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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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JD.com
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
Supply Chain Efficiency And AI Will Strengthen Future Market Position In Electronics And Home Appliances
Key Takeaways JD.com aims to grow electronics and home appliances revenue by leveraging supply chain efficiency and government policies. AI and robotics are expected to enhance logistics and marketing, driving cost reduction and sustainable earnings growth.
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US$45.81
FV
30.8% undervalued
intrinsic discount
6.74%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
210
users have followed this narrative
4 days ago
author updated this narrative
Johnson Controls International
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Lean Practices And York HVAC Systems Will Drive Future Success
Key Takeaways The new organizational model and Lean practices are expected to drive revenue growth and enhance net margins significantly. Strong demand in key platforms and expanded service capabilities will contribute to more predictable revenue and higher margins.
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US$112.35
FV
7.9% undervalued
intrinsic discount
4.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
4 days ago
author updated this narrative
Otis Worldwide
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Modernization Orders Will Expand Global Connected Services
Key Takeaways Modernization and global service expansion drive high-margin recurring revenue, leveraging aging infrastructure trends and strong customer retention for sustained growth. Innovation in smart, energy-efficient solutions and major cost-saving initiatives enhance profitability and position Otis for premium projects and expanded market share.
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US$101.31
FV
13.7% undervalued
intrinsic discount
4.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
4 days ago
author updated this narrative
Kinder Morgan
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Growing US LNG Exports Will Expand Global Pipeline Networks
Key Takeaways Global and U.S. natural gas demand trends support Kinder Morgan's long-term infrastructure growth and stable, fee-based revenue streams. Regulatory improvements and contractual stability lower execution risks and provide reliable, predictable returns for future projects and expansions.
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US$31.01
FV
14.0% undervalued
intrinsic discount
8.13%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
4 days ago
author updated this narrative
Prudential Financial
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Aging Demographics And Digital Investment Will Expand Global Markets
Key Takeaways Growth is driven by global demographic shifts, demand for private retirement solutions, and expansion into emerging markets with tailored insurance and asset management products. Investments in digital transformation and unified asset management are expected to lower costs, boost margins, and generate additional revenue through improved efficiency and cross-selling.
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US$115.43
FV
8.2% undervalued
intrinsic discount
2.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
4 days ago
author updated this narrative
Dow
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Capital Adjustments And Cost Cuts Will Support Cash Flow
Key Takeaways Adjusted capital spending and asset optimization strategies aim to enhance cash flow, improve margins, and focus on high-margin operations. Strategic divestitures and cost reductions enhance financial flexibility and improve earnings amidst macroeconomic challenges, with litigation proceeds providing additional support.
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US$28.94
FV
19.3% undervalued
intrinsic discount
1.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
69
users have followed this narrative
4 days ago
author updated this narrative
Dominion Energy
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Southeast Demand And Renewables Will Shape A Vibrant Future
Key Takeaways Strategic focus on regulated utilities and renewables provides stable cash flows, predictable margins, and strong positioning during the energy transition. Regulatory support and grid modernization investments underpin visibility into long-term earnings and revenue growth potential.
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US$60.23
FV
1.5% overvalued
intrinsic discount
5.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
4 days ago
author updated this narrative
MPLX
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expanding Permian Infrastructure Will Unlock New Energy Opportunities
Key Takeaways Strategic acquisitions and capacity expansions strengthen MPLX's infrastructure, driving throughput, cost efficiency, and margin growth amid rising energy demand. Robust contracts and disciplined capital allocation ensure stable cash flows, supporting sustainable, growing distributions and attractive capital returns.
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US$56.71
FV
11.8% undervalued
intrinsic discount
7.02%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
4 days ago
author updated this narrative
Cheniere Energy
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Expanding LNG Capacity Will Offer Opportunities Despite Market Risks
Key Takeaways Expansion of LNG production capacity and strong long-term supply agreements position the company for stable cash flows and resilience amid global demand growth. Efficiency improvements and ESG initiatives enhance competitiveness, while flexible contracts support opportunistic gains and sustained top-line growth in evolving energy markets.
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US$269.43
FV
14.6% undervalued
intrinsic discount
9.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
4 days ago
author updated this narrative
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