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

24.3% 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

4.1% 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

29.0% overvalued

5.87%

Revenue growth p.a.

4 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

29.8% overvalued

-5.61%

Revenue growth p.a.

4 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

56.5% overvalued

4.78%

Revenue growth p.a.

4 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

16.7% overvalued

21.35%

Revenue growth p.a.

4 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.

4 days ago

fuboTV

AnalystConsensusTarget

Consensus Narrative from 3 Analysts

New Pay TV And Sports Offerings Will Expand Competitive Reach

Key Takeaways Strategic partnerships, diverse content offerings, and cost-effective sports programming aim to boost subscriber growth, engagement, and competitive positioning in the pay TV market. Financial discipline and cost management lead to cash flow improvements, projecting a solid trajectory toward profitability within the next few years.

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US$4.83

22.2% undervalued

3.91%

Revenue growth p.a.

6 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

61.0% overvalued

-1.02%

Revenue growth p.a.

4 days ago

Hannover Rück

AnalystLowTarget

Consensus Narrative from 15 Analysts

Catastrophe Risks And Softening Pricing Will Hurt Future Margins

Key Takeaways Intensifying catastrophe risks and competition from alternative capital are eroding margins and threatening sustainable long-term revenue and profit growth. Volatility in investment returns and reliance on growing reserves raise doubts about the stability and transparency of reported profitability.

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€224.01

14.9% overvalued

2.70%

Revenue growth p.a.

4 days ago

Ping An Bank

AnalystLowTarget

Consensus Narrative from 19 Analysts

China's Shrinking Credit Demand And Fintech Challenges Will Worsen Margins

Key Takeaways Weak credit demand, demographic shifts, and property sector risks threaten revenue growth, asset quality, and future earnings. Rising competition and slow core deposit growth pressure profitability, while regulatory tightening escalates operational challenges.

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CN¥11.00

11.5% overvalued

15.54%

Revenue growth p.a.

4 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

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

New Pay TV And Sports Offerings Will Expand Competitive Reach

Heavy Gucci Reliance Will Hurt Long-Term Luxury Margins

Catastrophe Risks And Softening Pricing Will Hurt Future Margins

China's Shrinking Credit Demand And Fintech Challenges Will Worsen Margins

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

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

New Pay TV And Sports Offerings Will Expand Competitive Reach

Heavy Gucci Reliance Will Hurt Long-Term Luxury Margins

Catastrophe Risks And Softening Pricing Will Hurt Future Margins

China's Shrinking Credit Demand And Fintech Challenges Will Worsen Margins

Value any company in seconds

Popular companies