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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
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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People's Insurance Company (Group) of China
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Reform And AI Will Reshape Global Markets Amid Risks
Key Takeaways Strategic focus on digital reform and AI aims to enhance efficiency and customer experience, driving revenue through innovation and wider insurance product adoption. Expansion efforts along the Belt and Road initiative, paired with high-quality product development, could boost international competitiveness, market share, and earnings growth.
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HK$5.76
FV
15.9% overvalued
intrinsic discount
7.60%
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
9 days ago
author updated this narrative
Douglas Dynamics
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Operational Optimization And Tech Investment Will Navigate Milder Winters
Key Takeaways Operational optimization and advanced product innovation enable Douglas Dynamics to flexibly capture demand shifts, support margin expansion, and maintain resilient revenue growth. Strategic expansion in municipal and automation markets, combined with healthier finances, drives recurring revenue, acquisition opportunities, and incremental top-line and margin growth.
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US$36.33
FV
12.2% undervalued
intrinsic discount
11.37%
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
4 days ago
author updated this narrative
Indus Towers
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
5G Surge In India Will Boost Tower Installations Despite Risks
Key Takeaways Growing mobile data use and government digital initiatives are driving sustained demand for Indus Towers' infrastructure, expanding market reach and rental revenue prospects. Digital transformation and industry consolidation are improving operational efficiency, cost structure, and financial stability, while supporting resilience and future growth opportunities.
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₹406.35
FV
18.1% undervalued
intrinsic discount
6.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
3 days ago
author updated this narrative
1347
Hua Hong Semiconductor
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Fab9 Launch Will Drive Semiconductor Growth Amid Capacity Concerns
Key Takeaways Aggressive expansion and high capital expenditures risk overcapacity, earnings pressure, and reduced returns if demand or local policy support weakens. Heavy reliance on mature technology and domestic sales may limit growth and expose the company to volatility and competitive threats.
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HK$39.79
FV
28.9% overvalued
intrinsic discount
16.01%
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
Updated
narrative
New China Life Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Earnings Expected To Decline, But Long-Term Investments May Provide Stability
Key Takeaways Focus on traditional products may hinder innovation, impacting future revenue growth amid evolving market trends. Recruitment and training emphasis might boost operational costs, risking net margin compression without proportional productivity gains.
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CN¥50.48
FV
33.1% overvalued
intrinsic discount
-18.80%
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
4 days ago
author updated this narrative
BUA Cement
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Nigerian Capacity Expansion Will Unlock Potential Despite Cost Risks
Key Takeaways Aggressive capacity expansion and heavy reliance on Nigeria heighten risk from local demand shocks, macro volatility, and political disruptions. Persistent cost inflation, currency depreciation, and environmental compliance could pressure margins, cash flow, and overall returns if risks are not managed effectively.
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₦116.51
FV
44.7% overvalued
intrinsic discount
23.01%
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
3 days ago
author updated this narrative
Bakkavor Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Closure Of Wigan Site And US Focus Will Improve Future Margins
Key Takeaways Closure of low-margin sites and operational adjustments will improve cost efficiency and significantly enhance net margins and earnings. Strategic U.S. focus and operational efficiencies promise margin growth, supporting overall revenue improvement and profitability.
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UK£1.87
FV
24.0% overvalued
intrinsic discount
1.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
19 days ago
author updated this narrative
biote
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Commercial Reorganization And E-Commerce Expansion Will Drive Mixed Future Prospects
Key Takeaways Restructuring commercial operations and expanding digital wellness products aim to accelerate clinic growth, enhance retention, and diversify revenue channels. Increased market penetration, in-house manufacturing, and improved clinic value support long-term margin gains and consistent recurring revenues.
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US$4.88
FV
40.2% 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
6
users have followed this narrative
4 days ago
author updated this narrative
Koninklijke Heijmans
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Dutch Public Investments And Modular Methods Will Transform Construction
Key Takeaways Large public infrastructure investments and ongoing adoption of modular, digital construction methods position Heijmans for sustainable revenue growth and margin expansion. Strong project pipeline and financial flexibility enable strategic growth, with housing demand and energy transition trends offering further upside potential.
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€70.38
FV
12.3% undervalued
intrinsic discount
4.77%
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
3 days ago
author updated this narrative
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