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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
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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
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New
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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
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R Systems International
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Cloud And AI Expansion Will Drive Global Digital Transformation
Key Takeaways Growth in cloud, AI, and automation, along with expanding partnerships and regional presence, is expected to drive higher revenue and improved margins. Focus on proprietary digital platforms and stable, long-term service lines should enhance margin expansion and predictability of cash flows.
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₹455.00
FV
5.2% undervalued
intrinsic discount
11.50%
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
5 days ago
author updated this narrative
Technocraft Industries (India)
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Aurangabad Capacity And International Markets Will Drive Long-Term Expansion
Key Takeaways New plant capacity, process efficiencies, and value-added products are set to boost margins, operating leverage, and overall earnings stability. Global market expansion, infrastructure boom, and shifting manufacturing dynamics position the company for sustained export growth and increased international market share.
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₹4.33k
FV
39.2% undervalued
intrinsic discount
16.91%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Empresa Distribuidora y Comercializadora Norte Sociedad Anónima
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Tariff Review And Grid Upgrades Will Drive Performance Amid Debt
Key Takeaways Secured regulatory certainty and planned tariff hikes will boost revenue stability, margins, and reduce future financial risks. Population growth and smart grid investments drive long-term demand, operational efficiency, and open opportunities in ancillary business segments.
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AR$2.80k
FV
32.7% undervalued
intrinsic discount
27.47%
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
5 days ago
author updated this narrative
Hargreaves Services
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
UK Infrastructure And Environmental Projects Will Unlock Lasting Value
Key Takeaways Expansion into UK infrastructure and environmental services reduces business risk, supporting stable recurring earnings and stronger revenue growth. Strategic land disposals and a debt-free balance sheet enable greater flexibility for reinvestment or enhanced shareholder returns.
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UK£8.92
FV
12.3% undervalued
intrinsic discount
1.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
5 days ago
author updated this narrative
PDF Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Advanced Analytics And AI Will Transform Semiconductor Supply Chains
Key Takeaways Accelerating adoption of AI-driven analytics and partnerships with industry leaders are supporting recurring revenue growth and improved margins in semiconductor manufacturing solutions. Integration of recent acquisitions and platform expansion is unlocking new cross-selling, high-margin opportunities, positioning for long-term earnings and market share gains.
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US$31.75
FV
40.3% undervalued
intrinsic discount
19.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
5 days ago
author updated this narrative
Sumitomo Heavy Industries
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Restructuring And Clean Energy Focus Will Unlock Future Value
Key Takeaways Operational restructuring and focus on high-margin products, services, and digital transformation are aimed at driving profitability and recurring revenues. Strategic investments in automation, healthcare innovation, and clean energy position the company for long-term global growth and reduced domestic market reliance.
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JP¥3.22k
FV
4.8% overvalued
intrinsic discount
2.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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5 days ago
author updated this narrative
Milbon
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Expansion And Global Reach Will Define Future Leadership
Key Takeaways Expansion in global markets and emphasis on premium, innovative beauty products are accelerating revenue growth and strengthening brand differentiation. Investments in digital platforms, salon training, and sustainable product development are boosting customer retention, margins, and long-term earnings potential.
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JP¥2.95k
FV
14.8% undervalued
intrinsic discount
5.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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5 days ago
author updated this narrative
WEX
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
BP Agreement And Digital Payments Will Expand Global Reach
Key Takeaways Strategic partnerships, innovation investments, and regulatory tailwinds position WEX for greater digital payments adoption, revenue growth, margin expansion, and new customer acquisition. Diversification across products and geographies, with a focus on integrated, secure solutions, strengthens WEX's market reach and reduces earnings volatility amid global digitization trends.
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US$183.10
FV
8.7% undervalued
intrinsic discount
4.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
Borouge
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Excess Capacity In Asia And Regulation Will Erode Pricing
Key Takeaways Optimistic market expectations may not account for risks from overcapacity, competition, regulatory pressures, and shifts toward alternative materials that threaten demand and margins. Expansion strategies and portfolio innovation face challenges from evolving sustainability standards and potential demand erosion for virgin polyolefins, limiting revenue and earnings growth.
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د.إ2.78
FV
4.6% undervalued
intrinsic discount
1.57%
Revenue growth p.a.
Set Fair Value
1
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
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