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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Budweiser Brewing Company APAC

AnalystLowTarget

Consensus Narrative from 25 Analysts

Rising APAC Regulations And Waning Beer Demand Will Erode Margins

Key Takeaways Shifting consumer preferences toward health-focused and alternative beverages, combined with regulatory pressures, will limit traditional beer growth and compress margins. Reliance on premiumization and high-end brands leaves profitability vulnerable amid economic uncertainty and intensifying local competition.

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HK$7.90

7.5% overvalued

1.59%

Revenue growth p.a.

7 days ago

Sonae SGPS

AnalystLowTarget

Consensus Narrative from 6 Analysts

Amazon Pressure And Iberian Risks Will Compress Margins

Key Takeaways Intensifying competition from global e-commerce and demographic headwinds threaten Sonae's revenue growth and margin improvement in its core European markets. Rising regulatory, supply chain, and inflationary costs will pressure profits as continued Iberian reliance limits meaningful risk diversification and new earnings streams.

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€1.20

7.7% overvalued

1.53%

Revenue growth p.a.

7 days ago

Camil Alimentos

AnalystLowTarget

Consensus Narrative from 6 Analysts

Extreme Weather And Regulatory Burdens Will Strain Margins

Key Takeaways Vulnerability to climate risks, shifting consumer preferences, and commodity price volatility threaten both profit margins and long-term revenue growth. Regulatory pressures and lack of innovation or brand differentiation limit operational efficiency and the effectiveness of international expansion efforts.

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R$4.12

7.4% overvalued

2.88%

Revenue growth p.a.

7 days ago

DNO

AnalystLowTarget

Consensus Narrative from 3 Analysts

Rising Renewables And Political Risks Will Depress North Sea Earnings

Key Takeaways Overdependence on oil and operations in politically unstable regions exposes DNO to volatile cash flows and earnings risk. Rising regulatory pressures and costs threaten margins, while limited diversification and maturing assets undermine long-term value.

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NOK 12.50

13.6% overvalued

12.98%

Revenue growth p.a.

7 days ago

Conduit Holdings

AnalystLowTarget

Consensus Narrative from 5 Analysts

North American Climate Events And Fierce Competition Will Squeeze Margins

Key Takeaways Increased climate-related claims, intensifying competition, and limited global scale are driving earnings volatility and constraining premium growth, threatening sustained profitability. Elevated catastrophe exposure, high expenses, and ongoing regulatory pressures are compressing margins and limiting the company's ability to improve long-term earnings or efficiency.

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UK£3.00

7.3% undervalued

-4.66%

Revenue growth p.a.

7 days ago

Blau Farmacêutica

AnalystLowTarget

Consensus Narrative from 8 Analysts

Latin American Pricing Pressures And Biosimilar Competition Will Cut Profits

Key Takeaways Heavy reliance on Latin American government contracts and regional concentration exposes Blau to political, economic, and regulatory instability, risking volatile earnings and unpredictable revenue streams. Limited global presence and lagging R&D capacity hinder Blau's competitiveness amid rising biosimilar competition and higher compliance costs, threatening sustained growth and profitability.

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R$13.00

6.8% undervalued

9.64%

Revenue growth p.a.

7 days ago

DFDS

AnalystLowTarget

Consensus Narrative from 5 Analysts

Rising Compliance Costs And Shifting Freight Will Erode Future Margins

Key Takeaways Escalating regulatory, environmental, and energy costs threaten margins and earnings, while heavy investments in fleet upgrades put continued pressure on cash flow. Shifts in trade patterns, digital disruption, and volatile new market expansions jeopardize demand, asset utilization, and long-term profitability.

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DKK 98.00

0.2% undervalued

3.76%

Revenue growth p.a.

7 days ago

RateGain Travel Technologies

AnalystLowTarget

Consensus Narrative from 8 Analysts

Rising Data Privacy Regulations And Hospitality Shifts Will Erode Value

Key Takeaways Exposure to hospitality and travel sector volatility and client consolidation threatens long-term revenue stability and bargaining power. Rising data privacy regulations and rapid AI-driven competition could erode product effectiveness, margins, and market share.

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₹450.00

8.6% overvalued

11.43%

Revenue growth p.a.

7 days ago

Befesa

AnalystLowTarget

Consensus Narrative from 10 Analysts

Evolving Regulations And Steelmaking Tech Will Shrink Hazardous Feedstock

Key Takeaways Declining industrial waste and advanced production methods are set to shrink Befesa's accessible recycling feedstock and hamper future revenue growth. Heightened regulation, volatile commodity pricing, and increased competition threaten Befesa's margins, market share, and long-term earnings stability.

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€28.00

1.1% overvalued

3.67%

Revenue growth p.a.

7 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

Rising APAC Regulations And Waning Beer Demand Will Erode Margins

Amazon Pressure And Iberian Risks Will Compress Margins

Extreme Weather And Regulatory Burdens Will Strain Margins

Rising Renewables And Political Risks Will Depress North Sea Earnings

North American Climate Events And Fierce Competition Will Squeeze Margins

Latin American Pricing Pressures And Biosimilar Competition Will Cut Profits

Rising Compliance Costs And Shifting Freight Will Erode Future Margins

Rising Data Privacy Regulations And Hospitality Shifts Will Erode Value

Evolving Regulations And Steelmaking Tech Will Shrink Hazardous Feedstock

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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

Rising APAC Regulations And Waning Beer Demand Will Erode Margins

Amazon Pressure And Iberian Risks Will Compress Margins

Extreme Weather And Regulatory Burdens Will Strain Margins

Rising Renewables And Political Risks Will Depress North Sea Earnings

North American Climate Events And Fierce Competition Will Squeeze Margins

Latin American Pricing Pressures And Biosimilar Competition Will Cut Profits

Rising Compliance Costs And Shifting Freight Will Erode Future Margins

Rising Data Privacy Regulations And Hospitality Shifts Will Erode Value

Evolving Regulations And Steelmaking Tech Will Shrink Hazardous Feedstock

Value any company in seconds

Popular companies