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

4.1% undervalued

8.72%

Revenue growth p.a.

New

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Skanska

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

Record Backlog And Sustainable Projects Will Power US And European Infrastructure Expansion

Key Takeaways Strong order backlog, favorable market trends, and alignment with public investments position Skanska for sustained revenue and earnings growth across geographies. Emphasis on ESG leadership, selective project focus, and resilient financial health enhance margins, stability, and shareholder value despite regional market fluctuations.

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SEK 245.40

3.1% undervalued

3.79%

Revenue growth p.a.

7 days ago

Barry Callebaut

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Future Farming Initiative And New Capacities Will Strengthen Supply Chains

Key Takeaways Strategic investments and supply chain expansions in North America and Asia aim to enhance revenue growth and stabilize future earnings. Secured bean supply and a focus on cost efficiencies are intended to stabilize input costs and improve net margins.

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CHF 1.18k

17.9% undervalued

3.85%

Revenue growth p.a.

7 days ago

IMCD

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

Digitalization And M&A Will Expand Pharma And Consumer Markets

Key Takeaways Expansion into resilient end-markets and digitalization enhances operational efficiency, customer loyalty, and positions IMCD for sustained revenue and margin growth. Differentiated specialty offerings and industry outsourcing trends support long-term growth, while short-term disruptions are expected to ease as integration and diversification efforts bear fruit.

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€148.79

36.3% undervalued

6.04%

Revenue growth p.a.

7 days ago

MTN Group

AnalystConsensusTarget

Consensus Narrative from 9 Analysts

Fintech Expansion And Cost Efficiencies Will Strengthen African Telecom Prospects

Key Takeaways Strong data and Fintech growth positions MTN to enhance service revenue and net margins in Africa's expanding market. Strategic focus on key markets and efficiency programs should streamline operations and boost profitability.

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R157.67

9.2% overvalued

12.57%

Revenue growth p.a.

7 days ago

Stockland

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Adding Over 3,000 Sydney Apartments Will Strengthen Future Residential Prospects

Key Takeaways Expansion into the residential sector and new data center developments position Stockland for future revenue growth and portfolio diversification. Strategic capital partnerships and ESG initiatives aim to enhance capital access and align with sustainable investment criteria for improved valuation.

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AU$5.67

0.1% overvalued

7.76%

Revenue growth p.a.

7 days ago

Demant

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

Expanding Into Denmark, Germany, And Italy Will Strengthen Future Position In Hearing Care Market

Key Takeaways Strategic divestments and focus on hearing healthcare aim to reduce complexity, improve margins, and streamline operations. Expansion of high-performing product portfolio and bolt-on acquisitions target growth, leveraging efficient innovation and enhanced market presence.

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DKK 296.41

18.0% undervalued

6.15%

Revenue growth p.a.

7 days ago

Sunny Optical Technology (Group)

AnalystConsensusTarget

Consensus Narrative from 30 Analysts

Adoption Of AI Features In Smartphones Will Boost Demand For Advanced Optical Components

Key Takeaways Strategic expansion in XR and automotive optics, bolstered by significant new orders, is set to drive revenue and earnings growth. High R&D investments and AI integration in handset optics enhance product mix, margins, and market share.

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HK$95.71

14.7% undervalued

12.91%

Revenue growth p.a.

7 days ago

Bid

AnalystConsensusTarget

Consensus Narrative from 9 Analysts

Expansion In South America, Europe, And Asia Will Drive Future Profitability

Key Takeaways Strategic acquisitions and expansion across continents position Bidcorp for revenue growth and improved profitability through diversified revenue streams. Focus on cost management and ESG initiatives aims to improve margins and boost bottom-line earnings despite external pressures.

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R500.73

7.5% undervalued

6.95%

Revenue growth p.a.

7 days ago

CTS Eventim KGaA

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

See Tickets And France Billet Will Strengthen International Markets

Key Takeaways Acquisitions and expansion into international markets are set to strengthen market position and enhance revenue and EBITDA growth. Focus on profitable venues and higher ticket pricing strategies boosts margins and supports improved net earnings.

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€114.75

15.3% undervalued

6.57%

Revenue growth p.a.

7 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

Record Backlog And Sustainable Projects Will Power US And European Infrastructure Expansion

Future Farming Initiative And New Capacities Will Strengthen Supply Chains

Digitalization And M&A Will Expand Pharma And Consumer Markets

Fintech Expansion And Cost Efficiencies Will Strengthen African Telecom Prospects

Adding Over 3,000 Sydney Apartments Will Strengthen Future Residential Prospects

Expanding Into Denmark, Germany, And Italy Will Strengthen Future Position In Hearing Care Market

Adoption Of AI Features In Smartphones Will Boost Demand For Advanced Optical Components

Expansion In South America, Europe, And Asia Will Drive Future Profitability

See Tickets And France Billet Will Strengthen International Markets

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

Record Backlog And Sustainable Projects Will Power US And European Infrastructure Expansion

Future Farming Initiative And New Capacities Will Strengthen Supply Chains

Digitalization And M&A Will Expand Pharma And Consumer Markets

Fintech Expansion And Cost Efficiencies Will Strengthen African Telecom Prospects

Adding Over 3,000 Sydney Apartments Will Strengthen Future Residential Prospects

Expanding Into Denmark, Germany, And Italy Will Strengthen Future Position In Hearing Care Market

Adoption Of AI Features In Smartphones Will Boost Demand For Advanced Optical Components

Expansion In South America, Europe, And Asia Will Drive Future Profitability

See Tickets And France Billet Will Strengthen International Markets

Value any company in seconds

Popular companies