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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
23.4% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
8
users have commented on this narrative
51
users have followed this narrative
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
24.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
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
4.4% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
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Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
Digital And IoT Trends Will Transform Indonesia Connectivity
Key Takeaways Fast adoption of bundled digital services and operational efficiencies are driving margin expansion, higher customer retention, and robust free cash flow for aggressive dividends and reinvestment. Diversification into digital platforms and leveraging national digitalization initiatives position Telkom Indonesia for sustained revenue growth and leadership in emerging B2B sectors.
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Rp3.72k
FV
11.0% undervalued
intrinsic discount
4.72%
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
4 days ago
author updated this narrative
MTU Aero Engines
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Air Travel Boom And Hydrogen Propulsion Will Ignite Transformation
Key Takeaways Partnerships in hydrogen propulsion and expanded digital MRO capabilities position MTU for long-term growth and leadership in emerging aerospace technologies. Operational upgrades and strong aftermarket demand drive revenue growth and margin outperformance amid industry consolidation and increased spare engine sales.
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€485.00
FV
20.6% undervalued
intrinsic discount
11.56%
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
4 days ago
author updated this narrative
Kongsberg Gruppen
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
NATO Partnerships And Maritime Digitalization Will Drive Expansion
Key Takeaways Rising defense demand and digital transformation are positioning Kongsberg for recurring, high-margin revenues and enhanced earnings visibility in core NATO and maritime markets. Expansion into autonomous, green maritime tech and critical infrastructure opens new growth streams, with regulatory and sustainability trends amplifying revenue and value creation.
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NOK 420.00
FV
27.7% undervalued
intrinsic discount
18.58%
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
4 days ago
author updated this narrative
LG Chem
AN
AnalystHighTarget
Consensus Narrative from 27 Analysts
Tesla And GM Will Spark Global Demand For Battery Materials
Key Takeaways Accelerated restructuring and divestment from commoditized segments could rapidly expand margins and boost earnings as market conditions improve. Leadership in next-gen materials and battery technology positions LG Chem for strong growth, supported by sustainability trends and operational excellence.
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₩433.46k
FV
36.3% undervalued
intrinsic discount
14.29%
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
4 days ago
author updated this narrative
BT Group
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
FTTP Expansion And Digital Adoption Will Fuel Secular Progress
Key Takeaways Accelerated fiber rollout, digital infrastructure leadership, and advanced service innovation position BT for outsized revenue, ARPU, and long-term topline growth ahead of market expectations. Aggressive cost transformation, infrastructure monetization, and industry consolidation drive significant margin expansion, free cash flow growth, and enhanced shareholder returns.
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UK£3.00
FV
28.7% undervalued
intrinsic discount
0.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
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4 days ago
author updated this narrative
United Microelectronics
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
Digitalization And IoT Will Drive Robust Semiconductor Demand
Key Takeaways Capacity expansion, product innovation, and geographic diversification position UMC for superior pricing power, margin gains, and outperformance versus industry expectations. Strong specialty technology adoption and deep customer partnerships drive stable, higher-margin revenue streams with enhanced financial resilience.
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NT$57.15
FV
29.3% undervalued
intrinsic discount
9.59%
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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4 days ago
author updated this narrative
Alfa Laval
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Decarbonization And Water Treatment Trends Will Unlock Broader Industry Opportunities
Key Takeaways Expanding in LNG, hydrogen, and decarbonization, as well as leveraging digital services, sets Alfa Laval for sustained, superior margin and revenue growth beyond current market expectations. Strong positioning in clean water infrastructure and regulatory-driven equipment upgrades underpin multi-year earnings outperformance and increasing stability in cash flows.
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SEK 530.00
FV
20.4% undervalued
intrinsic discount
7.95%
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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4 days ago
author updated this narrative
Toyota Tsusho
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Global Decarbonization And Digitalization Will Forge New Growth
Key Takeaways Aggressive investments in green technologies and digital transformation could drive sustainable growth, margin expansion, and structural profitability advantages over competitors. Expansion into pharmaceuticals, infrastructure, and renewables in Africa and emerging markets could deliver decades of compounding recurring earnings growth.
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JP¥4.70k
FV
19.7% undervalued
intrinsic discount
7.57%
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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4 days ago
author updated this narrative
ZTO Express (Cayman)
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
E-commerce And AI Logistics Will Transform China And Southeast Asia
Key Takeaways Accelerated automation, AI deployment, and strategic partnerships position ZTO for rapid margin expansion and increased dominance in China's evolving e-commerce logistics market. Financial strength and network scale enable ZTO to capitalize on urbanization trends, market consolidation, and expansion into adjacent logistics sectors for long-term profitability.
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US$28.15
FV
28.2% undervalued
intrinsic discount
16.83%
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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4 days ago
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