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

27.8% 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

25.2% undervalued

9.00%

Revenue growth p.a.

New

Coles Group

Robbo

Community Contributor

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

AU$22.00

5.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Welspun Living

Key Takeaways Prolonged tariff disruptions, inflation, and shifting trade patterns threaten Welspun's export revenue, margins, and competitive position in major global markets. Client concentration and rising compliance demands increase earnings volatility and operational costs, posing additional risks to profitability and long-term growth.

Consensus Narrative from 10 Analysts

India Tariffs And Energy Costs Will Suppress Home Textiles Margins

₹130.00

12.5% undervalued

7.34%

Revenue growth p.a.

12 days ago

Metallus

Key Takeaways Tariffs on steel products and new energy programs are expected to boost domestic demand and future revenue streams. Investments in aerospace, defense, and facility modernization aim to enhance revenue, efficiency, and earnings.

Consensus Narrative from 2 Analysts

Investments In Aerospace And Defense Will Expand Market Presence By 2026

US$22.00

30.5% undervalued

11.96%

Revenue growth p.a.

6 days ago

Vivendi

Key Takeaways Transformation and restructuring through asset spin-offs aim to unlock value, enhancing revenue and earnings as Vivendi focuses on listed investments. Cost management and strategic growth plans in video games suggest improved margins, future revenue, and earnings increases.

Consensus Narrative from 9 Analysts

Focusing On Listed Investments And Cost Management At Gameloft Will Unlock Future Value For Stakeholders

€3.49

8.3% undervalued

1.80%

Revenue growth p.a.

Updated

Dätwyler Holding

Key Takeaways Tightening regulations and material innovations threaten gross margins, erode pricing power, and risk making legacy products obsolete amid changing customer preferences. High revenue dependence on healthcare and select industrial clients exposes Datwyler to volatility from client churn and industry-specific disruptions.

Consensus Narrative from 5 Analysts

Rising Costs And Supply Risks Will Limit Future Margins

CHF 129.00

7.9% overvalued

4.27%

Revenue growth p.a.

12 days ago

BFF Bank

Key Takeaways Growing digital disruption and alternative finance platforms threaten core business and could erode future revenue growth as clients bypass traditional solutions. High public sector and regional concentration heightens exposure to credit risk, policy changes, and market volatility, limiting diversification and stability.

Consensus Narrative from 8 Analysts

Digital Disruption And Regulatory Pressures Will Erode Factoring Margins

Shyam Metalics and Energy

€7.70

49.4% overvalued

-1.30%

Revenue growth p.a.

12 days ago

Key Takeaways Long-term demand, value-added products, and sector consolidation position the company for stable revenue growth, margin expansion, and market share gains. Focus on backward integration, captive power, and material mix shifts enhances cost efficiency, earnings resilience, and exposure to high-growth segments.

Consensus Narrative from 7 Analysts

India Infrastructure Expansion And New Capacity Will Drive Metals Demand

₹1.06k

10.3% undervalued

29.07%

Revenue growth p.a.

4 days ago

Polaris Renewable Energy

Key Takeaways Dependence on Nicaraguan assets and regional risks limits stability and exposes future earnings to political and regulatory disruptions. Expansion efforts are hampered by rising costs, competition, and development delays, constraining revenue growth and long-term profitability.

Consensus Narrative from 5 Analysts

Nicaragua Risks Will Hinder Expansion Yet Spur Opportunity

CA$20.01

37.9% undervalued

9.17%

Revenue growth p.a.

12 days ago

Stanmore Resources

Key Takeaways Exposure to pricing volatility, regulatory risks, and customer concentration threatens revenue growth and earnings prospects as global decarbonisation accelerates and steel industry shifts emerge. Operational improvements and sector consolidation offer some support, but future profitability is challenged by rising compliance costs, stranded asset risks, and evolving market preferences.

Consensus Narrative from 4 Analysts

Decarbonisation And Oversupply Will Constrain Coal Markets Despite Minor Recovery

AU$2.30

7.4% overvalued

-8.02%

Revenue growth p.a.

12 days ago

Advance Auto Parts

Key Takeaways Strategic initiatives, including asset optimization and divesting noncore operations, aim to enhance margins and boost profitability within three years. Efforts to streamline distribution and improve in-stock levels seek to reduce costs and drive revenue, positively impacting earnings.

Consensus Narrative from 20 Analysts

Supply Chain Consolidation And Vendor Partnerships Will Boost Efficiency By 2027