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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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Materion
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Semiconductor, Energy And Defense Sectors Will Unlock Future Opportunities
Key Takeaways Strong demand from semiconductor, energy, and aerospace sectors-combined with strategic acquisitions-is driving sustained revenue growth and market share expansion. Operational efficiencies, superior product mix, and focus on value-added solutions are fueling margin expansion and improved long-term profitability.
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US$124.00
FV
9.7% undervalued
intrinsic discount
7.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
4 days ago
author updated this narrative
BOK Financial
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Sun Belt And Midwest Trends Will Unlock Enduring Lending And Wealth Management Opportunities
Key Takeaways Strategic expansion into growth regions and enhanced digital banking drive operational efficiencies, increased loan activity, and resilient earnings diversification. Robust wealth management fueled by demographic trends and strong fee income streams supports sustained, stable growth amid shifting economic conditions.
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US$115.10
FV
9.4% undervalued
intrinsic discount
5.89%
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
4 days ago
author updated this narrative
Arbor Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Persisting Elevated Interest Rates Will Decrease Agency Origination Volumes And Earnings
Key Takeaways Elevated interest rates and reduced agency production are expected to slow revenue growth and pressure net income. Dividend strategy may adjust to lower earnings guidance, affecting shareholder returns and EBITDA.
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US$11.63
FV
0.2% undervalued
intrinsic discount
-39.92%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
61
users have followed this narrative
19 days ago
author updated this narrative
Hysan Development
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Hong Kong Mixed-Use, Office And Digital Developments Will Define Future
Key Takeaways Expansion with sustainability-certified, modern commercial assets and refreshed luxury offerings is strengthening tenant appeal, boosting rental income, and supporting long-term earnings growth. Digital engagement and geographic diversification into Mainland China are enhancing recurring revenues, reducing location-specific risks, and driving earnings stability.
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HK$16.24
FV
5.2% undervalued
intrinsic discount
5.68%
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
Updated
narrative
Artivion
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Aging Population And Global Approvals Will Advance Cardiac Devices
Key Takeaways Adoption of innovative products and expansion into new markets are fueling global revenue growth and market share gains, especially in heart valve replacements. Operational efficiency, new regulatory approvals, and product launches are increasing profitability, diversifying earnings, and enhancing future financial flexibility.
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US$41.69
FV
2.7% overvalued
intrinsic discount
12.52%
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
3 days ago
author updated this narrative
Maple Leaf Foods
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
High-protein Food Trends And Automation Will Shape Future Success
Key Takeaways Rising global demand for high-protein and sustainable foods, alongside Maple Leaf's innovation and brand strength, supports sustained revenue growth and margin expansion. Efficiency gains from automation and supply chain improvements, as well as a planned business spin-off, position the company for enhanced profitability and shareholder value.
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CA$38.36
FV
9.3% undervalued
intrinsic discount
3.82%
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
9 days ago
author updated this narrative
Xeris Biopharma Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanding Patient Demand And Pipeline Launches Will Reshape Healthcare Markets
Key Takeaways Strong demand for key therapies and strategic investments in commercialization and partnerships are expected to drive sustained revenue growth and operational leverage. Expansion into underserved markets and focus on innovation position the company to capture new revenue streams and support long-term profit margin improvement.
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US$8.17
FV
6.0% undervalued
intrinsic discount
20.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
momo.com
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Logistics And AI Efficiency Will Unlock Taiwan E-commerce Potential
Key Takeaways Investment in logistics, AI, and technology is boosting operational efficiency, margin expansion, and delivery capabilities while supporting long-term earnings growth. Diversification into higher-margin businesses and ESG initiatives is expanding revenue streams, increasing user monetization, and strengthening brand value.
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NT$315.67
FV
14.2% undervalued
intrinsic discount
3.43%
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
3 days ago
author updated this narrative
Ascom Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Integrated Cloud And Digital Health Solutions Will Create Enduring Opportunity
Key Takeaways Transition to integrated, cloud-based platforms is driving increased customer retention and a greater share of high-margin, recurring software revenue. Healthcare digitalization and demographic trends are fueling sustained demand, while operational improvements are supporting further margin and earnings growth.
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CHF 5.28
FV
19.1% undervalued
intrinsic discount
3.03%
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
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