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

24.3% 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.

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Svenska Cellulosa Aktiebolaget

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Investments In Containerboard And Renewables Will Shape Future Markets

Key Takeaways Investments in modern containerboard facilities and vertical integration are driving efficiency, positioning the company for sustained margin improvement and resilience amid global supply shifts. Expansion into renewables and sustainable products, aided by regulatory tailwinds, is boosting margins and setting the stage for long-term growth beyond traditional packaging.

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SEK 140.58

8.3% undervalued

0.62%

Revenue growth p.a.

17 minutes ago

Intertek Group

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

Increasing Regulatory Standards And Electrification Will Expand Testing Services

Key Takeaways Rising regulatory demands and global trends in electrification are driving greater demand and pricing power for Intertek's testing and assurance services, supporting sustained margin expansion. Strategic acquisitions, expanded services, and technology investments enhance recurring revenue, geographic reach, and operational efficiency, underpinning resilient earnings and cash generation.

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UK£57.17

18.0% undervalued

4.85%

Revenue growth p.a.

17 minutes ago

KT&G

AnalystConsensusTarget

Consensus Narrative from 20 Analysts

International Expansion And Diversified Markets Will Fuel Opportunity

Key Takeaways Rapid expansion in both traditional and next-generation nicotine products, supported by overseas production growth and market penetration in emerging regions, reinforces profitability and competitiveness. Strategic asset divestment and targeted M&A in wellness sectors diversify revenue and improve resilience, while enhanced shareholder returns increase investor appeal.

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₩165.50k

18.5% undervalued

3.51%

Revenue growth p.a.

16 minutes ago

Klépierre

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

E-commerce Trends Will Erode Overpriced European Retail Assets

Key Takeaways Optimism around Klépierre's operational gains and sustainability may overstate its ability to counter long-term e-commerce shifts and regulatory cost pressures. High current occupancy and rental growth face challenges from lease structures, saturated markets, and evolving retailer and consumer trends that may limit future revenue and margin expansion.

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€33.46

4.9% overvalued

-10.92%

Revenue growth p.a.

13 minutes ago

InPost

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

APM Expansion And UK Service Launches Will Fuel Future Success

Key Takeaways Strategic expansion and new services aim to drive volume growth, operational efficiency, and increased revenue through enhanced network density and market capture. Focus on sustainability and ESG goals enhances reputation and customer loyalty, with potential revenue gains and improved margins from operational efficiencies.

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€18.94

28.7% undervalued

22.27%

Revenue growth p.a.

16 minutes ago

Muthoot Finance

AnalystConsensusTarget

Consensus Narrative from 19 Analysts

Government Reforms And Digital Upgrades Will Transform Credit Ecosystem

Key Takeaways Expansion into rural markets, digital initiatives, and regulatory shifts are broadening the customer base and driving sustainable growth across lending products and revenues. Diversification into ancillary segments and improved operational efficiency are boosting margins, strengthening resilience, and enhancing long-term earnings prospects.

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₹2.61k

3.9% undervalued

13.07%

Revenue growth p.a.

19 minutes ago

Brenntag

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value

Key Takeaways Expansion into specialty chemicals and enhanced value-added services, along with strategic acquisitions, positions the company for resilient earnings and improved margins. Increased focus on digitalization, sustainability, and regulatory compliance strengthens customer loyalty and supports long-term growth and operational efficiency.

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€64.43

14.6% undervalued

1.72%

Revenue growth p.a.

18 minutes ago

HOCHTIEF

AnalystConsensusTarget

Consensus Narrative from 8 Analysts

Surging Data Center Demand And Acquisition Risks Will Redefine Valuation

Key Takeaways Market optimism may be overestimating HOCHTIEF's sustained growth, with risks tied to shifting demand, economic cycles, and integration challenges from rapid expansion. High investor expectations around technology, infrastructure projects, and ESG positioning could lead to overvaluation if competitive pressures or operational issues reduce margins.

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€174.65

23.9% overvalued

4.03%

Revenue growth p.a.

19 minutes ago

Shoprite Holdings

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

Sixty60 And Pingo Delivery Will Optimize Future Last-Mile Logistics

Key Takeaways Continuous store expansion and improved logistics signal strong future revenue and sales growth potential. Investments in operational efficiency and new revenue streams enhance margins and profitability.

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R312.33

13.1% undervalued

7.45%

Revenue growth p.a.

19 minutes 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

Investments In Containerboard And Renewables Will Shape Future Markets

Increasing Regulatory Standards And Electrification Will Expand Testing Services

International Expansion And Diversified Markets Will Fuel Opportunity

E-commerce Trends Will Erode Overpriced European Retail Assets

APM Expansion And UK Service Launches Will Fuel Future Success

Government Reforms And Digital Upgrades Will Transform Credit Ecosystem

Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value

Surging Data Center Demand And Acquisition Risks Will Redefine Valuation

Sixty60 And Pingo Delivery Will Optimize Future Last-Mile Logistics

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

Investments In Containerboard And Renewables Will Shape Future Markets

Increasing Regulatory Standards And Electrification Will Expand Testing Services

International Expansion And Diversified Markets Will Fuel Opportunity

E-commerce Trends Will Erode Overpriced European Retail Assets

APM Expansion And UK Service Launches Will Fuel Future Success

Government Reforms And Digital Upgrades Will Transform Credit Ecosystem

Specialty Chemicals And Biopharma Expansion Will Unlock Long-Term Value

Surging Data Center Demand And Acquisition Risks Will Redefine Valuation

Sixty60 And Pingo Delivery Will Optimize Future Last-Mile Logistics

Value any company in seconds

Popular companies