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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
36
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
4
users have liked this narrative
0
users have commented on this narrative
12
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
4.0% 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
15
users have followed this narrative
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Global Health
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Noida And Ranchi Hospitals Will Spark Lasting Healthcare Evolution
Key Takeaways Expansion into new regions and advanced specialty care boosts long-term revenue and diversifies income through premium services and international patient growth. Investments in technology, senior talent, and operational efficiency are expected to enhance profitability and support scalable, sustainable earnings.
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₹1.46k
FV
5.9% undervalued
intrinsic discount
16.34%
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
about 13 hours ago
author updated this narrative
Aurubis
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
High Operating Costs And Industry Shifts Will Depress Copper Value
Key Takeaways Short-term earnings boosted by unique market conditions, while future revenue and margin growth face risk from softer copper demand and margin compression in both primary and recycling segments. High investment, delayed returns from new projects, and rising operational costs are likely to constrain cash flow and improve margins slower than current forecasts suggest.
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€79.38
FV
20.4% overvalued
intrinsic discount
4.05%
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
about 13 hours ago
author updated this narrative
P/F Bakkafrost
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Producing Large, High-Quality Smolt In Scotland Will Transform Farming Operations
Key Takeaways Expansion into U.S. and Asian markets with large fish aims to leverage unmet demand, offering potential for substantial revenue growth. Strategic focus on large smolt production and feed capacity expansion is expected to enhance operational efficiency and improve net margins over time.
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NOK 529.07
FV
18.3% undervalued
intrinsic discount
14.74%
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
about 13 hours ago
author updated this narrative
Aritzia
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
I Anticipate That US Expansion And Digital Initiatives Will Strengthen Market Position
Key Takeaways Aritzia's U.S. expansion and new boutique openings promise substantial revenue growth and increased brand awareness. Investment in digital initiatives and marketing is projected to enhance sales, improve customer engagement, and boost net margins.
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CA$90.50
FV
15.2% undervalued
intrinsic discount
13.08%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
about 13 hours ago
author updated this narrative
Allfunds Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Open Architecture And Digital Platforms Will Shape Future Wealth Management
Key Takeaways Continued shift toward open architecture and outsourcing in wealth management positions Allfunds for sustained growth in platform adoption and high-margin revenues. Investments in proprietary technology and expansion in alternative solutions underpin operating leverage, global presence, and compounding structural earnings growth.
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€8.18
FV
26.1% undervalued
intrinsic discount
7.18%
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
about 13 hours ago
author updated this narrative
Bellway
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
New Facilities And Efficient Operations Will Secure Future Success
Key Takeaways Focus on capital efficiency and improved RoCE is expected to enhance earnings and financial health, driving shareholder value. Strategic land bank and operational improvements signal potential revenue growth and net margin boosts from high-margin plots.
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UK£32.17
FV
23.5% undervalued
intrinsic discount
10.95%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 13 hours ago
author updated this narrative
Multi Commodity Exchange of India
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Indian Commodity Markets Will Expand With Digital Adoption
Key Takeaways Expansion of products and digital platforms is driving broader participation, revenue diversification, and increasing demand for risk management solutions. Technology investments and operational efficiency are expected to support scalable growth and improved profitability as trading volumes continue to rise.
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₹7.89k
FV
3.3% overvalued
intrinsic discount
18.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
about 13 hours ago
author updated this narrative
Tomra Systems
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Deposit Systems And EU Mandates Will Expand Circular Economy Markets
Key Takeaways Expansion into new markets and tighter EU regulations are driving strong demand and recurring revenue growth in reverse vending, recycling, and sorting solutions. Strategic innovation and cost control position Tomra for earnings growth and margin improvement despite recent macroeconomic challenges and delayed customer investment.
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NOK 172.18
FV
10.7% undervalued
intrinsic discount
16.65%
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
about 13 hours ago
author updated this narrative
J.K. Cement
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Government Programs And Urbanization Will Expand Indian Cement Markets
Key Takeaways Expansion into new markets and increased capacity positions the company to benefit from strong infrastructure demand and capture greater market share. Strategic focus on product diversification and energy efficiency strengthens margins and helps insulate earnings against cyclical downturns.
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₹6.65k
FV
5.2% overvalued
intrinsic discount
12.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
about 13 hours ago
author updated this narrative
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