 15 Analysts

Global Energy Transition Will Fuel Deepwater And Offshore Wind Growth

NOK 261.68

24.2% undervalued

6.54%

Revenue growth p.a.

23 days ago

Constellium

Key Takeaways Rising competition from sustainable materials and global oversupply is pressuring Constellium's pricing, margins, and long-term competitive position. Heightened trade barriers, regulatory compliance costs, and heavy debt burden threaten capital flexibility, profitability, and resilience against market volatility.

Consensus Narrative from 4 Analysts

Intensifying Tariffs And Oversupply Will Erode Aluminum Margins

US$12.02

20.1% overvalued

10.06%

Revenue growth p.a.

23 days ago

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.

23 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.

23 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.

23 days ago

Rail Vikas Nigam

Key Takeaways Rising competition, regulatory hurdles, and sector-wide challenges are set to compress margins and increase cash flow uncertainty for Rail Vikas Nigam. Shifting focus to non-railway projects escalates execution risks and undermines the stability and visibility of future revenues.

Consensus Narrative from 2 Analysts

Aggressive EPC Bidding And Regulatory Burdens Will Erode Margins