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

24.3% 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

IHI

Key Takeaways Strong sales in civil aero engines spare parts may not be sustainable, risking future revenue declines and overoptimistic stock valuations. Improper conduct in Power Systems and seasonal downturns could hurt net margins and revenue, with rising SG&A expenses adding further pressure.

Consensus Narrative from 11 Analysts

Unsustainable Civil Aero Engine Sales And Rising SG&A Expenses Will Reduce Future Earnings

JP¥16.30k

2.5% overvalued

4.14%

Revenue growth p.a.

about 1 month ago

Columbus McKinnon

Key Takeaways The merger with Kito Crosby aims to enhance Columbus McKinnon's market position and revenue growth, boosting its competitive edge with increased scale and market offering. The acquisition is expected to generate cost synergies, improve margins and cash flow, allowing for debt reduction and strategic reinvestment to drive future growth.

Consensus Narrative from 4 Analysts

Merging With Kito Crosby Will Strengthen Market Position And Leverage Industry Opportunities

US$27.50

45.2% undervalued

2.73%

Revenue growth p.a.

15 days ago

JBT Marel

Key Takeaways Strong demand for automation and integrated solutions, driven by protein consumption trends and labor challenges, positions JBT Marel for sustained revenue and market share growth. Realized merger synergies, aftermarket expansion, and advanced digital offerings are enhancing margins and earnings stability, supporting long-term profitability and competitive advantage.

Consensus Narrative from 6 Analysts

Global Protein Demand And Automation Will Drive Future Expansion

Central Depository Services (India)

US$149.42

2.5% undervalued

19.01%

Revenue growth p.a.

Updated

Key Takeaways Strong demat account growth and technological investments indicate CDSL's potential for revenue expansion and improved operational efficiencies. Strategic positioning in Indian capital markets and focus on security bolster CDSL's sustainable revenue growth and market trust.

Consensus Narrative from 10 Analysts

Investments In eKYC, eDIS, And eMargin Pledge Will Improve Operational Efficiencies In India's Securities Market

₹1.42k

10.0% overvalued

12.06%

Revenue growth p.a.

about 2 hours 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

9.4% undervalued

40.75%

Revenue growth p.a.

20 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.

20 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.

20 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

82.9% overvalued

4.64%

Revenue growth p.a.

20 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