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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Allfunds Group

AnalystLowTarget

Consensus Narrative from 16 Analysts

Rising Fee Compression And Disintermediation Will Erode Long-Term Value

Key Takeaways Fee and margin pressures from shifts toward lower-cost fund products and regulatory scrutiny threaten Allfunds' core revenue streams and profitability. Rising competition and disintermediation, along with slower-than-expected subscription business growth, increase risks to sustainable earnings and client retention.

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€5.80

5.2% overvalued

2.95%

Revenue growth p.a.

8 days ago

GDS Holdings

AnalystLowTarget

Consensus Narrative from 19 Analysts

US China Tensions And Leverage Will Impair Data Center Rollout

Key Takeaways Geopolitical tensions, regulatory barriers, and rapid technological change threaten GDS Holdings' growth, profitability, and access to essential hardware and markets. High leverage, capital demands, and risk of overcapacity in key cities raise financial risk and limit margin and earnings expansion.

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US$29.00

8.3% overvalued

12.96%

Revenue growth p.a.

8 days ago

Tikehau Capital

AnalystLowTarget

Consensus Narrative from 10 Analysts

Rising Regulatory Risks And European Exposure Will Dampen Outlook

Key Takeaways Heightened regulation, fee compression, and European market dependence risk margin erosion and limit revenue growth amid changing investor appetites and tougher competition. Expansion into new geographies and products poses significant execution and operational risks, potentially increasing earnings volatility and reducing long-term profitability.

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€19.00

4.7% overvalued

17.71%

Revenue growth p.a.

8 days ago

BBB Foods

AnalystLowTarget

Consensus Narrative from 11 Analysts

Rapid Expansion Will Erode Margins Yet Sustain Value

Key Takeaways Aggressive store expansion and tech investments could pressure margins and earnings until operational efficiencies and scale benefits are fully realized. Exposure to low-income consumers and rising compliance and labor costs create earnings volatility and may limit near-term profit growth despite strong demand trends.

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US$27.93

6.6% undervalued

25.74%

Revenue growth p.a.

8 days ago

Vibra Energia

AnalystLowTarget

Consensus Narrative from 15 Analysts

Global Decarbonization Will Erode Long-Term Fossil Fuel Margins

Key Takeaways Accelerating energy transition and EV adoption threaten Vibra Energia's traditional fuel-based revenues, exposing core earnings to structural decline and increased margin pressure. Heightened regulation, competition, and insufficient green diversification risk higher costs, reduced investment appeal, and weakened long-term profitability.

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R$20.74

0.6% overvalued

-0.52%

Revenue growth p.a.

8 days ago

Becle. de

AnalystLowTarget

Consensus Narrative from 12 Analysts

Mounting Regulatory And Demographic Pressures Will Dampen Future Upside

Key Takeaways Shifting consumer preferences and rising regulatory pressures threaten core spirits demand, challenging long-term revenue growth and profitability. Escalating competition from both non-alcoholic alternatives and larger industry players risks eroding Becle's market share, brand strength, and future earnings power.

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Mex$23.00

3.2% undervalued

3.19%

Revenue growth p.a.

8 days ago

Ipca Laboratories

AnalystLowTarget

Consensus Narrative from 17 Analysts

Rising Regulations And Cost Pressures Will Limit Pharma Prospects

Key Takeaways Heightened regulatory scrutiny, pricing pressure, and concentration risk threaten Ipca's growth prospects and profitability across key markets and products. Supply chain disruptions and heavy investment in innovation may strain margins, leaving long-term earnings growth and capital returns under pressure.

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₹1.11k

23.5% overvalued

10.86%

Revenue growth p.a.

8 days ago

Saipem

AnalystLowTarget

Consensus Narrative from 15 Analysts

Declining Fossil Demand And ESG Pressure Will Erode Value

Key Takeaways Ongoing energy transition and ESG pressures threaten Saipem's future revenue streams and limit growth prospects in oil and gas infrastructure. Rising competition and persistent project risks are likely to compress margins and sustain earnings volatility, challenging long-term profitability.

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€2.36

3.4% undervalued

-0.79%

Revenue growth p.a.

8 days ago

Globe Telecom

AnalystLowTarget

Consensus Narrative from 11 Analysts

Legacy Revenue Declines And Rising Capex Will Undermine Value

Key Takeaways Declining traditional service revenues and rising infrastructure costs threaten long-term profitability amid ongoing digital disruption and inflationary pressures. Intensifying competition, regulatory risks, and rapid technological shifts challenge market share, pricing power, and could render recent capital investments obsolete.

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₱1.74k

2.7% undervalued

-0.88%

Revenue growth p.a.

8 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

Rising Fee Compression And Disintermediation Will Erode Long-Term Value

US China Tensions And Leverage Will Impair Data Center Rollout

Rising Regulatory Risks And European Exposure Will Dampen Outlook

Rapid Expansion Will Erode Margins Yet Sustain Value

Global Decarbonization Will Erode Long-Term Fossil Fuel Margins

Mounting Regulatory And Demographic Pressures Will Dampen Future Upside

Rising Regulations And Cost Pressures Will Limit Pharma Prospects

Declining Fossil Demand And ESG Pressure Will Erode Value

Legacy Revenue Declines And Rising Capex Will Undermine Value

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

Rising Fee Compression And Disintermediation Will Erode Long-Term Value

US China Tensions And Leverage Will Impair Data Center Rollout

Rising Regulatory Risks And European Exposure Will Dampen Outlook

Rapid Expansion Will Erode Margins Yet Sustain Value

Global Decarbonization Will Erode Long-Term Fossil Fuel Margins

Mounting Regulatory And Demographic Pressures Will Dampen Future Upside

Rising Regulations And Cost Pressures Will Limit Pharma Prospects

Declining Fossil Demand And ESG Pressure Will Erode Value

Legacy Revenue Declines And Rising Capex Will Undermine Value

Value any company in seconds

Popular companies