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

Amgen

Key Takeaways Heavy dependence on aging therapies and patent expirations exposes Amgen to revenue and margin declines amid increasing biosimilar and innovative competition. Regulatory and pricing pressures, combined with acquisition integration risks and escalating costs, may restrict profitability and challenge sustainable long-term growth.

Consensus Narrative from 27 Analysts

Aging Blockbusters And Pricing Pressures Will Erode Profitability

US$222.13

33.5% overvalued

-0.31%

Revenue growth p.a.

about 14 hours ago

Comcast

Key Takeaways Broadband and legacy media revenues are under pressure from market saturation, cord-cutting, digital ad shifts, and fierce competition in offerings and pricing. Rising costs, heavy capital spending, and regulatory risks threaten margins, growth prospects, and shareholder returns as Comcast pivots amid industry disruption.

Consensus Narrative from 27 Analysts

Stagnant Broadband Growth And Rising Costs Will Erode Valuation

US$31.00

7.9% overvalued

0.035%

Revenue growth p.a.

about 14 hours ago

Advanced Micro Devices

Key Takeaways Escalating export restrictions and geopolitical tensions threaten AMD's access to crucial markets and could increase compliance costs, limiting long-term revenue and earnings growth. Heavy dependence on third-party manufacturing, rising R&D costs, and growing competition from in-house chip development risk compressing margins and undermining optimistic growth projections.

Consensus Narrative from 44 Analysts

US Export Restrictions And Manufacturing Bottlenecks Will Undermine Future Prospects

US$136.25

30.3% overvalued

14.33%

Revenue growth p.a.

about 14 hours ago

JPMorgan Chase

Key Takeaways Increased credit loss allowances and higher expenses signal challenges to net and operating margins, potentially straining future earnings. Anticipated rate cuts and cautious investment banking outlook could reduce net interest income and advisory revenue, impacting profitability.

Consensus Narrative from 21 Analysts

Higher Credit Losses And Expenses Will Impair Future Profitability

US$244.65

18.7% overvalued

4.07%

Revenue growth p.a.

about 14 hours ago

Texas Instruments

Key Takeaways Mounting competition, regulatory pressures, and maturing core markets threaten growth, margins, and simplicity of operations. Rising capital expenditures for compliance and capacity risk margin compression and restrained cash flow over time.

Consensus Narrative from 33 Analysts

Rising Regulatory Hurdles And US-China Tensions Will Squeeze Profits

US$141.43

37.6% overvalued

6.31%

Revenue growth p.a.

about 14 hours ago

DigitalBridge Group

Key Takeaways Accelerating demand for AI, cloud, and data infrastructure is driving robust growth and expanding DigitalBridge’s margins through higher utilization and strengthened pricing power. Strategic capital deployment and portfolio expansion are enhancing returns, diversifying revenue streams, and solidifying the company’s leadership in global digital infrastructure.

Consensus Narrative from 9 Analysts

Global Data Trends And 5G Rollout Will Fuel Digital Infrastructure

US$20.00

44.0% undervalued

-1.93%

Revenue growth p.a.

8 days ago

Resideo Technologies

Key Takeaways Strategic divestitures and focused product innovation position the company for margin expansion, improved capital allocation, and long-term earnings outperformance. Strong demand for smart home solutions and superior software capabilities set the stage for recurring revenue growth and industry leadership in intelligent building technologies.

Consensus Narrative from 2 Analysts

IoT-enabled Homes And AI Will Drive Safer, Greener Futures

Kratos Defense & Security Solutions

US$35.00

10.3% undervalued

2.29%

Revenue growth p.a.

8 days ago

Key Takeaways Accelerating demand for affordable, production-ready unmanned and space defense technologies positions Kratos as a key supplier with scalable, high-margin growth prospects. Favorable shifts toward agile procurement and operational systems give Kratos competitive advantages, enhancing recurring revenue and long-term margin quality through strategic partnerships and market focus.

Consensus Narrative from 15 Analysts

Rising Global Defense Spending Will Expand Unmanned Aerial Systems

Array Digital Infrastructure

US$78.00

12.2% undervalued

24.07%

Revenue growth p.a.

8 days ago

Key Takeaways Expanding rural connectivity, 5G rollout, and monetizeable spectrum assets set the stage for new revenue streams and improved service offerings. Strategic shift to tower operations, cost optimization, and asset divestitures drive efficiency, recurring cash flows, and margin improvement.

Consensus Narrative from 3 Analysts

Expanding IoT And Rural Connectivity Will Unlock New Potential