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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
New
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CBAK Energy Technology
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Introducing Model 40135 Will Capture New Markets In Home Energy Storage
Key Takeaways Expanded production capacity and new product lines position CBAK Energy Technology for substantial revenue growth and increased market share in key sectors. Overseas expansion and favorable supplier terms improve financial leverage and liquidity, enhancing net margins and future earnings.
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US$1.50
FV
34.1% undervalued
intrinsic discount
24.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
18 days ago
author updated this narrative
Kakao
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Advanced AI And Fintech Expansion Will Transform Digital Engagement
Key Takeaways Enhanced platform features, advanced AI integration, and immersive ad formats are expected to boost user engagement, ad revenue, and margin expansion. Growth in fintech, e-commerce, and proprietary AI infrastructure is set to increase cross-selling, recurring revenue, and operational efficiency.
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₩72.50k
FV
11.2% undervalued
intrinsic discount
7.98%
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
Regal Partners
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Acquisitions And Global Expansion Will Strengthen Future Earnings
Key Takeaways Diversification through acquisitions and expanding investment offerings strengthens revenue base and enhances growth potential across global markets. Strategic focus on performance fee-eligible assets and growth opportunities positions company for scalable earnings and improved net margins.
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AU$4.18
FV
25.3% undervalued
intrinsic discount
12.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
3 days ago
author updated this narrative
Xometry
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Manufacturing Platforms And AI Will Expand Global Reach
Key Takeaways Expanding digital procurement and AI-driven efficiencies are fueling strong growth, higher margins, and increased operating leverage within the company's core marketplace. International expansion and supply chain localization trends are attracting larger customers, deepening platform dependence, and broadening opportunities for sustained revenue and margin gains.
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US$47.67
FV
0.03% overvalued
intrinsic discount
17.91%
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
3 days ago
author updated this narrative
Origin Bancorp
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Southern US Expansion And Digital Automation Will Shape Future Success
Key Takeaways Expansion in high-growth Southern markets and investments in digital capabilities are expected to drive future loan demand, revenue, and operational efficiency. Strategic acquisitions and branch optimization initiatives aim to boost recurring income, reduce costs, and strengthen earnings growth.
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US$44.00
FV
16.9% undervalued
intrinsic discount
14.74%
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
Cameco
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Global Nuclear Demand Will Secure Long-Term Value
Key Takeaways Cameco is set to benefit from increasing global nuclear energy demand, policy support, and supply constraints, supporting long-term growth and pricing power. Strategic utility contracting and disciplined production enable Cameco to capitalize on higher uranium prices and future reactor projects for margin expansion.
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CA$112.38
FV
7.1% undervalued
intrinsic discount
2.82%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
87
users have followed this narrative
4 days ago
author updated this narrative
LyondellBasell Industries
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Circular Recycling And Renewable Feedstock Investments Will Redefine Global Chemicals
Key Takeaways Strategic focus on recycling, sustainable plastics, and portfolio shifts toward low-cost regions positions the company for improved margins, resilient earnings, and revenue growth. Leadership in proprietary recycling technology and industry partnerships strengthens product differentiation, pricing power, and long-term returns amid rising sustainability demands.
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US$61.83
FV
13.7% undervalued
intrinsic discount
-8.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
64
users have followed this narrative
4 days ago
author updated this narrative
Cello World
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
In-House Manufacturing And E-Commerce Will Transform Homeware Market
Key Takeaways Scaling up in-house manufacturing, product innovation, and a strategic merger are expected to boost margins, profitability, and return metrics. Channel diversification and portfolio expansion position the company for revenue stability and resilience amid evolving consumer preferences.
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₹704.67
FV
24.7% undervalued
intrinsic discount
11.22%
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
Updated
narrative
Gold Fields
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Operational Challenges May Affect Margins, But Developments Like Salares Norte Will Enhance Production
Key Takeaways Planned ramp-up of Salares Norte and acquisition projects may strain finances and impact margins due to potential delays and substantial expenses. Extensive ESG commitments and operational challenges could increase costs and pressure margins, affecting overall earnings performance.
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R454.77
FV
16.2% overvalued
intrinsic discount
17.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
3 days ago
author updated this narrative
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