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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Woori Financial Group

AnalystLowTarget

Consensus Narrative from 21 Analysts

South Korea Lending Decline And Digital Shifts Will Strain Margins

Key Takeaways Heavy domestic market reliance and demographic challenges threaten long-term lending demand and future core banking growth. Rising competition, regulatory costs, and credit risk exposure could erode profitability and pressure margins over time.

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₩19.22k

32.4% overvalued

1.51%

Revenue growth p.a.

5 days ago

Indutrade

AnalystLowTarget

Consensus Narrative from 7 Analysts

Supply Disruptions And Regulatory Woes Will Yield Modest Relief

Key Takeaways Exposure to European supply chain disruptions, tightening regulations, and wage inflation may limit revenue growth, net margins, and sustainable profit expansion. Intensifying competition, technology shifts, and a shrinking pool of quality acquisitions could threaten market share gains and future earnings momentum.

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SEK 260.00

9.6% undervalued

3.44%

Revenue growth p.a.

5 days ago

Svenska Cellulosa Aktiebolaget

AnalystLowTarget

Consensus Narrative from 12 Analysts

Regulatory Hurdles And Global Competition Will Squeeze Margins Despite Renewables

Key Takeaways Structural decline in demand and weak transition to higher-value products threaten long-term growth and profitability, leaving earnings vulnerable to commoditization and competition. Heightened regulatory, environmental, and regional supply chain risks could increase costs and disrupt operations, further pressuring margins and business resilience.

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SEK 104.45

21.4% overvalued

-0.79%

Revenue growth p.a.

5 days ago

Helvetia Holding

AnalystLowTarget

Consensus Narrative from 5 Analysts

Low Interest Rates And Climate Risks Will Strain Profitability

Key Takeaways Prolonged low interest rates, climate risks, and reliance on traditional products threaten profitability and earnings stability. Lagging digital innovation and limited market diversification increase vulnerability to disruption and regional economic shocks.

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CHF 169.00

25.1% overvalued

1.82%

Revenue growth p.a.

5 days ago

Chow Tai Fook Jewellery Group

AnalystLowTarget

Consensus Narrative from 16 Analysts

Declining Mainland Demand And Margin Squeeze Will Weaken Luxury Sales

Key Takeaways Over-reliance on Greater China markets and slowing growth in high-tier cities exposes the company to long-term demand and revenue stagnation risks. Rising competition, lab-grown diamond adoption, and changing consumer preferences threaten margins, premium pricing, and future revenue expansion.

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HK$12.40

15.7% overvalued

1.60%

Revenue growth p.a.

5 days ago

Hindustan Petroleum

AnalystLowTarget

Consensus Narrative from 30 Analysts

India's Clean Mobility Shift Will Crush Traditional Fuel Revenues

Key Takeaways Transition to clean mobility and stricter environmental regulations threaten HPCL's core fuel sales, profitability, and earnings sustainability. Rising ESG pressures, funding constraints, and increased competition will limit HPCL's growth prospects and market position.

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₹285.04

38.3% overvalued

-4.87%

Revenue growth p.a.

5 days ago

Kawasaki Kisen Kaisha

AnalystLowTarget

Consensus Narrative from 11 Analysts

Decarbonization Mandates And Tariffs Will Crush Profit Margins

Key Takeaways Accelerating environmental mandates and fleet renewal needs will drive up costs, compress margins, and pressure earnings sustainability despite efficiency efforts. Regionalizing supply chains and rising protectionism, coupled with overexposure to volatile markets, threaten core revenue streams and undermine future profit stability.

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JP¥1.56k

42.6% overvalued

-3.59%

Revenue growth p.a.

5 days ago

ZOZO

AnalystLowTarget

Consensus Narrative from 17 Analysts

Aging Japanese Market And LYST Woes Will Challenge Profitability

Key Takeaways Reliance on a shrinking Japanese consumer base, volatile sourcing costs, and minimal international diversification significantly threaten earnings stability and future growth. Pressures from sustainability demands, aggressive promotional tactics, and an underperforming acquisition further jeopardize margins and weaken competitive positioning.

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JP¥1.01k

44.0% overvalued

4.70%

Revenue growth p.a.

5 days ago

Akbank T.A.S

AnalystLowTarget

Consensus Narrative from 14 Analysts

Fintech Challengers And Turkish Lira Volatility Will Impair Margins

Key Takeaways Accelerating disruption from fintech and global tech firms threatens Akbank's traditional revenue streams, pressuring loan growth and fee diversification strategies. Ongoing Turkish economic instability and regulatory challenges raise risks to profitability, as rising costs and currency volatility compress margins.

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₺56.00

19.2% overvalued

41.29%

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

South Korea Lending Decline And Digital Shifts Will Strain Margins

Supply Disruptions And Regulatory Woes Will Yield Modest Relief

Regulatory Hurdles And Global Competition Will Squeeze Margins Despite Renewables

Low Interest Rates And Climate Risks Will Strain Profitability

Declining Mainland Demand And Margin Squeeze Will Weaken Luxury Sales

India's Clean Mobility Shift Will Crush Traditional Fuel Revenues

Decarbonization Mandates And Tariffs Will Crush Profit Margins

Aging Japanese Market And LYST Woes Will Challenge Profitability

Fintech Challengers And Turkish Lira Volatility Will Impair 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

South Korea Lending Decline And Digital Shifts Will Strain Margins

Supply Disruptions And Regulatory Woes Will Yield Modest Relief

Regulatory Hurdles And Global Competition Will Squeeze Margins Despite Renewables

Low Interest Rates And Climate Risks Will Strain Profitability

Declining Mainland Demand And Margin Squeeze Will Weaken Luxury Sales

India's Clean Mobility Shift Will Crush Traditional Fuel Revenues

Decarbonization Mandates And Tariffs Will Crush Profit Margins

Aging Japanese Market And LYST Woes Will Challenge Profitability

Fintech Challengers And Turkish Lira Volatility Will Impair Margins

Value any company in seconds

Popular companies