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

4.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

HUB24

Key Takeaways Strategic positioning as a market leader and growth in technology solutions could enhance customer satisfaction and expand revenue growth potential. Expanding adviser network and ongoing innovations are likely to boost earnings and attract a broader customer demographic.

Consensus Narrative from 16 Analysts

AI And Technology Investments Will Improve Operational Efficiency

AU$86.53

25.9% overvalued

16.54%

Revenue growth p.a.

20 days ago

Falabella

Key Takeaways Falabella's growth in retail and e-commerce bolsters revenue expectations, while banking improvements enhance earnings through better risk management. Strategic cost containment and reduced leverage improve financial stability, supporting future earnings growth and operational efficiency.

Consensus Narrative from 9 Analysts

Retail And E-commerce Developments May Mitigate Future Financial Services Risks

CL$4.56k

18.9% overvalued

5.38%

Revenue growth p.a.

15 days ago

Objective

Key Takeaways Transition to subscription and SaaS enhances recurring revenue, reduces churn, and leads to predictable revenue with high profitability. Expansion into North America and the U.K. opens substantial growth opportunities, potentially boosting revenue and earnings significantly.

Consensus Narrative from 8 Analysts

AI Integration And Global Expansion Will Strengthen SaaS Offerings

AU$15.54

23.7% overvalued

10.05%

Revenue growth p.a.

20 days ago

a2 Milk

Key Takeaways The company's expansion and reliance on costly air freight impact margins and could pressure revenue if investment returns disappoint. Challenges in key markets, including declining ANZ performance and competition in China, threaten growth amidst costly product launches.

Consensus Narrative from 8 Analysts

Supply Constraints And Capital Costs Will Weigh On Earnings, But New Products May Improve Future Prospects

NZ$8.37

7.0% overvalued

8.38%

Revenue growth p.a.

20 days ago

EVN

Key Takeaways Heavy investment in renewables and networks supports growth, but profitability remains vulnerable to regulation, commodity price swings, and weather-driven renewable output. Expansion into digital and green infrastructure faces challenges from rising debt, limited financial flexibility, and government intervention restraining revenue potential.

Consensus Narrative from 4 Analysts

Rising Regulatory Pressures Will Challenge Renewables Despite Offsetting Efficiency Gains

€25.00

4.0% undervalued

-2.68%

Revenue growth p.a.

about 2 months ago

Resonac Holdings

Key Takeaways Dependence on legacy chemicals and carbon-intensive products exposes Resonac to declining demand, margin erosion, and heightened regulatory and environmental pressures. Competitive threats, portfolio transformation challenges, and global supply chain risks threaten revenue growth, margin stability, and the ability to pivot toward higher-growth segments.

Consensus Narrative from 11 Analysts

Legacy Chemicals Will Drag Semiconductor Prospects With Limited Upside

JP¥3.30k

12.2% overvalued

-5.78%

Revenue growth p.a.

about 2 months ago

Magellan Financial Group

Key Takeaways New leadership and strategic execution could enhance business stability, client trust, and earnings. Strategic partnerships and geographic expansion may boost revenue and asset growth, leveraging a strong balance sheet.

Consensus Narrative from 10 Analysts

Vinva Partnership And Global Expansion May Improve Future Prospects, But Fee Pressures And Outflows Could Challenge Profitability

AU$8.80

22.1% overvalued

-11.89%

Revenue growth p.a.

20 days ago

Warehouses De Pauw

Key Takeaways Rising debt costs, stricter sustainability regulations, and aging assets are squeezing margins, limiting cash for dividends and future growth. Intensifying European competition and geographic concentration increase risks to occupancy, rent levels, and asset values amid weaker revenue growth.

Consensus Narrative from 15 Analysts

Rising Debt And European Risks Will Undermine Long-Term Stability

€20.00

8.8% overvalued

2.41%

Revenue growth p.a.

about 2 months ago

DCC

Key Takeaways Ongoing reliance on traditional fuels and rising compliance costs from decarbonization threaten DCC's growth prospects and compress margins, with greener services insufficiently offsetting declines. Acquisition-led growth faces diminishing returns due to integration risks and competition, while digital disruption and industry shifts jeopardize long-term profitability and cash generation.

Consensus Narrative from 12 Analysts

Legacy Hydrocarbon Businesses Will Decline Under Decarbonization Pressures