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

25.7% 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

Inspire Medical Systems

Key Takeaways Transitory operational delays are expected to resolve soon, positioning the company for accelerated growth as new system adoption and reimbursement improvements unfold. Market expansion and clinical enhancements will boost provider capacity and adoption, supporting sustained long-term revenue growth amid rising demand for sleep health solutions.

Consensus Narrative from 14 Analysts

Procedure Improvements And Expanding Medicare Access Will Open Future Opportunities

US$151.00

44.4% undervalued

14.62%

Revenue growth p.a.

6 days ago

Littelfuse

Key Takeaways Expansion in electrification, renewable energy, and key markets is driving higher demand, revenue growth, and improved margins for Littelfuse. Operational efficiency and a solutions-focused strategy are enhancing earnings potential and reducing business cyclicality.

Consensus Narrative from 4 Analysts

Electrification, Renewables And Data Centers Will Expand Future Markets

US$300.00

14.9% undervalued

8.59%

Revenue growth p.a.

6 days ago

Kemper

Key Takeaways Kemper is achieving strong growth and profitability due to strategic market positioning, favorable regulatory environments, and effective risk management. Confidence in future earnings is evident through share repurchases, dividend increases, and strategic asset allocation, bolstering EPS and investment income.

Consensus Narrative from 5 Analysts

Specialty Auto Business Expected To Thrive Amid Market Opportunities

US$69.00

24.2% undervalued

7.87%

Revenue growth p.a.

Updated

MPS

Key Takeaways Diversified markets and reduced client concentration enhance MPS's revenue stability and growth prospects, particularly in North America and APAC. Efforts in eLearning and AI-driven innovations could boost margins and efficiency, while strategic acquisitions support revenue growth.

Consensus Narrative from 1 Analyst

Global Diversification And AI/ML Adoption Will Strengthen Future Operations

China Yuchai International

₹2.79k

15.3% undervalued

11.11%

Revenue growth p.a.

14 days ago

Key Takeaways Regulatory shifts toward green propulsion and rising compliance costs threaten long-term profitability as diesel demand wanes and legacy products lose relevance. New market expansion offers only short-lived relief, since emerging markets are poised to transition rapidly to alternative powertrains, undermining sustainable growth.

Consensus Narrative from 2 Analysts

Legacy Diesel Revenues Will Crumble As Green Mandates Intensify

US$13.16

115.8% overvalued

9.70%

Revenue growth p.a.

17 days ago

Descartes Systems Group

Key Takeaways Structural changes in global trade and logistics are undermining Descartes' core offerings, threatening growth and shrinking its competitive edge. Reliance on acquisitions, cybersecurity demands, and rising competition are compressing margins and boosting operational uncertainty.

Consensus Narrative from 2 Analysts

Decentralized Supply Chains And Trade Barriers Will Undermine Core Value

CA$131.34

4.3% overvalued

9.70%

Revenue growth p.a.

17 days ago

WH Smith

Key Takeaways Heavy dependence on physical travel locations and declining demand for print media threaten long-term revenue stability and margin growth. Rapid international expansion heightens operational risk amid rising costs, volatile travel activity, and strong competition, challenging sustained profitability.

Consensus Narrative from 12 Analysts

Digital Consumer Shift And Rising Costs Will Erode Value

UK£10.00

8.4% overvalued

-3.79%

Revenue growth p.a.

17 days ago

Novem Group

Key Takeaways Shifting consumer preferences, industry trends, and geopolitical risks may limit Novem's growth opportunities and challenge revenue stability despite expansion efforts and emerging market potential. Rising regulatory and sustainability demands could pressure margins, while strong OEM bargaining power and slow diversification threaten long-term earnings and valuation improvement.

Consensus Narrative from 3 Analysts

Geopolitical Risks Will Hinder Sales While Efficiency Brings Modest Relief

€4.40

11.8% undervalued

2.92%

Revenue growth p.a.

17 days ago

Bodal Chemicals

Key Takeaways Shifting end-user preferences and advancing green chemistry are eroding demand for core products, challenging revenue growth and requiring significant investment in innovation. Heavy reliance on conventional dye intermediates and execution issues with new projects expose the company to regulatory and market risks, pressuring earnings and returns.

Consensus Narrative from 2 Analysts

Rising Environmental Costs Will Hurt Dyestuff Margins While Incentives Help