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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
New
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Litigation Capital Management
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Data And AI Integration Will Advance Underwriting And US Expansion
Key Takeaways Transitioning to a fund manager role and expansion into the U.S. market could drive significant future revenue and market share growth. Refinancing strategies and AI integration may boost net margins, optimize investment returns, and enhance risk management.
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UK£1.03
FV
63.0% undervalued
intrinsic discount
-23.29%
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
18 days ago
author updated this narrative
Orora
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Saverglass Modernization And Australasian Expansion Will Improve Future Operational Efficiency
Key Takeaways Strategic divestitures and facility optimizations aim to enhance operational efficiency and net margins, supporting revenue growth and earnings improvement. Expansion and modernization initiatives in glass and cans segments drive potential revenue growth through enhanced production capabilities and market positioning.
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AU$2.48
FV
6.5% undervalued
intrinsic discount
4.08%
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
Updated
narrative
FibraHotel
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Mexico City Tourism And Renovations Will Drive A Bright Future
Key Takeaways RevPAR growth in urban centers, property renovations, and brand partnerships are strengthening revenue, pricing power, and operational efficiencies for sustainable earnings. Disciplined debt management and increased sustainability efforts enhance margins, institutional appeal, and position the company for selective expansion and long-term revenue growth.
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Mex$9.00
FV
4.8% 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
0
users have followed this narrative
Updated
narrative
Baby Bunting Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Maxi-Cosi Halo 360 And Store Expansion Will Pave Way For Future Success
Key Takeaways Exclusive product launches and store expansions aim to boost market share, enhance revenue, and improve gross margins. Operational improvements, including supply chain efficiency and cost reductions, are set to enhance net margins and profitability in New Zealand.
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AU$2.19
FV
19.0% overvalued
intrinsic discount
9.30%
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
narrative
MCB Bank
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Branch Closures And Rising Competition Will Challenge Future Prospects
Key Takeaways Planned branch network reduction and intensified competition may limit customer acquisition and harm revenue from remittance and deposit growth. Focus on increasing current account deposits could reduce costs, but may not offset lower loan interest rates and tighter net interest margins.
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PK₨360.26
FV
0.2% overvalued
intrinsic discount
-9.28%
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
3 days ago
author updated this narrative
Umicore
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Cost-saving Measures And IONWAY Investment Will Secure Future Success
Key Takeaways Strategic cost-saving measures and operational efficiency focus aim to improve net margins and enhance long-term earnings despite near-term cash flow impacts. Global footprint and market hedging efforts stabilize cash flows, positioning Umicore for growth in emerging markets amid volatile conditions.
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€14.02
FV
1.5% undervalued
intrinsic discount
-38.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
3 days ago
author updated this narrative
Indivior
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
SUBLOCADE Investments Will Improve Patient And Physician Experience
Key Takeaways Commercial investments and label updates for SUBLOCADE are expected to boost revenue growth and enhance patient and physician experience. Strategic reinvestments and U.S. market stabilization could strengthen revenue projections and profit margins for Indivior.
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UK£10.43
FV
18.7% overvalued
intrinsic discount
-0.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
about 1 month ago
author updated this narrative
Mondi
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Capacity Expansion And Sustainable Packaging Will Unlock Market Potential
Key Takeaways Expanded production capacity and recent acquisitions support stronger market position, geographic reach, and enhanced profitability through increased efficiency and broader product offerings. Rising demand for sustainable packaging paired with innovation investments positions the company for long-term growth, improved margins, and resilience against competition.
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UK£13.67
FV
21.6% undervalued
intrinsic discount
5.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
3 days ago
author updated this narrative
New Wave Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
US And Canada Expansion And Teamwear Will Shape Future Markets
Key Takeaways Expansion into new markets and strengthening teamwear and sports segments may drive significant revenue growth and increase operating profits. Technological advancements in operations, including automation and a new ERP system, are expected to enhance efficiencies and potentially improve net margins.
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SEK 129.00
FV
18.5% undervalued
intrinsic discount
8.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
Updated
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