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

23.9% 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

Audinate Group

Key Takeaways Dependence on a small group of OEM partners and rising open-source competition threaten revenue stability and Audinate's product differentiation. Growing cybersecurity and compliance risks, along with industry consolidation, exert pressure on margins and limit long-term earnings growth.

Consensus Narrative from 9 Analysts

Cybersecurity And Saturation Will Strain Margins Yet Spur Adaptation

AU$6.30

3.7% undervalued

16.23%

Revenue growth p.a.

about 1 month ago

IPH

Key Takeaways Disruptive technologies and open access trends threaten IPH's traditional service model, reducing demand, compressing margins, and contracting its addressable market. Geopolitical shifts, client consolidation, and commoditization heighten operational complexity, intensify pricing pressure, and undermine scalability and earnings stability.

Consensus Narrative from 9 Analysts

Legacy IP Revenue Will Erode Amid AI And Geopolitical Headwinds

AU$5.25

6.7% overvalued

2.59%

Revenue growth p.a.

about 1 month ago

CAB Payments Holdings

Key Takeaways Rising competition from digital and fintech payment solutions is eroding traditional fee income and threatening future revenue growth potential. Heavy reliance on large clients and intensifying regulatory pressures are increasing earnings volatility and challenging the company's ability to sustain profitability.

Consensus Narrative from 6 Analysts

Emerging Market Pressures And Digital Shifts Will Squeeze Margins

UK£0.50

4.1% undervalued

13.36%

Revenue growth p.a.

about 1 month ago

Glanbia

Key Takeaways Accelerating consumer shifts toward plant-based alternatives and stagnant innovation threaten Glanbia's dairy-centric product portfolio and future growth prospects. Rising regulatory and competitive pressures, volatile input costs, and increased promotions are likely to erode profitability and compress margins across key segments.

Consensus Narrative from 9 Analysts

Legacy Dairy Vulnerability Will Amplify Pressure Amid Changing Trends

€13.00

10.2% overvalued

2.97%

Revenue growth p.a.

about 1 month ago

Kimball Electronics

Key Takeaways Strategic focus on the Medical CMO and restructuring efforts aim to enhance revenue and lower costs, potentially improving margins through efficient operations. Increased liquidity and strong balance sheet support future investments and possible acquisitions, with relocation of production mitigating tariff impacts.

Consensus Narrative from 4 Analysts

Launching Respiratory Care Final Assembly Will Open New Opportunities

US$22.00

12.3% overvalued

-3.65%

Revenue growth p.a.

Updated

Echo Investment

Key Takeaways Sale of high-quality office buildings and mixed-use developments in strategic areas aims to enhance liquidity and attract investor interest for revenue growth. Using proceeds from asset disposals to reduce debt will improve financial flexibility, while expansion in residential and PRS sectors boosts profitability.

Consensus Narrative from 4 Analysts

Office Sales And Warsaw Residential Expansion Will Deliver Future Opportunities

zł4.91

9.6% overvalued

36.64%

Revenue growth p.a.

1 day ago

Grupo Casas Bahia

Key Takeaways The focus on profitability over growth, alongside improved financial discipline and cost control, suggests potential for enhanced operational leverage and net margins. The expansion of BNPL and strategic initiatives to lower funding costs could boost profitability and positively impact future earnings.

Consensus Narrative from 8 Analysts

Transformation And BNPL Expansion Will Shape Future Outcomes Despite Challenges

R$4.24

32.3% undervalued

5.30%

Revenue growth p.a.

8 days ago

Synlait Milk

Key Takeaways Reliance on Advanced Nutrition sales may lead to slower future growth due to unsustainable restocking and new product launches. Challenges like high fat pricing and unsecured milk supply could pressure margins and impact future profitability and cash flow.

Consensus Narrative from 4 Analysts

Advanced Nutrition And Foodservice Will Face Risks And Upside

NZ$0.51

13.2% overvalued

4.80%

Revenue growth p.a.

about 9 hours ago

Mader Group

Key Takeaways Mader Group aims for geographical and industry diversification with a strategic focus on energy and transport logistics for increased revenue streams. The company's financial strategy includes a net cash goal within 12 months for growth investments and expansion in North America and other key markets.

Consensus Narrative from 3 Analysts

Expansion Into Energy And Transport Logistics Will Diversify Future Revenue Streams