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

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.

View narrative

€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.

View narrative

AU$22.00

4.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

JB Hi-Fi

AnalystLowTarget

Consensus Narrative from 14 Analysts

E-commerce And DTC Rivals Will Crush Brick-And-Mortar Margins

Key Takeaways Intensifying online competition and direct-to-consumer sales are eroding JB Hi-Fi's market share, pricing power, and profitability. Market saturation and shifting consumer trends limit future revenue growth and place persistent pressure on margins.

View narrative

AU$60.57

91.6% overvalued

5.25%

Revenue growth p.a.

5 days ago

Technology One

AnalystLowTarget

Consensus Narrative from 18 Analysts

ANZ Public Sector Reliance And Global Scrutiny Will Constrain Margins

Key Takeaways Strong reliance on government contracts and a shift to SaaS models create revenue risks, while aggressive global and regulatory environments add further complexity and cost pressures. Rising competition from global SaaS giants and niche cloud solutions threatens market share, pricing power, and long-term earnings stability.

View narrative

AU$22.71

68.4% overvalued

15.41%

Revenue growth p.a.

5 days ago

Voltas

AnalystLowTarget

Consensus Narrative from 36 Analysts

Rising Compliance Costs And Lagging Tech Will Hinder Performance

Key Takeaways Rising compliance costs, elevated inventory, and increased competition are pressuring Voltas' margins and weakening its pricing power. Lagging technological advancement and structural reliance on seasonal product demand threaten market share and long-term revenue growth.

View narrative

₹1.06k

20.8% overvalued

9.37%

Revenue growth p.a.

5 days ago

Evolution Mining

AnalystLowTarget

Consensus Narrative from 16 Analysts

Stricter ESG Demands And Depleting Reserves Will Erode Margins

Key Takeaways Rising costs, regulatory pressures, and declining reserve quality threaten Evolution Mining's margins, revenue growth, and long-term production stability. Expansion projects and higher capital spending raise financial risk, potentially straining cash flow and balance sheet strength if market conditions deteriorate.

View narrative

AU$4.73

67.9% overvalued

0.42%

Revenue growth p.a.

5 days ago

Berger Paints India

AnalystLowTarget

Consensus Narrative from 22 Analysts

Rising Regulatory Burdens And Fierce Competition Will Compress Margins

Key Takeaways Greater regulatory and technological shifts threaten margins and market share, while slow innovation risks product obsolescence amid evolving customer preferences. Overdependence on imported raw materials magnifies cost volatility and earnings instability due to global supply and currency fluctuations.

View narrative

₹426.53

25.0% overvalued

7.89%

Revenue growth p.a.

5 days ago

Mondi

AnalystLowTarget

Consensus Narrative from 11 Analysts

Oversupply And Regulation Will Erode Margins Despite Capacity Ramps

Key Takeaways Long-term demand for key paper products is declining due to digitalization and brand shifts toward alternative packaging, raising risk of overcapacity and weakened profitability. Heightened regulatory, pricing, and geopolitical pressures are increasing costs and volatility, threatening stable earnings and predictability in cash flow.

View narrative

UK£10.82

1.5% undervalued

4.02%

Revenue growth p.a.

5 days ago

L&T Technology Services

AnalystLowTarget

Consensus Narrative from 32 Analysts

Generative AI And Automation Will Erode Pricing Power

Key Takeaways Generative AI, automation, and client insourcing threaten LTTS's pricing power, margin stability, and long-term profitability amid fierce global competition and rising compliance demands. Overreliance on concentrated sectors, Indian talent, and offshore models exposes LTTS to revenue volatility, cost pressures, and weakening of its addressable market.

View narrative

₹3.46k

20.1% overvalued

10.27%

Revenue growth p.a.

5 days ago

Siam Cement

AnalystLowTarget

Consensus Narrative from 19 Analysts

Rising Environmental Costs And ASEAN Shifts Will Crush Profitability

Key Takeaways Growing regulatory, environmental, and demographic pressures threaten profitability and revenue stability across Siam Cement's traditional core businesses. Strategic restructuring and industry shifts limit diversification opportunities and expose margins to ongoing commodity and market volatility.

View narrative

฿128.00

57.8% overvalued

0.058%

Revenue growth p.a.

5 days ago

Acciona

AnalystLowTarget

Consensus Narrative from 11 Analysts

Rising Rates And US-China Tensions Will Erode Margins

Key Takeaways Rising financing costs, reduced subsidies, and slowing project growth are putting sustained pressure on margins, revenue expansion, and long-term profitability. Geopolitical instability and ongoing capital expenditure challenges create unpredictability in revenue diversification and risk further weakening the company's financial position.

View narrative

€95.00

82.6% overvalued

-4.04%

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

E-commerce And DTC Rivals Will Crush Brick-And-Mortar Margins

ANZ Public Sector Reliance And Global Scrutiny Will Constrain Margins

Rising Compliance Costs And Lagging Tech Will Hinder Performance

Stricter ESG Demands And Depleting Reserves Will Erode Margins

Rising Regulatory Burdens And Fierce Competition Will Compress Margins

Oversupply And Regulation Will Erode Margins Despite Capacity Ramps

Generative AI And Automation Will Erode Pricing Power

Rising Environmental Costs And ASEAN Shifts Will Crush Profitability

Rising Rates And US-China Tensions Will Erode 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

E-commerce And DTC Rivals Will Crush Brick-And-Mortar Margins

ANZ Public Sector Reliance And Global Scrutiny Will Constrain Margins

Rising Compliance Costs And Lagging Tech Will Hinder Performance

Stricter ESG Demands And Depleting Reserves Will Erode Margins

Rising Regulatory Burdens And Fierce Competition Will Compress Margins

Oversupply And Regulation Will Erode Margins Despite Capacity Ramps

Generative AI And Automation Will Erode Pricing Power

Rising Environmental Costs And ASEAN Shifts Will Crush Profitability

Rising Rates And US-China Tensions Will Erode Margins

Value any company in seconds

Popular companies