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

4.3% undervalued

8.72%

Revenue growth p.a.

New

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Bajaj Finserv

AnalystLowTarget

Consensus Narrative from 15 Analysts

Fintech Rivalry And Regulation Will Diminish Market Share Despite Digitalization

Key Takeaways Accelerating fintech competition and evolving consumer preferences threaten Bajaj Finserv's traditional lending model, risking loss of relevance, slower growth, and compressed profitability. Increased regulatory scrutiny and aggressive expansion in unsecured lending may drive up compliance costs and credit risk, further limiting margin and earnings growth potential.

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₹1.54k

25.3% overvalued

10.87%

Revenue growth p.a.

23 days ago

Aena S.M.E

AnalystLowTarget

Consensus Narrative from 21 Analysts

European Regulation And Competition Will Dampen Future Prospects

Key Takeaways Intensifying climate regulations and sustainability trends threaten passenger growth, revenue streams, and require costly infrastructure investments with pressure on profitability. Competitive, regulatory, and economic factors create volatility in earnings, limit pricing power, and hinder expansion of profitable routes.

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€18.29

38.9% overvalued

3.10%

Revenue growth p.a.

23 days ago

Ambev

AnalystLowTarget

Consensus Narrative from 18 Analysts

Falling Alcohol Demand And Stricter Rules Will Weaken Future Prospects

Key Takeaways Declining alcohol consumption, regulatory pressures, and increased competition threaten Ambev's revenue, margins, and ability to premiumize its brand portfolio. Heavy reliance on Brazil exposes Ambev to currency and political risks, while underperforming flagship brands signal potential long-term market share losses.

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R$7.62

57.7% overvalued

4.36%

Revenue growth p.a.

23 days ago

Power Grid Corporation of India

AnalystLowTarget

Consensus Narrative from 23 Analysts

Decentralization And Rising Costs Will Erode Transmission Margins

Key Takeaways Growing decentralization and storage innovations are reducing demand for large-scale transmission, challenging Power Grid's revenue growth and expansion prospects. Regulatory shifts, rising execution costs, and increasing competition from private and tech firms threaten margin stability and long-term profitability.

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₹247.81

16.5% overvalued

0.41%

Revenue growth p.a.

23 days ago

Pernod Ricard

AnalystLowTarget

Consensus Narrative from 19 Analysts

Declining Youth Consumption And Regulatory Barriers Will Weaken Market Outlook

Key Takeaways Shifting consumer preferences and demographic changes are structurally limiting long-term demand, revenue growth, and profitability opportunities for spirits producers. Heightened regulatory pressures, market saturation, and volatility in emerging markets are increasing costs, risks, and earnings instability.

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€85.00

13.7% overvalued

-3.16%

Revenue growth p.a.

23 days ago

Tata Motors

AnalystLowTarget

Consensus Narrative from 26 Analysts

Regulatory Hurdles Will Squeeze Margins While EVs Buoy Performance

Key Takeaways Rising regulatory and input costs, along with slow EV transition, are set to pressure Tata Motors' margins, profitability, and financial flexibility. Structural shifts toward shared mobility and heightened competition in key markets threaten long-term volume growth and earnings stability.

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₹600.00

10.8% overvalued

4.56%

Revenue growth p.a.

23 days ago

Coca-Cola Europacific Partners

AnalystLowTarget

Consensus Narrative from 14 Analysts

Rising European Regulations And Consumer Shifts Will Hinder Profitability

Key Takeaways Regulatory, consumer, and environmental pressures threaten core product demand, raise costs, and could erode revenue growth and profitability over time. Dependence on The Coca-Cola Company and retail-based distribution limits CCEP's ability to adapt, increasing vulnerability to shifting consumer preferences and agile competitors.

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€63.71

23.2% overvalued

3.87%

Revenue growth p.a.

23 days ago

Haleon

AnalystLowTarget

Consensus Narrative from 17 Analysts

Rising Regulatory Costs And Shifting Consumer Preferences Will Undermine Performance

Key Takeaways Rising regulatory costs and evolving health guidelines threaten margins, while core product reformulation may constrain long-term earnings and growth. Shifting consumer preferences and weak innovation expose Haleon to declining demand, competitive pressures, and limited ability to defend its leading brands.

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UK£3.20

11.8% overvalued

2.40%

Revenue growth p.a.

23 days ago

BASF

AnalystLowTarget

Consensus Narrative from 21 Analysts

Rising Compliance Costs And Political Risks Will Shrink Margins

Key Takeaways Stricter regulations and decarbonization efforts are set to shrink BASF's margins and erode demand for its core chemical and plastics products. Overcapacity, higher energy costs, and weak global demand create earnings volatility and challenge future profitability across BASF's traditional business segments.

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€38.00

20.7% overvalued

-0.15%

Revenue growth p.a.

23 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

Fintech Rivalry And Regulation Will Diminish Market Share Despite Digitalization

European Regulation And Competition Will Dampen Future Prospects

Falling Alcohol Demand And Stricter Rules Will Weaken Future Prospects

Decentralization And Rising Costs Will Erode Transmission Margins

Declining Youth Consumption And Regulatory Barriers Will Weaken Market Outlook

Regulatory Hurdles Will Squeeze Margins While EVs Buoy Performance

Rising European Regulations And Consumer Shifts Will Hinder Profitability

Rising Regulatory Costs And Shifting Consumer Preferences Will Undermine Performance

Rising Compliance Costs And Political Risks Will Shrink 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

Fintech Rivalry And Regulation Will Diminish Market Share Despite Digitalization

European Regulation And Competition Will Dampen Future Prospects

Falling Alcohol Demand And Stricter Rules Will Weaken Future Prospects

Decentralization And Rising Costs Will Erode Transmission Margins

Declining Youth Consumption And Regulatory Barriers Will Weaken Market Outlook

Regulatory Hurdles Will Squeeze Margins While EVs Buoy Performance

Rising European Regulations And Consumer Shifts Will Hinder Profitability

Rising Regulatory Costs And Shifting Consumer Preferences Will Undermine Performance

Rising Compliance Costs And Political Risks Will Shrink Margins

Value any company in seconds

Popular companies