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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KONE Oyj

AnalystLowTarget

Consensus Narrative from 19 Analysts

China Slowdown And Intense Price Competition Will Squeeze Margins

Key Takeaways High reliance on China and a declining construction market expose KONE to ongoing revenue and margin risks, with little sign of recovery. Rising local competition, regulatory challenges, and sustainability demands threaten profitability and long-term growth due to cost pressures and eroding pricing power.

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€40.28

31.0% overvalued

2.06%

Revenue growth p.a.

5 days ago

PTT

AnalystLowTarget

Consensus Narrative from 19 Analysts

ESG Burdens And Oil Overcapacity Will Erode Future Profitability

Key Takeaways Slow transition to renewables and heavy reliance on oil and gas exposes PTT to margin compression and declining profitability as global energy preferences shift. High dependence on the Thai economy and outdated fossil infrastructure increases vulnerability to local regulation, credit constraints, and disruptive clean energy technologies.

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฿26.00

24.0% overvalued

-4.25%

Revenue growth p.a.

5 days ago

VERBUND

AnalystLowTarget

Consensus Narrative from 12 Analysts

Water Shortages And Austrian Regulations Will Erode Value

Key Takeaways Climate-related water shortages, regulatory constraints, and rising competition threaten VERBUND's long-term earnings stability and market position. Distributed energy adoption and elevated capital costs challenge future volume growth, profitability, and investment returns.

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€55.30

17.1% overvalued

-23.27%

Revenue growth p.a.

5 days ago

BCE

AnalystLowTarget

Consensus Narrative from 17 Analysts

Legacy TV Decline And Heavy Capex Will Choke Telecom Performance

Key Takeaways Declining legacy media revenues, market stagnation, and heightened competition threaten BCE's growth, margins, and earnings potential across core business segments. Ongoing high capital expenditures and increased regulatory constraints are pressuring cash flow, leverage, and BCE's long-term pricing power.

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CA$29.00

20.8% overvalued

-0.17%

Revenue growth p.a.

5 days ago

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

29.8% overvalued

5.87%

Revenue growth p.a.

5 days ago

Kuehne + Nagel International

AnalystLowTarget

Consensus Narrative from 17 Analysts

Trade Protectionism And Digital Disruption Will Erode Freight Margins

Key Takeaways Structural market shifts and digitalization threaten core business volumes, pricing power, and long-term margins due to increased competition and evolving customer behaviors. Rising regulatory, environmental, and macroeconomic pressures heighten expenses and earnings volatility, undermining stability and future growth prospects.

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CHF 131.59

28.8% overvalued

-5.61%

Revenue growth p.a.

5 days ago

Legrand

AnalystLowTarget

Consensus Narrative from 17 Analysts

Data Center Reliance And Tightening Regulations Will Erode Relevance

Key Takeaways Heavy dependence on the data center segment exposes Legrand to vulnerabilities if sector momentum falters, with other business areas providing minimal growth offset. Increasing regulatory, environmental, and competitive pressures threaten Legrand's margins, relevance, and ability to capture growth outside its core focus area.

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€83.39

58.3% overvalued

4.78%

Revenue growth p.a.

5 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

21.35%

Revenue growth p.a.

5 days ago

Beiersdorf

AnalystLowTarget

Consensus Narrative from 19 Analysts

Weak Emerging Markets And European Pressures Will Drag Down Value

Key Takeaways Weakness in emerging markets and demographic shifts in developed economies threaten long-term revenue growth and limit prospects for legacy brands. Rising competition and higher costs from innovation, marketing, and geopolitical factors are putting sustained pressure on profit margins and earnings stability.

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€98.00

3.2% overvalued

2.75%

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

China Slowdown And Intense Price Competition Will Squeeze Margins

ESG Burdens And Oil Overcapacity Will Erode Future Profitability

Water Shortages And Austrian Regulations Will Erode Value

Legacy TV Decline And Heavy Capex Will Choke Telecom Performance

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

Trade Protectionism And Digital Disruption Will Erode Freight Margins

Data Center Reliance And Tightening Regulations Will Erode Relevance

Rising Borrowing Costs And Grid Delays Will Erode Margins

Weak Emerging Markets And European Pressures Will Drag Down Value

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

China Slowdown And Intense Price Competition Will Squeeze Margins

ESG Burdens And Oil Overcapacity Will Erode Future Profitability

Water Shortages And Austrian Regulations Will Erode Value

Legacy TV Decline And Heavy Capex Will Choke Telecom Performance

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

Trade Protectionism And Digital Disruption Will Erode Freight Margins

Data Center Reliance And Tightening Regulations Will Erode Relevance

Rising Borrowing Costs And Grid Delays Will Erode Margins

Weak Emerging Markets And European Pressures Will Drag Down Value

Value any company in seconds

Popular companies