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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Astellas Pharma

AnalystLowTarget

Consensus Narrative from 14 Analysts

Patent Expirations And Price Reforms Will Erode Future Margins

Key Takeaways Loss of exclusivity for major drugs and persistent R&D challenges threaten future revenue stability and hinder the replacement of expiring blockbusters. Pricing pressures, regulatory risks, and supply chain complexities increase margin volatility and operational uncertainty across key global markets.

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JP¥1.30k

27.1% overvalued

-6.48%

Revenue growth p.a.

5 days ago

WuXi AppTec

AnalystLowTarget

Consensus Narrative from 17 Analysts

Rising US-China Tensions And Overcapacity Will Curtail Prospects

Key Takeaways Geopolitical tensions and regulatory scrutiny threaten WuXi AppTec's client base, cost structure, and market positioning as global firms localize supply chains. Aggressive expansion and capital commitments increase exposure to demand slowdowns, risking underutilized assets and declining profitability as industry funding stagnates.

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CN¥89.70

10.0% overvalued

10.12%

Revenue growth p.a.

5 days ago

Capitec Bank Holdings

AnalystLowTarget

Consensus Narrative from 9 Analysts

Digital Disruption And Regulatory Pressures Will Undermine Future Prospects

Key Takeaways Digital disruption and intense competition from fintechs and established players threaten Capitec's traditional revenue streams and force costly technology investments. Economic headwinds and regulatory pressures heighten credit risk, compress margins, and limit innovation, undermining profitability and earnings quality.

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R2.88k

27.6% overvalued

24.23%

Revenue growth p.a.

5 days ago

Straumann Holding

AnalystLowTarget

Consensus Narrative from 19 Analysts

Global Cost Pressures And Tariff Risks Will Hurt Dental Margins

Key Takeaways Rising income inequality and tougher reimbursement policies are shrinking demand for premium elective dental products, threatening Straumann's revenue growth and creating greater earnings volatility. Heightened price competition, evolving regulations, and supply chain risks could erode margins and force heavier investments in innovation to maintain market position.

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CHF 89.00

5.2% overvalued

7.33%

Revenue growth p.a.

5 days ago

Commerzbank

AnalystLowTarget

Consensus Narrative from 13 Analysts

Fintech Threat And Basel IV Will Squeeze Margins

Key Takeaways Vulnerability to fintech disruption, regulatory burdens, and slow digital transformation threaten revenue, margins, and long-term profitability. Overreliance on the stagnant German market limits diversification, increasing exposure to regional downturns and potential earnings volatility.

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€21.13

77.5% overvalued

6.78%

Revenue growth p.a.

5 days ago

Associated British Foods

AnalystLowTarget

Consensus Narrative from 17 Analysts

US Tariffs And Cost Pressures Will Squeeze Margins

Key Takeaways Heightened regulatory and input cost pressures, along with slow digital adoption, threaten group margins and risk undermining future revenue growth and profitability. Shifting consumer preferences and underperformance in key segments could erode market share, dilute returns on capital, and stagnate or reduce group earnings.

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UK£17.50

29.9% overvalued

2.03%

Revenue growth p.a.

5 days ago

Sonova Holding

AnalystLowTarget

Consensus Narrative from 17 Analysts

Low-Cost Rivals And Digital Shifts Will Erode Premium Pricing

Key Takeaways The rise of low-cost competitors, new technologies, and commoditization threatens Sonova's pricing power, market share, and overall growth prospects. Regulatory pressures, rising costs, and declining clinic profitability are undermining margins and limiting the company's ability to sustain earnings.

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CHF 189.00

19.2% overvalued

4.29%

Revenue growth p.a.

5 days ago

China Coal Energy

AnalystLowTarget

Consensus Narrative from 8 Analysts

Decarbonization Pressures Will Weaken Coal Industry Fundamentals

Key Takeaways Ongoing global and domestic decarbonization efforts will reduce coal demand, threatening revenue stability and increasing stranded asset risks. Stricter ESG and regulatory pressures will limit access to financing, raise compliance costs, and undermine long-term profit growth.

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HK$6.17

65.1% overvalued

-5.36%

Revenue growth p.a.

5 days ago

Nidec

AnalystLowTarget

Consensus Narrative from 17 Analysts

Rising Inflation And Global Tensions Will Squeeze Margins

Key Takeaways Rising manufacturing, compliance, and R&D costs are set to compress margins and threaten Nidec's historic cost advantage amid global inflation and regulatory pressures. Elevated exposure to integration, geopolitical, and price competition risks may undermine growth, profitability, and stability in key and emerging markets.

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JP¥2.60k

12.0% overvalued

1.97%

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

Patent Expirations And Price Reforms Will Erode Future Margins

Rising US-China Tensions And Overcapacity Will Curtail Prospects

Digital Disruption And Regulatory Pressures Will Undermine Future Prospects

Global Cost Pressures And Tariff Risks Will Hurt Dental Margins

Fintech Threat And Basel IV Will Squeeze Margins

US Tariffs And Cost Pressures Will Squeeze Margins

Low-Cost Rivals And Digital Shifts Will Erode Premium Pricing

Decarbonization Pressures Will Weaken Coal Industry Fundamentals

Rising Inflation And Global Tensions Will Squeeze Margins

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

Patent Expirations And Price Reforms Will Erode Future Margins

Rising US-China Tensions And Overcapacity Will Curtail Prospects

Digital Disruption And Regulatory Pressures Will Undermine Future Prospects

Global Cost Pressures And Tariff Risks Will Hurt Dental Margins

Fintech Threat And Basel IV Will Squeeze Margins

US Tariffs And Cost Pressures Will Squeeze Margins

Low-Cost Rivals And Digital Shifts Will Erode Premium Pricing

Decarbonization Pressures Will Weaken Coal Industry Fundamentals

Rising Inflation And Global Tensions Will Squeeze Margins

Value any company in seconds

Popular companies