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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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Verb Technology Company
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Telehealth And Livestream Shopping Will Diversify Revenue Streams
Key Takeaways The strategic shift to a diversified revenue model, including ventures in telehealth and livestream shopping, is expected to drive significant revenue growth. The restructuring of the balance sheet and new financing approach aim to improve earnings stability and support growth initiatives through 2028.
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US$62.00
FV
63.8% undervalued
intrinsic discount
46.88%
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
10 days ago
author updated this narrative
Sanara MedTech
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Tissue Health Plus And OsStic Will Expand Market Reach
Key Takeaways Expansion in sales coverage and partnerships aims to boost product adoption, enhancing revenue in both new and existing markets. Strategic initiatives like the Tissue Health Plus program and OsStic device could impact margins and growth significantly upon implementation.
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US$49.00
FV
39.4% undervalued
intrinsic discount
15.53%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
10 days ago
author updated this narrative
NeuroPace
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Level 4 Epilepsy Centers Will Unlock Future Potential
Key Takeaways Expanding presence in epilepsy centers and Project CARE may significantly boost revenue by increasing market penetration and service delivery. AI-enhancements and clinical program advancements promise operational efficiency, new revenue streams, and improved financial performance.
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US$17.13
FV
50.0% undervalued
intrinsic discount
18.62%
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
10 days ago
author updated this narrative
Vermilion Energy
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In German Deep Gas Projects And Westbrick Acquisition Will Strengthen Future Operations
Key Takeaways Strategic investments and successful gas exploration in Europe are poised to significantly boost revenue through increased reserves and higher production volumes. The acquisition of Westbrick and asset integration are expected to enhance margins, lower costs, and boost cash flow and financial flexibility.
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CA$13.50
FV
26.1% undervalued
intrinsic discount
4.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
10 days ago
author updated this narrative
Infibeam Avenues
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Rediff Acquisition And AI Focus Will Strengthen Digital Payments Position
Key Takeaways Infibeam Avenues is positioned to capitalize on India's digital payments growth, leveraging AI and new revenue streams to boost future earnings. International expansion and strategic acquisitions are set to enhance cross-selling opportunities and diversify revenue, strengthening Infibeam's financial position.
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₹24.20
FV
38.8% undervalued
intrinsic discount
17.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
10 days ago
author updated this narrative
Charter Hall Retail REIT
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Diversifying With HPI Acquisition Will Strengthen Future Income Streams
Key Takeaways Diversifying its convenience-based portfolio and strategic acquisitions are expected to drive revenue growth and secure inflation-linked long-term income. High occupancy rates and strategic asset management optimize rental income, supporting robust revenue and earnings increases.
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AU$4.10
FV
0.5% undervalued
intrinsic discount
-2.59%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
10 days ago
author updated this narrative
Peter Warren Automotive Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Future Partnerships And Efficiency Initiatives Will Strengthen Performance
Key Takeaways Strategic acquisitions, inventory management, and cost reduction initiatives are expected to enhance earnings, profitability, and revenue growth. Diversification in service and finance, along with Chinese partnerships, seeks to counter new car margin pressures and boost profitability.
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AU$1.62
FV
13.2% overvalued
intrinsic discount
2.36%
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
10 days ago
author updated this narrative
Imdex
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisitions Like Devico And Technologies Like OMNIx Will Strengthen Future Market Position
Key Takeaways Imdex's innovation-driven growth strategy, supported by R&D, is boosting revenues and margins through high-margin products and technologies like OMNIx and LOGRx. Expansion into SaaS and acquisitions enhance market share and competitive position, driving high-margin revenue growth and earnings stability. Declines in global exploration activity and geopolitical tensions could hinder Imdex's revenue growth, despite R&D investments, due to dependency on mining cycles and tech costs.
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AU$2.95
FV
15.5% overvalued
intrinsic discount
7.47%
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
10 days ago
author updated this narrative
XLSMART Telecom Sejahtera
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Merger With Smartfren And Integration Of First Media Will Expand Subscriber Base And Strengthen ISP Position In Indonesia
Key Takeaways Strategic mergers and acquisitions strengthen XL Axiata's market position and align with its convergence strategy to boost revenue from expanded broadband and subscriber base. Digitalization and cost optimization enhance profitability and user engagement, driving ARPU growth and positioning the company for future connectivity advancements.
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Rp2.61k
FV
12.0% overvalued
intrinsic discount
13.14%
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
10 days ago
author updated this narrative
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