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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.
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US$163.75
FV
23.4% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
8
users have commented on this narrative
51
users have followed this narrative
7 days ago
author updated this 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
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
7 days ago
author updated this 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
4.4% 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
7 days ago
author updated this narrative
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Adyen
AN
AnalystLowTarget
Consensus Narrative from 27 Analysts
CBDCs And Fierce PayPal Competition Will Compress Margins
Key Takeaways Disintermediation by digital currencies, rising compliance demands, and increased competition threaten Adyen's transaction volumes, revenue stability, and margin sustainability. Heavy reliance on major clients and aggressive expansion spending risk further margin pressure and long-term earnings volatility.
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€1.40k
FV
2.5% overvalued
intrinsic discount
22.98%
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
3 days ago
author updated this narrative
BAE Systems
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Government Spending Cuts And Rising Costs Will Undermine Revenues
Key Takeaways Shifting defense budgets, increased ESG scrutiny, and procurement localization threaten revenue stability, financing access, and international market opportunities. Heavy dependence on major government contracts and technology adaptation risks leave earnings exposed to contract changes and competitive disruption.
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UK£14.30
FV
25.3% overvalued
intrinsic discount
9.62%
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
Wesfarmers
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
E-commerce Decline And Margin Squeeze Will Hinder Growth Despite Digitization
Key Takeaways Rising digital disruption and demographic shifts threaten to reduce retail revenues and limit long-term growth across Wesfarmers' core businesses. Sustained investment needs and intense competition are set to pressure margins, cash flow, and overall profitability, with international diversification efforts offering limited near-term relief.
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AU$58.00
FV
55.9% overvalued
intrinsic discount
4.35%
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
3 days ago
author updated this narrative
NetEase
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
China's Regulatory Hurdles And Declining Gamers Will Impair Future Prospects
Key Takeaways Regulatory tightening, demographic shifts, and changing user behavior are constraining revenue growth and future market potential. Surging development and marketing costs, plus fierce competition, threaten long-term profitability and heighten earnings volatility.
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HK$159.74
FV
27.8% overvalued
intrinsic discount
5.79%
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
Hong Kong Exchanges and Clearing
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Diverging Chinese And Western Regulations Will Dampen Cross-Border Listings
Key Takeaways Intensifying competition, regulatory fragmentation, and the maturation of China's domestic markets are undermining HKEX's position as a premier listing venue. Shifts to decentralized finance and private capital markets threaten core revenue streams by reducing trading volumes and curtailing long-term growth opportunities.
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HK$339.43
FV
29.5% overvalued
intrinsic discount
3.08%
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
Industrial Bank
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Digital Disruption And Fintech Rivalries Will Erode Legacy Banking Models
Key Takeaways Rapid fintech disruption, demographic challenges, and exposure to risky sectors threaten Industrial Bank's revenue growth, loan quality, and overall earnings stability. Lagging digital transformation and tightening regulations may increase operational and compliance costs, further constraining profitability and long-term competitiveness.
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CN¥18.89
FV
19.7% overvalued
intrinsic discount
12.79%
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
Saudi Arabian Mining Company (Ma'aden)
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Advances In Recycling And High Debt Will Hinder Mining Sustainability
Key Takeaways Shifting global policies, technological disruption, and ESG pressures threaten Ma'aden's long-term profitability by reducing demand and increasing costs. Expansion-driven debt and operational complexity may compress margins and heighten financial risk if project returns are delayed or markets turn unfavorable.
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ر.س33.72
FV
57.2% overvalued
intrinsic discount
-1.58%
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
3 days ago
author updated this narrative
Mercedes-Benz Group
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Escalating Compliance And Intense Competition Will Crush Profitability
Key Takeaways Stricter emissions policies, rising R&D costs, and new mobility trends threaten margins and weaken long-term growth in Mercedes-Benz's premium vehicle business. Innovation delays and fierce EV competition, particularly from Chinese automakers, risk market share losses, margin compression, and ongoing supply chain disruptions.
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€40.00
FV
32.0% overvalued
intrinsic discount
-1.07%
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
Rolls-Royce Holdings
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Decarbonization Regulations And Supply Fragmentation Will Squeeze Margins
Key Takeaways Structural headwinds in decarbonization, market shifts, and new competition threaten long-term profitability, market share, and earnings visibility for Rolls-Royce. High pension liabilities, debt levels, and rising supply chain costs may constrain investment, erode margins, and limit recovery in core business segments.
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UK£5.17
FV
109.2% overvalued
intrinsic discount
2.55%
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
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