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

27.8% 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

25.2% 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

5.0% undervalued

8.72%

Revenue growth p.a.

New

Load previous narratives

Lagardere

AnalystLowTarget

Consensus Narrative from 3 Analysts

Air Slump And Digital Woes Will Burden Operations Yet Rebound

Key Takeaways Heavy reliance on travel retail exposes Lagardère to shifting travel behaviors and vulnerability from declines in airport foot traffic and consumer spending. Digital progress in publishing lags market leaders, with legacy print declines and increased media competition threatening long-term revenue and margin growth.

View narrative

€23.50

13.8% undervalued

2.82%

Revenue growth p.a.

3 days ago

ITV

AnalystLowTarget

Consensus Narrative from 8 Analysts

Accelerating Cord-Cutting And Rising Costs Will Erode Pricing Power

Key Takeaways Structural decline in traditional TV and rising digital competition threaten ITV's revenue growth, pricing power, and market relevance despite digital investments. Higher production costs and intensified rivalry from global streaming platforms squeeze margins, hinder reinvestment, and increase risks to long-term profitability.

View narrative

UK£0.72

12.9% overvalued

1.86%

Revenue growth p.a.

3 days ago

Spectris

AnalystLowTarget

Consensus Narrative from 7 Analysts

Rising Trade Barriers And Cost Pressures Will Impair Valuation

Key Takeaways Shifts toward digital and software-led solutions, along with increased competition, threaten Spectris' core hardware dominance and pricing power. Rising protectionism, compliance costs, and integration risks from acquisitions are likely to pressure margins and hinder revenue growth.

View narrative

UK£26.25

53.6% overvalued

4.61%

Revenue growth p.a.

3 days ago

Ocado Group

AnalystLowTarget

Consensus Narrative from 13 Analysts

Rising Regulatory Hurdles And Cost Pressures Will Erode Margins

Key Takeaways Rising sustainability demands and consolidation in grocery retail threaten Ocado's pricing power, contract terms, and margin stability. Heavy investment in automation and underperforming divisions risk negative earnings if client expansion lags amid economic and geopolitical headwinds.

View narrative

UK£2.10

70.8% overvalued

50.96%

Revenue growth p.a.

3 days ago

Mirae Asset Securities

AnalystLowTarget

Consensus Narrative from 11 Analysts

Overseas Expansion Will Increase Regulatory And Digital Risks

Key Takeaways Rapid global expansion and exposure to digital-first competition heighten risks of underperformance, capital erosion, and sustained margin pressure for Mirae Asset Securities. Digital disruption, passive investing trends, and reliance on volatile trading income threaten future profitability and force costly technological reinvestment amid margin compression.

View narrative

₩10.50k

78.3% overvalued

-49.03%

Revenue growth p.a.

3 days ago

HMC Capital

AnalystLowTarget

Consensus Narrative from 9 Analysts

ESG Pressures And Competition Will Hamper Expansion Yet Enable Recovery

Key Takeaways Heightened competition, regulatory demands, and operational complexity could constrain HMC Capital's growth, scalability, and margins despite favorable market trends. Heavy reliance on fund launches and acquisitions increases risk to sustainable growth, especially if market dynamics or deal integration issues arise.

View narrative

AU$4.20

14.8% undervalued

27.45%

Revenue growth p.a.

3 days ago

JCDecaux

AnalystLowTarget

Consensus Narrative from 13 Analysts

French Policies And Rivals Will Dampen Expansion But Brighten Prospects

Key Takeaways Heavy reliance on digital transformation faces regulatory and political roadblocks in key markets, risking slower top-line expansion and delayed margin improvement. Diversified global footprint enhances stability, but rising competition for public tenders and shifts in urban mobility could pressure future earnings and occupancy rates.

View narrative

€16.00

7.1% undervalued

3.20%

Revenue growth p.a.

3 days ago

Tata Chemicals

AnalystLowTarget

Consensus Narrative from 8 Analysts

Soda Ash Excess Capacity And Rising Costs Will Squeeze Margins

Key Takeaways Global overcapacity, weak demand, and regulatory headwinds are likely to suppress earnings and pressure margins for an extended period. High capital outlay and slow progress in specialty segments limit free cash flow and threaten future earnings growth.

View narrative

₹780.00

21.2% overvalued

5.26%

Revenue growth p.a.

3 days ago

Johnson Matthey

AnalystLowTarget

Consensus Narrative from 10 Analysts

Automotive Electrification Will Shrink Clean Air Business Margins

Key Takeaways Retreat from battery materials and key divestitures narrows growth opportunities, increasing reliance on declining markets vulnerable to structural changes. Heightened competition, regulatory pressure, and volatile precious metals pricing threaten margins, earnings stability, and long-term cash flow consistency.

View narrative

UK£13.95

28.3% overvalued

-45.89%

Revenue growth p.a.

3 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

Air Slump And Digital Woes Will Burden Operations Yet Rebound

Accelerating Cord-Cutting And Rising Costs Will Erode Pricing Power

Rising Trade Barriers And Cost Pressures Will Impair Valuation

Rising Regulatory Hurdles And Cost Pressures Will Erode Margins

Overseas Expansion Will Increase Regulatory And Digital Risks

ESG Pressures And Competition Will Hamper Expansion Yet Enable Recovery

French Policies And Rivals Will Dampen Expansion But Brighten Prospects

Soda Ash Excess Capacity And Rising Costs Will Squeeze Margins

Automotive Electrification Will Shrink Clean Air Business 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

Air Slump And Digital Woes Will Burden Operations Yet Rebound

Accelerating Cord-Cutting And Rising Costs Will Erode Pricing Power

Rising Trade Barriers And Cost Pressures Will Impair Valuation

Rising Regulatory Hurdles And Cost Pressures Will Erode Margins

Overseas Expansion Will Increase Regulatory And Digital Risks

ESG Pressures And Competition Will Hamper Expansion Yet Enable Recovery

French Policies And Rivals Will Dampen Expansion But Brighten Prospects

Soda Ash Excess Capacity And Rising Costs Will Squeeze Margins

Automotive Electrification Will Shrink Clean Air Business Margins

Value any company in seconds

Popular companies