South African Investing Ideas

Global Weekly Picks

€1.31k
FV
8.7% undervalued intrinsic discount
15.00%
Revenue growth p.a.
2.7k
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Booking Holdings: Why Ground-Level Travel Trends Still Favor the Platform Giants

As global travel settles into a more normalized rhythm, Booking Holdings (NASDAQ: BKNG) is no longer riding a simple rebound story. Instead, it’s navigating a more nuanced phase—one defined by traveler selectivity, budget awareness, and a growing preference for flexibility across how people move from place to place.
US$5.47k
FV
6.9% undervalued intrinsic discount
7.77%
Revenue growth p.a.
1.2k
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R1.4k
43.7% undervalued intrinsic discount
Johndoe's Fair Value
Revenue
18% p.a.
Profit Margin
30%
Future PE
25.98x
Price in 2027
R1.82k
STXC
Indexco Limited - IndexCo Satrix Capped All Share ETF

Time will tell

Valuation Where do you think the business will be in 3, 5 or 10 years time? Depending on the markets I am planning in contributing as much as I can every month.Read more

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R70
10.5% undervalued intrinsic discount
StevenRSA's Fair Value
Profit Margin
27.35%
Future PE
27x
Price in 2036
R0
R207.1
10.6% overvalued intrinsic discount
Revenue
-7.66% p.a.
Profit Margin
22.22%
Future PE
14.29x
Price in 2029
R329.39
R116.21
26.0% undervalued intrinsic discount
Revenue
6.7% p.a.
Profit Margin
6.38%
Future PE
15.25x
Price in 2029
R222.35
R291.39
19.7% undervalued intrinsic discount
Revenue
6.01% p.a.
Profit Margin
5.53%
Future PE
20.19x
Price in 2029
R495.59