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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Dollarama

AnalystLowTarget

Consensus Narrative from 15 Analysts

Rising Costs And E-Commerce Shift Will Undermine Future Retail Performance

Key Takeaways Store network growth is nearing its limit, increasing dependence on challenging international expansion and uncertain same-store sales improvements. Cost pressures and intensifying competition threaten profitability, while shifting demographics and e-commerce growth risk dampening long-term demand.

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CA$148.91

29.1% overvalued

5.91%

Revenue growth p.a.

2 days ago

Adani Green Energy

AnalystLowTarget

Consensus Narrative from 7 Analysts

Rising Borrowing Costs And Grid Delays Will Erode Margins

Key Takeaways Rising borrowing costs and high leverage threaten net margins, while ongoing capital expenditure exposes the company to project delays and possible revenue leakage. Uncertain policy support, volatile merchant prices, and reliance on related-party transactions increase risks to revenue growth and heighten governance-related concerns.

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₹792.00

15.8% overvalued

21.50%

Revenue growth p.a.

2 days ago

Kering

AnalystLowTarget

Consensus Narrative from 23 Analysts

Heavy Gucci Reliance Will Hurt Long-Term Luxury Margins

Key Takeaways Over-dependence on Gucci and lack of innovation in other brands threaten revenue stability and future earnings growth. Increased digital access and sustainability concerns are eroding exclusivity, compressing margins, and amplifying operational risks.

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€135.00

56.8% overvalued

-1.03%

Revenue growth p.a.

2 days ago

Chocoladefabriken Lindt & Sprüngli

AnalystLowTarget

Consensus Narrative from 13 Analysts

Changing Tastes And Rising Costs Will Erode Valuation

Key Takeaways Shifting consumer preferences toward health and regulatory pressures are undermining demand and profitability for Lindt's traditional premium chocolate offerings. Economic cycles, raw material volatility, and competition from alternative snacks are threatening Lindt's revenue stability and long-term growth prospects.

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CHF 97.00k

19.0% overvalued

4.95%

Revenue growth p.a.

2 days ago

Fujitsu

AnalystLowTarget

Consensus Narrative from 11 Analysts

Aging Demographics And Cloud Rivals Will Squeeze Domestic IT Margins

Key Takeaways Intensifying global competition and shifting IT trends threaten Fujitsu's margins and growth, particularly as reliance on legacy systems persists. Demographic challenges and overdependence on large domestic clients create significant risks for sustained revenue and earnings stability.

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JP¥2.48k

40.9% overvalued

1.59%

Revenue growth p.a.

2 days ago

Daimler Truck Holding

AnalystLowTarget

Consensus Narrative from 16 Analysts

Electrification Shift And Trade Risks Will Test Legacy Margins

Key Takeaways Heavy reliance on traditional trucks and slow zero-emission rollout expose Daimler Truck to declining demand, regulatory cost pressures, and margin erosion. Geopolitical risks, intensified competition, and weak North American orders threaten future earnings stability and limit revenue visibility.

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€32.00

29.4% overvalued

1.31%

Revenue growth p.a.

2 days ago

Sun Hung Kai Properties

AnalystLowTarget

Consensus Narrative from 13 Analysts

Rising Costs And Aging Demographics Will Squeeze Returns

Key Takeaways Heavy reliance on the Hong Kong property market exposes the company to demographic decline, weak demand, and volatile recurring income under economic and regulatory pressures. Persistent cost increases and structural shifts in office demand threaten to suppress profit margins and long-term returns on new developments.

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HK$69.39

32.6% overvalued

5.99%

Revenue growth p.a.

2 days ago

Hapag-Lloyd

AnalystLowTarget

Consensus Narrative from 11 Analysts

Rising Nearshoring And Tech Shifts Will Undermine Container Shipping Viability

Key Takeaways Structural shifts in global trade and competition from tech-enabled logistics firms threaten Hapag-Lloyd's traditional revenue sources and market share. Rising costs from environmental compliance and heavy reliance on volatile spot rates increase risk of margin compression and earnings instability.

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€70.00

70.9% overvalued

-8.48%

Revenue growth p.a.

2 days ago

Telefónica

AnalystLowTarget

Consensus Narrative from 19 Analysts

Rising Debt And OTT Shifts Will Undermine Future Value

Key Takeaways Shifting consumer behavior, heavy competition, and regulatory pressures threaten revenue growth, erode margins, and constrain Telefónica's ability to improve financial health. High debt levels and ongoing capital investments restrict financial flexibility, leaving sustainable earnings growth and cash flow generation under significant pressure.

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€3.10

55.3% overvalued

-5.52%

Revenue growth p.a.

2 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 Costs And E-Commerce Shift Will Undermine Future Retail Performance

Rising Borrowing Costs And Grid Delays Will Erode Margins

Heavy Gucci Reliance Will Hurt Long-Term Luxury Margins

Changing Tastes And Rising Costs Will Erode Valuation

Aging Demographics And Cloud Rivals Will Squeeze Domestic IT Margins

Electrification Shift And Trade Risks Will Test Legacy Margins

Rising Costs And Aging Demographics Will Squeeze Returns

Rising Nearshoring And Tech Shifts Will Undermine Container Shipping Viability

Rising Debt And OTT Shifts Will Undermine Future Value

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

Rising Costs And E-Commerce Shift Will Undermine Future Retail Performance

Rising Borrowing Costs And Grid Delays Will Erode Margins

Heavy Gucci Reliance Will Hurt Long-Term Luxury Margins

Changing Tastes And Rising Costs Will Erode Valuation

Aging Demographics And Cloud Rivals Will Squeeze Domestic IT Margins

Electrification Shift And Trade Risks Will Test Legacy Margins

Rising Costs And Aging Demographics Will Squeeze Returns

Rising Nearshoring And Tech Shifts Will Undermine Container Shipping Viability

Rising Debt And OTT Shifts Will Undermine Future Value

Value any company in seconds

Popular companies