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

Hang Seng Bank

Key Takeaways Rising non-interest and wealth management income, along with fintech-led lending growth, enhance revenue resilience and position the bank for improved profitability. Expanding cross-boundary client base and focus on sustainable finance strengthen long-term growth prospects and support shareholder value.

Consensus Narrative from 12 Analysts

Asian Wealth And Fintech Trends Will Drive Future Value

HK$105.81

7.2% overvalued

8.25%

Revenue growth p.a.

1 day ago

Safran

Key Takeaways Rising global air travel and defense spending, paired with strategic acquisitions, are boosting Safran's growth, diversifying revenue, and increasing earnings stability. Leadership in sustainable propulsion technologies is enhancing Safran's market share, pricing power, and margin resilience amid tightening environmental regulations.

Consensus Narrative from 18 Analysts

Air Travel And Defense Will Shape Aerospace Markets By 2028

€297.34

1.9% undervalued

10.15%

Revenue growth p.a.

1 day ago

Envista Holdings

Key Takeaways Strong growth in emerging markets and digital product innovation position Envista for balanced geographic expansion and improved margins through increased global demand for dental care. Strategic partnerships and operational optimization support predictable recurring revenue and sustained margin improvements amid dental industry consolidation and digital transformation.

Consensus Narrative from 12 Analysts

Emerging Markets And Digital Dentistry Will Expand Global Reach

US$21.42

3.6% undervalued

3.59%

Revenue growth p.a.

about 20 hours ago

Nanosonics

Key Takeaways Over-reliance on the core product and mounting competition from alternative disinfection technologies threatens revenue stability and long-term growth prospects. Regulatory, environmental, and industry shifts are increasing costs and pricing pressure, likely compressing margins and constraining international expansion opportunities.

Consensus Narrative from 10 Analysts

Rising Regulatory Hurdles Will Strain Global Disinfection Markets

AU$3.75

7.2% overvalued

11.70%

Revenue growth p.a.

28 days ago

Balaji Amines

Key Takeaways Persistent competitive pressures, regulatory hurdles, and execution risks threaten revenue growth, asset utilization, and sustained profitability across new and existing product lines. Exposure to volatile input costs and tightening environmental regulations increases margin pressure and raises long-term risks to operating performance and market relevance.

Consensus Narrative from 3 Analysts

Chinese Dumping And Cost Spikes Will Erode Margins Despite Expansion

₹1.60k

3.1% undervalued

19.59%

Revenue growth p.a.

28 days ago

Tyson Foods

Key Takeaways Shifting consumer preferences and sustainability concerns threaten core revenues and erode Tyson's pricing power and brand strength. Regulatory pressures, market volatility, and retailer consolidation increase operational costs and constrain the company's ability to expand margins.

Consensus Narrative from 12 Analysts

Mounting Carbon Pricing And Shifting Consumer Tastes Will Erode Margins

US$55.00

3.3% overvalued

1.28%

Revenue growth p.a.

28 days ago

Premium Brands Holdings

Key Takeaways Shifting consumer preferences and regulatory pressures threaten core product demand and force increased investment, impacting margins and overall growth potential. Aggressive expansion, rising labor costs, and retailer consolidation amplify operational risks, constraining pricing power and further compressing profit margins.

Consensus Narrative from 11 Analysts

Consumer Shifts And Rising Costs Will Shrink Food Margins

CA$91.00

4.7% overvalued

9.50%

Revenue growth p.a.

28 days ago

Playtech

Key Takeaways Intensifying regulation and rising compliance costs in key markets are squeezing margins and increasing revenue volatility, making sustained growth more difficult. Growing operator self-sufficiency and technology demands threaten B2B platform revenue, while shifting from unregulated to regulated markets heightens competition and risks earnings stagnation.

Consensus Narrative from 7 Analysts

Global Regulations And Margin Erosion Will Hinder Online Gambling

UK£3.95

6.7% overvalued

0.58%

Revenue growth p.a.

28 days ago

Perrigo

Key Takeaways Strong consumer shift toward store-brand OTC and structural industry tailwinds are driving sustainable revenue growth and stable demand for Perrigo's core product segments. Portfolio simplification and operational efficiency initiatives are enhancing profitability, supporting innovation investment, and accelerating the company's financial deleveraging.

Consensus Narrative from 4 Analysts

Store-brand Adoption And Self-Care Trends Will Expand The OTC Market