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

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

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

25.2% 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

5.0% undervalued

8.72%

Revenue growth p.a.

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inTEST

AnalystLowTarget

Consensus Narrative from 2 Analysts

Soft Orders And Tensions Will Drag Revenue But Uncover Value

Key Takeaways Customer caution in key markets and ongoing geopolitical uncertainties are likely to constrain revenue growth and margin expansion despite new capacity and regional wins. Dependence on major accounts and shifting industry dynamics toward virtualized testing may cause earnings volatility and long-term pressure on physical product demand.

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US$8.00

12.4% undervalued

3.45%

Revenue growth p.a.

3 days ago

accesso Technology Group

AnalystLowTarget

Consensus Narrative from 3 Analysts

Growing Data Privacy Costs And Cybersecurity Demands Will Shrink Margins

Key Takeaways Rising regulatory demands, shifting consumer habits, and mounting competition threaten margins, long-term revenue growth, and market share for accesso's core offerings. Heavy reliance on theme parks and slow client migration to new platforms increase vulnerability to prolonged sales cycles and stalled recurring revenue growth.

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UK£4.36

4.1% undervalued

1.28%

Revenue growth p.a.

3 days ago

Aster DM Healthcare

AnalystLowTarget

Consensus Narrative from 10 Analysts

Regulatory Pressures And Oversupply Will Undermine Indian Healthcare

Key Takeaways Regulatory pressures, wage inflation, and workforce shortages threaten profitability, operational efficiency, and the ability to sustain current margin levels amid ongoing expansion. Expansion risks, digital health disruption, and intensified competition may lead to diminished returns, reduced occupancy, and stagnant or declining revenue growth over time.

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₹449.63

34.3% overvalued

18.20%

Revenue growth p.a.

3 days ago

Mercari

AnalystLowTarget

Consensus Narrative from 12 Analysts

Escalating Compliance Costs And Fierce Competition Will Crush Growth

Key Takeaways Slowing growth, escalating costs, and intensifying competition threaten Mercari's profitability and undermine its long-term revenue outlook. Demographic changes and regulatory challenges are likely to structurally limit future marketplace volume and growth opportunities.

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JP¥1.95k

12.9% overvalued

5.18%

Revenue growth p.a.

3 days ago

National Central Cooling Company PJSC

AnalystLowTarget

Consensus Narrative from 8 Analysts

UAE Exposure And Debt Risks Will Test Resilience With Promise

Key Takeaways Heavy reliance on regional infrastructure cycles and regulatory changes exposes the company to revenue volatility and caps long-term market share growth. Increased leverage from recent acquisitions and high ongoing CapEx elevate financial risk, potentially restricting cash flow flexibility and dividend payments.

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د.إ3.15

6.3% undervalued

3.68%

Revenue growth p.a.

3 days ago

Mister Car Wash

AnalystLowTarget

Consensus Narrative from 16 Analysts

Rising EV Adoption Will Erode Margins Despite Resilient Memberships

Key Takeaways Shifts toward electric vehicles, public transportation, and ride-sharing threaten subscription growth and reduce Mister Car Wash's core customer base. Competitive pressures, regulatory costs, and operational leverage may squeeze margins, making long-term profitability and returns more difficult to sustain.

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US$6.00

4.7% undervalued

6.03%

Revenue growth p.a.

3 days ago

Usinas Siderúrgicas de Minas Gerais

AnalystLowTarget

Consensus Narrative from 14 Analysts

Rising Imports And Regulatory Shortfalls Will Exacerbate Steel Challenges

Key Takeaways Rising steel imports and global green trends are squeezing Usiminas' sales, margins, and market share, as antidumping efforts remain ineffective. Margin and earnings pressure will persist as costs rise and demand shifts to substitutes, while regulatory and decarbonization demands boost expenses.

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R$4.00

9.0% overvalued

-1.81%

Revenue growth p.a.

3 days ago

Hi-Tech Pipes

AnalystLowTarget

Consensus Narrative from 2 Analysts

Global Steel Price Volatility Will Challenge Expansion Yet Uncover Value

Key Takeaways New capacity expansions and entry into value-added product segments may boost growth, but steel price volatility and material shifts threaten margin and revenue stability. Exposure to global trade policies, competition, and regulatory risks could pressure order inflows, capacity use, and profitability despite supportive infrastructure demand.

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₹129.00

32.1% undervalued

23.72%

Revenue growth p.a.

3 days ago

Ring Energy

AnalystLowTarget

Consensus Narrative from 2 Analysts

Permian Basin Debt Will Curb Margins But Hint Upside

Key Takeaways High leverage and limited balance sheet flexibility may restrict growth investments and threaten future earnings stability. Mature, concentrated asset base and external pressures from industry shifts could undermine long-term revenue and competitiveness.

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US$2.50

67.6% undervalued

7.31%

Revenue growth p.a.

3 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

Soft Orders And Tensions Will Drag Revenue But Uncover Value

Growing Data Privacy Costs And Cybersecurity Demands Will Shrink Margins

Regulatory Pressures And Oversupply Will Undermine Indian Healthcare

Escalating Compliance Costs And Fierce Competition Will Crush Growth

UAE Exposure And Debt Risks Will Test Resilience With Promise

Rising EV Adoption Will Erode Margins Despite Resilient Memberships

Rising Imports And Regulatory Shortfalls Will Exacerbate Steel Challenges

Global Steel Price Volatility Will Challenge Expansion Yet Uncover Value

Permian Basin Debt Will Curb Margins But Hint Upside

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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

Soft Orders And Tensions Will Drag Revenue But Uncover Value

Growing Data Privacy Costs And Cybersecurity Demands Will Shrink Margins

Regulatory Pressures And Oversupply Will Undermine Indian Healthcare

Escalating Compliance Costs And Fierce Competition Will Crush Growth

UAE Exposure And Debt Risks Will Test Resilience With Promise

Rising EV Adoption Will Erode Margins Despite Resilient Memberships

Rising Imports And Regulatory Shortfalls Will Exacerbate Steel Challenges

Global Steel Price Volatility Will Challenge Expansion Yet Uncover Value

Permian Basin Debt Will Curb Margins But Hint Upside

Value any company in seconds

Popular companies