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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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X-FAB Silicon Foundries
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Electrification, IoT And SiC Trends Will Unlock Semiconductor Opportunities
Key Takeaways Expansion into advanced manufacturing and leadership in silicon carbide position the company for accelerated, high-margin growth across automotive, industrial, and energy sectors. Diversified customers and regionalized production provide resilience and pricing power amid shifting trade and technology adoption trends.
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€7.56
FV
3.5% undervalued
intrinsic discount
11.14%
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
21 days ago
author updated this narrative
Kawasaki Kisen Kaisha
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital And Green Shifts Will Expand Global Trade Despite Risks
Key Takeaways K Line is poised to outperform as global trade accelerates, leveraging diversified segments, early adoption of sustainable vessels, and operational flexibility for revenue and margin gains. Integrated digital logistics, a strong balance sheet, and adaptability to new trade routes position K Line for above-industry growth, premium contracts, and enhanced shareholder returns.
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JP¥2.40k
FV
5.8% undervalued
intrinsic discount
1.41%
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
21 days ago
author updated this narrative
Avantor
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Pharma Contracts And R&D Will Drive Growth Amid Price Pressures
Key Takeaways Strong demand from pharma and biotech, coupled with innovation and digital transformation, positions Avantor for sustained revenue and customer growth. Cost transformation and investment in specialized solutions are set to drive margin improvement and capitalize on higher-value market segments.
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US$14.12
FV
8.4% undervalued
intrinsic discount
2.49%
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
11 days ago
author updated this narrative
Volvo Car AB (publ.)
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
EV Manufacturing Overhauls Will Offset Tariff And Supply Risks
Key Takeaways Intense EV competition, regulatory uncertainty, and trade barriers are pressuring margins, revenue growth, and cash flow. Heavy investment needs and Chinese market exposure heighten risks to earnings stability and capital allocation.
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SEK 17.76
FV
9.6% overvalued
intrinsic discount
2.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
21 days ago
author updated this narrative
Acutaas Chemicals
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
CDMO Prospects Will Strengthen With New Ankleshwar Site And Semiconductor Expansion
Key Takeaways Strategic developments in CDMO and semiconductor segments are set to drive significant revenue growth through innovative technology and market expansion. Operational efficiencies and a strong focus on advanced pharmaceutical intermediates are enhancing margins and sustaining long-term earnings growth.
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₹1.47k
FV
11.3% undervalued
intrinsic discount
32.02%
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
15 days ago
author updated this narrative
Downer EDI
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Leveraging Transitional Energy And Defense Tailwinds For Future Opportunities
Key Takeaways Downer's transformation strategy aims to enhance risk management and commercial governance, boosting earnings and improving margins. Strategic divestments and focus on core strengths in energy and defense are expected to sustain revenue growth and operational efficiencies.
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AU$6.21
FV
11.0% overvalued
intrinsic discount
4.58%
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
3 days ago
author updated this narrative
Mister Car Wash
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Membership Subscriptions And Green Solutions Will Drive Lasting Momentum
Key Takeaways Strong subscription-based model and ongoing innovation drive customer retention, margin expansion, and higher revenue per member. Industry consolidation and environmental initiatives enhance competitive positioning, market share, and stability against evolving regulations.
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US$8.17
FV
27.4% undervalued
intrinsic discount
6.25%
Revenue growth p.a.
Set Fair Value
1
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
Northern Technologies International
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Global Expansion And Compostable Plastics Demand Will Shape Future Success
Key Takeaways Expansion in Southeast Asia and the Middle East is set to boost oil and gas sales, impacting overall revenue positively in the near future. Growth in Natur-Tec through new customer acquisitions and product innovation indicates promising sales and margin enhancements.
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US$13.00
FV
42.7% undervalued
intrinsic discount
3.77%
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
18 days ago
author updated this narrative
Westpac Banking
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Rising Tech Costs And Competition Will Pressure Bank Earnings In Australia
Key Takeaways Intense competition and changed deposit mix are compressing net interest margins, challenging revenue growth. Rising tech costs and projects like UNITE increase expenses, negatively impacting short-term earnings.
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AU$30.17
FV
n/a
intrinsic discount
4.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
70
users have followed this narrative
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