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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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Masco
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Aging Housing Stock Will Spur Smart Remodeling Demand
Key Takeaways Rising demand for home remodeling and innovative, sustainable products positions Masco to expand in premium, higher-margin categories. Strong cash flow, product innovation, and strategic share buybacks support profitability and cushion against short-term volume challenges.
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US$75.33
FV
2.4% undervalued
intrinsic discount
4.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Yageo
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Global Positioning In AI And EV Markets Will Strengthen Future Prospects
Key Takeaways Yageo's strategic positioning in AI server components and the EV market could drive future revenue growth and diversification. Global production sites and operational efficiency improvements support revenue consistency and enhanced net margins amidst geopolitical risks.
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NT$624.42
FV
78.1% undervalued
intrinsic discount
7.00%
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
4 days ago
author updated this narrative
Teads Holding
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Launching 'Moments' Will Attract Premium Brands With Engaging Content Solutions
Key Takeaways The merger with Teads enhances Outbrain's capabilities in video and branding, potentially driving top-line growth through expanded advertiser spending. AI-based creative automation and DSP expansion enhance advertising effectiveness, targeting new customer segments, and boosting revenue and net margins.
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US$3.62
FV
47.8% undervalued
intrinsic discount
13.93%
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
9 days ago
author updated this narrative
Algonquin Power & Utilities
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Rate Case Approvals And Grid Modernization Will Secure Future Stability
Key Takeaways Regulatory successes and infrastructure investments support revenue growth, margin improvement, and long-term market expansion. Cost discipline and financial strategy ensure stable cash flow, strengthened earnings, and resilience in a shifting energy landscape.
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CA$7.37
FV
9.4% overvalued
intrinsic discount
3.42%
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
3 days ago
author updated this narrative
Americas Gold and Silver
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Cosalá And Galena Projects Will Capture Global Silver Demand
Key Takeaways Expanded silver output, operational improvements, and index inclusion support revenue growth, margin gains, and increased investor visibility amid strengthening demand for silver. Enhanced balance sheet flexibility and sustained cost optimization position the company to capitalize on higher silver prices and market volatility.
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CA$2.00
FV
33.5% undervalued
intrinsic discount
45.99%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
10 days ago
author updated this narrative
Piramal Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Expansion And Urban Lending Will Drive India's Future
Key Takeaways Strong retail loan growth, digital investments, and operational efficiency are driving improved profitability and positioning the company for long-term expansion. Streamlined corporate structure and diversified funding enhance capital adequacy, risk management, and earnings stability amid India's evolving credit landscape.
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₹1.19k
FV
5.4% undervalued
intrinsic discount
8.68%
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
IFGL Refractories
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
CapEx In India And Refractory Expansion Will Create Global Opportunities
Key Takeaways Domestic expansion and focus on high-margin, diversified refractories position IFGL for stable earnings and growth, leveraging steel sector demand and urbanization. Margin improvements, global diversification, and increased traction in refractory solutions suggest enhanced profitability and reduced geographic risk.
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₹321.00
FV
27.0% undervalued
intrinsic discount
17.37%
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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Updated
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Spin Master
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Games Expansion Will Drive Global Opportunities
Key Takeaways Accelerating growth in digital games and successful IP monetization boost margins, aligning with shifting consumer play habits and brand-driven demand. Global expansion, operational efficiencies, and supply chain diversification enhance resilience, positioning the company to capitalize on emerging market growth and regulatory challenges.
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CA$30.25
FV
23.8% undervalued
intrinsic discount
2.44%
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
3 days ago
author updated this narrative
Capital
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Reko Diq And Nevada Labs Will Transform Mining Despite Challenges
Key Takeaways Anticipated increased mining revenue and profitability from the Reko Diq project and Nevada Gold Mines laboratory ramp-ups. Operational efficiencies and strategic asset redeployment expected to stabilize and increase earnings, improving net margins.
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UK£1.26
FV
28.5% undervalued
intrinsic discount
5.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
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