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

Nomad Foods

Key Takeaways Innovation in convenient, health-focused frozen foods and structural cost reductions are driving both revenue growth and margin expansion. Adapting to climate impacts and evolving consumer trends, including sustainability, strengthens resilience and supports premiumization and future sales growth.

Consensus Narrative from 7 Analysts

Frozen Food Trends Will Secure Sustainable Market Leadership

US$21.69

30.6% undervalued

0.96%

Revenue growth p.a.

1 day ago

Kier Group

Key Takeaways Kier's focus on infrastructure and strategic investments in key sectors will drive volume and enhance future revenue and profit growth. Strong cash flow supports shareholder value through a share buyback, dividend policy, and investments in sustainable initiatives.

Consensus Narrative from 6 Analysts

Record GBP 11 Billion Order Book And Infrastructure Investments Will Drive Future Expansion

UK£2.41

14.2% undervalued

4.69%

Revenue growth p.a.

1 day ago

InterDigital

Key Takeaways Optimism around growth in recurring revenue, contract renewals, and expansion into new markets may overstate the sustainability and trajectory of future earnings. Investor assumptions of seamless diversification and high-margin growth ignore potential headwinds from regulatory, technological, and competitive pressures and uncertain monetization outside core smartphone licensing.

Consensus Narrative from 4 Analysts

6G Expansion Will Expose Overheated Valuation Risks

US$266.50

0.8% overvalued

-10.78%

Revenue growth p.a.

2 days ago

SJVN

Key Takeaways New solar, hydroelectric, and thermal projects are expected to significantly increase SJVN's energy output, boosting future revenue and earnings growth. Strategic projects and government initiatives position SJVN for long-term growth in renewable energy, enhancing revenue and supporting margin improvements.

Consensus Narrative from 3 Analysts

Omkareshwar And Raghanesda Solar Projects Will Increase Future Capacity

₹72.00

27.7% overvalued

43.49%

Revenue growth p.a.

18 days ago

Aya Gold & Silver

Key Takeaways Increasing regulatory pressures, reliance on favorable Moroccan policies, and resource depletion threaten sustainable growth, margins, and long-term earnings stability. Rising costs, volatile silver demand, and execution risks in expansion projects could undermine revenue, cash flow, and shareholder returns.

Consensus Narrative from 10 Analysts

Morocco's Tightening Rules And Depleting Reserves Will Squeeze Margins

Nine Entertainment Holdings

CA$13.67

10.0% undervalued

40.75%

Revenue growth p.a.

21 days ago

Key Takeaways Accelerating audience shifts to digital and streaming challenge Nine's ad revenue, margin growth, and ability to compete with global tech and streaming giants. Ongoing declines in legacy media and high transformation costs are compressing margins, while stiff content competition further threatens profitability and long-term returns.

Consensus Narrative from 7 Analysts

Global Tech Rivalry Will Erode Digital Ad Revenues Despite Savings

AU$1.70

2.6% undervalued

1.54%

Revenue growth p.a.

21 days ago

Bodycote

Key Takeaways Reshoring of manufacturing and supply chain localization threaten Bodycote's cross-border business and expansion prospects, particularly in emerging Asian and Eastern European markets. New regulations, technology shifts, high exposure to cyclical markets, and intensifying competition endanger Bodycote's core revenues, cost structure, and market share.

Consensus Narrative from 8 Analysts

Localization And Regulation Will Pressure Revenue Despite Efficiency Gains

UK£5.60

12.5% overvalued

-2.43%

Revenue growth p.a.

21 days ago

Lundin Gold

Key Takeaways Dependence on gold prices and a single asset exposes Lundin Gold to significant revenue and operational risks amid global decarbonization and regulatory changes. Rising ESG pressures and evolving local regulations threaten higher costs, restricted capital access, and challenges to sustaining dividends and growth initiatives.

Consensus Narrative from 12 Analysts

Ecuador Risks And Decarbonization Will Undermine Future Prospects

CA$43.00

84.9% overvalued

4.64%

Revenue growth p.a.

21 days ago

WIN Semiconductors

Key Takeaways Dependence on legacy technology, customer concentration, and slow diversification expose the company to declining market share, margin compression, and revenue volatility. Geopolitical risks, regulatory hurdles, and intensifying competition threaten international market access and may drive long-term revenue stagnation or decline.

Consensus Narrative from 14 Analysts

US Tariffs And Regulatory Barriers Will Choke Market Expansion