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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Melrose Industries

AnalystLowTarget

Consensus Narrative from 14 Analysts

OEM, Decarbonization And Trade Pressures Will Crush Margins

Key Takeaways Heavy dependence on key aerospace customers and challenging labor dynamics threaten revenue stability and could lead to sustained margin pressure amid industry disruptions. Navigating regulatory, technological, and geopolitical changes will require large investments, with risks around cost management, sales growth, and long-term profit performance.

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UK£4.15

43.9% overvalued

6.40%

Revenue growth p.a.

5 days ago

Evonik Industries

AnalystLowTarget

Consensus Narrative from 13 Analysts

Rising EU Pressure And Market Shifts Will Squeeze Margins

Key Takeaways Rising regulatory costs, required environmental upgrades, and green competition threaten Evonik's margins and long-term profitability. Dependence on shrinking European markets and intensified low-cost competition limit growth prospects and erode pricing power.

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€17.50

4.3% undervalued

0.68%

Revenue growth p.a.

5 days ago

Falabella

AnalystLowTarget

Consensus Narrative from 9 Analysts

Digital Competition Will Erode Legacy Margins Amid Cost Pressures

Key Takeaways Slower digital adoption and increasing competition from global e-commerce firms threaten Falabella's market share, revenue, and margin growth, especially in physical retail. Rising debt, sustainability demands, and shifting consumer preferences are straining profitability and exposing the company's legacy business lines to additional risks.

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CL$3.38k

60.4% overvalued

4.67%

Revenue growth p.a.

5 days ago

Wharf (Holdings)

AnalystLowTarget

Consensus Narrative from 7 Analysts

Geopolitical Tensions And Oversupply Will Erode Hong Kong Asset Values

Key Takeaways Geopolitical tensions, demographic shifts, and changing work patterns threaten long-term leasing demand, property values, and recurring revenue for Wharf. Heavy reliance on Hong Kong assets increases vulnerability to local market volatility and ongoing property sector weaknesses, undermining earnings and portfolio stability.

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HK$16.30

36.3% overvalued

7.77%

Revenue growth p.a.

5 days ago

SK Telecom

AnalystLowTarget

Consensus Narrative from 26 Analysts

Cyber Setbacks And Heavy Spending Will Dampen Long-Term Prospects

Key Takeaways Prolonged subscriber losses, regulatory pressures, and heavy capital spending threaten revenue growth, margin stability, and long-term profitability. Relying on AI and cloud for growth entails significant execution risk if legacy revenues decline faster than new business segments can scale.

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₩44.33k

26.6% overvalued

-0.23%

Revenue growth p.a.

5 days ago

Smoore International Holdings

AnalystLowTarget

Consensus Narrative from 8 Analysts

Stricter US And European Vaping Rules Will Shrink Margins

Key Takeaways Intensifying regulatory pressures and societal opposition threaten Smoore's market size, profitability, and brand reputation in core vaping segments. Heavy client concentration and rising competition raise risks of revenue loss, margin erosion, and diminished impact of R&D investment.

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HK$9.21

132.5% overvalued

9.68%

Revenue growth p.a.

5 days ago

Rockwool

AnalystLowTarget

Consensus Narrative from 10 Analysts

High Energy Prices Will Shrink Margins For Stone Wool

Key Takeaways Growing regulatory, cost, and competitive pressures on traditional manufacturing threaten Rockwool's margins, profitability, and long-term market position. Shifts toward alternative materials and stagnant construction activity undermine future revenue growth and challenge the viability of further expansion.

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DKK 249.91

13.5% overvalued

3.11%

Revenue growth p.a.

5 days ago

PETRONAS Chemicals Group Berhad

AnalystLowTarget

Consensus Narrative from 17 Analysts

Rising Renewables And Regulations Will Challenge Petrochemical Resilience

Key Takeaways Global transition to renewables and regulatory pressure threaten long-term growth, compress margins, and drive up operating costs for PETRONAS Chemicals. Overreliance on aging assets and supply-demand imbalances increase maintenance risks, revenue challenges, and add volatility to future cash flows.

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RM 2.50

45.6% overvalued

-3.24%

Revenue growth p.a.

5 days ago

Gjensidige Forsikring

AnalystLowTarget

Consensus Narrative from 14 Analysts

Accelerating Climate Risks And Regulatory Burdens Will Squeeze Margins

Key Takeaways Dependence on mature Nordic markets and rising regulatory scrutiny threaten revenue growth and increase operational costs and complexity. Climate-related claims volatility and technology-driven competition will compress profit margins and require continual investment, challenging long-term profitability.

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NOK 185.00

54.2% overvalued

1.72%

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

OEM, Decarbonization And Trade Pressures Will Crush Margins

Rising EU Pressure And Market Shifts Will Squeeze Margins

Digital Competition Will Erode Legacy Margins Amid Cost Pressures

Geopolitical Tensions And Oversupply Will Erode Hong Kong Asset Values

Cyber Setbacks And Heavy Spending Will Dampen Long-Term Prospects

Stricter US And European Vaping Rules Will Shrink Margins

High Energy Prices Will Shrink Margins For Stone Wool

Rising Renewables And Regulations Will Challenge Petrochemical Resilience

Accelerating Climate Risks And Regulatory Burdens Will Squeeze Margins

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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

OEM, Decarbonization And Trade Pressures Will Crush Margins

Rising EU Pressure And Market Shifts Will Squeeze Margins

Digital Competition Will Erode Legacy Margins Amid Cost Pressures

Geopolitical Tensions And Oversupply Will Erode Hong Kong Asset Values

Cyber Setbacks And Heavy Spending Will Dampen Long-Term Prospects

Stricter US And European Vaping Rules Will Shrink Margins

High Energy Prices Will Shrink Margins For Stone Wool

Rising Renewables And Regulations Will Challenge Petrochemical Resilience

Accelerating Climate Risks And Regulatory Burdens Will Squeeze Margins

Value any company in seconds

Popular companies