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Global Weekly Picks
Airbnb
TI
TickerTickle
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
FV
23.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
3
users have commented on this narrative
45
users have followed this narrative
New
narrative
ING Groep
PI
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
FV
23.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
New
narrative
Coles Group
RO
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
FV
4.3% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
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Wolters Kluwer
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Cloud Migration And AI Will Drive Long-Term Market Advantage
Key Takeaways Strong shift to cloud-based SaaS, enhanced by AI innovation and remote work trends, is driving recurring revenues, margin expansion, and stable earnings growth. Targeted acquisitions and focus on regulatory compliance tools are expanding the addressable market, accelerating growth, and boosting customer retention.
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€160.69
FV
29.4% undervalued
intrinsic discount
5.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
4 days ago
author updated this narrative
Manulife Financial
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expanding Asia And US Markets Will Shape The Future
Key Takeaways Expansion in Asia and the U.S., digital initiatives, and exposure to retirement market trends are driving strong growth and positioning Manulife for sustained revenue gains. Strategic acquisitions and disciplined capital management are boosting stable fee income, improving margins, and supporting enhanced shareholder value.
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CA$47.14
FV
10.9% undervalued
intrinsic discount
20.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
103
users have followed this narrative
4 days ago
author updated this narrative
Lonza Group
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Vacaville And Visp Facilities Will Secure Future Biologics Demand
Key Takeaways Sustained demand and investment in advanced manufacturing are driving stable, higher-margin growth and improved operational efficiency. Divesting non-core segments and expanding globally enhance strategic focus, revenue resilience, and long-term capital allocation efficiency.
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CHF 665.36
FV
16.7% undervalued
intrinsic discount
11.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
4 days ago
author updated this narrative
Haleon
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Emerging Markets And Digital Channels Will Transform Global Reach
Key Takeaways Expanding presence in emerging markets and leveraging digital channels drives strong brand growth, enhanced revenue prospects, and strategic geographic diversification. Investments in innovation, supply chain efficiencies, and premiumization strengthen long-term market share, margin expansion, and sustainable earnings growth.
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UK£4.14
FV
13.9% undervalued
intrinsic discount
3.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
4 days ago
author updated this narrative
Reckitt Benckiser Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
India And China Health And Hygiene Trends Will Spark Opportunity
Key Takeaways Expansion in emerging markets and ongoing product innovation are fueling higher margins and positioning Reckitt for sustained, above-market revenue growth. Strategic cost reductions and portfolio optimization are enabling increased investment in key brands, supporting further market share gains and earnings resilience.
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UK£59.74
FV
8.6% undervalued
intrinsic discount
3.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
46
users have followed this narrative
4 days ago
author updated this narrative
Heineken
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Expanding Emerging Markets And Digital Transformation Will Unlock Future Opportunity
Key Takeaways Expanding in emerging markets and premiumizing its portfolio are driving Heineken's revenue, profitability, and brand growth. Investments in sustainability, digital transformation, and low-alcohol beverages support operational efficiency and resilience to changing consumer trends.
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€89.67
FV
23.8% undervalued
intrinsic discount
4.04%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
4 days ago
author updated this narrative
Compagnie de Saint-Gobain
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Sustainable Building Trends Will Transform Global Renovation Markets
Key Takeaways Leadership in sustainable building and expansion in high-growth markets drive revenue and margin growth, supported by product innovation and regulatory tailwinds. Digitalization, cost optimization, and effective acquisition integration boost earnings resilience and reduce reliance on slower European markets.
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€106.25
FV
6.8% undervalued
intrinsic discount
3.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
4 days ago
author updated this narrative
Goodman Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
The $4 Billion Capital Raising Will Fortify Capital Structure For Future Development
Key Takeaways Strategic focus on data centers and significant partnerships are expected to drive revenue growth and enhance long-term earnings stability. Capital raising and low gearing ratio aim to support sustainable EPS growth while efficiently managing financial risk.
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AU$36.95
FV
2.9% undervalued
intrinsic discount
9.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
58
users have followed this narrative
4 days ago
author updated this narrative
Hong Kong Exchanges and Clearing
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Improvements To Swap Connect And Orion Derivatives Platform Will Boost Future Trading Volumes
Key Takeaways Expanding derivatives and Stock Connect programs is expected to boost trading volumes and revenue by attracting more investors and increasing fees. Strategic international partnerships and tech improvements aim to enhance market liquidity and global engagement, potentially driving higher earnings and margins.
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HK$454.43
FV
3.3% undervalued
intrinsic discount
6.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
4 days ago
author updated this narrative
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