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

So-Young International

Key Takeaways Rapid clinic expansion and franchise model promise increased revenue and improved net margins through reduced costs and operational efficiency. Vertical integration and data insights bolster competitive advantage, enhancing profitability and boosting overall earnings.

Consensus Narrative from 3 Analysts

Transition To Franchise Model And Clinic Expansion Will Strengthen Future Prospects

US$5.70

34.4% undervalued

37.60%

Revenue growth p.a.

18 days ago

NATCO Pharma

Key Takeaways Diversified R&D in complex generics and global expansion reduce reliance on blockbuster launches, driving stable, long-term earnings and lowering business volatility. New high-value domestic launches and emerging market growth boost revenue and margins, offsetting near-term US price erosion and enhancing net margin resilience.

Consensus Narrative from 11 Analysts

High-value R&D And South Africa Entry Will Shape Uncertain Outcomes

₹997.91

12.4% undervalued

-17.35%

Revenue growth p.a.

4 days ago

Fasadgruppen Group

Key Takeaways Successful integration and strategic acquisitions enhance future revenue growth prospects, improve margins, and position Fasadgruppen well in professional markets. Focus on deleveraging and operational efficiency should strengthen the financial structure and improve profitability metrics.

Consensus Narrative from 3 Analysts

Cost Savings Of SEK 20 Million Will Improve Operational Efficiency

SEK 32.00

5.3% overvalued

9.54%

Revenue growth p.a.

Updated

Hongkong Land Holdings

Key Takeaways Prudent capital management, asset repositioning, and a growing fund management platform are expected to support earnings growth and improve shareholder value. Strategic expansion in high-growth cities and operational streamlining aim to boost recurring revenues, reduce volatility, and enhance profitability.

Consensus Narrative from 12 Analysts

Marquee Asset Repositioning And Asian Expansion Will Create Lasting Value

US$6.36

2.6% undervalued

5.98%

Revenue growth p.a.

3 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

Amara Raja Energy & Mobility

AU$2.50

0.8% undervalued

12.53%

Revenue growth p.a.

28 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

Installed Building Products

₹925.00

2.9% overvalued

7.71%

Revenue growth p.a.

28 days ago

Key Takeaways Sustained headwinds in key housing and acquisition markets may limit revenue and earnings growth, with margin pressures persisting from higher labor and administrative costs. Strong current cash flow is primarily driven by working capital improvements, raising concerns about the sustainability of future cash generation if fundamentals do not improve.

Consensus Narrative from 11 Analysts

Declining Housing Starts And Robust Backlog Will Shape Industry Trends

US$233.45

14.5% overvalued

0.82%

Revenue growth p.a.

4 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.

28 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