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

23.6% 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

4.3% undervalued

8.72%

Revenue growth p.a.

New

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Gujarat Fluorochemicals

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Global Electrification And Renewable Trends Will Expand Specialty Markets

Key Takeaways Structural demand growth in key sectors and new approvals are driving higher revenues, better product mix, and improved margins across core specialty chemical segments. Strategic positioning as a non-China supplier and continued investments in capacity and renewable energy are set to boost export opportunities, cost savings, and long-term profitability.

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₹3.88k

12.6% undervalued

28.01%

Revenue growth p.a.

3 days ago

Indosat Ooredoo Hutchison

AnalystConsensusTarget

Consensus Narrative from 21 Analysts

AI Cloud Services And Network Upgrades Will Shape Future Markets

Key Takeaways Price rationalization and industry consolidation are expected to boost customer retention, reduce churn, and drive improved revenue and profitability. Expansion in AI-driven digital services and ongoing network investments should diversify revenues, enhance margins, and deliver sustained growth from higher-value customer segments.

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Rp2.63k

17.1% undervalued

6.73%

Revenue growth p.a.

3 days ago

Elis

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

Outsourcing Momentum And Geographic Expansion Will Unlock Opportunities

Key Takeaways Sustainability leadership and digitalisation are strengthening Elis' pricing power, margins, and client engagement amid regulatory and operational tailwinds. Continued geographic expansion and targeted acquisitions are boosting recurring revenues and unlocking long-term growth in underpenetrated and high-potential markets.

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€27.53

7.1% undervalued

4.52%

Revenue growth p.a.

3 days ago

Jubilant FoodWorks

AnalystConsensusTarget

Consensus Narrative from 32 Analysts

Store Expansion And Digital Investment Will Shape Restaurant Success

Key Takeaways Continued store expansion, digital innovation, and menu updates strengthen growth, operational leverage, and revenue diversification across emerging urban consumer segments. Enhanced efficiency from technology, disciplined investment, and improving new brand performance drive margin recovery, profitability, and greater earnings stability.

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₹728.94

13.3% undervalued

13.73%

Revenue growth p.a.

3 days ago

360 One Wam

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

Digitalization And Professionalization Will Expand India's Wealth Ecosystem

Key Takeaways Expansion into alternative assets, digitalization, and strategic acquisitions are driving sustained growth in revenue, margins, and competitive positioning. Industry consolidation and rising barriers to entry strengthen the company's ability to capture greater market share and improve long-term profitability.

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₹1.32k

21.2% undervalued

7.71%

Revenue growth p.a.

3 days ago

MEG Energy

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

Christina Lake Expansion Will Increase Production Capacity

Key Takeaways Operational efficiency gains and technological improvements are expected to boost margins, lower emissions, and strengthen MEG's ESG standing and market appeal. Expansion projects and disciplined capital allocation support higher production, stable revenue, and increasing shareholder returns through buybacks and dividends.

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CA$28.52

5.9% undervalued

9.01%

Revenue growth p.a.

3 days ago

UPL

AnalystConsensusTarget

Consensus Narrative from 21 Analysts

Rising Global Food Demand Will Expand Agricultural Frontiers

Key Takeaways Focus on sustainable agriculture, innovative bio-solutions, and geographic diversification is driving margin improvement and higher-quality earnings. Strategic debt reduction and improved operational efficiency are boosting profitability and supporting long-term growth sustainability.

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₹728.85

6.2% undervalued

7.99%

Revenue growth p.a.

3 days ago

Strathcona Resources

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

Canadian Oil Sands Under Carbon Pressure Will Depress Valuations

Key Takeaways Overdependence on oil sands and acquisition-fueled growth could heighten exposure to policy, ESG, and demand risks as the energy transition accelerates. Cost controls may be outpaced by regulatory burdens and evolving investor sentiment, pressuring margins and limiting valuation upside.

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CA$36.50

0.9% overvalued

2.83%

Revenue growth p.a.

3 days ago

Bendigo and Adelaide Bank

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Rising Funding Costs Will Compress Net Interest Margins In Future

Key Takeaways Increased investment in technology and risk management may suppress net margins and earnings short to medium term. Rising funding costs from customer preference shift and heightened competition may compress net interest margins and earnings.

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AU$10.94

17.4% overvalued

3.16%

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

Global Electrification And Renewable Trends Will Expand Specialty Markets

AI Cloud Services And Network Upgrades Will Shape Future Markets

Outsourcing Momentum And Geographic Expansion Will Unlock Opportunities

Store Expansion And Digital Investment Will Shape Restaurant Success

Digitalization And Professionalization Will Expand India's Wealth Ecosystem

Christina Lake Expansion Will Increase Production Capacity

Rising Global Food Demand Will Expand Agricultural Frontiers

Canadian Oil Sands Under Carbon Pressure Will Depress Valuations

Rising Funding Costs Will Compress Net Interest Margins In Future

Value any company in seconds

Popular companies

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

Global Electrification And Renewable Trends Will Expand Specialty Markets

AI Cloud Services And Network Upgrades Will Shape Future Markets

Outsourcing Momentum And Geographic Expansion Will Unlock Opportunities

Store Expansion And Digital Investment Will Shape Restaurant Success

Digitalization And Professionalization Will Expand India's Wealth Ecosystem

Christina Lake Expansion Will Increase Production Capacity

Rising Global Food Demand Will Expand Agricultural Frontiers

Canadian Oil Sands Under Carbon Pressure Will Depress Valuations

Rising Funding Costs Will Compress Net Interest Margins In Future

Value any company in seconds

Popular companies