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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Boliden

AnalystLowTarget

Consensus Narrative from 16 Analysts

Higher ESG Burdens And Lower Ore Grades Will Erode Margins

Key Takeaways Rising adoption of recycled metals and regulatory pressures threaten Boliden's growth, increase operational costs, and complicate project permitting across core markets. Depleting ore grades, volatile energy prices, and increased global competition are eroding margins, reducing pricing power, and heightening long-term earnings volatility.

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SEK 250.17

26.6% overvalued

-1.11%

Revenue growth p.a.

29 days ago

Akeso

AnalystLowTarget

Consensus Narrative from 20 Analysts

Aggressive Pricing In China Will Compress Margins Despite Clinical Promise

Key Takeaways Deep price cuts and increased government cost controls are set to compress Akeso's revenue, margins, and profitability for the foreseeable future. Heavy pipeline concentration and escalating competition expose Akeso to significant growth risk and potential shareholder dilution.

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HK$89.52

83.4% overvalued

47.01%

Revenue growth p.a.

29 days ago

Polycab India

AnalystLowTarget

Consensus Narrative from 31 Analysts

Rising Compliance Costs And Weakening Demand Will Erode Margins

Key Takeaways Stricter sustainability rules and rising competition will drive up costs, compress margins, and challenge Polycab's earnings quality. Declining demand for traditional cables and overdependence on Indian infrastructure cycles threaten long-term revenue stability and growth.

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₹5.28k

31.9% overvalued

12.07%

Revenue growth p.a.

29 days ago

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia

AnalystLowTarget

Consensus Narrative from 23 Analysts

OTT Competition And Regulatory Hurdles Will Erode Telecom Viability

Key Takeaways Intensified competition and digital commoditization are eroding market share and pressuring margins, threatening Telkom Indonesia's earnings growth and digital transformation efforts. Heightened regulatory burdens and persistent high capital expenditure risk weaken profitability, limit flexibility, and raise concerns over capital allocation and dividend sustainability.

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Rp2.50k

36.8% overvalued

0.59%

Revenue growth p.a.

29 days ago

NAVER

AnalystLowTarget

Consensus Narrative from 29 Analysts

Rising AI Costs And Tighter Regulations Will Strain Search Models

Key Takeaways Generative AI adoption, regulatory pressures, and demographic trends threaten NAVER's core business, constraining growth and compressing margins. Growing competition and high AI infrastructure costs challenge NAVER's market share, pricing power, and free cash flow sustainability.

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₩222.30k

1.0% overvalued

7.27%

Revenue growth p.a.

29 days ago

JSW Steel

AnalystLowTarget

Consensus Narrative from 34 Analysts

Compliance Costs And Blast Furnace Reliance Will Hinder Future Competitiveness

Key Takeaways Regulatory pressures and slow green technology adoption threaten margins, competitiveness, and elevate operational and compliance risks for future growth. High leverage combined with shifting material trends and volatile input costs risks underutilization, weak profitability, and unpredictable earnings.

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₹789.36

32.4% overvalued

8.07%

Revenue growth p.a.

29 days ago

Thales

AnalystLowTarget

Consensus Narrative from 14 Analysts

ESG Pressures And Supply Issues Will Impair Defense Prospects

Key Takeaways Growing regulatory, ESG, and supply chain pressures threaten Thales' revenue growth, delivery capabilities, and operating margins across international defense and technology markets. Heavy reliance on government orders, high R&D spending, and complex business mix increase execution risks, endangering long-term profitability and innovation leadership.

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€220.00

8.0% overvalued

6.89%

Revenue growth p.a.

29 days ago

EQT

AnalystLowTarget

Consensus Narrative from 14 Analysts

ESG Scrutiny And Renewable Disruption Will Erode Future Returns

Key Takeaways Shifting regulatory, technological, and investor preferences toward renewables may reduce EQT's fundraising success, asset growth, and portfolio returns. Rising compliance costs and stronger competition in private markets threaten lower margins, profitability, and visibility over earnings and cash flows.

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SEK 294.75

15.8% overvalued

11.93%

Revenue growth p.a.

29 days ago

ASSA ABLOY

AnalystLowTarget

Consensus Narrative from 16 Analysts

China Tariffs And Supply Chain Fragmentation Will Erode Long-Term Viability

Key Takeaways Rising geopolitical and supply chain risks, along with slowing market demand and acquisition dependence, threaten ASSA ABLOY's profit margins and long-term growth prospects. Digital transformation and major tech competition may erode traditional product sales and pricing power, narrowing the company's established revenue base and market position.

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SEK 261.00

27.3% overvalued

2.89%

Revenue growth p.a.

29 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

Higher ESG Burdens And Lower Ore Grades Will Erode Margins

Aggressive Pricing In China Will Compress Margins Despite Clinical Promise

Rising Compliance Costs And Weakening Demand Will Erode Margins

OTT Competition And Regulatory Hurdles Will Erode Telecom Viability

Rising AI Costs And Tighter Regulations Will Strain Search Models

Compliance Costs And Blast Furnace Reliance Will Hinder Future Competitiveness

ESG Pressures And Supply Issues Will Impair Defense Prospects

ESG Scrutiny And Renewable Disruption Will Erode Future Returns

China Tariffs And Supply Chain Fragmentation Will Erode Long-Term Viability

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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

Higher ESG Burdens And Lower Ore Grades Will Erode Margins

Aggressive Pricing In China Will Compress Margins Despite Clinical Promise

Rising Compliance Costs And Weakening Demand Will Erode Margins

OTT Competition And Regulatory Hurdles Will Erode Telecom Viability

Rising AI Costs And Tighter Regulations Will Strain Search Models

Compliance Costs And Blast Furnace Reliance Will Hinder Future Competitiveness

ESG Pressures And Supply Issues Will Impair Defense Prospects

ESG Scrutiny And Renewable Disruption Will Erode Future Returns

China Tariffs And Supply Chain Fragmentation Will Erode Long-Term Viability

Value any company in seconds

Popular companies