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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
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
11
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New
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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
25.2% undervalued
intrinsic discount
9.00%
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
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
5.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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ITOCHU
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Sustainability And Digitalization Will Build Resilient Operations
Key Takeaways Strategic shift toward stable, high-margin consumer sectors and sustainability initiatives is supporting resilient, long-term earnings growth and reducing exposure to commodity cycles. Continued portfolio optimization, expansion into new industries, and active capital management are boosting operational efficiency and shareholder returns.
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JP¥8.89k
FV
8.7% undervalued
intrinsic discount
3.90%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
5 days ago
author updated this narrative
Zijin Mining Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Julong Copper Phase 2 And Lithium Extraction Will Expand Operations
Key Takeaways Strategic focus on cost control, AI, and M&A activities aims to improve efficiency, expand resource base, and boost long-term revenue and profitability. Emphasis on sustainability initiatives and clean energy positions Zijin for favorable market perception and potential regulatory benefits.
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HK$24.26
FV
5.7% undervalued
intrinsic discount
10.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
5 days ago
author updated this narrative
Canadian Natural Resources
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Operational Improvements At Scotford And Horizon Set The Stage For Future Success
Key Takeaways Opportunistic acquisitions and focus on production expansions enhance Canadian Natural Resources' production capacity and cash flow, boosting revenue and earnings. Efficiency improvements and cost reductions across operations improve net margins, supporting sustainable growth and long-term shareholder value.
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CA$52.11
FV
20.9% undervalued
intrinsic discount
-2.02%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
161
users have followed this narrative
5 days ago
author updated this narrative
UniCredit
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Banking And Sustainable Finance Will Reshape European Markets
Key Takeaways Digitalization, wealth management expansion, and strategic partnerships drive sustainable growth, improved margins, and recurring high-quality income streams. Focus on sustainable finance and disciplined cost management enhances UniCredit's market position, capital strength, and capacity for future earnings distributions.
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€66.17
FV
3.4% overvalued
intrinsic discount
1.48%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
5 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$28.65
FV
20.9% overvalued
intrinsic discount
3.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
69
users have followed this narrative
5 days ago
author updated this narrative
Merck KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Investments And AI Demand Will Drive Future Success Across Life Science, Healthcare, And Electronics
Key Takeaways Merck KGaA's Life Science and Electronics sectors are poised for growth, driven by strong customer demand and AI advancements in semiconductors. Strategic investments in CapEx and M&A aim to enhance efficiencies, with oncology driving Healthcare growth through external partnerships.
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€154.59
FV
28.2% undervalued
intrinsic discount
3.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
5 days ago
author updated this narrative
GSK
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Global Vaccine Demand And Specialty Medicines Will Expand Future Opportunities
Key Takeaways Robust growth in vaccines and specialty medicines, alongside innovation in oncology and immunology, positions GSK for sustained revenue and margin expansion. Diversification, operational efficiencies, and accelerated R&D enhance resilience, supporting strong long-term sales and earnings potential despite industry pressures.
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UK£16.42
FV
14.5% undervalued
intrinsic discount
4.33%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
161
users have followed this narrative
5 days ago
author updated this narrative
Banco Santander
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Digital Banking And Latin America Urbanization Will Unlock New Value
Key Takeaways Expansion in digital banking, operational efficiency, and focus on high-growth markets strengthen Santander's earnings stability and long-term revenue prospects. Diversified multinational presence and technology transformation drive fee growth, cost reduction, and improved profitability amid changing global financial trends.
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€7.73
FV
3.7% overvalued
intrinsic discount
8.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
66
users have followed this narrative
5 days ago
author updated this narrative
BNP Paribas
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Banking And Sustainable Finance Will Expand Distribution Network
Key Takeaways Expansion in wealth management, digital platforms, and sustainability is strengthening client acquisition, fee income, and operational efficiency for recurring, higher-margin growth. Regulatory adaptation and capital optimization efforts are boosting capital efficiency, supporting better returns and positioning the group for sustained long-term earnings growth.
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€91.56
FV
10.7% undervalued
intrinsic discount
7.67%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
83
users have followed this narrative
5 days ago
author updated this narrative
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