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

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.

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€27.92

25.6% 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

5.0% undervalued

8.72%

Revenue growth p.a.

New

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Rockwool

AnalystLowTarget

Consensus Narrative from 10 Analysts

High Energy Prices Will Shrink Margins For Stone Wool

Key Takeaways Growing regulatory, cost, and competitive pressures on traditional manufacturing threaten Rockwool's margins, profitability, and long-term market position. Shifts toward alternative materials and stagnant construction activity undermine future revenue growth and challenge the viability of further expansion.

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DKK 249.91

15.7% overvalued

3.11%

Revenue growth p.a.

3 days ago

PETRONAS Chemicals Group Berhad

AnalystLowTarget

Consensus Narrative from 18 Analysts

Rising Renewables And Regulations Will Challenge Petrochemical Resilience

Key Takeaways Global transition to renewables and regulatory pressure threaten long-term growth, compress margins, and drive up operating costs for PETRONAS Chemicals. Overreliance on aging assets and supply-demand imbalances increase maintenance risks, revenue challenges, and add volatility to future cash flows.

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RM 2.50

58.4% overvalued

-3.24%

Revenue growth p.a.

3 days ago

Gjensidige Forsikring

AnalystLowTarget

Consensus Narrative from 14 Analysts

Accelerating Climate Risks And Regulatory Burdens Will Squeeze Margins

Key Takeaways Dependence on mature Nordic markets and rising regulatory scrutiny threaten revenue growth and increase operational costs and complexity. Climate-related claims volatility and technology-driven competition will compress profit margins and require continual investment, challenging long-term profitability.

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NOK 185.00

51.9% overvalued

1.72%

Revenue growth p.a.

3 days ago

Woori Financial Group

AnalystLowTarget

Consensus Narrative from 21 Analysts

South Korea Lending Decline And Digital Shifts Will Strain Margins

Key Takeaways Heavy domestic market reliance and demographic challenges threaten long-term lending demand and future core banking growth. Rising competition, regulatory costs, and credit risk exposure could erode profitability and pressure margins over time.

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₩19.22k

30.6% overvalued

1.51%

Revenue growth p.a.

3 days ago

Indutrade

AnalystLowTarget

Consensus Narrative from 7 Analysts

Supply Disruptions And Regulatory Woes Will Yield Modest Relief

Key Takeaways Exposure to European supply chain disruptions, tightening regulations, and wage inflation may limit revenue growth, net margins, and sustainable profit expansion. Intensifying competition, technology shifts, and a shrinking pool of quality acquisitions could threaten market share gains and future earnings momentum.

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SEK 260.00

10.2% undervalued

3.44%

Revenue growth p.a.

3 days ago

Svenska Cellulosa Aktiebolaget

AnalystLowTarget

Consensus Narrative from 12 Analysts

Regulatory Hurdles And Global Competition Will Squeeze Margins Despite Renewables

Key Takeaways Structural decline in demand and weak transition to higher-value products threaten long-term growth and profitability, leaving earnings vulnerable to commoditization and competition. Heightened regulatory, environmental, and regional supply chain risks could increase costs and disrupt operations, further pressuring margins and business resilience.

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SEK 104.45

23.9% overvalued

-0.79%

Revenue growth p.a.

3 days ago

Helvetia Holding

AnalystLowTarget

Consensus Narrative from 5 Analysts

Low Interest Rates And Climate Risks Will Strain Profitability

Key Takeaways Prolonged low interest rates, climate risks, and reliance on traditional products threaten profitability and earnings stability. Lagging digital innovation and limited market diversification increase vulnerability to disruption and regional economic shocks.

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CHF 169.00

22.8% overvalued

1.82%

Revenue growth p.a.

3 days ago

Chow Tai Fook Jewellery Group

AnalystLowTarget

Consensus Narrative from 16 Analysts

Declining Mainland Demand And Margin Squeeze Will Weaken Luxury Sales

Key Takeaways Over-reliance on Greater China markets and slowing growth in high-tier cities exposes the company to long-term demand and revenue stagnation risks. Rising competition, lab-grown diamond adoption, and changing consumer preferences threaten margins, premium pricing, and future revenue expansion.

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HK$12.40

10.8% overvalued

1.60%

Revenue growth p.a.

3 days ago

Hindustan Petroleum

AnalystLowTarget

Consensus Narrative from 30 Analysts

India's Clean Mobility Shift Will Crush Traditional Fuel Revenues

Key Takeaways Transition to clean mobility and stricter environmental regulations threaten HPCL's core fuel sales, profitability, and earnings sustainability. Rising ESG pressures, funding constraints, and increased competition will limit HPCL's growth prospects and market position.

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₹285.04

43.2% overvalued

-4.87%

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

High Energy Prices Will Shrink Margins For Stone Wool

Rising Renewables And Regulations Will Challenge Petrochemical Resilience

Accelerating Climate Risks And Regulatory Burdens Will Squeeze Margins

South Korea Lending Decline And Digital Shifts Will Strain Margins

Supply Disruptions And Regulatory Woes Will Yield Modest Relief

Regulatory Hurdles And Global Competition Will Squeeze Margins Despite Renewables

Low Interest Rates And Climate Risks Will Strain Profitability

Declining Mainland Demand And Margin Squeeze Will Weaken Luxury Sales

India's Clean Mobility Shift Will Crush Traditional Fuel Revenues

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

High Energy Prices Will Shrink Margins For Stone Wool

Rising Renewables And Regulations Will Challenge Petrochemical Resilience

Accelerating Climate Risks And Regulatory Burdens Will Squeeze Margins

South Korea Lending Decline And Digital Shifts Will Strain Margins

Supply Disruptions And Regulatory Woes Will Yield Modest Relief

Regulatory Hurdles And Global Competition Will Squeeze Margins Despite Renewables

Low Interest Rates And Climate Risks Will Strain Profitability

Declining Mainland Demand And Margin Squeeze Will Weaken Luxury Sales

India's Clean Mobility Shift Will Crush Traditional Fuel Revenues

Value any company in seconds

Popular companies