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

4.1% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Lite-On Technology

Key Takeaways Strategic focus on high-value segments like optoelectronics and AIoT aims to enhance profitability and drive revenue growth through innovation. Expansion into system integration and production capabilities in Vietnam is set to boost margins and offset production bottlenecks.

Consensus Narrative from 9 Analysts

Expansion Into Vietnam And Focus On AIoT Will Strengthen Future Capabilities

NT$134.11

1.8% overvalued

11.20%

Revenue growth p.a.

6 days ago

Fiera Milano

Key Takeaways Expansion into international events and digital services strengthens revenue stability, while acquisitions diversify the business and reduce geographic risk. High-profile contracts and robust cash flow provide flexibility for further investments, supporting sustained earnings growth and increased shareholder returns.

Consensus Narrative from 1 Analyst

International And Digital Events Will Drive Long-Term Momentum

€7.00

0.6% undervalued

7.37%

Revenue growth p.a.

Updated

Patterson-UTI Energy

Key Takeaways Leading-edge automation and clean technology offerings enable premium pricing, enhanced margins, and increased customer loyalty amid rising demand for advanced drilling solutions. Strategic acquisitions and tight premium asset supply support expanded service offerings, operational synergies, higher utilization, and stronger pricing discipline.

Consensus Narrative from 15 Analysts

US LNG Exports Will Advance Digital Drilling

US$7.60

26.3% undervalued

-0.85%

Revenue growth p.a.

6 days ago

Novatek Microelectronics

Key Takeaways Increased consumer electronics demand from Chinese subsidies and U.S. tariffs are predicted to drive seasonal revenue growth positively. Expanding AI applications and advancements in R&D are expected to significantly boost product demand and enhance revenue.

Consensus Narrative from 16 Analysts

AI Integration In TVs And Gaming Systems Will Drive Future Demand And Margins

Xtep International Holdings

NT$491.44

10.7% undervalued

4.19%

Revenue growth p.a.

Updated

Key Takeaways Heavy reliance on the China market exposes Xtep to growth risks from weak consumer sentiment and increasing competition. Rising sustainability pressures and elevated operational costs threaten profit margins and may hinder international expansion efforts.

Consensus Narrative from 20 Analysts

Inflated Costs And China Headwinds Will Erode Margins

HK$5.60

0.5% overvalued

5.33%

Revenue growth p.a.

22 days ago

AKVA group

Key Takeaways Heavy dependence on salmon farming and land-based project risks exposes the company to volatile revenues and profitability challenges. Rising compliance costs, tougher competition, and customer consolidation threaten margins and long-term growth in core aquaculture markets.

Consensus Narrative from 3 Analysts

Rising Compliance Costs And Salmon Risks Will Hamper Aquaculture Margins

NOK 80.00

7.2% overvalued

12.34%

Revenue growth p.a.

22 days ago

Südzucker

Key Takeaways Shifting consumer preferences and rising competition in alternative sweeteners are weakening Südzucker's core sugar business and eroding pricing power and market share. High fixed assets, regulatory pressures, and cost inflation are constraining flexibility, raising compliance costs, and placing long-term profitability under sustained downward pressure.

Consensus Narrative from 5 Analysts

Declining Sugar Demand Will Hamper Core Operations Under EU Pressure

€9.50

7.2% overvalued

1.07%

Revenue growth p.a.

22 days ago

TCI Express

Key Takeaways Failure to embrace automation and green technologies could erode competitiveness and squeeze margins under tightening industry standards. Exclusion from e-commerce growth and inability to offset rising costs may stall revenue while global competitors increase market share.

Consensus Narrative from 11 Analysts

Automation Risks And Strict ESG Rules Will Disrupt Operations

₹648.00

4.9% overvalued

6.36%

Revenue growth p.a.

22 days ago

technotrans

Key Takeaways Exposure to declining legacy markets and disruptive new cooling technologies threatens long-term revenue stability, with risks of obsolescence and shrinking market opportunities. Rising regulatory, supply chain, and competitive pressures are set to compress margins, require higher investment, and increase volatility in both costs and sales.

Consensus Narrative from 3 Analysts

Traditional Print Decline And Tariff Pressures Will Erode Future Value