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

4.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Fresh Del Monte Produce

Key Takeaways Robust earnings from premium products and recent pricing may be unsustainable as supply constraints ease and cost pressures remain. Structural cost increases and climate-related risks threaten long-term margin stability, yet current market expectations may not fully account for these headwinds.

Consensus Narrative from 2 Analysts

Pineapple Supply Disruptions And Climate Risks Will Crush Margins

US$42.00

12.2% undervalued

2.61%

Revenue growth p.a.

10 days ago

Finolex Industries

Key Takeaways Expansion in capacity and favorable government initiatives could drive significant revenue growth in the non-agri sector. Strategic investments and regulatory changes may stabilize margins and enhance earnings, supported by a strong balance sheet.

Consensus Narrative from 15 Analysts

Upcoming Capacity Expansion May Improve Prospects, But Margin Pressures Are Expected To Persist

₹232.80

19.4% undervalued

12.51%

Revenue growth p.a.

about 8 hours ago

Willdan Group

Key Takeaways Expanding electrification and infrastructure demand, strategic acquisitions, and proprietary technology are driving robust organic growth, larger projects, and higher-margin recurring revenue streams. Strong utility and municipal contracts, alongside grid modernization investments and trusted client relationships, provide stability, reduced volatility, and long-term growth opportunities.

Consensus Narrative from 2 Analysts

Electrification And AI Data Centers Will Empower Grid Modernization

US$132.50

10.7% undervalued

11.35%

Revenue growth p.a.

about 13 hours ago

Knowles

Key Takeaways Heavy dependence on a few customers and rapidly advancing alternatives threaten Knowles' revenue stability and diminish its market opportunities. Commoditization, regulatory pressures, and geopolitical instability are expected to weigh on profitability, cost control, and competitive positioning.

Consensus Narrative from 4 Analysts

Excessive Customer Reliance And Global Trade Barriers Will Hurt Valuations

US$18.00

16.7% overvalued

2.63%

Revenue growth p.a.

17 days ago

Raspberry Pi Holdings

Key Takeaways Razor-thin margins and earnings growth are threatened by hardware commoditization, intense competition, and accelerating product cycles driving up R&D costs. Exposure to economic cycles, rising trade barriers, and lack of software ecosystem differentiation limits resilience and makes sustained revenue expansion uncertain.

Consensus Narrative from 3 Analysts

Accelerated Hardware Obsolescence And Rising Costs Will Undercut Value

UK£4.41

9.2% undervalued

18.09%

Revenue growth p.a.

17 days ago

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

€22.50

0.9% undervalued

1.31%

Revenue growth p.a.

17 days ago

Playtika Holding

Key Takeaways Expansion of direct-to-consumer channels and advanced personalization is expected to boost margins and sustain user engagement across the portfolio. New game launches and strategic acquisitions are driving growth and diversification, helping offset declines from aging titles.

Consensus Narrative from 10 Analysts

Expanding Global Mobile Adoption And Direct Payments Will Unlock Possibilities

US$6.40

40.9% undervalued

3.55%

Revenue growth p.a.

Updated

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

4.9% undervalued

-0.029%

Revenue growth p.a.

17 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