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

23.4% undervalued

12.00%

Revenue growth p.a.

7 days ago

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

24.2% undervalued

9.00%

Revenue growth p.a.

7 days ago

Coles Group

Robbo

Community Contributor

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

AU$22.00

4.4% undervalued

8.72%

Revenue growth p.a.

7 days ago

Load previous narratives

Siltronic

Key Takeaways Escalating geopolitical tensions and intensifying competition threaten Siltronic's market access, pricing power, and long-term revenue prospects. Persistently high compliance, energy, and capital costs, along with inventory overhang, are expected to pressure earnings quality and free cash flow.

Consensus Narrative from 10 Analysts

Rising Geopolitical And Compliance Costs Will Dampen Semiconductor Margins

Instone Real Estate Group

€35.35

3.4% overvalued

3.90%

Revenue growth p.a.

9 days ago

Key Takeaways Demographic shifts, regulatory pressures, and higher financing costs challenge Instone's growth, margin resilience, and revenue stability in a concentrated German residential market. Supply chain disruptions and escalating construction costs threaten project delivery, margin expectations, and the company's ability to generate consistent cash flow.

Consensus Narrative from 4 Analysts

Aging European Demographics And Rising Costs Will Undermine Prospects

€9.80

0% overvalued

18.62%

Revenue growth p.a.

9 days ago

Amplitude

Key Takeaways Enterprise adoption, platform expansion, and integrated offerings are driving stronger recurring revenue, retention, and long-term growth through upsells and improved contract duration. Investment in AI analytics and compliance-focused data infrastructure positions Amplitude to capture premium pricing and competitive wins amid digital transformation and increased privacy demand.

Consensus Narrative from 9 Analysts

Enterprise Adoption And AI Analytics Will Power Digital Transformation

US$15.67

25.5% undervalued

13.80%

Revenue growth p.a.

4 days ago

Modine Manufacturing

Key Takeaways Surging demand from data centers and energy-efficient solutions is driving strong revenue growth, improved margins, and expansion into high-tech, high-growth markets. Strategic investments in manufacturing, supply chain localization, and selective acquisitions are enhancing operational leverage, customer visibility, and long-term earnings potential.

Consensus Narrative from 5 Analysts

Expanding Data Centers And HVAC Will Fuel Future Opportunity

US$158.00

11.7% undervalued

15.28%

Revenue growth p.a.

5 days ago

SoftBank Group

Key Takeaways Over-optimism in AI-related and technology IPOs could lead to disappointments if market sentiment or valuations decline, affecting income and asset growth. High portfolio valuations and leverage heighten risks if regulations tighten or funding costs rise, potentially constraining exits, profitability, and cash flow.

Consensus Narrative from 17 Analysts

Arm And OpenAI Hype Will Fade Under Regulatory Clampdown

JP¥12.58k

32.8% overvalued

5.42%

Revenue growth p.a.

5 days ago

Jupiter Fund Management

Key Takeaways Ongoing client outflows, industry fee compression, and rising preference for passive products threaten Jupiter's revenue growth and long-term earnings outlook. Integration and regulatory costs, plus shifting client preferences, could limit profitability and operational efficiency despite efforts to launch higher-fee products.

Consensus Narrative from 9 Analysts

Fee Compression And Rising Costs Will Erode Asset Management Value

UK£1.27

0.4% overvalued

4.46%

Revenue growth p.a.

Updated

Ramkrishna Forgings

Key Takeaways The accelerating shift to electric vehicles and rapid material innovation threaten to erode Ramkrishna Forgings' market share and long-term earnings stability. Elevated debt, higher compliance costs, and heavy export exposure pressure profitability, limit modernization, and increase risks to shareholder returns.

Consensus Narrative from 6 Analysts

Electric Transition Will Shrink Forging Demand Despite Modest Capacity Upside

₹540.00

7.2% overvalued

2.71%

Revenue growth p.a.

9 days ago

ERG

Key Takeaways Rising financing costs and regulatory delays are eroding profit margins and constraining ERG's project expansion in key regions. Overcapacity, weak electricity demand, and increasing competition are compressing revenues and heightening earnings volatility.

Consensus Narrative from 8 Analysts

Higher Financing Costs And Regulatory Hurdles Will Strain European Renewables

€19.50

0.2% undervalued

6.58%

Revenue growth p.a.

9 days ago

Redcare Pharmacy

Key Takeaways Intensifying regulatory pressures and increased competition from omnichannel rivals threaten profitability, erode market share, and challenge Redcare's digital-first positioning. Shifting healthcare policies and rising operational costs could compress margins, limit revenue growth strategies, and undermine long-term sustainability.

Consensus Narrative from 9 Analysts

German E-Health Reforms And Fierce Competition Will Erode Market Appeal