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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
25.7% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
29
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
24.3% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
10
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
4.1% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
2
users have commented on this narrative
10
users have followed this narrative
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Cathay Pacific Airways
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Narrow-body Expansion And E-Commerce Cargo Will Improve Operations
Key Takeaways Anticipated aircraft deliveries and e-commerce cargo expansion are poised to drive revenue growth through increased capacity and rising market trends. Enhanced fuel efficiencies and dual-brand strategy aim to boost net margins and broader market capture, fostering operational and earnings growth.
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HK$10.67
FV
0.2% undervalued
intrinsic discount
5.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
6 days ago
author updated this narrative
NMDC
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Production Capacity Will Reach 100 Million Tonnes, Increasing Steel Outputs
Key Takeaways Significant CapEx to boost production capacity aims to drive revenue growth, while improved logistics and partnerships enhance sales volumes and earnings. Focus on dispatch capacities and multimodal transport enhances efficiency, with blending facility expansion and land acquisition boosting future steel production margins.
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₹73.41
FV
1.1% undervalued
intrinsic discount
4.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
6 days ago
author updated this narrative
Indian Railway Catering & Tourism
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
RBI Payment License Will Expand Financial Services
Key Takeaways Expansion in e-Catering and partnerships with Swiggy and Zomato could drive revenue growth and improve net margins due to economies of scale. Focus on high-margin luxury train services and potential payment aggregator license could boost earnings, profitability, and expand financial services.
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₹831.00
FV
12.5% undervalued
intrinsic discount
12.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
6 days ago
author updated this narrative
PETRONAS Gas Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
AI And Infrastructure Developments Will Shape Malaysia's Energy Future
Key Takeaways Strategic investments in infrastructure projects and energy infrastructure position PGB for revenue growth in energy production and gas transportation. Focus on sustainability and efficiency, along with potential favorable tariff adjustments, may improve net margins and future earnings.
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RM 18.26
FV
3.6% overvalued
intrinsic discount
0.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
Ayala Land
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Infrastructure Developments And International Marketing Will Strengthen Future Prospects
Key Takeaways Strategic expansion in high-demand areas and residential segments is poised to boost sales, bookings, and revenue growth. Enhanced leasing revenues, infrastructure development, and international marketing strategies are anticipated to elevate future earnings and financial stability.
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₱35.91
FV
24.4% undervalued
intrinsic discount
4.58%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
157
users have followed this narrative
6 days ago
author updated this narrative
Zalando
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
AI Feed And European Expansion Will Redefine E-Commerce Markets
Key Takeaways Expansion in personalization, new markets, and marketplace partnerships positions Zalando for sustained growth and higher-margin revenue streams. Integration and efficiency initiatives in logistics and operations are set to drive margin improvement and increased profitability over time.
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€38.06
FV
38.1% undervalued
intrinsic discount
10.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
48
users have followed this narrative
6 days ago
author updated this narrative
Absa Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Improved Eskom Operations Expected To Positively Impact South African Economic Activity
Key Takeaways A unified retail franchise strategy and productivity improvements through technology are expected to drive medium-term earnings growth and enhance net margins. Growth in non-life insurance and recovery in lending businesses are set to diversify revenue and improve net interest margins.
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R211.25
FV
10.7% undervalued
intrinsic discount
10.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
6 days ago
author updated this narrative
Rexel
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
North American Data Centers And Broadband Will Advance Smart Infrastructure
Key Takeaways Expansion into high-growth markets and acquisitions in adjacent segments are strengthening Rexel's access to strategic sectors and enhancing long-term earnings resilience. Digital sales adoption and emphasis on value-added services are boosting customer retention, operational efficiency, and supporting margin expansion.
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€27.95
FV
5.0% undervalued
intrinsic discount
3.39%
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
6 days ago
author updated this narrative
Centrica
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Sizewell C And Morecambe Net Zero Will Drive Energy Transformation
Key Takeaways Expanding low-carbon and regulated infrastructure investments, alongside regulatory support, strengthen revenue stability and protect earnings from market volatility. Digital transformation and growth in distributed energy and ancillary services drive cost efficiency, customer retention, and unlock higher-margin revenue opportunities.
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UK£1.85
FV
12.2% undervalued
intrinsic discount
1.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
6 days ago
author updated this narrative
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