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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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Strathcona Resources
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Canadian Oil Sands Under Carbon Pressure Will Depress Valuations
Key Takeaways Overdependence on oil sands and acquisition-fueled growth could heighten exposure to policy, ESG, and demand risks as the energy transition accelerates. Cost controls may be outpaced by regulatory burdens and evolving investor sentiment, pressuring margins and limiting valuation upside.
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CA$36.50
FV
0.9% overvalued
intrinsic discount
2.83%
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
3 days ago
author updated this narrative
Bendigo and Adelaide Bank
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Rising Funding Costs Will Compress Net Interest Margins In Future
Key Takeaways Increased investment in technology and risk management may suppress net margins and earnings short to medium term. Rising funding costs from customer preference shift and heightened competition may compress net interest margins and earnings.
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AU$10.94
FV
17.4% overvalued
intrinsic discount
3.16%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
3 days ago
author updated this narrative
Endeavour Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
On-Schedule One Tech Transition Program Will Streamline Operations And Improve Efficiencies
Key Takeaways Endeavour Group's renewal strategy and cost optimization programs are set to drive revenue growth, enhance margins, and improve customer loyalty. Strategic capital recycling and tech transitions aim to streamline operations, boost efficiencies, and support future earnings.
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AU$4.52
FV
7.4% undervalued
intrinsic discount
2.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
3 days ago
author updated this narrative
Sona BLW Precision Forgings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Rising EV Demand And Global Expansion Will Drive Future Upside
Key Takeaways Expanding EV order book, product diversification, and global strategy position Sona BLW for sustained growth and reduced business concentration risk. Temporary operational setbacks are offset by rebounding demand and ongoing investments in technology and manufacturing efficiency, supporting future margin recovery.
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₹509.67
FV
11.3% undervalued
intrinsic discount
20.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
3 days ago
author updated this narrative
Persimmon
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
UK Housing Demand Will Fuel Future Market Expansion
Key Takeaways Robust housing demand, government reforms, and expanded site pipeline position Persimmon for market share gains and top-line growth. Strategic land bank, cost-saving investments, and balance sheet discipline strengthen margins, earnings growth, and capital flexibility.
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UK£14.95
FV
26.9% undervalued
intrinsic discount
6.70%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
67
users have followed this narrative
3 days ago
author updated this narrative
Pampa Energía
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Rincón De Aranda Shale And Renewables Will Redefine Energy Landscape
Key Takeaways Rapid shale oil output and drilling efficiency gains are driving lower costs, higher margins, and production growth, while vertical integration reduces operational risks and funding costs. Expanding renewables and infrastructure investments support cleaner energy transition, stable export-driven revenues, and margin resilience in the power business.
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AR$3.79k
FV
3.1% overvalued
intrinsic discount
10.46%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
3 days ago
author updated this narrative
SEB
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
New Product Launches And APAC Expansion Will Unlock Future Value
Key Takeaways Strong product innovation, sustainability initiatives, and digital strategies are enhancing SEB's margins, premium pricing, and operational efficiency. Expansion in Asia and strategic acquisitions are positioning SEB for long-term growth through new revenue streams and broader market access.
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€102.36
FV
35.3% undervalued
intrinsic discount
4.19%
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
3 days ago
author updated this narrative
Airtac International Group
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Digital Transformation And Automation Will Reshape Chinese And Global Manufacturing
Key Takeaways Accelerated automation and supportive Chinese policies are expected to drive strong revenue growth and improve capacity utilization across key manufacturing sectors. Product innovation, deepening localization, and operational efficiency initiatives are set to enhance margins and buffer against external disruptions.
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NT$1.03k
FV
22.3% undervalued
intrinsic discount
10.14%
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
3 days ago
author updated this narrative
Eregli Demir ve Çelik Fabrikalari T.A.S
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Production Upgrades And Energy Transition Will Drive Efficiency
Key Takeaways Recent production upgrades and efficiency projects will boost margins, support higher earnings, and reduce reliance on volatile raw material input costs. Strategic investment in sustainable energy and an EU-focused export strategy enhance revenue diversification and position the company for premium pricing and stable long-term growth.
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₺29.02
FV
4.7% undervalued
intrinsic discount
15.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
81
users have followed this narrative
3 days ago
author updated this narrative
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