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

Abu Dhabi Islamic Bank PJSC

AU$22.00

4.3% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Key Takeaways Intensifying digital competition and regulatory challenges threaten to erode margins, compress fee-based income, and constrain future revenue growth. Heavy dependence on the UAE market increases vulnerability to local economic shifts and evolving regulatory requirements.

Consensus Narrative from 14 Analysts

Digital Transformation And Fintech Competition Will Shape Future Markets

د.إ23.38

2.9% undervalued

10.73%

Revenue growth p.a.

Updated

Ultimate Products

Key Takeaways Expansion into European markets and rebranding efforts are set to boost market share, consumer recognition, and positively impact revenue and margins. Investment in automation and online sales strategies aims to enhance productivity, visibility, and sales growth, stabilizing earnings in fluctuating market conditions.

Consensus Narrative from 3 Analysts

EU Expansion And Amazon Sales Will Boost Future Prospects

UK£1.10

n/a

-3.46%

Revenue growth p.a.

Updated

Tega Industries

Key Takeaways Expanding global footprint and product innovation in sustainability-oriented consumables position Tega to benefit from rising mining activity and evolving ESG requirements. Recurring aftermarket demand and strong operational efficiencies enhance earnings resilience, supporting stable margins and improved long-term revenue visibility.

Consensus Narrative from 4 Analysts

Expanding Chile And African Mining Capacity Will Unlock Markets

Harsha Engineers International

₹1.93k

4.0% undervalued

19.08%

Revenue growth p.a.

1 day ago

Key Takeaways Rising protectionism, regulation, and input cost volatility are set to squeeze margins and limit export-driven growth opportunities across core and emerging markets. Overdependence on a narrow customer base and slow adaptation to automotive technology shifts threatens revenue stability and long-term utilization of new capacities.

Consensus Narrative from 3 Analysts

Global Trade Protectionism And Rising Costs Will Curtail Legacy Exports

₹398.00

2.4% overvalued

12.17%

Revenue growth p.a.

27 days ago

Hypera

Key Takeaways Intensifying pricing pressure, rising competition, and reliance on Brazil increase risk to revenue, margin stability, and consistent earnings growth. Growing costs and slower demand make future margin expansion and net earnings recovery increasingly challenging.

Consensus Narrative from 14 Analysts

Brazil Pricing Pressures And Aging Workforce Will Erode Margins

R$22.00

4.5% overvalued

17.42%

Revenue growth p.a.

27 days ago

Tecan Group

Key Takeaways Heightened regulatory risks, geopolitical tensions, and shifting supply chains are poised to restrict market access, elevate costs, and dampen growth prospects. Intensifying competition, technological disruption, and over-reliance on major OEM partners threaten Tecan's market share, pricing power, and long-term earnings stability.

Consensus Narrative from 9 Analysts

Mounting Regulatory And Geopolitical Risks Will Depress Future Prospects

Hibiscus Petroleum Berhad

CHF 165.20

0.7% overvalued

2.04%

Revenue growth p.a.

27 days ago

Key Takeaways Heavy reliance on mature oil and gas assets and minimal diversification exposes the company to market, regulatory, and sustainability risks. Anticipated declines in oil demand, stricter ESG standards, and high decommissioning costs threaten future margins and cash flow stability.

Consensus Narrative from 5 Analysts

Rising Decommissioning Costs And Regulatory Risks Will Drain Value

RM 1.53

4.6% undervalued

-11.77%

Revenue growth p.a.

27 days ago

Forterra

Key Takeaways Strategic investment in automation, capacity expansion, and sustainable products positions Forterra to capture market share and benefit from a recovering UK construction sector. Disciplined exit from noncore activities and energy cost management supports stronger margins, cash flow, and earnings stability.

Consensus Narrative from 10 Analysts

Desford And Wilnecote Capacity Investments Will Secure UK Housebuilding Recovery

UK£2.36

17.3% undervalued

8.08%

Revenue growth p.a.

about 21 hours ago

Tronox Holdings

Key Takeaways Strong positioning in emerging and sustainable markets, driven by supply advantages and specialty product innovations, is expected to fuel future revenue growth. Cost improvements, operational efficiencies, and new high-margin initiatives should enhance profitability and diversify earnings as industry dynamics become more favorable.

Consensus Narrative from 8 Analysts

Rising Titanium Dioxide Demand And India's Growth Will Expand Markets