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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
2
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
16
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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St. James's Place
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Advice And Retirement Planning Will Drive Future Value
Key Takeaways Growth is driven by increased demand for retirement planning, digital initiatives, and successful engagement of younger clients, supporting long-term asset and revenue expansion. Enhanced digital platforms, lower-fee products, and improved fee transparency boost adviser productivity, client retention, and brand trust, positioning the company for operational and margin improvement.
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UK£13.58
FV
4.5% undervalued
intrinsic discount
-62.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Ramsay Health Care
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Operational Rigor In Elysium And Tech Investments Will Improve Australian Hospital Efficiency
Key Takeaways Strategic focus on efficiency and cost management is expected to enhance net margins and profitability, notably by transforming Australian hospitals and revisiting capital expenditure. Rising private health insurance demand and tech-driven operational efficiencies portend positive revenue growth and margin improvements.
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AU$41.15
FV
4.8% undervalued
intrinsic discount
5.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
3 days ago
author updated this narrative
Arcadis
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Energy Transition And Digitalization Will Unlock Resilient Backlog
Key Takeaways Growth prospects are strengthened by rising demand for sustainable infrastructure and supportive public policy, leading to a high-quality, recurring project backlog and reduced revenue volatility. Investment in digital platforms, talent, and process automation is driving efficiency, enabling margin expansion, scalability, and cross-selling opportunities across sectors.
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€57.93
FV
30.1% undervalued
intrinsic discount
-3.84%
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
3 days ago
author updated this narrative
AVOL
Avolta
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Asia Pacific And Middle East Expansion Will Redefine Global Retail
Key Takeaways Expansion into high-growth regions and enhanced traveler engagement strategies are set to drive diversified revenue growth and higher margins. Integration synergies and disciplined cost management are expected to improve operating efficiency and boost free cash flow.
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CHF 49.15
FV
5.9% undervalued
intrinsic discount
4.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
Taylor Wimpey
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
UK Planning Reforms Will Fuel Long-Term Housing Opportunities
Key Takeaways Strong land holdings, operational efficiency measures, and a proactive approach to sustainability position the company for long-term growth and resilience in a tightening market. Easing regulatory hurdles and a robust balance sheet enable expansion, increased completions, and sustainable shareholder returns with minimal additional capital needs.
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UK£1.35
FV
26.1% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
77
users have followed this narrative
3 days ago
author updated this narrative
Arkema
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
New Capacity And R&D Focus Will Accelerate Renewable Transition
Key Takeaways Strategic investments in production and innovation strengthen Arkema's position in specialty materials, enabling growth in eco-friendly markets like renewables and advanced electronics. Emphasis on cost efficiency, strong cash generation, and geographic diversification enhances financial resilience and supports ongoing growth initiatives and shareholder value.
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€77.06
FV
19.6% undervalued
intrinsic discount
2.55%
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
3 days ago
author updated this narrative
Samsung Electro-Mechanics
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Expanding AI And Automotive Sectors Will Unlock Long-Term Opportunity
Key Takeaways Rising demand for AI and auto components expands market opportunities, improves revenue quality, and supports higher profitability through a premium product mix. Diversification across end markets and investment in advanced, high-reliability components enhance earnings stability while supporting long-term margin growth.
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₩185.04k
FV
12.1% undervalued
intrinsic discount
7.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
Page Industries
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Digitized Distribution And E-Commerce Will Unlock New Markets
Key Takeaways Expanding digital channels, new stores, and targeted products position Page to penetrate untapped markets and attract younger consumers, supporting accelerated revenue growth. Automation, supply chain improvements, and a focus on women's innerwear and athleisure diversify revenue and lift margins, with management expecting growth as retail conditions improve.
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₹45.56k
FV
4.5% undervalued
intrinsic discount
11.78%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
Central Retail Corporation
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Khun Ty-san's Leadership And Vietnam Expansion Will Propel Earnings Growth
Key Takeaways Expansion in Vietnam through new malls and renovations aims to boost revenue and occupancy rates amid strong economic growth. Strategic focus on growth, operational efficiencies, and e-commerce integration could improve net margins and drive revenue.
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฿23.43
FV
15.9% undervalued
intrinsic discount
1.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
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