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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
25.7% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
21
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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
4
users have liked this narrative
0
users have commented on this narrative
9
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
4.1% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
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Worley
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In Carbon Capture And Blue Hydrogen Will Drive Future Success
Key Takeaways Strategic investments and scalable cost structures drive earnings growth, with an emphasis on margin expansion and robust revenue potential in diverse sectors. A significant share buyback indicates confidence in financial strength and supports EPS growth through optimized capital allocation.
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AU$16.90
FV
23.3% undervalued
intrinsic discount
6.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
6 days ago
author updated this narrative
Sulzer
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Decarbonization And Water Trends Will Shape Environmental Futures
Key Takeaways Strong demand for decarbonization and water treatment solutions, along with innovative environmental technologies, is positioning Sulzer for sustainable growth and market leadership. Operational excellence and a shift toward higher-margin services are improving profitability, with project delays seen as temporary obstacles to otherwise robust future performance.
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CHF 165.71
FV
4.5% undervalued
intrinsic discount
3.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
6 days ago
author updated this narrative
Elis
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Outsourcing Momentum And Geographic Expansion Will Unlock Opportunities
Key Takeaways Sustainability leadership and digitalisation are strengthening Elis' pricing power, margins, and client engagement amid regulatory and operational tailwinds. Continued geographic expansion and targeted acquisitions are boosting recurring revenues and unlocking long-term growth in underpenetrated and high-potential markets.
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€27.39
FV
8.4% undervalued
intrinsic discount
4.52%
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
6 days ago
author updated this narrative
Definity Financial
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Travelers Canada Acquisition And Digital Efforts Will Drive Future Efficiency
Key Takeaways Acquisition and digital transformation efforts are set to boost profitability, efficiency, and operational synergies, enhancing both net margins and operating performance. Strategic growth in direct-to-consumer channels and product innovation position Definity well to capture evolving customer demand and manage risk in a changing market.
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CA$81.40
FV
11.9% undervalued
intrinsic discount
15.75%
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
6 days ago
author updated this narrative
PLDT
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Philippines Digital Finance And Fiber Connectivity Will Forge Future Trends
Key Takeaways Expanding digital services, advanced data centers, and broadband initiatives position PLDT for durable revenue growth, improved margins, and stronger competitive advantage in a digitalizing economy. Growing fintech adoption, robust postpaid segment growth, and rising enterprise digitalization offset legacy declines, sustaining improvements in profitability and revenue mix over time.
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₱1.72k
FV
23.7% undervalued
intrinsic discount
2.96%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
218
users have followed this narrative
6 days ago
author updated this narrative
9863
Zhejiang Leapmotor Technology
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Stellantis Partnership And Global Expansion Will Open New EV Markets
Key Takeaways International expansion and strategic partnerships are broadening market access, diversifying revenue, and positioning Leapmotor for strong top-line growth and improved margins. Advances in vehicle technology and proprietary R&D are enhancing product competitiveness, supporting pricing power, and enabling sustainable growth amid rising global demand for feature-rich EVs. Expansion abroad and intense domestic competition, coupled with high R&D spend, threaten profitability and earnings stability amid regulatory, tariff, and funding uncertainties.
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HK$69.67
FV
7.4% undervalued
intrinsic discount
50.44%
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
6 days ago
author updated this narrative
Gujarat Fluorochemicals
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Global Electrification And Renewable Trends Will Expand Specialty Markets
Key Takeaways Structural demand growth in key sectors and new approvals are driving higher revenues, better product mix, and improved margins across core specialty chemical segments. Strategic positioning as a non-China supplier and continued investments in capacity and renewable energy are set to boost export opportunities, cost savings, and long-term profitability.
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₹3.91k
FV
13.2% undervalued
intrinsic discount
28.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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7
users have followed this narrative
6 days ago
author updated this narrative
Indosat Ooredoo Hutchison
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
AI Cloud Services And Network Upgrades Will Shape Future Markets
Key Takeaways Price rationalization and industry consolidation are expected to boost customer retention, reduce churn, and drive improved revenue and profitability. Expansion in AI-driven digital services and ongoing network investments should diversify revenues, enhance margins, and deliver sustained growth from higher-value customer segments.
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Rp2.60k
FV
11.2% undervalued
intrinsic discount
6.84%
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
6 days ago
author updated this narrative
Jubilant FoodWorks
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Popeyes, COFFY, And Tech Initiatives Will Attract Future Customers
Key Takeaways The transition to a 7-region structure and investments in product innovation are likely to enhance operational efficiency and drive revenue growth. Expansion plans and improved unit economics for emerging brands are expected to increase profitability and market presence.
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₹728.94
FV
12.2% undervalued
intrinsic discount
13.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
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