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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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Elanders
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Global Trade Uncertainty Will Hinder Progress But Offer Value
Key Takeaways Persistent trade uncertainties and slow client decisions hamper new projects, causing weak revenue growth despite globalization and digital transformation efforts. Heavy dependence on volatile sectors and sluggish market conditions undermine steady margin gains and make sustained revenue recovery uncertain.
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SEK 75.00
FV
28.8% undervalued
intrinsic discount
0.11%
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
1 day ago
author updated this narrative
Omani Qatari Telecommunications Company SAOG
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Digital Migration And Mounting 5G Costs Will Erode Margins
Key Takeaways Over-the-top platforms, competition, and commoditized data services are undermining traditional revenue streams, causing persistent margin erosion and declines in growth. Heavy ongoing 5G investment and volatile regulatory costs are straining cash flow and profitability, with uncertain returns from new ventures like wholesale and data centers.
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ر.ع0.22
FV
16.4% overvalued
intrinsic discount
0.36%
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
1 day ago
author updated this narrative
Nexteer Automotive Group
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Shifting Electric Demand And Global Risks Will Erode Margins
Key Takeaways Shifting industry trends, customer concentration, and evolving regulations threaten Nexteer's revenue potential and long-term profit stability. Supply chain disruptions and rising competition continue to pressure margins, with increased risks from geographic exposure and product category expansion.
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HK$6.21
FV
2.2% overvalued
intrinsic discount
3.79%
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
1 day ago
author updated this narrative
STV Group
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Global Tech Competition Will Erode Margins Though Modest Recovery Emerges
Key Takeaways Shifting advertising spend to global tech giants and declines in traditional TV viewership threaten STV's core revenue and challenge its ability to sustain net margins. Rising production costs, increased competition, and regulatory uncertainties may undermine profitability and limit STV's ability to offset audience fragmentation.
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UK£2.22
FV
43.9% undervalued
intrinsic discount
4.08%
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
1 day ago
author updated this narrative
Shoppers Stop
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Digital Competition In India Will Strain Urban Store Margins
Key Takeaways Accelerating digital disruption and intensifying competition threaten in-store sales growth, placing persistent pressure on margins and transaction values. Expansion and premiumization strategies risk diminishing returns and prolonged profitability challenges due to high costs and saturated target markets.
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₹328.37
FV
55.7% overvalued
intrinsic discount
5.99%
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
1 day ago
author updated this narrative
Zensar Technologies
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Traditional IT Demand Will Erode Revenues Amid AI Transition
Key Takeaways Swift industry shift to AI, automation, and tightening data rules threaten core revenue streams and market reach, challenging long-term growth and stability. Reliance on large clients, rising costs, and intensified competition increase revenue, margin, and earnings risks while limiting differentiation and pricing power.
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₹626.67
FV
28.2% overvalued
intrinsic discount
7.09%
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
1 day ago
author updated this narrative
James Hardie Industries
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Aging Demographics And Regulatory Pressures Will Shrink Residential Markets
Key Takeaways Demographic shifts and heavy reliance on North America threaten long-term growth due to softening housing demand and limited geographic diversification. Sustainability pressures, rising competition from greener materials, and volatile input costs risk eroding profitability and hindering margin expansion.
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AU$32.73
FV
39.3% overvalued
intrinsic discount
20.24%
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
1 day ago
author updated this narrative
Orbia Advance Corporation. de
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Rising ESG Costs And Overcapacity Will Erode Margins
Key Takeaways Regulatory pressures and rising compliance costs are eroding margins and driving structural decline in Orbia's core product demand. Increased competition from sustainable alternatives and high leverage restrict the company's ability to innovate or recover, risking prolonged stagnation.
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Mex$10.98
FV
13.6% overvalued
intrinsic discount
2.05%
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
1 day ago
author updated this narrative
MAHLE Metal Leve
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Rising Tariffs And Slow EV Shift Will Erode Value
Key Takeaways Heavy reliance on combustion engine components exposes the company to declining markets as EV adoption accelerates, risking loss of revenue and market relevance. Rising tariffs and localization pressures are shrinking export margins and opportunities, while slow product transition leaves the company vulnerable to competitor advances.
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R$26.00
FV
5.5% overvalued
intrinsic discount
5.50%
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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1 day ago
author updated this narrative
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