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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
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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
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New
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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
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KRUK Spólka Akcyjna
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Upgrades And PLN 25 Billion Investment Will Transform Operations
Key Takeaways Continued strong recoveries in Poland and Romania signal robust revenue growth from these key markets, supporting overall company performance. Digital transformation and synergy gains from Wonga are enhancing efficiencies and profitability, while ongoing investments are set to expand KRUK's asset base.
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zł509.26
FV
15.7% undervalued
intrinsic discount
20.63%
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
5 days ago
author updated this narrative
Genuit Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Acquisitions In Underfloor Heating And Stormwater Management Will Fuel Future Growth
Key Takeaways Strategic acquisitions in growing markets and successful implementation of the Genuit Business System position the company for future margin and earnings growth. Favorable regulatory conditions and increased spending on stormwater management support potential revenue and demand increases for Genuit Group's products.
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UK£4.89
FV
24.4% undervalued
intrinsic discount
4.68%
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
5 days ago
author updated this narrative
Prataap Snacks
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expansion Into Exports And Quick Commerce Will Boost Future Prospects
Key Takeaways Strategic focus on premiumization, exports, and quick commerce channels aims to boost revenue and diversify growth avenues. Cost-reduction and operational efficiency measures target margin stabilization and earnings improvement.
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₹1.14k
FV
21.3% undervalued
intrinsic discount
10.20%
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
5 days ago
author updated this narrative
Minda
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
EV Partnership And Localization Will Transform India's Auto Components Sector
Key Takeaways Strategic partnerships and premiumization in EV components are key to driving revenue growth and improving margins. Localization and increased R&D investment enhance operational efficiency and innovation, supporting sustainable long-term financial growth.
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₹588.50
FV
19.9% undervalued
intrinsic discount
13.34%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
5 days ago
author updated this narrative
Vulcan Steel
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Operational Efficiencies And Aluminum Expansion Will Strengthen Future Resilience
Key Takeaways Disciplined cash flow and debt reduction initiatives are set to improve revenue resilience and potentially expand margins despite inflationary pressures. Geographic expansion and rollout of hybrid sites, alongside targeted product diversification, offer significant future revenue growth opportunities and improved net margins.
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AU$7.09
FV
14.4% undervalued
intrinsic discount
8.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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5 days ago
author updated this narrative
Super Retail Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Investment In Rebel Active Loyalty Program And Digital Transformation Will Boost Customer Engagement
Key Takeaways Loyalty programs and digital transformations aim to enhance customer engagement and boost future revenue and net margins through improved customer loyalty. Expansion and operational strategies, including new stores and automation, focus on improving sales capacity and logistics for increased revenue and efficiency.
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AU$14.51
FV
9.3% overvalued
intrinsic discount
4.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
5 days ago
author updated this narrative
Thomas Cook (India)
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Transformation And Rising Demand Will Reshape India's Travel
Key Takeaways Digital transformation and product innovation enable lower costs, higher-margin revenues, and stronger market positioning across both leisure and business travel segments. Asset-light growth and expanding partnerships drive recurring, resilient earnings while capturing India's surging demand for organized travel experiences.
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₹218.00
FV
27.8% undervalued
intrinsic discount
11.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
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5 days ago
author updated this narrative
Conduit Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Excess Loss Focus And Digital Analytics Will Secure Stability
Key Takeaways Shifting toward excess of loss business and investing in technology aims to reduce loss volatility, improve margins, and drive scalable, efficient growth. Enhanced risk protection and disciplined underwriting position Conduit to benefit from rising specialty reinsurance demand and market consolidation.
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UK£5.45
FV
45.9% undervalued
intrinsic discount
1.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
IVE Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Lasoo Platform Expected To Reach Profitability By FY '28 As Traction Increases
Key Takeaways Expansion in packaging and Third Party Logistics is expected to drive significant revenue growth and enhance earnings. Integration and consolidation efforts aim to improve service offerings and efficiency, positively impacting operating costs and future earnings.
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AU$3.28
FV
8.7% undervalued
intrinsic discount
1.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
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5 days ago
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