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

So-Young International

Key Takeaways Rapid clinic expansion and franchise model promise increased revenue and improved net margins through reduced costs and operational efficiency. Vertical integration and data insights bolster competitive advantage, enhancing profitability and boosting overall earnings.

Consensus Narrative from 3 Analysts

Transition To Franchise Model And Clinic Expansion Will Strengthen Future Prospects

US$5.70

34.4% undervalued

37.60%

Revenue growth p.a.

16 days ago

NATCO Pharma

Key Takeaways Diversified R&D in complex generics and global expansion reduce reliance on blockbuster launches, driving stable, long-term earnings and lowering business volatility. New high-value domestic launches and emerging market growth boost revenue and margins, offsetting near-term US price erosion and enhancing net margin resilience.

Consensus Narrative from 11 Analysts

High-value R&D And South Africa Entry Will Shape Uncertain Outcomes

₹997.91

12.4% undervalued

-17.35%

Revenue growth p.a.

1 day ago

Fasadgruppen Group

Key Takeaways Successful integration and strategic acquisitions enhance future revenue growth prospects, improve margins, and position Fasadgruppen well in professional markets. Focus on deleveraging and operational efficiency should strengthen the financial structure and improve profitability metrics.

Consensus Narrative from 3 Analysts

Cost Savings Of SEK 20 Million Will Improve Operational Efficiency

SEK 32.00

5.3% overvalued

9.54%

Revenue growth p.a.

Updated

Hongkong Land Holdings

Key Takeaways Prudent capital management, asset repositioning, and a growing fund management platform are expected to support earnings growth and improve shareholder value. Strategic expansion in high-growth cities and operational streamlining aim to boost recurring revenues, reduce volatility, and enhance profitability.

Consensus Narrative from 12 Analysts

Marquee Asset Repositioning And Asian Expansion Will Create Lasting Value

Installed Building Products

US$6.36

2.6% undervalued

5.98%

Revenue growth p.a.

about 20 hours ago

Key Takeaways Sustained headwinds in key housing and acquisition markets may limit revenue and earnings growth, with margin pressures persisting from higher labor and administrative costs. Strong current cash flow is primarily driven by working capital improvements, raising concerns about the sustainability of future cash generation if fundamentals do not improve.

Consensus Narrative from 11 Analysts

Declining Housing Starts And Robust Backlog Will Shape Industry Trends

Harsha Engineers International

US$233.45

14.5% overvalued

0.82%

Revenue growth p.a.

2 days ago

Key Takeaways Rising protectionism, regulation, and input cost volatility are set to squeeze margins and limit export-driven growth opportunities across core and emerging markets. Overdependence on a narrow customer base and slow adaptation to automotive technology shifts threatens revenue stability and long-term utilization of new capacities.

Consensus Narrative from 3 Analysts

Global Trade Protectionism And Rising Costs Will Curtail Legacy Exports

₹398.00

2.4% overvalued

12.17%

Revenue growth p.a.

27 days ago

Hypera

Key Takeaways Intensifying pricing pressure, rising competition, and reliance on Brazil increase risk to revenue, margin stability, and consistent earnings growth. Growing costs and slower demand make future margin expansion and net earnings recovery increasingly challenging.

Consensus Narrative from 14 Analysts

Brazil Pricing Pressures And Aging Workforce Will Erode Margins

R$22.00

3.7% overvalued

17.42%

Revenue growth p.a.

27 days ago

Tecan Group

Key Takeaways Heightened regulatory risks, geopolitical tensions, and shifting supply chains are poised to restrict market access, elevate costs, and dampen growth prospects. Intensifying competition, technological disruption, and over-reliance on major OEM partners threaten Tecan's market share, pricing power, and long-term earnings stability.

Consensus Narrative from 9 Analysts

Mounting Regulatory And Geopolitical Risks Will Depress Future Prospects

Hibiscus Petroleum Berhad

CHF 165.20

3.3% overvalued

2.04%

Revenue growth p.a.

27 days ago

Key Takeaways Heavy reliance on mature oil and gas assets and minimal diversification exposes the company to market, regulatory, and sustainability risks. Anticipated declines in oil demand, stricter ESG standards, and high decommissioning costs threaten future margins and cash flow stability.

Consensus Narrative from 5 Analysts

Rising Decommissioning Costs And Regulatory Risks Will Drain Value