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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
users have liked this narrative
0
users have commented on this narrative
11
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
25.2% undervalued
intrinsic discount
9.00%
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
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
5.0% undervalued
intrinsic discount
8.72%
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
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S-Oil
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Shaheen Project And Southeast Asia Demand Will Expand Exports
Key Takeaways Tightening global supply and S-Oil's strategic position support sustained export growth, higher margins, and increased resilience amid post-pandemic supply chain shifts. Capacity expansion, operational upgrades, and industry-wide underinvestment position S-Oil for improved efficiency, profitability, and longer-term earnings growth.
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₩74.13k
FV
17.4% undervalued
intrinsic discount
-4.14%
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
5 days ago
author updated this narrative
Tata Elxsi
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Automotive Challenges And Media Deals Will Shape Future Dynamics
Key Takeaways Tata Elxsi's multiyear consolidation deals in media and automotive verticals aim to diversify revenue streams and expect future growth despite near-term margin pressure. AI investments are increasing short-term costs, but may enhance long-term revenue and margins as AI solutions scale across multiple verticals.
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₹4.67k
FV
20.3% overvalued
intrinsic discount
9.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
5 days ago
author updated this narrative
easyJet
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Fleet Modernization And Ancillary Revenue Growth Will Boost Earnings And Expand Net Margins
Key Takeaways Strategic seat capacity increase and fleet modernization aim to boost revenue and margins through optimized utilization and fuel efficiency. Growth in EasyJet Holidays and ancillary revenue drive potential earnings through strong customer numbers and bundled service offerings.
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UK£6.59
FV
23.0% undervalued
intrinsic discount
7.53%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
76
users have followed this narrative
5 days ago
author updated this narrative
Commercial International Bank Egypt (CIB)E
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Adoption Will Transform Egypt's Banking Landscape
Key Takeaways Strong digital transformation and demographic trends are expanding CIB's customer base, lowering costs, and supporting sustainable growth in fees and loans. Solid capital position, diversified lending, and enhanced collaboration are boosting resilience and earnings quality as the bank targets new market opportunities.
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ج.م126.45
FV
21.7% undervalued
intrinsic discount
9.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
5 days ago
author updated this narrative
Pepkor Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
FinTech Innovations And Choice Clothing Acquisition To Boost Global Revenue Growth
Key Takeaways Acquisitions and aggressive expansion plans could drive revenue growth through improved market presence and increased penetration across new territories and cellular formats. Enhanced financial services and improved logistics are likely to boost net margins and operating income through increased earnings and reduced operational costs.
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R32.25
FV
19.4% undervalued
intrinsic discount
10.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
5 days ago
author updated this narrative
ALK-Abelló
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Allergy+ Strategy Will Reach Millions With New Therapies
Key Takeaways Expanding into new patient groups and segments will drive long-term revenue growth in respiratory allergies and broader allergy space. Focus on optimizing operations and increasing production capacity can enhance margins and earnings, supported by strategic initiatives in key markets.
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DKK 182.25
FV
1.0% overvalued
intrinsic discount
12.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
5 days ago
author updated this narrative
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.
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€3.12
FV
26.0% 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
5 days ago
author updated this narrative
DEXUS
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Divesting $2 Billion In Assets Will Strengthen Future Portfolio Quality
Key Takeaways Divesting assets and focusing on premium-grade properties is expected to enhance portfolio quality and strengthen financial metrics positively. Expanding the funds management business and strategic portfolio positioning anticipates strong income growth through rent increases and reduced vacancy risks.
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AU$8.00
FV
8.4% undervalued
intrinsic discount
10.99%
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
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.
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R$5.31
FV
6.4% 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
10
users have followed this narrative
5 days ago
author updated this narrative
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