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

23.9% 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

Tofas Türk Otomobil Fabrikasi Anonim Sirketi

AU$22.00

4.3% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Key Takeaways Slow adaptation to electric vehicles and evolving mobility trends threatens future competitiveness, as consumer preferences shift and regulatory requirements tighten in core markets. Heavy reliance on Stellantis and inflationary pressures undermine operational stability and margin expansion, while overcapacity intensifies competition and risks weaker returns on investment.

Consensus Narrative from 13 Analysts

EV Shift Will Threaten Exports And Amplify Cost Pressures

₺220.00

7.3% overvalued

51.33%

Revenue growth p.a.

6 days ago

Aquestive Therapeutics

Key Takeaways Aggressive commercial strategy, international readiness, and digital distribution uniquely position Anaphylm for rapid market penetration, exceeding typical revenue and growth expectations. Focus on patient convenience and direct supply chain control enables adoption across key demographics, supports recurring revenue, and provides resilience against external market disruptions.

Consensus Narrative from 9 Analysts

Telemedicine And Aging Population Will Drive Quick-Dissolve Film Adoption

Domain Holdings Australia

US$14.30

71.3% undervalued

47.01%

Revenue growth p.a.

New

Key Takeaways Weak demographic trends and worsening affordability may stall property transactions and reduce Domain's core revenue growth in residential listings and advertising. High costs, competitive pressures, and uncertain uptake of premium products risk shrinking margins and threaten Domain's pricing power and long-term profitability.

Consensus Narrative from 9 Analysts

Aging Australian Demographics And Mounting Costs Will Pressure Margins

AU$3.11

42.3% overvalued

5.43%

Revenue growth p.a.

6 days ago

Domo

Key Takeaways Accelerated AI adoption and deep partner integrations are fueling broader enterprise deployments, deeper customer engagement, and stronger contract renewals, supporting sustained revenue growth. Focus on self-service analytics and disciplined expense control enhances operating leverage, margins, and long-term profitability while capturing a larger share of enterprise data modernization spending.

Consensus Narrative from 6 Analysts

Digital Transformation And AI Adoption Will Expand Enterprise Prospects

US$20.00

29.3% undervalued

4.57%

Revenue growth p.a.

New

Domino's Pizza Group

Key Takeaways Shifting consumer health trends, regulatory pressures, and intensifying competition threaten Domino's long-term market share, volume growth, and topline expansion. Rising input costs, market saturation, and uncertain returns from digital investments may compress margins and hinder sustained earnings growth.

Consensus Narrative from 8 Analysts

Rising Costs And Tough Rules Will Hamper UK Market Performance

UK£1.95

3.2% overvalued

3.41%

Revenue growth p.a.

6 days ago

Capricorn Energy

Key Takeaways Unlocking significant reserves in Egypt and structural margin expansion position the company for sustained revenue growth and industry-leading earnings through elevated margins and free cash flow. Strategic focus on value-driven M&A, operational agility, and a balanced energy mix enhances resilience, optionality, and potential for increased shareholder returns post-resolution of current disputes.

Consensus Narrative from 5 Analysts

Rising Global Energy Demand Will Ignite Upstream Value

UK£4.52

52.6% undervalued

4.43%

Revenue growth p.a.

New

Petroreconcavo

Key Takeaways Structural shifts toward renewables and stricter ESG mandates threaten Petroreconcavo's long-term market, revenue growth, and access to capital. Heavy reliance on mature fields and competitive, costly acquisitions may hinder sustained production and pressure future margins and returns.

Consensus Narrative from 12 Analysts

Growing Renewables Will Undermine Brazil Oil Fields Despite Operational Discipline

R$14.80

14.5% undervalued

-1.46%

Revenue growth p.a.

6 days ago

CS Disco

Key Takeaways Enterprise demand for CS Disco's AI-driven, cloud-native legal tools positions the company for accelerated market share gains and improved margins well ahead of consensus expectations. Ongoing innovation and international expansion are opening high-value verticals and new markets, driving higher software revenue and strengthening customer retention.

Consensus Narrative from 5 Analysts

Digital Transformation And AI Tools Will Expand Legal Automation

US$9.00

46.1% undervalued

9.12%

Revenue growth p.a.

New

Mega Lifesciences

Key Takeaways Reliance on traditional products and lack of innovation risk shrinking market relevance and long-term growth opportunities amid evolving consumer preferences. Regulatory, geopolitical, and competitive pressures are likely to drive up costs, increase earnings volatility, and compress margins, challenging overall profitability.

Consensus Narrative from 7 Analysts

Myanmar Scrutiny And FX Risks Will Dampen Prospects With Upside