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

27.8% 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

5.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

MasTec

Key Takeaways Strong sector tailwinds, record backlog, and policy support position MasTec for sustained growth and improved revenue visibility in core energy and communications markets. Operational efficiency initiatives and strategic scaling efforts are set to drive margin expansion and long-term earnings upside beyond current market expectations.

Consensus Narrative from 17 Analysts

Grid Modernization And Fiber Build-Out Will Empower Infrastructure Evolution

US$201.76

11.3% undervalued

9.72%

Revenue growth p.a.

6 days ago

Chemed

Key Takeaways Expansion into underserved Florida counties and demographic trends in aging support substantial, long-term growth for VITAS hospice services. Operational efficiency, technology investment, and robust Roto-Rooter cash flow position Chemed for margin improvements and strategic acquisition-led growth.

Consensus Narrative from 4 Analysts

New Florida CON Sites Will Advance Home-Based And Hospice Care

US$567.25

23.8% undervalued

4.98%

Revenue growth p.a.

6 days ago

Hudson Technologies

Key Takeaways Regulatory developments and circular economy trends are boosting demand and pricing power for Hudson's reclaimed refrigerants, supporting revenue and margin growth. Hudson's scale, industry outreach, and strong financial position enable ongoing operational improvements and stable, long-term earnings growth despite market transitions.

Consensus Narrative from 4 Analysts

Mandated HFC Phasedowns Will Create Enduring Reclamation Demand

US$10.25

5.1% undervalued

10.07%

Revenue growth p.a.

6 days ago

Yatsen Holding

Key Takeaways Focus on balancing skincare and cosmetic segments to support growth and sustain market presence through innovative offerings. Investment in R&D and operational efficiency is likely to enhance profitability and long-term market competitiveness.

Consensus Narrative from 3 Analysts

Skincare Focus And Color Cosmetics Will Drive Future Success

US$7.75

15.4% overvalued

15.45%

Revenue growth p.a.

13 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

11.3% undervalued

40.75%

Revenue growth p.a.

18 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

1.2% undervalued

1.54%

Revenue growth p.a.

18 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

12.9% overvalued

-2.43%

Revenue growth p.a.

18 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

80.1% overvalued

4.64%

Revenue growth p.a.

18 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