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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
23.4% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
8
users have commented on this narrative
51
users have followed this narrative
7 days ago
author updated this 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
24.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this 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
4.4% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
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HD Korea Shipbuilding & Offshore Engineering
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Falling Oil Carrier Demand And Cost Pressures Will Deflate Margins
Key Takeaways Exposure to fossil fuel-related orders and industry overcapacity poses risks to revenue growth, margins, and earnings stability. Lagging innovation in shipbuilding technology and sustainability could lead to market share loss and pressured profitability amidst evolving global trends.
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₩283.00k
FV
30.6% overvalued
intrinsic discount
7.10%
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
Endava
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Delayed North America Deals Will Slow Progress Yet Preserve Promise
Key Takeaways Elongated deal cycles and client delays are causing short-term revenue uncertainty, despite growth opportunities from AI adoption and digital transformation trends. Shift toward automation and expanding high-margin services faces risks from pricing pressure, wage inflation, and high revenue concentration among a few large clients.
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US$13.78
FV
7.0% undervalued
intrinsic discount
5.65%
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
3 days ago
author updated this narrative
ReNew Energy Global
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Debt Hikes And Policy Risks Will Cap India's Renewable Potential
Key Takeaways Intensifying competition, policy uncertainties, and supply chain risks threaten margins, project returns, and earnings stability despite active expansion efforts. Heavy reliance on debt and concentrated Indian operations heighten vulnerability to refinancing challenges, regulatory shifts, and local market disruptions.
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US$6.89
FV
12.4% overvalued
intrinsic discount
21.94%
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
3 days ago
author updated this narrative
PagSeguro Digital
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Big Tech And Brazil Pressures Will Erode Margins
Key Takeaways Rising competition and regulatory pressures are undermining PagSeguro's customer retention, revenue per user, and growth opportunities. Economic instability and payment industry shifts are eroding profitability, increasing credit risk, and compressing margins.
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US$6.94
FV
30.6% overvalued
intrinsic discount
3.14%
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
iQIYI
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Rising Chinese Regulation Will Squeeze Margins In A Saturated Market
Key Takeaways Heightened regulation, rising costs, and intense competition are constraining profit margins and stalling subscriber and revenue growth in a saturated domestic market. Limited international expansion options increase reliance on China's challenging environment, while escalating content expenses and shifting consumer preferences squeeze profitability.
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US$1.24
FV
87.2% overvalued
intrinsic discount
-1.34%
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
Inter & Co
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Regulatory Tightening And Competition Will Undermine Prospects Despite Network Effects
Key Takeaways Rising regulatory costs and macroeconomic instability threaten profitability by driving up compliance expenses and loan-loss provisions, diminishing Inter & Co's branchless banking advantage. Intensifying competition and service commoditization pressure margins and engagement, challenging Inter & Co's ability to defend market share and sustain topline growth.
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US$5.31
FV
54.4% overvalued
intrinsic discount
31.04%
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
Betterware de MéxicoP.I. de
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Rising Pricing And Supply Chain Risks Will Erode Margins
Key Takeaways Rising competition from global e-commerce and discount retailers threatens Betterware's margins and challenges the sustainability of its direct sales model. Demographic shifts, regulatory risks, and supply chain disruptions may constrain long-term top-line growth and pressure earnings.
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US$14.98
FV
11.2% undervalued
intrinsic discount
6.54%
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
3 days ago
author updated this narrative
Kanzhun
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
China's Aging Population And Rising Oversight Will Hamper Long-Term Performance
Key Takeaways Demographic decline, regulatory pressures, and domestic market concentration threaten future growth, revenue stability, and long-term earnings potential. Rising competition, evolving AI solutions, and shifting user preferences risk eroding market relevance, pricing power, and user engagement.
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US$15.85
FV
35.8% overvalued
intrinsic discount
10.82%
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
MINISO Group Holding
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Digital Shift And Rising Costs Will Hinder Offline Retail
Key Takeaways Rising online shopping and digital habits threaten long-term revenue growth and in-store traffic for MINISO's chiefly offline retail model. Expanding internationally amid supply chain, cost, and brand challenges risks earnings volatility, pressure on margins, and weakened market differentiation.
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US$17.37
FV
18.8% overvalued
intrinsic discount
17.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
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