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

23.9% 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

Rocket Companies

Key Takeaways Rocket's growth outlook faces challenges from housing affordability issues, demographic headwinds, and heightened fintech competition that may pressure margins and revenue. Premium valuation rests on optimistic assumptions about technology-driven efficiencies and demand, risking disappointment if market conditions or customer behaviors deteriorate.

Consensus Narrative from 11 Analysts

Redfin And Mr Cooper Deals Will Test Risks And Upsides

US$16.20

15.6% overvalued

19.31%

Revenue growth p.a.

Updated

Prudential

Key Takeaways Legacy product exposure, demographic shifts, and tighter regulations create long-term profitability and cash flow headwinds for Prudential. Intensifying digital competition and climate-related claim volatility threaten Prudential's market position, revenue growth, and earnings stability.

Consensus Narrative from 14 Analysts

Legacy, Insurtech And Climate Risks Will Drag Prospects

UK£8.90

11.6% overvalued

15.43%

Revenue growth p.a.

about 1 month ago

Foresight Group Holdings

Key Takeaways Heightened regulatory scrutiny and competition may limit profitability, compress margins, and reduce recurring revenue growth for Foresight Group Holdings. Geographic and product expansion increases risks from policy changes and operational inefficiencies, potentially impacting fund flows and long-term earnings.

Consensus Narrative from 7 Analysts

Higher Interest Rates And ESG Scrutiny Will Lower Prospects

UK£4.80

5.2% undervalued

11.83%

Revenue growth p.a.

about 1 month ago

JOST Werke

Key Takeaways Structural shifts to electric vehicles, sustainable freight, and new regulations threaten JOST's traditional market and expose its revenues to long-term decline. Intensifying low-cost competition and overdependence on cyclical Western markets heighten margin pressures and earnings volatility, with limited diversification to offset risks.

Consensus Narrative from 5 Analysts

Electric And Autonomous Shifts Will Undercut Traditional Revenue Streams

€55.00

3.6% undervalued

18.37%

Revenue growth p.a.

about 1 month ago

goeasy

Key Takeaways Regulatory changes and increased competition from fintech firms are expected to limit revenue growth and erode pricing power for goeasy's core lending products. Rising credit losses, high funding costs, and evolving consumer borrowing habits threaten future profitability and constrain opportunities for market expansion.

Consensus Narrative from 9 Analysts

Rising Regulatory Pressure And Digital Competition Will Weaken Future Prospects

Key Takeaways Accelerating APAC and MEA growth, combined with scaling AI and consulting investments, position Crayon for outsized, diversified revenue and faster-than-expected margin expansion. Strong expertise in cloud and compliance, alongside operational efficiencies, supports resilient and growing revenue streams, driving superior earnings and market share gains.

CA$171.00

21.2% overvalued

37.42%

Revenue growth p.a.

about 1 month ago

Crayon Group Holding

AnalystHighTarget

Consensus Narrative from 2 Analysts

Accelerated Cloud Migration And AI Integration Will Expand Global Reach

NOK 160.00

10.0% undervalued

16.39%

Revenue growth p.a.

about 1 month ago

LG Chem

Key Takeaways Restructuring and focus on high-value products are expected to enhance cost efficiency and profitability, positively impacting net margins. Strategic investments in sustainability and key growth sectors like battery materials and drug development aim to boost revenue and secure future growth.

Consensus Narrative from 27 Analysts

Advancements In Chemical Recycling And Bio-Materials Will Strengthen Competitive Edge

₩344.48k

18.0% undervalued

8.44%

Revenue growth p.a.

Updated

Peloton Interactive

Key Takeaways Expanding into holistic wellness, commercial partnerships, and new accessibility initiatives aims to broaden Peloton's audience and diversify revenue streams. Focus on operational efficiencies, cost reduction, and asset-light strategies is expected to improve margins and support long-term growth.

Consensus Narrative from 16 Analysts

Digital And Holistic Fitness Will Redefine Future Markets

US$9.78

13.2% undervalued

0.62%

Revenue growth p.a.

Updated

Aeris Resources

Key Takeaways Strategic focus on Murrawombie, Tritton, and Constellation operations enhances cash flow, revenue growth, and margins through increased production and operational improvements. Divesting non-core assets augments project focus on high-return ventures, while efficient environmental strategies enhance financial flexibility and future earnings.

Consensus Narrative from 4 Analysts

Murrawombie Pit And Constellation Deposit Will Drive Future Success