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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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NNIT
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Integration And New Systems In 2024 Will Streamline Operations And Lower Costs
Key Takeaways Strategic initiatives, such as ERP integration and restructuring, are set to enhance operational efficiency, profitability, and market competitiveness. Expansion in key sectors and strong customer satisfaction indicate steady growth, with organic growth targets outpacing the market.
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DKK 80.00
FV
23.8% undervalued
intrinsic discount
6.34%
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
Updated
narrative
Banco BBVA Argentina
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Argentina's Expected 55% GDP Growth Will Open Up Banking Opportunities
Key Takeaways Economic recovery in Argentina and digital shifts enhance BBVA Argentina's revenue and net margins through increased banking demand and operational efficiency. Strategic focus on market share and asset quality, along with treasury management, stabilizes net interest margins and boosts profitability.
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AR$10.02k
FV
26.5% undervalued
intrinsic discount
18.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
27 days ago
author updated this narrative
Vittia
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New Biological Plant Will Expand Production Capacity In 2025
Key Takeaways Efficiency initiatives and product rationalization are improving results and could increase net margins through effective cost control and enhanced production capacity. Strong R&D investments, especially in biological products, alongside favorable market conditions, position Vittia for potential revenue growth from innovative new offerings.
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R$6.27
FV
23.4% undervalued
intrinsic discount
15.27%
Revenue growth p.a.
Set Fair Value
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
Iluka Resources
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
Key Takeaways Strategic investments in rare earths and zircon projects enhance Iluka's growth prospects amid high demand and supply constraints, boosting revenue potential. Cost optimization and favorable tariff conditions improve Iluka's net margins, increase demand for titanium products, and support financial stability.
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AU$6.02
FV
0.2% undervalued
intrinsic discount
8.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
44
users have followed this narrative
14 days ago
author updated this narrative
Bank Polska Kasa Opieki
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Falling Interest Rates And Rising Costs Will Pressure Margins
Key Takeaways Vulnerability to decreasing interest rates may negatively impact earnings, necessitating adjustments in Bank Polska Kasa Opieki's rate strategy. Emphasis on online platforms requires costly IT investments, potentially pressuring operating costs and margins.
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zł206.88
FV
6.2% overvalued
intrinsic discount
3.45%
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
14 days ago
author updated this narrative
boohoo group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital-first Model Will Yield Cost Savings And Streamlined Operations
Key Takeaways The digital marketplace model's expansion and cost-cutting measures enhance future revenue, profitability, and net margins across brands. Leadership changes and strategic initiatives pave the way for market expansion, operational efficiency, and improved shareholder perception.
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UK£0.25
FV
39.1% undervalued
intrinsic discount
-3.54%
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
10 days ago
author updated this narrative
Appen
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
LLM And Generative AI Projects Will Secure A Bright Future
Key Takeaways Strong growth in generative AI projects and strategic positioning in key markets imply significant revenue expansion and diversified income sources. Operational efficiencies and cost reductions improve profitability and net margins, aligning with strategic expansion efforts in China and the U.S. Dependency on large contracts and short-term projects alongside low-margin growth in China and variable AI market dynamics pose risks to stable revenue and margins.
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AU$1.48
FV
37.2% undervalued
intrinsic discount
8.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
4 days ago
author updated this narrative
Beiersdorf
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Science Based Skincare Will Expand Global Demand
Key Takeaways Science-driven product innovation and premiumization are boosting brand equity and enabling profitable growth in both premium and mass-market skincare segments. Expansion in emerging markets and advances in digital transformation are increasing market reach and supporting sustainable revenue and margin improvements.
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€127.00
FV
22.3% undervalued
intrinsic discount
4.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
Updated
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Weimob
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI And Smart Retail Expansion Will Stabilize Future Performance
Key Takeaways Shifting focus to larger customers and AI integration is expected to enhance margins and operational efficiency, stabilizing revenue and boosting profitability. Expanding into new verticals with strategic partnerships aims to diversify revenue streams, strengthen ecosystem integration, and drive long-term growth.
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HK$2.13
FV
8.9% overvalued
intrinsic discount
15.76%
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
5 days ago
author updated this narrative
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