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

23.6% 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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POSCO Holdings

AnalystLowTarget

Consensus Narrative from 23 Analysts

Asian Oversupply And Production Delays Will Undermine Prospects

Key Takeaways Heavy investment in battery materials and decarbonization exposes POSCO to risk, as delayed execution and market challenges may not offset stagnant steel performance. Global steel oversupply, trade protectionism, and competition from alternative materials undermine POSCO's pricing power and growth prospects despite internal cost controls.

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₩265.91k

15.6% overvalued

0.11%

Revenue growth p.a.

2 days ago

Rogers Communications

AnalystLowTarget

Consensus Narrative from 17 Analysts

Cord-cutting And CRTC Oversight Will Erode Legacy Revenue

Key Takeaways Shifts to streaming and demographic challenges are eroding legacy revenue streams and capping long-term growth potential. High debt, regulatory pressures, and intense competition constrain margins and threaten returns on major network investments.

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CA$40.79

19.6% overvalued

3.55%

Revenue growth p.a.

2 days ago

Olympus

AnalystLowTarget

Consensus Narrative from 14 Analysts

China Policies And Competitive Pressures Will Erode Operating Margins

Key Takeaways Weakness in key markets and macroeconomic pressures threaten revenue and margin stability, especially with ongoing challenges in China and developed economies. Heavy reliance on endoscopy and slow product innovation heighten technology risk, while supply chain and regulatory issues further squeeze profitability.

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JP¥1.66k

4.7% overvalued

2.17%

Revenue growth p.a.

2 days ago

Talanx

AnalystLowTarget

Consensus Narrative from 5 Analysts

Rising Climate Hazards And Digital Disruption Will Erode Insurer Resilience

Key Takeaways Climate change, low interest rates, and regulatory pressures are likely to erode margins, suppress investment income, and constrain capital allocation flexibility. Reliance on traditional insurance exposes Talanx to digital disruption and growing competition from alternative risk transfer, threatening market share and premium growth.

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€76.00

61.7% overvalued

11.58%

Revenue growth p.a.

2 days ago

Heidelberg Materials

AnalystLowTarget

Consensus Narrative from 16 Analysts

Escalating Carbon Costs Will Squeeze Margins Amid Fierce Competition

Key Takeaways Growing decarbonization mandates and emerging green competitors threaten profitability by raising costs and shrinking market share in core regions. Structural demand challenges and weaker access to funding may constrain investment flexibility and limit the company's ability to achieve sustained earnings growth.

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€112.90

83.0% overvalued

3.91%

Revenue growth p.a.

2 days ago

Vestas Wind Systems

AnalystLowTarget

Consensus Narrative from 25 Analysts

Rising Tariffs And Fierce Global Rivalry Will Erode Wind Margins

Key Takeaways Rising cost pressures, persistent supply chain challenges, and intensifying competition threaten to diminish profitability and constrain long-term cash flow. Technological alternatives and project execution risks may cap future growth, while prolonged offshore challenges could delay margin and earnings recovery.

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DKK 71.18

61.3% overvalued

6.03%

Revenue growth p.a.

2 days ago

Prysmian

AnalystLowTarget

Consensus Narrative from 18 Analysts

Deglobalization And Wireless Power Will Undermine Cable Demand

Key Takeaways Deglobalization, rising protectionism, and accelerating alternative technologies threaten Prysmian's global market expansion and long-term cable demand. Persistent cost inflation, execution risks, and reliance on core markets increase margin pressure and earnings vulnerability to market or technology disruptions.

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€48.29

54.5% overvalued

3.99%

Revenue growth p.a.

2 days ago

Geberit

AnalystLowTarget

Consensus Narrative from 17 Analysts

Europe's Demographic Stagnation And Decarbonization Costs Will Hinder Prospects

Key Takeaways Demographic stagnation and housing trends in core European markets constrain demand, while cost pressures and regulatory demands threaten to erode profitability and margins. Market saturation, limited pricing power, and lower per-unit spending on premium products combine with rising costs to suppress sales growth and compress net margins.

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CHF 408.00

55.9% overvalued

3.25%

Revenue growth p.a.

2 days ago

Kaspi.kz

AnalystLowTarget

Consensus Narrative from 8 Analysts

Cybersecurity Threats And Kazakhstan Exposure Will Stifle Expansion

Key Takeaways Heightened regulatory, geopolitical, and competitive pressures could constrain Kaspi.kz's growth opportunities, compress margins, and increase operational risks. Heavy dependence on Kazakhstan and costly expansion efforts may expose the company to volatile earnings and limit its ability to offset challenges through diversification.

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US$85.53

11.4% overvalued

11.46%

Revenue growth p.a.

2 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

Asian Oversupply And Production Delays Will Undermine Prospects

Cord-cutting And CRTC Oversight Will Erode Legacy Revenue

China Policies And Competitive Pressures Will Erode Operating Margins

Rising Climate Hazards And Digital Disruption Will Erode Insurer Resilience

Escalating Carbon Costs Will Squeeze Margins Amid Fierce Competition

Rising Tariffs And Fierce Global Rivalry Will Erode Wind Margins

Deglobalization And Wireless Power Will Undermine Cable Demand

Europe's Demographic Stagnation And Decarbonization Costs Will Hinder Prospects

Cybersecurity Threats And Kazakhstan Exposure Will Stifle Expansion

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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

Asian Oversupply And Production Delays Will Undermine Prospects

Cord-cutting And CRTC Oversight Will Erode Legacy Revenue

China Policies And Competitive Pressures Will Erode Operating Margins

Rising Climate Hazards And Digital Disruption Will Erode Insurer Resilience

Escalating Carbon Costs Will Squeeze Margins Amid Fierce Competition

Rising Tariffs And Fierce Global Rivalry Will Erode Wind Margins

Deglobalization And Wireless Power Will Undermine Cable Demand

Europe's Demographic Stagnation And Decarbonization Costs Will Hinder Prospects

Cybersecurity Threats And Kazakhstan Exposure Will Stifle Expansion

Value any company in seconds

Popular companies