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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
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
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0
users have commented on this narrative
11
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New
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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
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
3
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New
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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
5.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
1
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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
11.8% 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
5 days ago
author updated this narrative
Wiz Co Participações e Corretagem de Seguros
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Technology And Diversification Will Improve Operational Performance
Key Takeaways Investment in Wiz Pro platform and product diversification aims to boost revenue and engage a broader customer base. Debt restructuring and fiscal discipline target enhanced profitability and potential shareholder returns.
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R$9.67
FV
15.2% undervalued
intrinsic discount
-5.92%
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
5 days ago
author updated this narrative
Hill & Smith
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Investing In US Infrastructure And High-Growth Markets Will Expand Future Margins
Key Takeaways U.S. growth drivers and strategic market focus are expected to enhance operating margins and increase Hill & Smith's revenue, especially in resilient sectors. Active M&A and capital investments aim to strengthen market position, spur revenue growth, and enhance earnings per share through portfolio optimization.
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UK£23.08
FV
14.7% undervalued
intrinsic discount
3.49%
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
5 days ago
author updated this narrative
CES Energy Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion Into Permian Basin And Haynesville Will Strengthen Future Prospects
Key Takeaways Strategic tuck-in acquisitions and market share growth in key areas are set to enhance CES's revenue and market position. Focused expansion and infrastructure investments aim to capture growth opportunities and improve operational efficiencies.
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CA$9.53
FV
21.8% undervalued
intrinsic discount
3.45%
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
5 days ago
author updated this narrative
Fibra Danhos
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Mexico Urban Expansion And Mixed-Use Assets Will Create Future Momentum
Key Takeaways Strong demand in key cities and pre-leasing for new projects support higher rental revenue and sustained long-term portfolio growth. Investments in mixed-use and industrial assets, plus sustainability initiatives, are diversifying revenue streams and improving operating margins.
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Mex$25.85
FV
0.5% overvalued
intrinsic discount
6.73%
Revenue growth p.a.
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0
users have liked this narrative
0
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4
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5 days ago
author updated this narrative
BluMetric Environmental
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Gemini Expansion And First Nations Partnerships Will Strengthen Future Market Position
Key Takeaways Strategic acquisitions and military market engagement are driving revenue growth and potentially enhancing profitability through lucrative contracts and expanded capacity. Investment in operational efficiency and new divisions promises increased recurring revenue, stability, and improved market positioning, boosting future earnings prospects.
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CA$3.00
FV
56.3% undervalued
intrinsic discount
20.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
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5 days ago
author updated this narrative
Anupam Rasayan India
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Pharma And Polymer Segments To Drive Future Success
Key Takeaways Pharma and Polymer growth, energy cost cuts, and a robust pipeline with new molecules will drive future revenue growth and improve net margins. Strengthened fluorination chemistry portfolio targets Japan and U.S. partnerships, boosting international sales and earnings significantly.
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₹795.43
FV
43.0% overvalued
intrinsic discount
26.48%
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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5 days ago
author updated this narrative
S4 Capital
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Restructuring, AI Services And NVIDIA Partnership Will Transform Operations
Key Takeaways Restructuring efforts and improved operational efficiency aim to boost margins and drive increased profitability for S4 Capital. AI-driven services and strategic client wins enhance revenue growth through innovation and expanded market engagements.
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UK£0.39
FV
44.7% undervalued
intrinsic discount
-2.87%
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
5 days ago
author updated this narrative
Safilo Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Overvalued Prospects Will Encounter Regulatory And Geopolitical Headwinds
Key Takeaways Safilo faces risks from emerging market expansion, inflation, and digital disruption, which may limit future revenue and margin growth amid shifting industry dynamics. Investor optimism could be misplaced if Safilo struggles with acquisitions, license renewals, or defending premium pricing, which could hurt earnings and shareholder value.
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€1.23
FV
4.6% overvalued
intrinsic discount
3.12%
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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5 days ago
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