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

23.6% 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

4.3% undervalued

8.72%

Revenue growth p.a.

New

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Securitas

AnalystLowTarget

Consensus Narrative from 12 Analysts

Falling Manned Guarding Revenue Will Press Margins Though Tech Helps

Key Takeaways Structural declines in traditional guarding and slow tech adoption threaten long-term revenue, margin expansion, and recurring earnings growth. Rising labor and regulatory costs, intense competition, and stricter compliance requirements are eroding profitability and market share.

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SEK 110.00

35.1% overvalued

-0.41%

Revenue growth p.a.

2 days ago

Davide Campari-Milano

AnalystLowTarget

Consensus Narrative from 20 Analysts

Falling Alcohol Consumption And Rising Costs Will Undermine Value

Key Takeaways Long-term declines in alcohol consumption and rising compliance costs threaten demand, profitability, and market access for Campari's main brands. Market shifts toward craft spirits and reliance on key brands increase earnings volatility and erode pricing power amid rising costs and supply chain disruptions.

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€4.27

52.5% overvalued

2.08%

Revenue growth p.a.

2 days ago

Shiseido Company

AnalystLowTarget

Consensus Narrative from 16 Analysts

Flat Top-Line In Japan And Higher Costs Will Worsen Margins

Key Takeaways Reliance on cost-cutting instead of sales growth threatens profitability amid shrinking consumer base, weak key markets, and unfavorable demographic shifts. Rising regulatory costs, brand weakness abroad, and intensifying competition from agile, digital-first rivals undermine margins and risk long-term market share erosion.

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JP¥2.00k

25.8% overvalued

2.38%

Revenue growth p.a.

2 days ago

BRF

AnalystLowTarget

Consensus Narrative from 8 Analysts

Export Risks And Rising Costs Will Hinder Profit Despite Demand

Key Takeaways BRF faces supply and revenue risks from climate volatility, disease outbreaks, changing dietary trends, and regulatory shifts impacting traditional protein demand. Expansion into new markets and value-added products supports profitability, but heightened geopolitical, compliance, and ESG risks may pressure future margins and growth.

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R$22.00

9.4% undervalued

4.17%

Revenue growth p.a.

2 days ago

Tele2

AnalystLowTarget

Consensus Narrative from 19 Analysts

Regulatory Burdens And Competition Will Limit Telecom Prospects

Key Takeaways Heightened regulatory costs, aggressive competition, and rapid technology shifts will pressure margins and profitability, constraining Tele2's earnings and shareholder returns. Demographic stagnation and OTT disruption cap organic growth, with structural revenue declines expected as traditional services lose relevance.

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SEK 122.00

31.3% overvalued

0.59%

Revenue growth p.a.

2 days ago

Yapi ve Kredi Bankasi

AnalystLowTarget

Consensus Narrative from 15 Analysts

Turkish Banking Will Face Mounting Credit And Funding Challenges

Key Takeaways Intensifying competition and unresolved macroeconomic risks threaten revenue growth, funding stability, and the bank's overall profitability. Rising credit risk and regulatory pressures challenge asset quality and could constrain future lending and dividend capacity.

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₺27.10

20.4% overvalued

42.59%

Revenue growth p.a.

2 days ago

Embraer

AnalystLowTarget

Consensus Narrative from 5 Analysts

Global Trade Tensions And Emissions Pressures Will Limit Future Stability

Key Takeaways Rising global trade tensions, climate regulation, and increased R&D spending threaten both Embraer's revenue growth and profitability due to higher costs and compliance pressures. Expansion into new markets and heavy dependence on regional jets exposes Embraer to execution risk, industry disruption, and persistent competitive disadvantages against larger aerospace firms.

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R$63.86

21.0% overvalued

4.57%

Revenue growth p.a.

2 days ago

KakaoBank

AnalystLowTarget

Consensus Narrative from 17 Analysts

Korea's Demographics And Regulation Will Curtail Expansion Despite Overseas Gains

Key Takeaways Slowing domestic growth and rising regulatory burdens threaten revenue, profitability, and the stability of long-term earnings for the company. Heavy reliance on the Kakao ecosystem and limited diversification increase vulnerability to competition, market saturation, and potential reputational shocks.

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₩21.31k

25.1% overvalued

4.21%

Revenue growth p.a.

2 days ago

Bharat Forge

AnalystLowTarget

Consensus Narrative from 26 Analysts

Traditional Forged Auto Components Will Decline Amid Rising Costs

Key Takeaways Ongoing shifts to electric vehicles and eco-friendly materials pose risks to Bharat Forge's core business and threaten long-term revenue stability. Heavy exposure to cyclical sectors, volatile costs, and slow diversification undermine earnings resilience and increase vulnerability to market disruptions.

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₹870.00

35.7% overvalued

5.61%

Revenue growth p.a.

2 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

Falling Manned Guarding Revenue Will Press Margins Though Tech Helps

Falling Alcohol Consumption And Rising Costs Will Undermine Value

Flat Top-Line In Japan And Higher Costs Will Worsen Margins

Export Risks And Rising Costs Will Hinder Profit Despite Demand

Regulatory Burdens And Competition Will Limit Telecom Prospects

Turkish Banking Will Face Mounting Credit And Funding Challenges

Global Trade Tensions And Emissions Pressures Will Limit Future Stability

Korea's Demographics And Regulation Will Curtail Expansion Despite Overseas Gains

Traditional Forged Auto Components Will Decline Amid Rising Costs

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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

Falling Manned Guarding Revenue Will Press Margins Though Tech Helps

Falling Alcohol Consumption And Rising Costs Will Undermine Value

Flat Top-Line In Japan And Higher Costs Will Worsen Margins

Export Risks And Rising Costs Will Hinder Profit Despite Demand

Regulatory Burdens And Competition Will Limit Telecom Prospects

Turkish Banking Will Face Mounting Credit And Funding Challenges

Global Trade Tensions And Emissions Pressures Will Limit Future Stability

Korea's Demographics And Regulation Will Curtail Expansion Despite Overseas Gains

Traditional Forged Auto Components Will Decline Amid Rising Costs

Value any company in seconds

Popular companies