Global Weekly Picks

Community Contributor

Airbnb (ABNB): Still one of the most interesting bets in travel

Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.

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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

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.

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€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

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.

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AU$22.00

4.0% undervalued

8.72%

Revenue growth p.a.

New

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Gujarat Gas

AnalystLowTarget

Consensus Narrative from 28 Analysts

Renewable Trends Will Squeeze India's Natural Gas Margins

Key Takeaways Transition to renewables and tightening regulations threaten long-term demand, eroding Gujarat Gas's core revenue streams and shrinking profitability. Volatile input costs, aggressive diversification, and rising competition create risks for margin stability, capital returns, and future earnings growth.

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₹350.00

20.6% overvalued

4.87%

Revenue growth p.a.

5 days ago

PGE Polska Grupa Energetyczna

AnalystLowTarget

Consensus Narrative from 7 Analysts

Strict EU Decarbonization Will Burden Coal-Fired Assets

Key Takeaways Heavy dependence on coal exposes PGE to rising carbon costs, stricter regulations, and potential asset write-downs, threatening margins and long-term profitability. Rapid growth in renewables and grid defection, combined with potential transition delays, could lead to declining demand, increased debt, and weaker future earnings.

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zł6.50

76.2% overvalued

-12.35%

Revenue growth p.a.

5 days ago

Tomra Systems

AnalystLowTarget

Consensus Narrative from 7 Analysts

Falling Plastic Demand Will Crush Margins Amid Rising Asian Competition

Key Takeaways Declining plastic usage, new recycling models, and increased competition threaten Tomra's core business and long-term growth prospects. Heightened regulatory, economic, and supply chain uncertainties undermine revenue stability, margin strength, and forward visibility.

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NOK 128.42

19.7% overvalued

13.09%

Revenue growth p.a.

5 days ago

J.K. Cement

AnalystLowTarget

Consensus Narrative from 27 Analysts

Expanding Capacity In India Will Strain Profits Amid Rising Debt

Key Takeaways Overcapacity from aggressive expansion and slowing demand risks underutilization of assets, putting sustained pressure on revenue and returns. Regulatory, technological, and financial headwinds threaten margins and earnings as industry changes and government incentives diminish.

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₹4.64k

51.0% overvalued

10.29%

Revenue growth p.a.

5 days ago

Central Depository Services (India)

AnalystLowTarget

Consensus Narrative from 10 Analysts

Escalating Tech Costs And Regulatory Demands Will Weigh On Margins

Key Takeaways Rising technology and compliance costs are steadily eroding margins, with growing complexity making historical profitability increasingly difficult to sustain. Overdependence on regulated, domestic revenue streams and lagging innovation exposes the company to regulatory shocks and competitive displacement risks.

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₹1.01k

54.0% overvalued

10.12%

Revenue growth p.a.

5 days ago

BBB Foods

AnalystLowTarget

Consensus Narrative from 11 Analysts

Rapid Expansion Will Erode Margins Yet Sustain Value

Key Takeaways Aggressive store expansion and tech investments could pressure margins and earnings until operational efficiencies and scale benefits are fully realized. Exposure to low-income consumers and rising compliance and labor costs create earnings volatility and may limit near-term profit growth despite strong demand trends.

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US$27.93

6.3% undervalued

25.74%

Revenue growth p.a.

5 days ago

Inchcape

AnalystLowTarget

Consensus Narrative from 8 Analysts

Premium Market Weakness And Supply Risks Will Yield Cautious Strength

Key Takeaways Expansion in emerging markets and portfolio diversification face challenges from sluggish premium segments, delayed benefits from new contracts, and economic volatility. Digital disruption and OEM direct-to-consumer models threaten traditional distribution advantages, while high EV transition costs and supply chain risks pressure margins and earnings stability.

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UK£7.60

12.6% undervalued

2.18%

Revenue growth p.a.

5 days ago

Innolux

AnalystLowTarget

Consensus Narrative from 8 Analysts

Legacy LCD Revenues Will Shrink Under Fierce Global Pressures

Key Takeaways Structural shifts toward newer display technologies and pressure from major buyers threaten traditional revenue streams and further compress profitability. Heightened regulatory, supply chain, and competitive risks increase costs and volatility, undermining long-term earnings stability and financial flexibility.

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NT$11.30

8.8% overvalued

1.48%

Revenue growth p.a.

5 days ago

CD Projekt

AnalystLowTarget

Consensus Narrative from 18 Analysts

Rising Costs And Delays Will Undercut Witcher And Cyberpunk Success

Key Takeaways Dependence on major, infrequent game releases and shifting industry trends threaten revenue stability and growth prospects. Rising costs from labor, platform fees, and capital pressures weigh on margins and future profitability.

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zł95.00

159.6% overvalued

46.11%

Revenue growth p.a.

5 days ago

Global Community

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Renewable Trends Will Squeeze India's Natural Gas Margins

Strict EU Decarbonization Will Burden Coal-Fired Assets

Falling Plastic Demand Will Crush Margins Amid Rising Asian Competition

Expanding Capacity In India Will Strain Profits Amid Rising Debt

Escalating Tech Costs And Regulatory Demands Will Weigh On Margins

Rapid Expansion Will Erode Margins Yet Sustain Value

Premium Market Weakness And Supply Risks Will Yield Cautious Strength

Legacy LCD Revenues Will Shrink Under Fierce Global Pressures

Rising Costs And Delays Will Undercut Witcher And Cyberpunk Success

Value any company in seconds

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Global Community

Community Investing Ideas

Global Weekly Picks

Airbnb (ABNB): Still one of the most interesting bets in travel

ING leads the pack when it comes to pivoting towards non-lending income

Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap

Renewable Trends Will Squeeze India's Natural Gas Margins

Strict EU Decarbonization Will Burden Coal-Fired Assets

Falling Plastic Demand Will Crush Margins Amid Rising Asian Competition

Expanding Capacity In India Will Strain Profits Amid Rising Debt

Escalating Tech Costs And Regulatory Demands Will Weigh On Margins

Rapid Expansion Will Erode Margins Yet Sustain Value

Premium Market Weakness And Supply Risks Will Yield Cautious Strength

Legacy LCD Revenues Will Shrink Under Fierce Global Pressures

Rising Costs And Delays Will Undercut Witcher And Cyberpunk Success

Value any company in seconds

Popular companies