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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
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
New
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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
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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
5.0% undervalued
intrinsic discount
8.72%
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
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DCB Bank
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Indian Credit Risks Will Strain Operations While Promise Unfolds
Key Takeaways Ongoing asset quality concerns, higher funding costs, and fintech competition threaten margin expansion, deposit growth, and sustained profitability. Limited scale and vulnerability to payment ecosystem changes could constrain customer acquisition and non-interest income growth despite geographic and digital efforts.
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₹145.00
FV
13.5% undervalued
intrinsic discount
20.29%
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
about 17 hours ago
author updated this narrative
Paysign
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Payment Solutions Will Expand Healthcare Access Further
Key Takeaways Strategic diversification and regulatory alignment in healthcare and payments position Paysign to expand margins and strengthen its competitive advantage amid industry consolidation. Growth in digital payment demand, recurring high-margin healthcare programs, and adoption in gig payroll drive robust and resilient future revenue streams.
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US$9.10
FV
38.4% undervalued
intrinsic discount
22.08%
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
Updated
narrative
Oncoclínicas do Brasil Serviços Médicos
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Brazil's Tightening Policies And High Costs Will Erode Margins
Key Takeaways Regulatory intervention, inflation, and a shift toward value-based care threaten profit margins and the company's traditional revenue model. Rapid expansion and technological demands increase financial risk and could lead to structurally lower earnings amid higher market competition.
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R$2.00
FV
169.0% overvalued
intrinsic discount
6.62%
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
about 17 hours ago
author updated this narrative
QSG
QuantaSing Group
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Aging Demographics And Tighter Regulations Will Undermine Profitability
Key Takeaways Demographic shifts, regulatory pressures, and increased competition threaten long-term growth and profitability across both education and Pop Toys segments. Heavy dependence on marketing for user acquisition and limited revenue diversification create risks of unsustainable costs and profit instability.
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US$7.02
FV
8.7% overvalued
intrinsic discount
-3.17%
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
about 17 hours ago
author updated this narrative
Shelf Drilling
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Contracts With Equinor Will Keep Rigs Operational But Analysts Expect Lower Earnings
Key Takeaways Strategic contracts and alliances with key partners in high-demand regions boost revenue stability, enhance market presence, and support substantial future earnings growth. Selling less competitive units improves cost efficiency, while increased demand and contract awards drive revenue and profitability across various strategic regions.
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NOK 8.73
FV
57.3% overvalued
intrinsic discount
-3.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
Updated
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Genesis Energy
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Legacy Fossil Assets Will Haunt New Zealand Utilities
Key Takeaways Heavy dependence on fossil fuel assets and limited diversification increase exposure to regulatory risks and the global energy transition toward renewables. Rising compliance costs and investment needs threaten profitability, cash flow, and the stability of long-term returns as traditional utility models face disruption.
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NZ$2.08
FV
13.9% overvalued
intrinsic discount
-8.98%
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
about 17 hours ago
author updated this narrative
Clearwater Analytics Holdings
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Integration Hurdles And Higher Costs Will Squeeze Margins Yet Ease
Key Takeaways Integration challenges, stricter compliance requirements, and execution risks could delay growth, limit margin improvement, and suppress new business expansion internationally. AI investments and industry shifts create future opportunities, but competitive pressures and uncertain monetization may restrict market share and long-term profitability.
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US$23.00
FV
19.8% undervalued
intrinsic discount
30.52%
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
about 17 hours ago
author updated this narrative
Hanza
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Increasing European Protectionism And Automation Will Restrict Global Operations
Key Takeaways Expanding protectionism, automation trends, and customer concentration increase risks to Hanza's growth, revenue stability, and profit margins. Rising competition, regulatory demands, and environmental compliance could further compress margins and escalate operational costs.
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SEK 80.00
FV
38.8% overvalued
intrinsic discount
12.86%
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
about 17 hours ago
author updated this narrative
Kenmare Resources
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Mozambique Mining Will Face Oversupply And Cost Pressures But Recover
Key Takeaways Growth prospects are tied to emerging market development and are threatened by macroeconomic volatility, structural demand shifts, and single-asset dependency. Margin expansion efforts are offset by ore depletion, rising costs, regulatory compliance burdens, and risk of oversupply from lower-cost competitors.
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UK£3.70
FV
10.8% undervalued
intrinsic discount
1.16%
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
about 17 hours ago
author updated this narrative
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