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

25.2% 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.

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AU$22.00

5.0% undervalued

8.72%

Revenue growth p.a.

New

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Scandic Hotels Group

AnalystLowTarget

Consensus Narrative from 7 Analysts

Weak Nordic Demand And Rising Costs Will Erode Margins

Key Takeaways Shifts in work habits and alternative lodging options are weakening hotel demand and pricing power, putting ongoing pressure on Scandic's occupancy and profitability. Rising costs, regulatory burdens, and sustainability demands are straining margins, increasing financial risk, and limiting future earnings growth opportunities.

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SEK 55.00

53.8% overvalued

3.26%

Revenue growth p.a.

3 days ago

Truecaller

AnalystLowTarget

Consensus Narrative from 6 Analysts

Mounting Regulatory Risks Will Limit Digital Opportunities Yet Elevate Value

Key Takeaways Regulatory tightening and evolving platform policies could restrict core service functionality, raising compliance costs and threatening user retention and future revenue growth. Heavy dependence on select geographies and rising competition from device makers and telecom carriers risks eroding both market share and recurring earnings.

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SEK 60.00

23.5% undervalued

17.92%

Revenue growth p.a.

3 days ago

Valeura Energy

AnalystLowTarget

Consensus Narrative from 5 Analysts

Southeast Offshore Assets Will Face Decarbonization Risks Yet Retain Liquidity

Key Takeaways Reliance on Southeast Asian assets and fossil fuels exposes Valeura to regulatory, political, and decarbonization risks, threatening future earnings and capital access. Operational strengths and reserve additions may not offset headwinds from ESG regulation, shrinking demand, and declining long-term profitability in the oil and gas sector.

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CA$11.00

24.7% undervalued

-6.22%

Revenue growth p.a.

3 days ago

FACC

AnalystLowTarget

Consensus Narrative from 4 Analysts

Supply Chain Disruptions And Rising Costs Will Limit Aerospace Prospects

Key Takeaways Ongoing supply chain fragility, rising material costs, and limited pricing flexibility are squeezing margins and delaying production scaling despite supportive industry demand trends. High reliance on a few major customers and the threat of OEM insourcing could create revenue volatility and challenge long-term growth prospects.

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€7.40

5.4% undervalued

7.72%

Revenue growth p.a.

3 days ago

Lovisa Holdings

AnalystLowTarget

Consensus Narrative from 15 Analysts

Store Saturation And Rising Costs Will Strain Margins

Key Takeaways Aggressive physical store expansion brings risks of market saturation, store cannibalization, and exposure to shifting consumer habits toward online and digital-native brands. Heightened sustainability concerns, volatile input costs, and changing fashion trends threaten margin stability and earnings through increased expenses and inventory risks.

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AU$22.87

54.4% overvalued

14.69%

Revenue growth p.a.

3 days ago

Bemobi Mobile Tech

AnalystLowTarget

Consensus Narrative from 3 Analysts

Smartphone Decline And Regulatory Push Will Squeeze Profit Margins

Key Takeaways Slowing smartphone adoption and data privacy regulations are expected to constrain user growth, revenue potential, and increase compliance costs for Bemobi. Platform consolidation and the shift away from carrier billing expose Bemobi to margin pressures, intensified competition, and diminishing long-term profitability.

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R$18.00

11.8% overvalued

-18.64%

Revenue growth p.a.

3 days ago

Yubico

AnalystLowTarget

Consensus Narrative from 4 Analysts

Hardware Headwinds Will Hamper Margins While Subscriptions Will Gain Traction

Key Takeaways Shifting authentication technologies and native platform solutions threaten the long-term demand and margin sustainability of Yubico's proprietary hardware products. Price sensitivity and dependence on volatile enterprise contracts could constrain growth, posing challenges to recurring revenue and market expansion, particularly in emerging markets.

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SEK 160.00

13.5% undervalued

17.35%

Revenue growth p.a.

3 days ago

Resolute Mining

AnalystLowTarget

Consensus Narrative from 5 Analysts

West African Factors Will Test Margins Yet Spark Cautious Promise

Key Takeaways Exposure to regulatory changes and permitting risks in West Africa could impact revenue growth, margins, and access to capital despite favorable gold market fundamentals. Cost pressures, operational execution challenges, and future funding needs may offset benefits from efficiency improvements and exploration-driven growth prospects.

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AU$0.75

10.0% undervalued

-5.63%

Revenue growth p.a.

3 days ago

Foraco International

AnalystLowTarget

Consensus Narrative from 4 Analysts

Underused Rigs And Debt Will Curb Earnings But Spark Demand

Key Takeaways Persistent exposure to project delays, commodity cycles, and client concentration creates continued risks for revenue, margin stability, and sustainable growth. Elevated capital needs, regulatory expenses, and rig mobilization challenges may further strain free cash flow and pressure profitability amidst global expansion.

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CA$2.50

26.8% undervalued

5.28%

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

Weak Nordic Demand And Rising Costs Will Erode Margins

Mounting Regulatory Risks Will Limit Digital Opportunities Yet Elevate Value

Southeast Offshore Assets Will Face Decarbonization Risks Yet Retain Liquidity

Supply Chain Disruptions And Rising Costs Will Limit Aerospace Prospects

Store Saturation And Rising Costs Will Strain Margins

Smartphone Decline And Regulatory Push Will Squeeze Profit Margins

Hardware Headwinds Will Hamper Margins While Subscriptions Will Gain Traction

West African Factors Will Test Margins Yet Spark Cautious Promise

Underused Rigs And Debt Will Curb Earnings But Spark 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

Weak Nordic Demand And Rising Costs Will Erode Margins

Mounting Regulatory Risks Will Limit Digital Opportunities Yet Elevate Value

Southeast Offshore Assets Will Face Decarbonization Risks Yet Retain Liquidity

Supply Chain Disruptions And Rising Costs Will Limit Aerospace Prospects

Store Saturation And Rising Costs Will Strain Margins

Smartphone Decline And Regulatory Push Will Squeeze Profit Margins

Hardware Headwinds Will Hamper Margins While Subscriptions Will Gain Traction

West African Factors Will Test Margins Yet Spark Cautious Promise

Underused Rigs And Debt Will Curb Earnings But Spark Demand

Value any company in seconds

Popular companies