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

Parade Technologies

Key Takeaways Acquiring Spectra7 assets and technology positions Parade to expand in high-growth markets like AI and data centers, enhancing revenue streams and market presence. Focus on high-speed and energy-efficient products, including USB4 hubs and advanced cables, enables Parade to tap into new market segments and boost revenue growth.

Consensus Narrative from 14 Analysts

Integration Of Spectra7 Assets Will Transform High-Speed Connectivity Markets

NT$648.58

28.9% overvalued

8.57%

Revenue growth p.a.

Updated

Direcional Engenharia

Key Takeaways Structural gains in sales, margins, and earnings visibility are driven by strong demand trends, operational efficiency, and diversified market exposure. Balanced capital discipline and government support underpin stable growth, resilient cash flows, and sustained value generation for shareholders.

Consensus Narrative from 12 Analysts

Mass Urbanization And Operational Efficiency Will Secure Future Resilience

R$16.05

11.8% undervalued

20.78%

Revenue growth p.a.

1 day ago

Austal

Key Takeaways Austal's strategic shift to new U.S. programs and facilities promises robust future revenue and strong cash flow. Strategic shipbuilding agreements and expansion in Australasia are poised for significant long-term growth and improved financial stability.

Consensus Narrative from 5 Analysts

Shipbuilding Agreement In Australia Will Open $20 Billion Opportunities

AU$6.08

11.1% overvalued

15.31%

Revenue growth p.a.

8 days ago

Dave

Key Takeaways Strategic fee and technology enhancements, alongside rising member growth, drive revenue and margin expansion through higher customer value and improved credit performance. Partnerships and cost-efficient infrastructure shifts increase financial flexibility, lower operational costs, and support sustained demand from the gig economy segment.

Consensus Narrative from 6 Analysts

Mobile-first Banking Trends Will Empower Financial Flexibility

US$271.00

25.8% undervalued

17.08%

Revenue growth p.a.

Updated

Monster Beverage

Key Takeaways Expanding its zero-sugar portfolio and innovating with new products positions Monster to capitalize on shifting consumer preferences and global beverage demand. International growth, cost optimization, and strong partnerships enhance its market share, margin stability, and long-term earnings resilience in a competitive sector.

Consensus Narrative from 23 Analysts

International Expansion And Functional Beverage Offerings Will Shape The Future

US$66.39

2.7% undervalued

8.41%

Revenue growth p.a.

Updated

Rajratan Global Wire

Key Takeaways Heavy reliance on traditional bead wire and a saturated market limits future growth opportunities, while diversification efforts are still nascent. Rising competition, protectionist trade policies, and alternative materials threaten margins and demand, challenging long-term profitability and sustainability.

Consensus Narrative from 4 Analysts

Rising EV Trends Will Erode Demand Amid Global Trade Risks

₹394.00

17.7% undervalued

15.09%

Revenue growth p.a.

25 days ago

Heritage Foods

Key Takeaways Shifting consumer preferences, new regulations, and digital disruptors threaten to erode Heritage Foods' traditional dairy revenue and compress margins. Regional concentration exposes the company to local risks, while industry consolidation and liberalization heighten competition and jeopardize profitability.

Consensus Narrative from 3 Analysts

Rising Plant-Based Demand And Digital Agri-Tech Will Undermine Revenues

₹490.00

6.1% undervalued

10.74%

Revenue growth p.a.

25 days ago

DEUTZ

Key Takeaways Accelerated electrification and regulatory shifts threaten DEUTZ's diesel-centric portfolio, increasing costs and reducing revenue as legacy assets lose relevance. Dependence on acquisitions, rising geopolitical risks, and new electric-focused competitors further heighten earnings volatility and compress profitability.

Consensus Narrative from 4 Analysts

Diesel Engines In Off-Highway Markets Will Decline As Electrification Accelerates

€7.60

18.8% overvalued

13.29%

Revenue growth p.a.

25 days ago

Kaveri Seed

Key Takeaways Vulnerability to regulatory changes, climate volatility, and shifting consumer preferences threatens relevance, revenue stability, and market share in core hybrid seed products. High dependence on a few crops, escalating input costs, and intense competition undermine growth, compress margins, and erode pricing power.

Consensus Narrative from 2 Analysts

Rising Regulations And Climate Risks Will Undermine Future Resilience