Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
🌎 Global
Global
United States
Australia
United Kingdom
Canada
India
China
Argentina
Austria
Bahrain
Bangladesh
Belgium
Bermuda
Botswana
Brazil
Bulgaria
Chile
Colombia
Croatia
Cyprus
Czech Republic
Denmark
Egypt
Estonia
Finland
France
Germany
Ghana
Greece
Hong Kong
Hungary
Iceland
Indonesia
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kenya
Kuwait
Latvia
Lithuania
Luxembourg
Malawi
Malaysia
Malta
Mauritius
Mexico
Morocco
Namibia
Netherlands
New Zealand
Nigeria
Norway
Oman
Pakistan
Palestinian Authority
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Tanzania
Thailand
Trinidad & Tobago
Tunisia
Turkey
Uganda
Ukraine
United Arab Emirates
Venezuela
Vietnam
Zambia
Zimbabwe
Create a narrative
Global Community
Our community narratives are driven by numbers and valuation.
Create a narrative
Community Investing Ideas
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.
View narrative
US$163.75
FV
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
1
users have commented on this narrative
39
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.
View narrative
€27.92
FV
23.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
14
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.
View narrative
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
15
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Saipem
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Robust Backlog And Expanding CCUS Will Shape Future Energy Infrastructure
Key Takeaways Expansion into energy transition and digitalization is driving higher-margin, diversified revenue streams and greater operational efficiency. Risk reduction in core business and stronger industry partnerships are enhancing earnings stability and long-term revenue visibility.
View narrative
€3.12
FV
26.8% undervalued
intrinsic discount
0.049%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
27
users have followed this narrative
1 day ago
author updated this narrative
Definity Financial
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Travelers Canada Acquisition And Digital Efforts Will Drive Future Efficiency
Key Takeaways Acquisition and digital transformation efforts are set to boost profitability, efficiency, and operational synergies, enhancing both net margins and operating performance. Strategic growth in direct-to-consumer channels and product innovation position Definity well to capture evolving customer demand and manage risk in a changing market.
View narrative
CA$81.40
FV
12.4% undervalued
intrinsic discount
15.75%
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
1 day ago
author updated this narrative
CSN Mineração
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Slowing Chinese Demand Will Expose Iron Ore Valuation Risk
Key Takeaways Heavy dependence on iron ore and Chinese demand exposes revenue to market downturns, regulatory shifts, and evolving global steel industry trends. Margin protection from cost-cutting may be unsustainable amid rising environmental costs and lower ore quality, while growth relies on uncertain infrastructure and technology shifts.
View narrative
R$5.31
FV
9.2% undervalued
intrinsic discount
-4.74%
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
1 day ago
author updated this narrative
PLDT
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Philippines Digital Expansion And 5G Adoption Will Unlock Value
Key Takeaways Strong growth in fiber broadband, 5G, and digital offerings positions PLDT for expanding revenues, especially among younger, tech-savvy customers. Strategic focus on enterprise solutions, fintech, and cost management diversifies earnings and improves profitability through enhanced cash flow and margin expansion.
View narrative
₱1.71k
FV
25.1% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
219
users have followed this narrative
1 day ago
author updated this narrative
DKSH Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Asia Pacific Expansion And Digitalization Will Fuel Sustainable Success
Key Takeaways Strong organic and inorganic growth is driven by Asia-Pacific demand, strategic partnerships, commercial outsourcing trends, and an accelerated M&A pipeline. Enhanced digitalization and ESG leadership improve operational efficiency, client retention, regulatory compliance, and establish DKSH as a preferred, future-ready partner in core markets.
View narrative
CHF 77.17
FV
26.0% undervalued
intrinsic discount
2.21%
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
1 day ago
author updated this narrative
9863
Zhejiang Leapmotor Technology
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Stellantis Partnership And Global Expansion Will Open New EV Markets
Key Takeaways International expansion and strategic partnerships are broadening market access, diversifying revenue, and positioning Leapmotor for strong top-line growth and improved margins. Advances in vehicle technology and proprietary R&D are enhancing product competitiveness, supporting pricing power, and enabling sustainable growth amid rising global demand for feature-rich EVs. Expansion abroad and intense domestic competition, coupled with high R&D spend, threaten profitability and earnings stability amid regulatory, tariff, and funding uncertainties.
View narrative
HK$70.32
FV
7.0% undervalued
intrinsic discount
50.61%
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
1 day ago
author updated this narrative
Gujarat Fluorochemicals
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Global Electrification And Renewable Trends Will Expand Specialty Markets
Key Takeaways Structural demand growth in key sectors and new approvals are driving higher revenues, better product mix, and improved margins across core specialty chemical segments. Strategic positioning as a non-China supplier and continued investments in capacity and renewable energy are set to boost export opportunities, cost savings, and long-term profitability.
View narrative
₹3.88k
FV
12.6% undervalued
intrinsic discount
28.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
1 day ago
author updated this narrative
Indosat Ooredoo Hutchison
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
AI Cloud Services And Network Upgrades Will Shape Future Markets
Key Takeaways Price rationalization and industry consolidation are expected to boost customer retention, reduce churn, and drive improved revenue and profitability. Expansion in AI-driven digital services and ongoing network investments should diversify revenues, enhance margins, and deliver sustained growth from higher-value customer segments.
View narrative
Rp2.63k
FV
15.6% undervalued
intrinsic discount
6.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
1 day ago
author updated this narrative
Jubilant FoodWorks
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Store Expansion And Digital Investment Will Shape Restaurant Success
Key Takeaways Continued store expansion, digital innovation, and menu updates strengthen growth, operational leverage, and revenue diversification across emerging urban consumer segments. Enhanced efficiency from technology, disciplined investment, and improving new brand performance drive margin recovery, profitability, and greater earnings stability.
View narrative
₹728.94
FV
13.3% undervalued
intrinsic discount
13.73%
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
1 day ago
author updated this narrative
Value any company in seconds
Popular companies