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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
2
users have commented on this narrative
41
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
5
users have liked this narrative
0
users have commented on this narrative
14
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
15
users have followed this narrative
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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
4.7% 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
1 day ago
author updated this narrative
Technocraft Industries (India)
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Advanced Construction Techniques And Automation Will Unlock New Markets
Key Takeaways Expansion into high-value engineered products and process automation is driving steady margin improvement, earnings growth, and reduces dependence on volatile exports. Global construction trends and supplier shifts from China are supporting strong export growth, enhanced pricing power, and long-term demand visibility.
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₹4.06k
FV
34.2% undervalued
intrinsic discount
15.72%
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
1 day 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
14.8% 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
9
users have followed this narrative
1 day ago
author updated this narrative
PDF Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Enterprise Adoption And Semiconductor Trends Will Drive Industry Evolution
Key Takeaways Growing demand for data-driven manufacturing solutions and advanced analytics is fueling recurring revenue growth and greater earnings stability. Successful integration of AI, product cross-selling, and disciplined expense management are driving expanding margins and an increasing addressable market.
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US$30.00
FV
35.5% undervalued
intrinsic discount
19.05%
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
1 day 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
3.2% 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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1 day 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
16.1% undervalued
intrinsic discount
5.59%
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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1 day 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
4.9% 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
1 day ago
author updated this narrative
Orient Cement
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digitalization And Geographic Expansion Will Unlock Cement Market Potential
Key Takeaways Efficiency initiatives and integration efforts are expected to boost margins and earnings resilience, while operational costs are set to fall due to green energy and digitalization. Strong demand drivers and geographic expansion position Orient Cement for sustained revenue growth, enhanced pricing power, and increased market share.
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₹280.50
FV
16.6% undervalued
intrinsic discount
11.51%
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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Sanderson Design Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
North America Focus And Digital Platforms Will Transform Operations
Key Takeaways Restructuring and strategic investments in North America, including talent acquisition and partnerships, aim to drive revenue growth and enhance market presence. Digital transformation and manufacturing improvements are expected to boost margins and profitability through customer engagement and operational efficiency.
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UK£0.94
FV
41.8% undervalued
intrinsic discount
3.69%
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
1 day ago
author updated this narrative
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