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

23.6% 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

Microchip Technology

Key Takeaways Operational improvements like fab consolidation are expected to enhance efficiency and gross margins. Incentivized channel strategies aim to boost new product sales, enhancing revenue and competitive pricing.

Consensus Narrative from 24 Analysts

A 9-Point Plan Will Optimize Operations And Inventory Management

US$57.00

15.3% overvalued

11.93%

Revenue growth p.a.

16 days ago

PayPal Holdings

Key Takeaways Rising competition from fintech, big tech, and alternative payment technologies is threatening PayPal's core business and long-term revenue growth. Regulatory pressures and the shift toward integrated super-apps and digital currencies are increasing costs and eroding user acquisition and retention.

Consensus Narrative from 33 Analysts

Central Bank Digital Currencies Will Jeopardize Payment Revenues

US$62.00

11.7% overvalued

4.31%

Revenue growth p.a.

16 days ago

Gilead Sciences

Key Takeaways Expected headwinds from Medicare Part D redesign may hinder HIV treatment revenue, leading to flat sales projections. Increased competition in oncology and cell therapy could affect revenue growth across diverse product lines.

Consensus Narrative from 25 Analysts

Biktarvy And Lenacapavir Launches Will Drive Cautious Future Progress

US$91.83

28.9% overvalued

1.59%

Revenue growth p.a.

16 days ago

Merck

Key Takeaways Reliance on a small number of flagship drugs and pricing pressures threaten Merck's long-term revenue and margin prospects. Regulatory challenges and increased competition from generics and biosimilars could hamper the company's growth and profitability.

Consensus Narrative from 24 Analysts

Global Pricing Pressures Will Erode Margins Amid Rising Regulatory Scrutiny

Key Takeaways The Viterra merger and strategic investments expand Bunge's global reach, drive higher-margin growth, and boost competitiveness in high-growth and specialty markets. Rising demand for renewable fuels and sustainability initiatives increase vegetable oil consumption, reduce operational risks, and enhance long-term earnings quality and market appeal.

US$82.00

2.7% overvalued

2.79%

Revenue growth p.a.

16 days ago

Bunge Global

AnalystConsensusTarget

Consensus Narrative from 8 Analysts

Viterra Merger Will Expand Global Agricultural And Renewable Footprint

US$87.63

6.7% undervalued

3.28%

Revenue growth p.a.

16 days ago

GlobalFoundries

Key Takeaways Growing demand for specialty semiconductors, resilient customer relationships, and strong design wins are driving revenue stability and long-term topline growth. Strategic investments, differentiated technologies, and capital-efficient expansion are improving margins, operating leverage, and overall profitability prospects.

Consensus Narrative from 19 Analysts

Secular Trends Will Transform Chip Demand In Automotive And IoT

US$54.14

38.9% undervalued

9.91%

Revenue growth p.a.

16 days ago

Quanta Services

Key Takeaways Rising demand for data centers and renewables is fueling long-term project pipelines, supporting stable growth and reduced financial cyclicality. Integrated service offerings, strategic acquisitions, and industry scale position Quanta for higher-margin growth and increased shareholder returns.

Consensus Narrative from 24 Analysts

I Expect Grid Modernization And Renewables Will Fortify Essential Infrastructure

US$492.00

22.6% undervalued

15.47%

Revenue growth p.a.

16 days ago

Vulcan Materials

Key Takeaways Public infrastructure investment, population shifts, and data center growth in Vulcan’s core regions are setting the stage for sustained demand and long-term revenue expansion. Technology upgrades and strategic acquisitions are driving cost efficiencies, expanded reserves, and enhanced profitability, positioning Vulcan to benefit from industry consolidation.

Consensus Narrative from 22 Analysts

IIJA Spending And Sun Belt Urbanization Will Boost Aggregate Demand

US$340.00

14.2% undervalued

12.31%

Revenue growth p.a.

16 days ago

Williams Companies

Key Takeaways Strong US natural gas demand growth and constrained pipeline competition position Williams’ extensive network for sustained revenue and margin expansion. Strategic investments in renewables and data center power projects are driving long-term earnings growth and diversified, higher-margin revenue streams.

Consensus Narrative from 19 Analysts

US LNG Expansion Will Strengthen Reliable Midstream Networks