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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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Blackstone Mortgage Trust
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Asset Resolution And Net Lease Investments Will Strengthen Portfolio Quality
Key Takeaways Portfolio turnover and capital redeployment aim to enhance earnings, improve credit quality, and increase revenue from new investments. Balance sheet optimization and a new net lease strategy in defensive sectors ensure financial flexibility and consistent revenue growth.
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US$20.50
FV
8.0% undervalued
intrinsic discount
32.22%
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
Camplify Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Membership Insurance And Technology Upgrades Will Drive Future Resilience
Key Takeaways Technology enhancements and strategic partnerships are expected to boost revenue, improve profit margins, and reduce customer acquisition costs. Cost reduction efforts and seasonal factors are anticipated to achieve cash flow positivity and bolster net earnings.
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AU$1.03
FV
54.2% undervalued
intrinsic discount
16.91%
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
Matrix Service
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Agile Restructuring And Focus On Electrical Infrastructure Will Streamline Operations
Key Takeaways Organizational restructuring and strategic decentralization aim to enhance operational efficiency and drive revenue growth by capturing more projects and reallocating resources. Focus on high-growth electrical infrastructure markets, supported by a strong project pipeline, positions the company for sustainable revenue and profitability increases.
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US$17.00
FV
13.9% undervalued
intrinsic discount
15.43%
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
3 days ago
author updated this narrative
scPharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Outpatient Care Shift And Medicare Redesign Will Expand Patient Access
Key Takeaways Rapid adoption of FUROSCIX, Medicare changes, and expansion into new care settings are likely to accelerate growth and broaden the patient base. Cost-saving auto-injector launch and deeper sales network penetration should improve margins, ensure wider product uptake, and promote recurring revenues.
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US$15.60
FV
70.5% undervalued
intrinsic discount
65.21%
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
Argosy Property
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Modern Sustainable Assets Will Strengthen Auckland And Wellington Leasing
Key Takeaways Portfolio focus on sustainable, green-certified industrial assets is driving stronger rental growth, higher valuations, and long-term revenue stability versus non-green assets. Capital recycling and operational efficiencies are enhancing portfolio quality, operating margins, and supporting sustainable long-term earnings growth.
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NZ$1.17
FV
0.6% overvalued
intrinsic discount
-5.79%
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
Charter Hall Long WALE REIT
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Stable Occupancy And CPI-linked Rents Will Secure Future Success
Key Takeaways Reliable revenue growth is supported by a stable occupancy rate and long lease expiries, with CPI-linked income acting as an inflation hedge. Portfolio quality improvements and sustainability initiatives may boost valuations and attract high-quality tenants, enhancing revenue stability and growth.
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AU$4.31
FV
3.7% overvalued
intrinsic discount
0.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
3 days ago
author updated this narrative
Airtasker
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
UK And US Expansion Will Fuel Global Market Success
Key Takeaways Expansion into the U.K. and U.S. markets and strategic partnerships aim to boost revenue growth and market share. AI integration and innovative media partnerships target increased efficiency, brand recognition, and reduced marketing costs.
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AU$0.52
FV
24.3% undervalued
intrinsic discount
15.38%
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
3 days ago
author updated this narrative
APG
APi Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Infrastructure Modernization And Recurring Contracts Will Secure Resilient Future
Key Takeaways Expansion of recurring revenue, digital initiatives, and targeted acquisitions drive improved margins, financial resilience, and predictable cash flow. Strong demand from safety regulations and infrastructure investments supports stable growth and positions the company for future top-line expansion.
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US$41.00
FV
14.0% undervalued
intrinsic discount
6.46%
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
Acrux
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Product Launches Including Cone 75% Will Expand Market Presence
Key Takeaways Expansion into niche markets and strategic licensing agreements are aimed at enhancing net margins and diversifying revenue streams. Product pipeline growth coupled with a strong financial position supports sustained long-term revenue and earnings growth.
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AU$0.09
FV
84.4% undervalued
intrinsic discount
196.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this narrative
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