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

27.8% 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

25.2% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

Robbo

Community Contributor

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

AU$22.00

5.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Dürr

Key Takeaways Heavy dependence on legacy automotive technologies and delayed capital spending expose Dürr to growth volatility, rising costs, and structural market vulnerability amid rapid industry change. Intensifying competition, regulatory pressures, and labor challenges threaten margins, innovation pace, and long-term profitability.

Consensus Narrative from 9 Analysts

Global Trade Tensions And Rising Compliance Costs Will Hinder Recovery

Key Takeaways Expansion in digital services, AI integration, and new consumer offerings enhance cost efficiency, diversify revenue, and position the company for higher margins and long-term growth. Increased migration and urbanization drive resilient remittance demand, while early adoption of blockchain and stablecoin technologies offers new revenue and operational advantages.

€22.50

1.3% undervalued

1.31%

Revenue growth p.a.

15 days ago

Western Union

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

Digital Transformation Will Expand Remittance Reach Amid Regulatory Uncertainty

US$9.21

10.4% undervalued

1.32%

Revenue growth p.a.

6 days ago

Jenoptik

Key Takeaways Sharp declines in core verticals and reduced order visibility, combined with global uncertainties, threaten future revenue and risk underutilization and excess capacity. Intensifying technological disruption and rising compliance costs erode operating margins, while limited brand scale and competitive pressures further constrain profitability.

Consensus Narrative from 9 Analysts

Sharp Drop In Semiconductor Orders Will Burden Near-Term Margins

€19.00

0.9% undervalued

-0.029%

Revenue growth p.a.

15 days ago

Robinsons Land

Key Takeaways Structural shifts in work and retail trends undermine demand for offices and malls, leading to rising vacancies, weaker rent growth, and recurring income pressures. High leverage from aggressive expansion and growing compliance costs from sustainability requirements limit financial flexibility and threaten margins if performance lags expectations.

Consensus Narrative from 7 Analysts

Hybrid Work And Oversupply Will Lower Returns But Unlock Value

Mills Locação Serviços e Logística

₱13.00

13.1% overvalued

8.63%

Revenue growth p.a.

15 days ago

Key Takeaways Rapid technological change and stricter ESG standards threaten to render current fleets obsolete and require substantial investments, eroding margins and cash flow. Rising competition, fiscal constraints, and underinvestment in modernization put pressure on revenues, fleet utilization, and long-term profitability.

Consensus Narrative from 7 Analysts

Automation And Regulations Will Shrink Margins While Opportunities Persist

Compañía Cervecerías Unidas

R$10.60

9.9% overvalued

13.69%

Revenue growth p.a.

15 days ago

Key Takeaways Operational efficiency, digitalization, and category diversification are set to drive margin and earnings improvement beyond current expectations. Enhanced macroeconomic stability in core markets and a rising middle class will accelerate revenue and profit growth in premium and non-alcoholic segments.

Consensus Narrative from 9 Analysts

Rising Latin American Urbanization Will Drive Premium Beverage Demand

CL$7.89k

25.6% undervalued

9.70%

Revenue growth p.a.

15 days ago

Thinkific Labs

Key Takeaways Thinkific's upmarket shift, advanced tools, and strong product adoption signal a potential upswing in recurring revenue and margin expansion beyond analyst expectations. Platform innovation, automation, and international expansion position Thinkific to outpace market growth, drive operating leverage, and secure a leading share in skills-based learning.

Consensus Narrative from 6 Analysts

Global Digitization And Creator Trends Will Redefine Online Learning

CA$5.46

62.5% undervalued

11.18%

Revenue growth p.a.

15 days ago

Gravita India

Key Takeaways Rapid capacity expansion, business diversification, and aggressive investment in high-value recycling segments could drive growth far above current market expectations. Regulatory changes and global trends position Gravita to capture market share, improve margins, and secure long-term earnings via scale and early-mover advantages.

Consensus Narrative from 8 Analysts

Circular Economy And EV Adoption Will Drive Recycling Expansion

₹3.00k

40.6% undervalued

27.39%

Revenue growth p.a.

15 days ago

Craftsman Automation

Key Takeaways Rapid operating leverage in new segments and strong market positioning could deliver EBITDA and margin gains much earlier and larger than expected. Diversified business mix, global market share gains, and increasing localization set stage for superior, sustained profitability and higher long-term valuation.

Consensus Narrative from 8 Analysts

Reshoring And EV Demand Will Reshape Global Component Markets