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

momo.com

Key Takeaways Investment in logistics, AI, and technology is boosting operational efficiency, margin expansion, and delivery capabilities while supporting long-term earnings growth. Diversification into higher-margin businesses and ESG initiatives is expanding revenue streams, increasing user monetization, and strengthening brand value.

Consensus Narrative from 6 Analysts

Logistics And AI Efficiency Will Unlock Taiwan E-commerce Potential

Key Takeaways Florence Copper's strategic US location, unique mining method, and growing demand for responsible copper position Taseko for premium pricing and significant margin outperformance. Expansion at Gibraltar, robust project pipeline, and sector supply constraints support accelerated cash flow growth and long-term earnings potential exceeding industry peers.

NT$315.67

14.2% undervalued

3.43%

Revenue growth p.a.

2 days ago

Taseko Mines

AnalystHighTarget

Consensus Narrative from 7 Analysts

Electrification And Infrastructure Spending Will Unleash Florence Copper Potential

CA$6.30

28.1% undervalued

33.54%

Revenue growth p.a.

24 days ago

Ascom Holding

Key Takeaways Transition to integrated, cloud-based platforms is driving increased customer retention and a greater share of high-margin, recurring software revenue. Healthcare digitalization and demographic trends are fueling sustained demand, while operational improvements are supporting further margin and earnings growth.

Consensus Narrative from 2 Analysts

Integrated Cloud And Digital Health Solutions Will Create Enduring Opportunity

CHF 5.28

19.1% undervalued

3.03%

Revenue growth p.a.

2 days ago

Third Coast Bancshares

Key Takeaways Strong loan growth, enhanced digital infrastructure, and successful securitizations position the company for sustained revenue and margin expansion. Prudent lending, resilient fee income, and strategic acquisitions offer stability, flexibility, and potential for long-term profitability in a consolidating market.

Consensus Narrative from 3 Analysts

Texas Banking Expansion Will Capture Sun Belt Opportunities

US$42.67

9.7% undervalued

11.20%

Revenue growth p.a.

3 days ago

Holley

Key Takeaways Digital expansion, product innovation, and tariff mitigation enhance market share, margins, and resilience against external pressures. Strengthening B2B relationships and international growth diversify revenue streams and reduce earnings volatility.

Consensus Narrative from 6 Analysts

Digital And Omnichannel Expansion Will Unlock Future Value

Madison Square Garden Sports

US$3.92

9.1% undervalued

4.82%

Revenue growth p.a.

3 days ago

Key Takeaways Heavy reliance on Knicks and Rangers increases earnings volatility, especially if team performance or fan engagement declines amid shifting media landscape and rising costs. Challenges in adapting to digital consumption and constrained local media revenue growth may limit high-margin income and long-term franchise value appreciation.

Consensus Narrative from 5 Analysts

Declining Local Fees Will Dampen Performance But Enable Cautious Recovery

Innovative Industrial Properties

US$220.00

10.2% undervalued

0.57%

Revenue growth p.a.

about 13 hours ago

Key Takeaways Federal cannabis reform and market shifts could erode IIPR's pricing power, raise vacancies, and compress long-term revenues. Tenant distress and evolving cultivation methods heighten credit risk, drive revenue volatility, and threaten future rent and asset values.

Consensus Narrative from 4 Analysts

Defaults And Vacancy Spikes Will Devastate Cannabis Real Estate

US$43.00

21.5% overvalued

-3.34%

Revenue growth p.a.

about 13 hours ago

Avnet

Key Takeaways Direct supply chain adoption, digitalization, and new competitors threaten Avnet's distribution model, causing persistent margin pressure and weakened profitability. Increasing supply chain complexity and dependence on volatile end markets make Avnet's revenue and earnings more unpredictable and susceptible to downturns.

Consensus Narrative from 4 Analysts

Direct Supply Chain Shifts And Digital Competition Will Erode Margins

US$43.00

24.3% overvalued

3.98%

Revenue growth p.a.

about 13 hours ago

Sylvamo

Key Takeaways Accelerating digitalization and shrinking paper demand threaten Sylvamo's core business, compressing margins and challenging long-term revenue stability. Increasing regulatory, competitive, and macroeconomic pressures could heighten earnings volatility and restrict cash flow available for debt reduction and shareholder returns.

Consensus Narrative from 3 Analysts

Overvaluation Will Exacerbate Declining Paper Demand And Trade Woes