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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
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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M.P. Evans Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding Plantations In Indonesia And Weather Risks Will Determine Output
Key Takeaways Expansion in North Sumatra and East Kalimantan increases production capacity and potentially future revenues through land acquisition and sustainable practices. Record financial results enable higher dividends and share buybacks, potentially enhancing earnings per share growth and shareholder value.
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UK£14.02
FV
3.3% undervalued
intrinsic discount
3.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
20 days ago
author updated this narrative
Matrix Composites & Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Subsea And Renewable Energy Sectors Will Offer Potential, But Cash Flow Fluctuations May Challenge Operations
Key Takeaways Strong revenue growth is driven by demand for subsea products, diversification in advanced materials, and opportunities in renewable energies. Strategic positioning in global deepwater projects and offshore wind markets enhances market share and supports long-term revenue gains.
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AU$0.29
FV
5.4% undervalued
intrinsic discount
2.57%
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
20 days ago
author updated this narrative
Cool
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New LNG Projects Will Drive Shipping Demand, But Low Rates And Geopolitical Risks Persist
Key Takeaways Strategic growth through fleet expansion is supported by a $1 billion backlog and increased LNG project demand, enhancing revenue and margins. Financial flexibility from withheld dividends allows opportunistic growth and acquisitions, improving future earnings potential and strategic positioning.
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NOK 82.37
FV
10.3% undervalued
intrinsic discount
-0.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
20 days ago
author updated this narrative
Bavarian Nordic
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
VIMKUNYA Launch Will Open Markets, But Approval Delays Could Impact Revenues
Key Takeaways Expansion in public preparedness and successful vaccine launches could significantly enhance revenue streams through government contracts and new territories. Advancements in new vaccine candidates indicate promising pipeline potential, supporting future revenue growth and market expansion.
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DKK 234.50
FV
1.3% overvalued
intrinsic discount
-2.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
20 days ago
author updated this narrative
Biotage
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Bioprocessing And Peptide System Capacity Improvements Will Create Future Opportunities
Key Takeaways Bioprocessing expansion and improved cost management are driving revenue growth while enhancing operational efficiency and profitability. Focus on pipeline management and capacity expansion could boost visibility and unlock significant future revenue opportunities.
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SEK 143.00
FV
0.1% overvalued
intrinsic discount
0.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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6
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20 days ago
author updated this narrative
FIBRA Macquarie México
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
New Industrial Properties Will Attract Tenants, But Margins May Decline Due To Macro Risks
Key Takeaways Strong leasing performance and low lease expiration schedule ensure stable revenue and upward pressure on rents, enhancing net operating income. Strategic land acquisitions and favorable macroeconomic factors position the company for long-term growth in industrial space development and revenue potential.
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Mex$36.42
FV
14.4% undervalued
intrinsic discount
6.89%
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
20 days ago
author updated this narrative
SDI Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Focusing On High-Growth Sectors And Acquisitions Will Strengthen Future Prospects
Key Takeaways Dual-pronged strategy focusing on organic growth and strategic acquisitions aims to enhance revenue and earnings through diversification and synergies. Operational improvements, cost efficiencies, and focus on high-margin segments target improved net margins and profitability.
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UK£1.40
FV
37.1% undervalued
intrinsic discount
10.41%
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
20 days ago
author updated this narrative
Garden Reach Shipbuilders & Engineers
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Operational Delays May Impact Earnings, But Rolls-Royce Partnership Could Boost Margins
Key Takeaways Potential delays in order execution and cost inflation may impact future earnings, compress margins, and pose valuation concerns. Heavy reliance on subcontracting and high capital expenditure risks could elevate operational costs and lower growth prospects.
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₹2.34k
FV
7.2% overvalued
intrinsic discount
27.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
20 days ago
author updated this narrative
Lovisa Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expansion Into Zambia And E-Commerce Investments Will Drive Future Success
Key Takeaways Expansion into new markets and improved supply chain efficiency signal potential revenue and margin growth, supported by physical and digital strategies. Comprehensive growth strategy focuses on both mature and emerging markets, enhancing Lovisa's ability to capture long-term earnings opportunities.
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AU$28.74
FV
22.9% overvalued
intrinsic discount
14.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
20 days ago
author updated this narrative
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