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

4.0% undervalued

8.72%

Revenue growth p.a.

New

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Wilh. Wilhelmsen Holding

AnalystLowTarget

Consensus Narrative from 2 Analysts

Stricter Emissions Mandates And Overcapacity Will Cripple Shipping

Key Takeaways Rising decarbonization costs and unpredictable demand threaten margins and cash flow, limiting flexibility for investment and shareholder returns. Technological disruption and aggressive competition risk eroding pricing power and profitability, further challenging long-term earnings growth.

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NOK 523.79

4.4% undervalued

2.91%

Revenue growth p.a.

2 days ago

Glanbia

AnalystLowTarget

Consensus Narrative from 9 Analysts

Plant-based Trends And ESG Pressures Will Weaken Dairy Demand

Key Takeaways Rising demand for plant-based proteins and regulatory scrutiny on environmental impact threaten Glanbia's core dairy business and increase operational costs. Consumer spending pressures and volatility in dairy inputs put sustained revenue growth and future profitability at significant risk.

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€12.27

16.5% overvalued

2.07%

Revenue growth p.a.

2 days ago

Robinsons Retail Holdings

AnalystLowTarget

Consensus Narrative from 10 Analysts

Digital Surge In The Philippines Will Erode Brick-And-Mortar Margins

Key Takeaways Slow digital transformation and outdated retail formats risk declining sales and market share as consumer habits shift toward online and value-focused shopping. Persistent margin pressure comes from low-margin store formats, higher costs, rising competition, and insufficient adaptation to changing labor and regulatory environments.

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₱31.00

22.6% overvalued

5.06%

Revenue growth p.a.

2 days ago

AutoStore Holdings

AnalystLowTarget

Consensus Narrative from 12 Analysts

Increasing Protectionism And Onshoring Will Diminish Warehouse Relevance

Key Takeaways Global trade barriers and shifting customer logistics models threaten AutoStore's revenue growth and market expansion. Heavy dependence on a narrow client base and intensified competition risk rapid revenue drops and margin erosion.

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NOK 5.20

75.0% overvalued

-3.02%

Revenue growth p.a.

2 days ago

EVT

AnalystLowTarget

Consensus Narrative from 7 Analysts

Rising Costs At Thredbo And Digital Shift Will Impair Margins

Key Takeaways Secular decline in cinema and persistent cost pressures threaten profitability, while high capital needs and asset maintenance may strain cash flow and dividends. Growth relies on hotel development and property sales, but non-earning assets and execution risks could hinder earnings and returns amid intense digital competition.

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AU$12.80

38.7% overvalued

5.27%

Revenue growth p.a.

2 days ago

Cettire

AnalystLowTarget

Consensus Narrative from 3 Analysts

Direct-to-consumer Shift Will Erode Margins Though Emerging Markets Offer Hope

Key Takeaways Direct-to-consumer moves by luxury brands and ongoing supplier reliance threaten Cettire's access to inventory, squeezing margins and limiting revenue growth. Regulatory pressures, shifting consumer sentiment, and increased promotions are set to erode margins, dampen brand loyalty, and restrict long-term market potential.

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AU$0.20

51.2% overvalued

4.62%

Revenue growth p.a.

2 days ago

Viant Technology

AnalystLowTarget

Consensus Narrative from 8 Analysts

CTV And Regulatory Pressures Will Limit Growth Yet Spark Renewal

Key Takeaways Heavy competition from dominant platforms and reliance on a few key clients threaten revenue stability and limit Viant's growth potential, even amid new product innovation. Increasing regulatory demands and industry consolidation could compress margins and force costly investments in compliance and R&D to maintain competitiveness.

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US$15.00

36.7% undervalued

9.35%

Revenue growth p.a.

2 days ago

Fluence Energy

AnalystLowTarget

Consensus Narrative from 19 Analysts

Global Financing Crunch And Supply Issues Will Weaken Outlook

Key Takeaways Intensifying global competition, supply chain risks, and emerging storage technologies threaten market share, pricing power, and long-term earnings stability. Production inefficiencies, regulatory changes, and supplier dependency create ongoing margin volatility and could restrain future revenue growth.

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US$2.90

174.3% overvalued

12.32%

Revenue growth p.a.

2 days ago

Höegh Autoliners

AnalystLowTarget

Consensus Narrative from 4 Analysts

Rising Tariffs And EV Shift Will Weaken RoRo Demand

Key Takeaways Shifting automotive production and stricter U.S. trade policies threaten long-term shipping demand and revenue stability for Höegh Autoliners. Increased vessel supply and environmental compliance costs risk lower pricing power, compressed margins, and diminished future earnings growth.

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NOK 65.37

65.1% overvalued

-11.14%

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

Stricter Emissions Mandates And Overcapacity Will Cripple Shipping

Plant-based Trends And ESG Pressures Will Weaken Dairy Demand

Digital Surge In The Philippines Will Erode Brick-And-Mortar Margins

Increasing Protectionism And Onshoring Will Diminish Warehouse Relevance

Rising Costs At Thredbo And Digital Shift Will Impair Margins

Direct-to-consumer Shift Will Erode Margins Though Emerging Markets Offer Hope

CTV And Regulatory Pressures Will Limit Growth Yet Spark Renewal

Global Financing Crunch And Supply Issues Will Weaken Outlook

Rising Tariffs And EV Shift Will Weaken RoRo Demand

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

Stricter Emissions Mandates And Overcapacity Will Cripple Shipping

Plant-based Trends And ESG Pressures Will Weaken Dairy Demand

Digital Surge In The Philippines Will Erode Brick-And-Mortar Margins

Increasing Protectionism And Onshoring Will Diminish Warehouse Relevance

Rising Costs At Thredbo And Digital Shift Will Impair Margins

Direct-to-consumer Shift Will Erode Margins Though Emerging Markets Offer Hope

CTV And Regulatory Pressures Will Limit Growth Yet Spark Renewal

Global Financing Crunch And Supply Issues Will Weaken Outlook

Rising Tariffs And EV Shift Will Weaken RoRo Demand

Value any company in seconds

Popular companies