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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
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
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
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Bridge Investment Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Logistics And Real Estate Recovery Will Unlock New Opportunities
Key Takeaways Bridge Investment Group anticipates market recovery, focusing on logistics and multifamily segments to boost future revenue and strategic investments. Strengthened distribution channels and increased transaction volumes aim to enhance management fees and net income through operational efficiencies.
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US$26.62
FV
62.3% undervalued
intrinsic discount
4.38%
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
about 1 month ago
author updated this narrative
BOC Aviation
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Rising Air Traffic Will Support Leasing Despite Delivery Delays
Key Takeaways Increasing global airplane traffic and new aircraft deliveries enhance BOC Aviation's asset growth and future revenues. Expected improvements in lease yields and lower finance expenses boost BOC Aviation's profitability in a positive economic environment.
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HK$77.42
FV
6.1% undervalued
intrinsic discount
8.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
about 1 month ago
author updated this narrative
I-Tech
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Selektope Will Address Maritime Sustainability Challenges And Expand Into New Markets
Key Takeaways I-Tech's sustainable technology positions it to capture a significant share in the antifouling market, enhancing potential revenue growth. Diversification and operational improvements strengthen market position, supporting long-term growth and profitability through expanded revenue streams and efficiency.
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SEK 89.72
FV
32.6% overvalued
intrinsic discount
18.15%
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
about 1 month ago
author updated this narrative
Brightstar Lottery
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Global Gambling Liberalization And Digital Payments Will Expand Lottery Markets
Key Takeaways Leadership in global lottery and digital gaming enables expansion amid regulatory shifts and digital adoption, supporting steady long-term growth and recurring high-margin revenue streams. Ongoing innovation, long-term contracts, and structural cost reductions enhance operational efficiency, positioning the company for stronger earnings and improved cash flow.
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US$30.00
FV
50.2% undervalued
intrinsic discount
2.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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about 1 month ago
author updated this narrative
Levi Strauss
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Rising Global Middle Class And Sustainability Will Drive Apparel Demand
Key Takeaways Expansion of direct-to-consumer channels and international markets is boosting revenue growth, profit margins, and market share. Investments in sustainability, product innovation, and supply chain modernization are enhancing brand loyalty, operational efficiency, and long-term earnings potential.
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US$24.82
FV
18.5% undervalued
intrinsic discount
3.75%
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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about 1 month ago
author updated this narrative
CompoSecure
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Implementation Of COS And Arculus Expansion Will Boost Future Efficiency And Market Reach
Key Takeaways Implementation of COS is expected to boost operating margins and profitability through improved efficiency and execution. Significant growth potential in the metal credit card market could drive substantial long-term revenue growth.
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US$15.14
FV
18.6% overvalued
intrinsic discount
13.63%
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
about 1 month ago
author updated this narrative
AZEK
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Merger And Recycling Investments Will Expand Future Prospects
Key Takeaways AZEK's merger with James Hardie and new product launches will enhance growth, market penetration, and positively impact revenue and earnings. Recycling investments and channel expansion indicate potential for margin expansion, reduced costs, and increased sales despite economic uncertainties.
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US$54.95
FV
1.1% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
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about 1 month ago
author updated this narrative
TPG
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Regulations And Crowded Private Equity Markets Will Undermine Outlook
Key Takeaways Rising regulation and stricter ESG standards will increase costs, limit investment options, and constrain future management fee growth for TPG. Demographic shifts, market saturation, and persistent high interest rates threaten asset growth, deal flow, and stability of TPG’s revenues.
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US$46.00
FV
33.6% overvalued
intrinsic discount
-11.87%
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 2 months ago
author updated this narrative
Eltek
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Rising European Defense Budgets Will Create New Opportunities
Key Takeaways Growth in defense budgets in Europe and a balanced portfolio strategy could enhance Eltek's revenue prospects. Investment in machinery, production capacity, and skilled labor aims to improve efficiency and support scalable future growth.
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US$16.35
FV
37.1% undervalued
intrinsic discount
12.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
about 2 months ago
author updated this narrative
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