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.

View narrative

US$163.75

27.8% 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.

View narrative

€27.92

25.2% 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.

View narrative

AU$22.00

5.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

CTEK

AnalystLowTarget

Consensus Narrative from 4 Analysts

Weak EV Charging Demand Will Strain Margins Yet Spark Recovery

Key Takeaways Sluggish EV charging demand, customer concentration, and regional imbalances create volatility in growth, margin pressure, and dependence on key markets. Rising compliance and R&D expenses may limit profit expansion, while sector consolidation could restrict M&A success and long-term earnings improvement.

View narrative

SEK 17.00

17.5% undervalued

5.29%

Revenue growth p.a.

New

GB Group

AnalystLowTarget

Consensus Narrative from 10 Analysts

Digital Identity Challenges Will Hinder Performance Yet Stabilization Will Come

Key Takeaways Margin expansion remains challenged by slow revenue growth, rising operating costs, and competitive pressures, especially in the Americas. Execution risks tied to integration, platform unification, and customer churn may delay or limit the benefits from strategic initiatives and recurring revenue efforts.

View narrative

UK£2.65

16.6% undervalued

3.54%

Revenue growth p.a.

New

MMG

AnalystLowTarget

Consensus Narrative from 11 Analysts

Regulatory Clampdowns And Rising Costs Will Hurt Mining Output

Key Takeaways Heightened regulatory and supply chain pressures, alongside high reliance on copper and zinc, threaten MMG's margins, earnings stability, and long-term sales volumes. Intensifying capital investment and exposure to underperforming nickel assets raise funding risks, limit financial flexibility, and risk diluting shareholder value.

View narrative

HK$3.20

31.8% overvalued

12.12%

Revenue growth p.a.

New

Ultimate Products

AnalystLowTarget

Consensus Narrative from 3 Analysts

Cost Pressures Will Strain Margins While Europe Will Offer Respite

Key Takeaways Ongoing cost pressures, supply chain risks, and rising competition threaten revenue growth and margin recovery despite international expansion and operational efficiency efforts. Innovation and ESG leadership are crucial, as private label growth and shifting consumer expectations could erode market share and challenge Ultimate Products' long-term resilience.

View narrative

UK£0.80

31.9% undervalued

-2.91%

Revenue growth p.a.

3 days ago

Cosmo Pharmaceuticals

AnalystLowTarget

Consensus Narrative from 3 Analysts

EMA Hurdles And Generics Will Stall Growth But Enable Recovery

Key Takeaways Heavy reliance on a few key drugs and regulatory uncertainties create risks for long-term growth and profitability despite strong demand and innovation efforts. Mounting pricing pressures, competition from generics, and slow regulatory approval could erode margins and limit international expansion opportunities.

View narrative

CHF 78.65

29.2% undervalued

0.89%

Revenue growth p.a.

3 days ago

Forterra

AnalystLowTarget

Consensus Narrative from 10 Analysts

Rising Regulations And Shifting Construction Trends Will Weigh On Performance

Key Takeaways Rising regulatory and environmental pressures, combined with input cost inflation, threaten profitability through higher compliance costs and margin compression. Shifting market preferences toward alternative construction methods and demographic stagnation pose long-term risks to revenue growth and demand for core products.

View narrative

UK£1.70

15.8% overvalued

2.82%

Revenue growth p.a.

3 days ago

LT Foods

AnalystLowTarget

Consensus Narrative from 2 Analysts

Rising Environmental Costs And Basmati Volatility Will Erode Margins

Key Takeaways Over-reliance on basmati rice and shifting consumer preferences threaten future revenue growth and market resilience. Environmental challenges, regulatory pressures, and inventory risks could significantly erode profitability and strain long-term cash flows.

View narrative

₹393.00

16.2% overvalued

10.70%

Revenue growth p.a.

3 days ago

Santos Brasil Participações

AnalystLowTarget

Consensus Narrative from 7 Analysts

Rising Environmental Regulations And Cost Pressures Will Stifle Expansion

Key Takeaways Rising environmental regulations, shifting shipping trends, and slow expansion approvals threaten margins, growth, and market position amid increasing competition. Heavy investment needs, mounting debt, and overcapacity risks could compress margins, strain cash flows, and restrict strategic or shareholder payouts.

View narrative

R$13.00

8.0% overvalued

7.99%

Revenue growth p.a.

3 days ago

Costain Group

AnalystLowTarget

Consensus Narrative from 6 Analysts

Rising UK Regulatory Costs And Fixed Contracts Will Pressure Margins

Key Takeaways Rising decarbonization regulation, labor costs, and fixed-price contracts threaten Costain's operating margins, exposing it to cost inflation and delivery risks. Shifting market dynamics and client preferences may limit Costain's growth opportunities, endangering revenue streams and competitiveness in securing major contracts.

View narrative

UK£1.15

47.8% overvalued

3.28%

Revenue growth p.a.

3 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

Weak EV Charging Demand Will Strain Margins Yet Spark Recovery

Digital Identity Challenges Will Hinder Performance Yet Stabilization Will Come

Regulatory Clampdowns And Rising Costs Will Hurt Mining Output

Cost Pressures Will Strain Margins While Europe Will Offer Respite

EMA Hurdles And Generics Will Stall Growth But Enable Recovery

Rising Regulations And Shifting Construction Trends Will Weigh On Performance

Rising Environmental Costs And Basmati Volatility Will Erode Margins

Rising Environmental Regulations And Cost Pressures Will Stifle Expansion

Rising UK Regulatory Costs And Fixed Contracts Will Pressure Margins

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

Weak EV Charging Demand Will Strain Margins Yet Spark Recovery

Digital Identity Challenges Will Hinder Performance Yet Stabilization Will Come

Regulatory Clampdowns And Rising Costs Will Hurt Mining Output

Cost Pressures Will Strain Margins While Europe Will Offer Respite

EMA Hurdles And Generics Will Stall Growth But Enable Recovery

Rising Regulations And Shifting Construction Trends Will Weigh On Performance

Rising Environmental Costs And Basmati Volatility Will Erode Margins

Rising Environmental Regulations And Cost Pressures Will Stifle Expansion

Rising UK Regulatory Costs And Fixed Contracts Will Pressure Margins

Value any company in seconds

Popular companies