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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
5
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
25.6% 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
1
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
4.9% 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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EQB
EQB
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Urban Market Focus Will Provide Future High-Quality Lending Opportunities
Key Takeaways EQB's focus on urban markets and strong residential lending aims to boost future revenues, earnings, and net margins. Increased customer deposits and strategic capital management efforts could enhance EQB's low-cost funding and future earnings growth.
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CA$112.60
FV
9.2% undervalued
intrinsic discount
10.63%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
4 days ago
author updated this narrative
Oil and Gas Development
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Projects Like Jhal Magsi And Reko Diq Will Expand Future Production
Key Takeaways Extensive exploration portfolio and discoveries could drive future growth by increasing revenue when developed and online. Optimized production techniques and new exploratory wells improve production efficiency, enhancing net margins through reduced operational costs.
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PK₨315.94
FV
12.3% undervalued
intrinsic discount
5.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
4 days ago
author updated this narrative
QinetiQ Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Defense Contracts And DragonFire Laser To Propel Growth Under Martin Cooper's Leadership
Key Takeaways The strategic focus on international defense contracts and partnerships showcases QinetiQ's strong revenue visibility and potential market expansion. Continued technological investments and share buybacks aim to boost operational efficiency and enhance shareholder value, positively impacting net margins and EPS.
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UK£5.35
FV
9.9% undervalued
intrinsic discount
4.81%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
81
users have followed this narrative
4 days ago
author updated this narrative
Camurus
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Global Expansion And Regulatory Approvals Will Transform Healthcare Delivery
Key Takeaways Expansion in innovative long-acting treatments, supported by favorable regulations and partnerships, positions Camurus for broad market penetration and stable recurring revenues. Strong clinical pipeline and financial flexibility enhance potential for sustained margin growth, product launches, and strategic investment opportunities.
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SEK 815.43
FV
21.4% undervalued
intrinsic discount
41.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
4 days ago
author updated this narrative
Sino-American Silicon Products
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Green Energy Sales And Advanced Technologies Will Secure Future Revenue Streams
Key Takeaways Strategic focus on green energy and advanced technology could drive revenue growth and enhance gross profit margins for SAS and GlobalWafers. High dividend payouts and international expansion projects bolster investor confidence and reduce costs, potentially improving future earnings and net margins.
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NT$167.00
FV
40.1% undervalued
intrinsic discount
11.00%
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
4 days ago
author updated this narrative
Breville Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Oracle Jet And Beanz Service Launches Will Drive Future Opportunities
Key Takeaways Expansion into new markets and the scalable Beanz service is expected to drive future revenue growth and semi-recurring revenue gains. Diversified manufacturing and financial strength position Breville to mitigate risks and capitalize on growth opportunities, enhancing margins and shareholder value.
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AU$33.14
FV
4.9% overvalued
intrinsic discount
9.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
4 days ago
author updated this narrative
Kemira Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Clean Water And Renewable Packaging Will Transform Future Markets
Key Takeaways Expanding water solutions and bio-based material partnerships position the company to benefit from global sustainability trends and tighter regulations. Profitability initiatives, digitalization, and geographic diversification support margin improvement and stable long-term growth prospects.
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€23.40
FV
16.8% undervalued
intrinsic discount
1.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
4 days ago
author updated this narrative
ISA Energía Brasil
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Large-scale Grid Investments Will Spur Renewables But Face Headwinds
Key Takeaways Accelerated project execution, grid investments, and integration of renewables position the company for significant growth and sustained long-term earnings. Regulatory stability, operational efficiency, and strong parent backing support margin expansion, risk reduction, and increased recurring revenue potential.
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R$25.88
FV
16.0% undervalued
intrinsic discount
-13.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
4 days ago
author updated this narrative
Kakaku.com
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Kyujin Box's Marketing And Tabelog's Promotions Will Fuel Future Success
Key Takeaways Strategic mass advertising for Kyujin Box suggests ambitious growth, potentially increasing market share and revenue despite upfront costs. Planned M&A activities aim to diversify revenue streams, potentially stabilizing earnings and offsetting low growth in real estate and travel segments.
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JP¥2.79k
FV
1.4% overvalued
intrinsic discount
14.67%
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
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