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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
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
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
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
users have followed this narrative
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Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
One-billing Integration And Fiber Optics Will Boost Digital Connectivity
Key Takeaways Strategic initiatives like group procurement and fixed-mobile convergence boost net margins, earnings, and long-term revenue growth. Expansion in digital connectivity and infrastructure, including data centers, enhances revenue potential and earnings with higher profit margins.
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Rp3.27k
FV
2.9% undervalued
intrinsic discount
3.79%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
77
users have followed this narrative
5 days ago
author updated this narrative
Kongsberg Gruppen
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
European Tensions Will Constrain Defense Orders And Lift Maritime Prospects
Key Takeaways Market optimism may be overestimating sustained revenue and margin growth, ignoring uncertainties in demand, political shifts, and execution challenges on backlog conversion. Rising regulatory scrutiny and potential budget shifts toward sustainability could dampen long-term defense order flow, compressing margins and restricting earnings growth.
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NOK 323.53
FV
7.4% undervalued
intrinsic discount
14.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
53
users have followed this narrative
5 days ago
author updated this narrative
Power Finance
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Resolving NPAs And Renewable Energy Focus May Shape Future Amid Revenue Decline Risks
Key Takeaways Resolving non-performing assets and focusing on renewable energy growth positions Power Finance Corporation for improved asset quality and future revenue expansion. Strategic asset growth and effective cost management through foreign exchange hedging enhance potential for sustained revenue growth and stable net interest margins.
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₹517.14
FV
19.6% undervalued
intrinsic discount
-9.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
42
users have followed this narrative
5 days ago
author updated this narrative
MTU Aero Engines
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Robust Global Air Travel Demand Will Expand Engine Programs
Key Takeaways Strong demand for fuel-efficient engines and expanding aftermarket services drive recurring revenue, while MTU's technological leadership secures future growth opportunities. Diversification across commercial, military, and strategic partnerships enhances stability and positions the company for resilient margins despite geopolitical and regulatory uncertainties.
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€390.81
FV
0.6% undervalued
intrinsic discount
9.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
5 days ago
author updated this narrative
BT Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
UK Fiber And 5G Expansion Will Drive Future Customer Acquisition
Key Takeaways Focus on UK fiber expansion and 5G growth is key for revenue and earnings through increased customer acquisition and ARPU growth. Cost transformation and structural reorganization aim to improve margins, offsetting revenue pressures and supporting long-term EBITDA and cash flow growth.
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UK£2.05
FV
2.3% overvalued
intrinsic discount
-0.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
76
users have followed this narrative
5 days ago
author updated this narrative
Nippon Paint Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AOC Acquisition And Market Expansion Will Improve Future Profitability
Key Takeaways The AOC acquisition and strategic digital initiatives in decorative paints are set to enhance revenue and EPS growth. Expansion in China and India, along with local partnerships, is expected to boost revenue and improve margins.
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JP¥1.31k
FV
9.5% undervalued
intrinsic discount
7.19%
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
5 days ago
author updated this narrative
United Microelectronics
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
New Singapore Capacity Will Unlock Enduring Digital And Industrial Demand
Key Takeaways Strategic investments in specialty and mature node technologies position UMC to capture growth from trends in digitalization, electric vehicles, and edge computing. Capacity expansions, stable demand, and advanced packaging partnerships support improved utilization, revenue growth, and margin resilience in future high-growth markets.
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NT$45.87
FV
11.4% undervalued
intrinsic discount
6.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
Singapore Airlines
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Delivery Delays Of Boeing 777 Will Limit Capacity And Compress Future Margins
Key Takeaways Boeing 777 delivery delays hinder capacity expansion, impacting growth plans and future revenue potential. Rising competition and nonfuel costs squeeze margins, pressuring pricing strategy and earnings sustainability.
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S$6.39
FV
2.5% overvalued
intrinsic discount
1.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
49
users have followed this narrative
5 days ago
author updated this narrative
Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Loan Growth And Securities Rollovers At Higher Rates Will Sustain Net Interest Margins
Key Takeaways Anticipated loan book and securities portfolio growth support stable net interest margins despite potential rate cuts. Strategic investments may increase short-term costs but aim to enhance capabilities and shareholder value long-term.
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zł85.23
FV
2.2% undervalued
intrinsic discount
2.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
5 days ago
author updated this narrative
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