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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
23.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
3
users have commented on this narrative
45
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
23.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
17
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
4.3% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
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Schneider Electric
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
AI Computing And Renewable Trends Will Spark Global Transformation
Key Takeaways Schneider Electric's shift to software and digital services, alongside strategic acquisitions, is driving recurring earnings, higher margins, and expanded geographic presence. Growing global demand for electrification, energy efficiency, and digital infrastructure is broadening the company's addressable market, supporting resilient long-term revenue and margin growth.
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€253.46
FV
13.0% undervalued
intrinsic discount
7.33%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
60
users have followed this narrative
4 days ago
author updated this narrative
Siemens
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Smart Infrastructure And Electrification Will Unlock Market Potential
Key Takeaways Growth in digital automation, electrification, and hyperscaler data center demand drives recurring revenues and supports margin expansion across Smart Infrastructure and core segments. Strategic focus on decarbonization, productivity, and portfolio optimization enhances long-term earnings visibility, capital allocation, and market positioning.
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€239.26
FV
2.1% undervalued
intrinsic discount
6.49%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
122
users have followed this narrative
4 days ago
author updated this narrative
HDFC Bank
AN
AnalystConsensusTarget
Consensus Narrative from 41 Analysts
Improving Rural Demand And Digital Upgrades Will Strengthen Banking Resilience
Key Takeaways Expanding loan growth in rural and mass market segments, alongside enhanced cross-selling, is set to boost revenue and non-interest income. Investments in digital initiatives and strong asset quality will drive efficiency gains and support resilient, long-term profitability.
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₹2.28k
FV
12.5% undervalued
intrinsic discount
-2.73%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
144
users have followed this narrative
4 days ago
author updated this narrative
Unilever
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Emerging Markets And Digital Commerce Will Transform Future Landscape
Key Takeaways Shifting focus to premium, science-led products and divesting non-core brands is streamlining operations, boosting margins, and enhancing long-term profitability. Emphasis on digital expansion, emerging markets, and brand investment is fueling sustained revenue growth and stronger competitive positioning.
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UK£49.81
FV
10.0% undervalued
intrinsic discount
2.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
101
users have followed this narrative
4 days ago
author updated this narrative
Commonwealth Bank of Australia
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Disruption Will Challenge Market Shares While Tech Drives Progress
Key Takeaways Intensifying digital competition and the shift to cashless banking threaten traditional revenue streams and put pressure on margins and fee income. High technology investments and heavy reliance on residential mortgages heighten cost pressures and concentration risk, potentially limiting future revenue and earnings growth.
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AU$115.50
FV
45.6% overvalued
intrinsic discount
5.20%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
71
users have followed this narrative
4 days ago
author updated this narrative
Tata Consultancy Services
AN
AnalystConsensusTarget
Consensus Narrative from 44 Analysts
AI And Cloud Modernization Will Unlock Future Markets
Key Takeaways TCS is leveraging AI integration and talent development to enhance revenue growth and meet tech-driven project demands, boosting net margins. Strategic investment in AI, legacy modernization, and BFSI technology stack modernization poises TCS for market share growth and improved revenue.
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₹3.74k
FV
19.1% undervalued
intrinsic discount
5.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
75
users have followed this narrative
4 days ago
author updated this narrative
Industria de Diseño Textil
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Logistics Expansion, Tech Integration, And Sustainability Efforts Will Improve Efficiency And Loyalty
Key Takeaways Expansion in logistics and technology aims to enhance operational efficiency, leading to potential revenue growth while improving customer experience and net margins. Focus on emerging markets and sustainability initiatives could capture new market share and strengthen brand loyalty, supporting long-term revenue growth.
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€50.67
FV
14.2% undervalued
intrinsic discount
6.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
4 days ago
author updated this narrative
PDD
PDD Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Supply Chain And Ecosystem Investments Will Improve Operational Efficiency
Key Takeaways Strategic investments in logistics support and supply chain innovation could drive order and revenue growth in challenging regions. Platform ecosystem enhancements aim to improve user experience, strengthen brand loyalty, and potentially support stable revenue growth.
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US$125.49
FV
5.2% undervalued
intrinsic discount
13.28%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
302
users have followed this narrative
4 days ago
author updated this narrative
Reliance Industries
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Digital, Retail, And Green Energy Trends Will Power India
Key Takeaways Proprietary technology, 5G rollout, and innovation drive Reliance's leadership in digital services and open new monetization avenues across consumer and enterprise markets. Expansion in retail, clean energy, and downstream segments leverages growth trends, policy shifts, and vertical integration to support sustainable revenues and resilient cash flow.
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₹1.64k
FV
16.0% undervalued
intrinsic discount
6.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
133
users have followed this narrative
4 days ago
author updated this narrative
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