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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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Sika
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Increasing Regulations And Cost Hikes Will Crush Construction Chemicals Margins
Key Takeaways Rising regulatory costs, sustainability demands, and volatile input markets are set to squeeze Sika's margins and increase operational complexity across core business lines. Heightened competition, slower growth in mature markets, and a lag in green innovation raise risks of market share loss and prolonged pricing pressure.
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CHF 185.00
FV
2.2% 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
0
users have followed this narrative
8 days ago
author updated this narrative
Godawari Power & Ispat
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Steel And Battery Investments Will Drive India's Infrastructure Expansion
Key Takeaways Investments in value-added steel products and captive mining boost margins, diversify revenues, and enhance operational resilience amid robust infrastructure growth. Entry into battery energy storage container manufacturing creates a promising non-steel growth path, leveraging renewable adoption and import-substituting policy support.
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₹210.00
FV
3.4% undervalued
intrinsic discount
16.98%
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
3 days ago
author updated this narrative
Dassault Systèmes
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Geopolitical Fragmentation Will Erode Pricing Power Despite Cloud Upside
Key Takeaways The rise of cloud-native competitors, regulatory tightening, and geopolitical fragmentation threaten Dassault Systèmes' pricing power, margins, and growth in key global markets. Heavy reliance on legacy products and large enterprises, plus a tough shift to SaaS and higher compliance burdens, may slow revenue and weaken earnings stability.
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€26.00
FV
3.4% overvalued
intrinsic discount
4.94%
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
8 days ago
author updated this narrative
Volkswagen
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Regulatory Burdens And Mobility Shifts Will Erode Margins
Key Takeaways Accelerating shift to mobility-as-a-service and heightened competition in EVs threaten Volkswagen's core business, margins, and long-term revenue growth. Rising compliance and electrification costs, along with geopolitical risks, pressure net income and competitiveness against global peers.
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€90.00
FV
10.5% overvalued
intrinsic discount
0.47%
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
8 days ago
author updated this narrative
Saudi Basic Industries
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Tightening Environmental Rules And Oversupply Will Squeeze Margins
Key Takeaways Heightened regulation, recycling trends, and global oversupply are set to weaken demand and compress margins for SABIC's core petrochemical products. Reliance on subsidies and large capital projects increases SABIC's exposure to profitability risks and pressures shareholder returns.
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ر.س52.00
FV
10.2% overvalued
intrinsic discount
0.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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8 days ago
author updated this narrative
Merck KGaA
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Legacy Pharmaceutical And Chemical Businesses Will Decline As Regulations Tighten
Key Takeaways Underperformance in legacy segments, slow R&D, and overreliance on blockbusters threaten competitiveness as innovation and patent expiries reshape the market. Tightening regulation, geopolitical risks, and operational headwinds add sustained pressure on margins and revenue stability.
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€105.50
FV
6.2% overvalued
intrinsic discount
1.81%
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
8 days ago
author updated this narrative
Chugai Pharmaceutical
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Global Pricing Cuts And Pipeline Delays Will Dim Prospects
Key Takeaways Reliance on a narrow set of high-earning drugs and pipeline uncertainty increases exposure to competitive threats and potential revenue volatility. Ongoing price pressures, biosimilar competition, and major capital investments risk squeezing margins, straining cash flow, and impacting long-term growth prospects.
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JP¥6.10k
FV
2.3% overvalued
intrinsic discount
1.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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8 days ago
author updated this narrative
Himax Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Automotive Cockpits And AR Will Expand Market Opportunities
Key Takeaways Market leadership in automotive display ICs and breakthroughs in optical solutions are set to boost revenue and margins, fueled by industry shifts toward EVs, AI, and digital cockpits. Proprietary technologies in ultra-low power sensing, smart wearables, and global manufacturing diversification position the company for stable long-term growth and risk mitigation.
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US$9.31
FV
20.3% undervalued
intrinsic discount
7.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
5
users have commented on this narrative
51
users have followed this narrative
Updated
narrative
SAP
AN
AnalystLowTarget
Consensus Narrative from 26 Analysts
Eroding Pricing Power And Execution Risks Will Unsettle Prospects
Key Takeaways Intensifying competition from cloud-native and specialized SaaS solutions threatens SAP's pricing power, differentiation, and market share, reducing cross-selling potential and revenue growth. Migration to subscription cloud and rapid AI integration bring execution risks, cost pressures, and complexity, negatively impacting margins and long-term scalability.
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€217.16
FV
9.1% overvalued
intrinsic discount
10.31%
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
8 days ago
author updated this narrative
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