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

MJ Gleeson

Key Takeaways Shrinking first-time buyer demand and tighter mortgage conditions threaten core sales growth and long-term earnings stability. Rising regulation, regional focus, and industry cost inflation undermine margin resilience and future profitability.

Consensus Narrative from 7 Analysts

Tighter Lending And Ageing Demographics Will Constrain Housing Demand

UK£3.75

6.1% undervalued

16.67%

Revenue growth p.a.

25 days ago

Taseko Mines

Key Takeaways Heightened regulatory, operational, and social challenges threaten to raise costs, delay projects, and constrain stable earnings despite positive long-term copper demand trends. Ongoing risks from mine dependence and market forces like recycling and substitution may depress revenues and limit the effectiveness of future growth initiatives.

Consensus Narrative from 7 Analysts

Florence And Gibraltar Operations Will Face Regulatory And Operational Setbacks

CA$3.68

23.1% overvalued

25.59%

Revenue growth p.a.

25 days ago

Pluxee

Key Takeaways Disruptive payment technologies and growing fintech competition threaten Pluxee's core revenue streams, fee structure, and long-term growth prospects. Regulatory tightening and macroeconomic volatility in key markets will pressure margins, increase compliance costs, and create sustained earnings uncertainty.

Consensus Narrative from 13 Analysts

Direct-to-consumer Disruption Will Erode Earnings Amid EU And Latin America Scrutiny

€17.50

4.0% overvalued

7.30%

Revenue growth p.a.

25 days ago

Maple Leaf Foods

Key Takeaways Rising global demand for high-protein and sustainable foods, alongside Maple Leaf's innovation and brand strength, supports sustained revenue growth and margin expansion. Efficiency gains from automation and supply chain improvements, as well as a planned business spin-off, position the company for enhanced profitability and shareholder value.

Consensus Narrative from 7 Analysts

High-protein Food Trends And Automation Will Shape Future Success

Krishna Institute of Medical Sciences

CA$38.36

9.3% undervalued

3.82%

Revenue growth p.a.

10 days ago

Key Takeaways Rapid expansion into untested regions and operational challenges may prolong losses and pressure overall profitability and margins. Structural shifts in healthcare demand, regulatory pressures, and rising operating costs threaten future revenue growth and industry-leading margin sustainability.

Consensus Narrative from 13 Analysts

Urban Expansion Will Trigger Integration Risks And Regulatory Hurdles

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas

₹630.00

18.3% overvalued

23.63%

Revenue growth p.a.

25 days ago

Key Takeaways Climate volatility, regulatory pressure, and rising costs present ongoing risks to yield stability, land expansion, and overall margins despite long-term demand tailwinds. Geographic and crop diversification offer resilience, but exposure to commodity price swings and limited financing options could suppress near-term profitability and project returns.

Consensus Narrative from 3 Analysts

Brazil Weather Risks And Rising Costs Will Dampen Upside Slightly

R$22.00

8.1% undervalued

3.86%

Revenue growth p.a.

25 days ago

Xeris Biopharma Holdings

Key Takeaways Strong demand for key therapies and strategic investments in commercialization and partnerships are expected to drive sustained revenue growth and operational leverage. Expansion into underserved markets and focus on innovation position the company to capture new revenue streams and support long-term profit margin improvement.

Consensus Narrative from 6 Analysts

Expanding Patient Demand And Pipeline Launches Will Reshape Healthcare Markets

US$8.17

6.0% undervalued

20.40%

Revenue growth p.a.

3 days ago

momo.com

Key Takeaways Investment in logistics, AI, and technology is boosting operational efficiency, margin expansion, and delivery capabilities while supporting long-term earnings growth. Diversification into higher-margin businesses and ESG initiatives is expanding revenue streams, increasing user monetization, and strengthening brand value.

Consensus Narrative from 6 Analysts

Logistics And AI Efficiency Will Unlock Taiwan E-commerce Potential

NT$315.67

13.5% undervalued

3.43%

Revenue growth p.a.

4 days ago

Ascom Holding

Key Takeaways Transition to integrated, cloud-based platforms is driving increased customer retention and a greater share of high-margin, recurring software revenue. Healthcare digitalization and demographic trends are fueling sustained demand, while operational improvements are supporting further margin and earnings growth.

Consensus Narrative from 2 Analysts

Integrated Cloud And Digital Health Solutions Will Create Enduring Opportunity