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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
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AGC
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Architectural Glass And Chemical Capacity Will Redefine Markets
Key Takeaways Advancements in product offerings, manufacturing expansion, and strategic exits are set to improve AGC's margins, profitability, and growth capacity across core business segments. Rising global demand for energy-efficient and technologically advanced glass, driven by regulations and urbanization, provides sustained tailwinds for long-term revenue and earnings growth.
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JP¥4.52k
FV
1.5% overvalued
intrinsic discount
4.11%
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
GMXT
GMéxico Transportes. de
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Rail And Intermodal Investments Will Transform North American Freight
Key Takeaways Strategic investments in infrastructure, sustainability initiatives, and digitalization are boosting operational efficiency and positioning the company for long-term margin improvement and revenue growth. Increased cross-border volumes and alignment with industrial trends offer resilience, pricing power, and opportunities to capture market share as demand for freight services rises.
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Mex$39.92
FV
19.3% undervalued
intrinsic discount
5.48%
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
Leonteq
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Transformation And Compliance Resolution Will Unlock New Markets
Key Takeaways Improved compliance and digitalization initiatives are expected to boost client confidence, drive operating efficiency, and support revenue and margin growth. Expansion into new products and markets aims to diversify revenue streams, reduce earnings volatility, and position the company for sustained profitability.
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CHF 20.50
FV
11.0% undervalued
intrinsic discount
13.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Corporación Acciona Energías Renovables
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Rising Funding Costs Will Deepen Renewables Overvaluation Concerns
Key Takeaways Overly optimistic expectations for revenue growth may falter as new market entrants and softening power prices erode demand and margins for renewables. Rising costs and shifting asset valuations threaten profitability, while slower expansion and deleveraging strategies may limit future growth opportunities.
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€22.85
FV
2.3% overvalued
intrinsic discount
-13.03%
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
Canadian Utilities
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Grid Modernization And Hydrogen Expansion Will Drive Value
Key Takeaways Major investments in grid modernization, clean energy, and infrastructure resiliency position the company for diversified long-term revenue growth amid changing industry and regulatory trends. Ongoing cost efficiency initiatives and digitalization are set to enhance operational margins and earnings, aligning with evolving regulatory incentives for cost reductions.
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CA$40.14
FV
4.8% undervalued
intrinsic discount
7.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
3 days ago
author updated this narrative
Japan Post Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
AI Adoption And New Policy Lineup Will Drive Insurance Resilience
Key Takeaways Expanding product offerings, digital innovation, and use of the Japan Post network are driving robust policy sales, improved efficiency, and revenue growth. Diversifying revenue streams and better capital management are enhancing return on equity, supporting sustainable earnings and higher shareholder returns.
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JP¥3.80k
FV
10.0% overvalued
intrinsic discount
25.93%
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
Halozyme Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Subcutaneous Biologics Adoption Will Expand ENHANZE's Global Reach
Key Takeaways Halozyme benefits from the global shift to subcutaneous drug delivery, driving robust royalty growth and expanding margins through its ENHANZE platform and new biologic launches. Advancing proprietary technologies and efficient operations enable value-accretive deals, increasing revenue streams and supporting sustained earnings growth.
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US$70.00
FV
3.9% undervalued
intrinsic discount
17.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
4 days ago
author updated this narrative
TOPPAN Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Sustainable Packaging And Digital Security Will Expand Global Reach
Key Takeaways Expansion into sustainable packaging, digital security, and advanced semiconductors is set to drive higher margins, revenue growth, and diversification away from traditional print. Structural reforms, portfolio optimization, and strategic M&A are expected to boost profitability, unlock value, and align the business with long-term global growth trends.
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JP¥4.95k
FV
23.5% undervalued
intrinsic discount
6.43%
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
BELIMO Holding
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Data Centers And EMEA Renovations Will Shape Future Markets
Key Takeaways Rapid data center growth and focus on high-value retrofits position BELIMO for strong revenue upside and resilience to construction market swings. Strategic expansion, premium products, and global diversification support sustained margin strength and reduce regional risk exposure.
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CHF 880.29
FV
2.1% overvalued
intrinsic discount
14.80%
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
3 days ago
author updated this narrative
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