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

AU$22.00

4.3% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Bakkavor Group

Key Takeaways Closure of low-margin sites and operational adjustments will improve cost efficiency and significantly enhance net margins and earnings. Strategic U.S. focus and operational efficiencies promise margin growth, supporting overall revenue improvement and profitability.

Consensus Narrative from 3 Analysts

Closure Of Wigan Site And US Focus Will Improve Future Margins

UK£1.87

24.8% overvalued

1.39%

Revenue growth p.a.

17 days ago

biote

Key Takeaways Restructuring commercial operations and expanding digital wellness products aim to accelerate clinic growth, enhance retention, and diversify revenue channels. Increased market penetration, in-house manufacturing, and improved clinic value support long-term margin gains and consistent recurring revenues.

Consensus Narrative from 5 Analysts

Commercial Reorganization And E-Commerce Expansion Will Drive Mixed Future Prospects

US$4.88

39.0% undervalued

5.93%

Revenue growth p.a.

Updated

Blue Star

Key Takeaways Expansion into underserved markets, premium product innovation, and B2B growth position Blue Star for sustained topline expansion and revenue diversification. Investments in manufacturing, supply chain, and digitalization are expected to boost margins, cost efficiency, and operational resilience.

Consensus Narrative from 22 Analysts

Expanding Eco-Friendly HVAC Reach In India Will Unlock Future Value

₹1.85k

3.6% undervalued

15.77%

Revenue growth p.a.

Updated

Koninklijke Heijmans

Key Takeaways Large public infrastructure investments and ongoing adoption of modular, digital construction methods position Heijmans for sustainable revenue growth and margin expansion. Strong project pipeline and financial flexibility enable strategic growth, with housing demand and energy transition trends offering further upside potential.

Consensus Narrative from 2 Analysts

Dutch Public Investments And Modular Methods Will Transform Construction

€70.38

11.2% undervalued

4.77%

Revenue growth p.a.

1 day ago

TopBuild

Key Takeaways Expansion into commercial markets and secular retrofit demand are increasing TopBuild's revenue stability and recurring income streams, reducing exposure to housing cycles. Industry tailwinds and strategic acquisitions are fueling market share gains and operational efficiencies, supporting margin stability and long-term earnings growth.

Consensus Narrative from 12 Analysts

Commercial And Industrial Expansion And Retrofit Demand Will Fuel Opportunity

US$446.83

2.2% undervalued

3.71%

Revenue growth p.a.

1 day ago

Nanosonics

Key Takeaways Over-reliance on the core product and mounting competition from alternative disinfection technologies threatens revenue stability and long-term growth prospects. Regulatory, environmental, and industry shifts are increasing costs and pricing pressure, likely compressing margins and constraining international expansion opportunities.

Consensus Narrative from 10 Analysts

Rising Regulatory Hurdles Will Strain Global Disinfection Markets

AU$3.75

7.2% overvalued

11.70%

Revenue growth p.a.

28 days ago

Balaji Amines

Key Takeaways Persistent competitive pressures, regulatory hurdles, and execution risks threaten revenue growth, asset utilization, and sustained profitability across new and existing product lines. Exposure to volatile input costs and tightening environmental regulations increases margin pressure and raises long-term risks to operating performance and market relevance.

Consensus Narrative from 3 Analysts

Chinese Dumping And Cost Spikes Will Erode Margins Despite Expansion

₹1.60k

3.1% undervalued

19.59%

Revenue growth p.a.

28 days ago

Tyson Foods

Key Takeaways Shifting consumer preferences and sustainability concerns threaten core revenues and erode Tyson's pricing power and brand strength. Regulatory pressures, market volatility, and retailer consolidation increase operational costs and constrain the company's ability to expand margins.

Consensus Narrative from 12 Analysts

Mounting Carbon Pricing And Shifting Consumer Tastes Will Erode Margins

US$55.00

2.4% overvalued

1.28%

Revenue growth p.a.

28 days ago

Premium Brands Holdings

Key Takeaways Shifting consumer preferences and regulatory pressures threaten core product demand and force increased investment, impacting margins and overall growth potential. Aggressive expansion, rising labor costs, and retailer consolidation amplify operational risks, constraining pricing power and further compressing profit margins.

Consensus Narrative from 11 Analysts

Consumer Shifts And Rising Costs Will Shrink Food Margins