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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
23.4% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
8
users have commented on this narrative
51
users have followed this narrative
7 days ago
author updated this 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
24.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this 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
4.4% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
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SFC Energy
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Macroeconomic Uncertainty Will Erode Margins But Prospects Will Improve
Key Takeaways Macroeconomic uncertainty, defense contract delays, and cost overruns are creating volatility in revenue and pressuring near-term profitability and margins. Competition from alternative technologies and slow customer adoption are delaying new revenue streams, casting uncertainty over long-term growth and market share.
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€18.00
FV
13.4% undervalued
intrinsic discount
14.94%
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
Paradeep Phosphates
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Sustainable Shifts And Rising Costs Will Cut Phosphate Demand
Key Takeaways Long-term demand for traditional phosphate fertilizers faces structural decline due to shifts toward sustainability, environmental policies, and increasing use of bio-fertilizers. Revenue and profitability remain at risk from subsidy dependence, volatile input costs, and rising compliance-related capital expenditures.
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₹170.00
FV
17.6% overvalued
intrinsic discount
3.06%
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
Tupy
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
US Tariffs And Weak Demand Will Depress Margins Before Recovery
Key Takeaways Continued economic weakness and trade protectionism threaten margins, volumes, and create operational challenges, despite Tupy's flexible, diversified manufacturing footprint. Reliance on internal combustion markets and delayed ramp-up of new projects pose risks to revenue growth and cash flow amid accelerating industry transition.
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R$18.00
FV
17.3% undervalued
intrinsic discount
2.98%
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
Aker BioMarine
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Rising Regulations And High Capital Demands Will Cripple Krill Supply
Key Takeaways Stricter environmental regulations and shifting consumer preferences toward sustainable alternatives threaten both raw material supply and long-term market demand. Heavy reliance on krill products and high capital requirements expose the company to financial risk and pressure on profitability.
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NOK 48.82
FV
62.8% overvalued
intrinsic discount
11.46%
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
Liontrust Asset Management
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Passive Flows Will Erode Active Management Fundamentals
Key Takeaways Persistent outflows and pricing pressures from passive investing and digital platforms challenge Liontrust's revenue growth and competitive positioning. Increasing regulatory demands and ongoing fund underperformance compress profitability and undermine the sustainability of Liontrust's core strategies.
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UK£3.00
FV
23.0% overvalued
intrinsic discount
-6.96%
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
Nemak S. A. B. de C. V
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Declining ICE Exposure Will Pressure Volumes As EV Prospects Improve
Key Takeaways Heavy dependence on internal combustion components and aluminum leaves the company vulnerable as industry electrification and material trends accelerate and disrupt traditional demand. Regionalization and supply chain shifts may boost short-term competitiveness, but rising costs, customer concentration, and new global competitors threaten margins and stable growth.
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Mex$4.00
FV
5.5% undervalued
intrinsic discount
2.59%
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
Barrick Mining
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Decarbonization And Geopolitical Risks Will Compress Margins Further
Key Takeaways Decarbonization trends, material recycling, and alternative materials threaten long-term demand, potentially undermining Barrick's growth, revenue, and project viability. Reliance on high-risk regions and tightening ESG regulations exposes Barrick to heightened operational, compliance, and cost pressures that may erode margins and cash flow.
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CA$30.94
FV
8.3% overvalued
intrinsic discount
2.75%
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
Erawan Group
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Thai Tourism Dependency Will Shatter Margins Amid Heightened Risks
Key Takeaways Heavy dependence on Thai tourism and asset-heavy growth makes the company highly vulnerable to external shocks, rising costs, and competitive pressures. Lagging in sustainability and digital transformation risks eroding competitive advantage, reducing market share, and weakening earnings over time.
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฿2.30
FV
17.4% overvalued
intrinsic discount
3.96%
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
Alfen
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
EU Policy Shifts And Credit Tightening Will Curtail Market Prospects
Key Takeaways Weakening renewables policy, tightening credit, and intense competition are likely to suppress Alfen's growth, margin strength, and product demand across core segments. Limited expansion outside Northwestern Europe and technology risks may restrict diversification, profitability, and resilience against supply chain disruptions.
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€8.00
FV
49.6% overvalued
intrinsic discount
0.54%
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
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