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

Pulmonx

Key Takeaways Increased early detection, demographic trends, and strategic partnerships are expanding the patient base and supporting sustained demand and revenue growth for Pulmonx. Clinical validation, reimbursement stability, and geographic expansion are driving broader adoption, improving margins, and strengthening Pulmonx's earnings stability and growth prospects.

Consensus Narrative from 6 Analysts

Expanded Lung Screening And Aging Trends Will Unlock Opportunities

US$6.75

76.9% undervalued

17.33%

Revenue growth p.a.

1 day ago

Amkor Technology

Key Takeaways Accelerating AI adoption and next-gen devices are driving advanced packaging demand, boosting Amkor's revenue growth, margin expansion, and long-term profitability prospects. Strategic global investments and operational rationalization improve resilience, attract key partners, and optimize margins through enhanced capacity, diversification, and cost structure.

Consensus Narrative from 8 Analysts

Advanced Packaging And AI Adoption Will Forge A Thriving Future

US$24.38

2.5% undervalued

6.86%

Revenue growth p.a.

2 days ago

Nuix

Key Takeaways Heightened regulation, slow platform migration, and reliance on a few major contracts threaten Nuix's revenue stability, margins, and growth prospects. Intensifying competition and software commoditization are eroding Nuix's pricing power, market share, and long-term profitability.

Consensus Narrative from 7 Analysts

Rising Data Privacy Rules And Global Rivals Will Erode Value

Seanergy Maritime Holdings

AU$2.50

0.8% undervalued

12.53%

Revenue growth p.a.

26 days ago

Key Takeaways Rising Asian infrastructure demand and limited new vessel supply are set to drive robust charter rates and improved profitability for Seanergy. The company's modern fleet and enhanced financial flexibility position it to capitalize on industry shifts and deliver increased shareholder returns.

Consensus Narrative from 4 Analysts

Asian Infrastructure Expansion And Modern Fleet Will Boost Capesize Trade

Amara Raja Energy & Mobility

US$11.75

38.0% undervalued

4.81%

Revenue growth p.a.

2 days ago

Key Takeaways Heavy reliance on legacy lead-acid batteries and slow adoption of new chemistries expose the company to revenue stagnation and increased competitive risks. Rising regulatory, input, and investment costs, along with limited international presence, may further compress margins and challenge sustainable profitability.

Consensus Narrative from 15 Analysts

Lead-Acid Dependency Will Crush Margins Amid Lithium Shift

₹925.00

2.9% overvalued

7.71%

Revenue growth p.a.

26 days ago

Lindab International

Key Takeaways Prolonged weakness in key European construction markets and demographic shifts threaten sustained demand and organic revenue growth for Lindab's core products. Persistent supply chain risks, rising compliance costs, and slow digital adaptation put pressure on profitability and heighten exposure to earnings volatility.

Consensus Narrative from 3 Analysts

European Market Weakness And Supply Risks Will Persist

SEK 195.00

5.6% overvalued

4.71%

Revenue growth p.a.

26 days ago

Atea

Key Takeaways Structural shifts toward cloud and AI threaten Atea's core hardware and service revenues, squeezing margins and challenging long-term profitability. High fixed costs and industry consolidation increase Atea's vulnerability to market share losses and pressure its earnings outlook.

Consensus Narrative from 2 Analysts

Cloud Shift Will Squeeze Margins And Cut Revenues

NOK 132.00

7.9% overvalued

9.74%

Revenue growth p.a.

26 days ago

Sonos

Key Takeaways Enhanced software integration, AI capabilities, and expansion into new product categories strengthen brand loyalty, drive repeat purchases, and support sustained growth and margins. Cost restructuring and targeted international market expansion improve profitability and diversify revenue, reducing exposure to industry cycles and market volatility.

Consensus Narrative from 4 Analysts

AI-powered Platform Evolution And Global Expansion Will Yield Lasting Value

US$13.63

4.9% undervalued

5.00%

Revenue growth p.a.

about 22 hours ago

Evolution Petroleum

Key Takeaways Global transition away from fossil fuels and industry consolidation threaten long-term revenue growth, profitability, and competitive standing. Limited reinvestment and reliance on mature assets risk production declines and could undermine the sustainability of shareholder returns.

Consensus Narrative from 3 Analysts

Accelerating Decarbonization And Regulation Will Cripple Oil Business