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

4.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Fulgent Genetics

Key Takeaways Broadened clinical endorsements, new service launches, and international certifications strengthen market position, drive revenue growth, and diversify global reach. Operational efficiencies and expanded managed care contracts boost volume growth, enhance gross margins, and establish a sustainable foundation for future profitability.

Consensus Narrative from 3 Analysts

Enhanced Whole Genome Sequencing Will Open New Global Markets

US$25.33

16.1% undervalued

10.45%

Revenue growth p.a.

3 days ago

Craftsman Automation

Key Takeaways Heavy reliance on ICE components and limited diversification make the company vulnerable to rapid industry and regulatory changes. Elevated debt and tightening margins restrict the ability to invest in technology, threatening long-term competitiveness and earnings stability.

Consensus Narrative from 8 Analysts

Electric Mobility Will Erode ICE Revenue And Raise Costs

₹5.00k

41.9% overvalued

17.46%

Revenue growth p.a.

20 days ago

Stove Kraft

Key Takeaways Execution risks tied to new product transitions and greater dependence on exports may limit near-term revenue growth and margin expansion. Elevated costs, delayed efficiency gains, and store maturation challenges are likely to constrain improvements in profitability despite ambitious expansion and integration efforts.

Consensus Narrative from 3 Analysts

Revenue Pressures Will Hinder Profits Though Transitions Will Stabilize

₹660.00

10.0% undervalued

14.62%

Revenue growth p.a.

20 days ago

Alten

Key Takeaways Shift to offshoring and automation pressures revenue and margins, as clients demand cost reductions and AI integration, compressing project pricing and profitability. Rising costs, talent shortages, and ineffective M&A constrain global expansion while localization trends and sector concentration increase long-term earnings volatility.

Consensus Narrative from 7 Analysts

Automation And Offshoring Will Pressure Automotive And Aerospace Margins

€66.82

2.6% overvalued

-0.31%

Revenue growth p.a.

20 days ago

Laxmi Organic Industries

Key Takeaways Rapidly evolving sustainability trends and stricter environmental rules threaten traditional product demand and could increase overall operating costs. Heavy dependence on core chemical segments and execution risks with new projects leave revenue growth and earnings highly vulnerable.

Consensus Narrative from 4 Analysts

Tightening ESG Mandates Will Harm Legacy Chemicals Despite Capacity Expansion

₹172.00

6.4% overvalued

27.38%

Revenue growth p.a.

20 days ago

FIGS

Key Takeaways Expanding international presence and ongoing innovation are diversifying revenue and strengthening customer loyalty beyond the core U.S. market. Enhanced cost discipline and a digital-first approach are boosting margins, offsetting external headwinds, and positioning the company for sustained earnings growth.

Consensus Narrative from 7 Analysts

Healthcare, E-Commerce And Global Markets Will Fuel Long-Term Success

Key Takeaways New contracts, geographic expansion, and digitalization are set to accelerate revenue growth, lower costs, and increase operational efficiency beyond market expectations. Rising European demand and BFF's ability to cross-sell integrated solutions position the bank for ongoing high-margin, recurring revenue and faster-than-expected earnings improvement.

US$6.42

7.9% overvalued

4.86%

Revenue growth p.a.

4 days ago

BFF Bank

AnalystHighTarget

Consensus Narrative from 8 Analysts

Digitalization And European Healthcare Demand Will Boost Factoring Activity

€13.00

11.8% undervalued

6.83%

Revenue growth p.a.

20 days ago

Westpac Banking

Key Takeaways Intense competition and changed deposit mix are compressing net interest margins, challenging revenue growth. Rising tech costs and projects like UNITE increase expenses, negatively impacting short-term earnings.

Consensus Narrative from 13 Analysts

Rising Tech Costs And Competition Will Pressure Bank Earnings In Australia

AU$30.17

22.3% overvalued

4.45%

Revenue growth p.a.

Updated

Meitu

Key Takeaways Near-term growth may disappoint as international monetization develops slowly and rising competition challenges Meitu's ability to maintain premium pricing and differentiation. Significant ongoing investments and regulatory risks could limit profitability and user growth despite optimism about digital beauty and self-expression trends.

Consensus Narrative from 8 Analysts

Overseas Expansion And AI Will Spark Challenges And Opportunities