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

AAON

Key Takeaways Elevated costs and inefficiencies from aggressive expansion and new facilities are straining near-term margins and cash flow despite long-term margin improvement efforts. Heavy dependence on data center customers and the North American market increases exposure to market volatility and regional economic headwinds, threatening growth stability.

Consensus Narrative from 4 Analysts

HVAC Regulatory Woes Will Squeeze Margins Yet Spark Recovery

Brookfield Infrastructure Partners

US$90.00

11.6% undervalued

15.11%

Revenue growth p.a.

8 days ago

Key Takeaways Overdependence on acquisitions and legacy fossil-fuel holdings heightens risks of asset impairment, integration issues, and weak long-term earnings growth. Rising rates, regulatory burdens, and digital disruptions threaten cash flow, squeeze margins, and undermine sustainable distribution growth.

Consensus Narrative from 10 Analysts

Excessive M&A And Energy Transition Will Undermine Valuation

US$31.00

3.8% undervalued

4.84%

Revenue growth p.a.

8 days ago

Clorox

Key Takeaways Heavy reliance on traditional formulas and slow innovation expose Clorox to shifting consumer preferences and increased competition from private labels and digital-native brands. Stricter regulations, rising environmental compliance costs, and persistent supply chain pressures threaten profitability and long-term margin stability.

Consensus Narrative from 18 Analysts

Consumer Shifts And Rising Compliance Costs Will Erode Margins

US$115.00

6.2% overvalued

-1.51%

Revenue growth p.a.

8 days ago

News

Key Takeaways Declining print ad revenue and challenges monetizing digital audiences threaten overall revenue and long-term subscription growth. Rising costs and increased digital competition are expected to erode profitability and weaken News Corp's premium pricing power.

Consensus Narrative from 9 Analysts

Print Decline And Facebook Dominance Will Challenge Future Outlook

US$28.00

5.3% overvalued

2.08%

Revenue growth p.a.

8 days ago

Identiv

Key Takeaways Expanded partnerships, regulatory-driven demand, and a focus on high-margin verticals are set to accelerate customer acquisition and generate more predictable, high-quality revenue. Manufacturing relocation and automation initiatives are expected to improve gross margins, while ongoing innovation supports long-term industry adoption and revenue visibility.

Consensus Narrative from 3 Analysts

IoT And Regulatory Trends Will Drive Growth With Margin Risks

US$5.33

33.6% undervalued

-4.06%

Revenue growth p.a.

Updated

Eli Lilly

Key Takeaways Potential drug pricing reforms and wider pricing parity efforts threaten future profitability and limit pricing power, especially for high-profile obesity and diabetes products. Heavy revenue reliance on a few core drugs and rising R&D demands increase vulnerability to competition, patent loss, and adverse data, risking future growth and margins.

Consensus Narrative from 26 Analysts

Drug Pricing Reforms And Patent Expiry Will Constrain Outcomes

US$650.00

7.9% overvalued

13.46%

Revenue growth p.a.

8 days ago

Visteon

Key Takeaways Advancements in automotive display technologies and AI solutions drive growth while positioning Visteon as a top supplier in digital cockpit innovations. Strategic focus on high-growth markets and new business wins with key OEMs supports revenue diversification and enhances future earnings.

Consensus Narrative from 14 Analysts

Automotive Displays And Cockpit AI Will Expand Amid Tariff Risks

US$122.50

1.2% undervalued

3.79%

Revenue growth p.a.

4 days ago

Altria Group

Key Takeaways Market challenges from illicit e-vapor products and synthetic nicotine competition could hinder revenue growth and impact market share in key segments. Economic pressures and regulatory challenges may compress net margins due to the need for price strategy adjustments and increased operational costs.

Consensus Narrative from 12 Analysts

E-Vapor And Oral Tobacco Will Face Regulatory Setbacks

US$61.63

6.8% overvalued

0.44%

Revenue growth p.a.

191

10 days ago

Hecla Mining

Key Takeaways Rising silver demand from electrification trends and precious metal safe-haven appeal support Hecla's revenue growth, margin expansion, and pricing power. Operational efficiency, successful exploration, and disciplined production ramp-up drive cost reductions, strong cash flows, and long-term production stability.

Consensus Narrative from 9 Analysts

Accelerating Silver Demand Will Fuel Keno Hill Production