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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.
Set Fair Value
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
users have liked this narrative
0
users have commented on this narrative
1
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Polycab India
AN
AnalystHighTarget
Consensus Narrative from 31 Analysts
India's Urbanization And Renewables Will Expand Cable Demand
Key Takeaways Rapid global expansion, industry consolidation, and premium product focus position Polycab for accelerated revenue growth and sustained margin outperformance. Rising renewables demand, operational efficiencies, and government initiatives create multi-year tailwinds for structural earnings and return on capital gains.
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₹7.95k
FV
14.4% undervalued
intrinsic discount
23.03%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
30 days ago
author updated this narrative
Poste Italiane
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
European Digitalization And Aging Will Expand Omnichannel Services
Key Takeaways Accelerating parcel, insurance, and digital payments growth, combined with omnichannel expansion, positions the company for sustained market share gains and stronger-than-expected recurring revenues. Unrecognized partnership synergies and strategic customer data utilization support durable margin expansion, with tailored ESG-linked offerings driving long-term profitability and market outperformance.
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€21.00
FV
5.4% undervalued
intrinsic discount
1.69%
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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30 days ago
author updated this narrative
China Coal Energy
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Urbanization, Industrialization And Coal Advances Will Boost Demand Amid Risks
Key Takeaways Superior cost discipline and operational execution position the company for significant margin expansion, earnings stability, and outperformance versus peers. Strategic investments, robust contract fulfillment, and supportive policy trends enable accelerated revenue growth, enhanced pricing power, and increased shareholder returns.
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HK$11.07
FV
5.4% undervalued
intrinsic discount
-0.29%
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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30 days ago
author updated this narrative
JSW Steel
AN
AnalystHighTarget
Consensus Narrative from 34 Analysts
India Urbanization And Renewables Will Shape Green Steel Future
Key Takeaways Strategic investments in green steel, downstream expansion, and digital platforms position JSW Steel for margin growth and outsized gains beyond industry consensus. Robust domestic demand, infrastructure spending, and leadership in low-carbon steel give JSW sustained pricing power and access to high-growth market segments.
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₹1.27k
FV
17.5% undervalued
intrinsic discount
14.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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30 days ago
author updated this narrative
Thales
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Global Aerospace, Defense And Cyber Trends Will Spur Progress
Key Takeaways Surging defense demand, integration success, and leadership in cybersecurity position Thales for accelerated revenue growth and margin outperformance amid rising geopolitical and digital security needs. Advanced AI and scalable production capacities give Thales lasting competitive advantages in both defense and civil markets, boosting cash flow and long-term profitability.
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€336.96
FV
31.5% undervalued
intrinsic discount
10.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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2
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30 days ago
author updated this narrative
EQT
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Energy Transition And Digital Trends Will Unlock Robust Global Infrastructure
Key Takeaways Strategic expansion, early moves into new channels, and strong leadership may drive outperformance, higher recurring revenues, and step-change earnings growth beyond market expectations. Deep infrastructure exposure and global presence position EQT to capitalize on decarbonization, digitalization, and supply chain shifts, securing premium fee streams and resilient asset growth.
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SEK 405.52
FV
17.1% undervalued
intrinsic discount
18.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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1
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30 days ago
author updated this narrative
ASSA ABLOY
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Urban Growth And Smart Buildings Will Expand Security Demand
Key Takeaways Secular demand shifts and regulatory trends are fueling robust growth and premium pricing power, with digital innovation driving recurring revenues and sustained margin expansion. Successful acquisitions and strategic localization position the company for significant market share gains and earnings outperformance, especially in emerging and recovering residential markets.
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SEK 410.00
FV
19.7% undervalued
intrinsic discount
7.88%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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30 days ago
author updated this narrative
Partners Group Holding
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Digital Transformation And Aging Populations Will Drive Private Markets
Key Takeaways Structural AUM and inflow growth, driven by strong investor demand and U.S. evergreen expansion, is set to compound fee revenues and margins above expectations. Technology investment, operational efficiencies, and strategic M&A will enhance scalability, margins, and long-term market position.
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CHF 1.44k
FV
21.5% undervalued
intrinsic discount
20.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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30 days ago
author updated this narrative
AB Volvo
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Digital Connectivity, Decarbonization And Urbanization Will Upgrade Heavy-Duty Mobility
Key Takeaways Scale-driven platform integration and electrification initiatives are poised to accelerate Volvo's market share, profitability, and recurring revenue in key regions. Technology leadership in electric vehicles and digitalized fleet solutions positions Volvo for outsized growth as global decarbonization and urban logistics trends intensify.
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SEK 355.00
FV
18.3% undervalued
intrinsic discount
5.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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30 days ago
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