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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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Acutaas Chemicals
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
CDMO Prospects Will Strengthen With New Ankleshwar Site And Semiconductor Expansion
Key Takeaways Strategic developments in CDMO and semiconductor segments are set to drive significant revenue growth through innovative technology and market expansion. Operational efficiencies and a strong focus on advanced pharmaceutical intermediates are enhancing margins and sustaining long-term earnings growth.
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₹1.47k
FV
11.3% undervalued
intrinsic discount
32.02%
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
15 days ago
author updated this narrative
Downer EDI
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Leveraging Transitional Energy And Defense Tailwinds For Future Opportunities
Key Takeaways Downer's transformation strategy aims to enhance risk management and commercial governance, boosting earnings and improving margins. Strategic divestments and focus on core strengths in energy and defense are expected to sustain revenue growth and operational efficiencies.
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AU$6.21
FV
11.0% overvalued
intrinsic discount
4.58%
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
3 days ago
author updated this narrative
Mister Car Wash
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Membership Subscriptions And Green Solutions Will Drive Lasting Momentum
Key Takeaways Strong subscription-based model and ongoing innovation drive customer retention, margin expansion, and higher revenue per member. Industry consolidation and environmental initiatives enhance competitive positioning, market share, and stability against evolving regulations.
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US$8.17
FV
27.4% undervalued
intrinsic discount
6.25%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
Northern Technologies International
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Global Expansion And Compostable Plastics Demand Will Shape Future Success
Key Takeaways Expansion in Southeast Asia and the Middle East is set to boost oil and gas sales, impacting overall revenue positively in the near future. Growth in Natur-Tec through new customer acquisitions and product innovation indicates promising sales and margin enhancements.
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US$13.00
FV
42.7% undervalued
intrinsic discount
3.77%
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
18 days ago
author updated this narrative
Westpac Banking
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Rising Tech Costs And Competition Will Pressure Bank Earnings In Australia
Key Takeaways Intense competition and changed deposit mix are compressing net interest margins, challenging revenue growth. Rising tech costs and projects like UNITE increase expenses, negatively impacting short-term earnings.
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AU$30.17
FV
n/a
intrinsic discount
4.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
70
users have followed this narrative
Updated
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Black Box
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Securing Major Cybersecurity Orders Will Position Company For Future Success
Key Takeaways Black Box's focus on AI-demand and key partnerships with hyperscalers is driving expected revenue growth and bolstering its order book from FY '26 onwards. Enhanced customer relationships and operational efficiencies are set to improve net margins, EBITDA margins, and overall profitability by targeting high-value opportunities and reducing costs.
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₹627.00
FV
24.4% undervalued
intrinsic discount
15.64%
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
Syrah Resources
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Balama Production And Vidalia Sales Will Support US Supply Chain
Key Takeaways Government policy changes favoring ex-China supply chains position Syrah for growth through increased production and sales from Balama and Vidalia. Vidalia's anode material, aided by tariffs on Chinese imports and potential expansion, enhances market share and revenue growth in the U.S. Operational disruptions and cash flow constraints at Syrah Resources' Balama and Vidalia sites challenge revenue generation amid geopolitical uncertainties and intense competition.
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AU$0.39
FV
23.7% undervalued
intrinsic discount
112.64%
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
Raízen
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Potential Rise In Ethanol Blending Mandates And Efficiency Measures Will Strengthen Future Performance
Key Takeaways Raízen aims to boost EBITDA through cost reduction, capital allocation, and improved operational efficiency by streamlining and divesting non-core assets. Increased ethanol production and regulatory compliance in renewables are expected to drive revenue growth and higher EBITDA margins.
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R$2.80
FV
62.9% undervalued
intrinsic discount
-1.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
3 days ago
author updated this narrative
Go Fashion (India)
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion In India's Virgin Markets Will Create Lasting Opportunity
Key Takeaways Aggressive expansion into new domestic markets and product categories aims to diversify revenue streams and capitalize on evolving consumer trends. Improved supply chain localization and strategic partner relationships are expected to enhance operational efficiency and support sustainable profitability.
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₹993.50
FV
30.9% undervalued
intrinsic discount
14.53%
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
3 days ago
author updated this narrative
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