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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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Whitbread
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Urbanization And Digital Adoption Will Fuel Accommodation Upside
Key Takeaways Accelerated German growth and Whitbread's efficient execution could result in earnings, margin, and EPS outpacing current market expectations. Financial flexibility and digital innovation support aggressive expansion, with structural travel shifts sustaining long-term revenue and unit growth.
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UK£40.50
FV
23.3% undervalued
intrinsic discount
6.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
2 days ago
author updated this narrative
JB Hi-Fi
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Ongoing Digitization And Urbanization Will Advance Omni-Channel Retail
Key Takeaways Integration of e&s and expanding membership programs may drive significant margin expansion, recurring revenue, and premium product growth beyond current projections. Omni-channel focus, private label expansions, and industry consolidation position JB Hi-Fi for above-market growth and increased market share amid evolving tech trends.
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AU$124.00
FV
6.0% undervalued
intrinsic discount
7.20%
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
2 days ago
author updated this narrative
Sekisui Chemical
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Eco Materials And Healthcare Diagnostics Will Unlock Secular Opportunities
Key Takeaways Expansion in high-performance plastics and solar, plus localization in healthcare, positions Sekisui for significant international growth and margin improvement across multiple sectors. Strong demand for sustainable materials and digital construction enables Sekisui to leverage operating efficiencies and build stable, high-margin revenues despite market cycles.
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JP¥3.38k
FV
18.5% undervalued
intrinsic discount
5.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
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narrative
Rumo
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Brazil Rail Expansion Will Harness Secular Decarbonization And Infrastructure Impulses
Key Takeaways Rail expansion, energy-efficient trains, and cost discipline could drive faster, more sustained margin growth and cash flow than the market expects. A shift to rail and strong partnerships position Rumo to gain lasting market share, resilient revenues, and multiple expansion from logistics modernization.
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R$31.55
FV
49.4% undervalued
intrinsic discount
10.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
TNE
Technology One
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Cloud Adoption And Digital Transformation Will Expand Opportunities
Key Takeaways Accelerated SaaS adoption, superior customer retention, and vertical expertise are driving stronger-than-expected recurring revenue and profit growth across key markets. Differentiation through security, product innovation, and strategic international expansion supports high win rates, margin gains, and long-term revenue outperformance.
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AU$45.70
FV
16.0% undervalued
intrinsic discount
18.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Scout24
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
AI And Digital Trends Will Elevate Urban Property Markets
Key Takeaways Early AI integration and digital automation are accelerating monetization, strengthening Scout24's competitive edge in an expanding, increasingly online property market. Organizational simplification, high-margin services, and industry consolidation are driving sustained margin expansion and recurring earnings growth above prevailing market expectations.
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€142.00
FV
20.2% undervalued
intrinsic discount
10.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Voltas
AN
AnalystHighTarget
Consensus Narrative from 36 Analysts
Connected Appliances And Urbanization Will Expand Cooling Markets
Key Takeaways Production flexibility and technological innovation are set to drive sharp earnings recovery and long-term margin expansion as Voltas captures premium demand and higher pricing power. Ongoing market share gains and expansion into untapped regions position Voltas for outsized, industry-beating revenue growth and strengthened operating leverage.
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₹1.72k
FV
25.8% undervalued
intrinsic discount
19.34%
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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2 days ago
author updated this narrative
Evolution Mining
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Global Renewable Trends Will Boost Gold And Copper Outlook
Key Takeaways Sustained investment in resource growth, cost discipline, and diversification into copper positions Evolution for accelerated earnings and reduced risk versus gold-only peers. Strong cash flow, rapid debt reduction, and leading sustainability efforts enable strategic expansion and lower financing costs, supporting higher long-term profitability and valuation.
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AU$8.90
FV
10.0% undervalued
intrinsic discount
10.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
2 days ago
author updated this narrative
GMXT
GMéxico Transportes. de
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Nearshoring And E-commerce Will Expand North American Rail Demand
Key Takeaways Structural trends like nearshoring and e-commerce are expected to drive sustained growth and outsized revenue opportunities for GMéxico Transportes. Investments in technology and infrastructure, along with favorable policy shifts, will significantly boost margins and operational efficiency beyond current market expectations.
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Mex$59.06
FV
45.5% undervalued
intrinsic discount
7.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
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