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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
2
users have commented on this narrative
43
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
5
users have liked this narrative
0
users have commented on this narrative
16
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
16
users have followed this narrative
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Saipem
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Robust Backlog And Expanding CCUS Will Shape Future Energy Infrastructure
Key Takeaways Expansion into energy transition and digitalization is driving higher-margin, diversified revenue streams and greater operational efficiency. Risk reduction in core business and stronger industry partnerships are enhancing earnings stability and long-term revenue visibility.
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€3.12
FV
26.8% undervalued
intrinsic discount
0.049%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
27
users have followed this narrative
3 days ago
author updated this narrative
Definity Financial
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Travelers Canada Acquisition And Digital Efforts Will Drive Future Efficiency
Key Takeaways Acquisition and digital transformation efforts are set to boost profitability, efficiency, and operational synergies, enhancing both net margins and operating performance. Strategic growth in direct-to-consumer channels and product innovation position Definity well to capture evolving customer demand and manage risk in a changing market.
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CA$81.40
FV
11.8% undervalued
intrinsic discount
15.75%
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
3 days ago
author updated this narrative
CSN Mineração
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Slowing Chinese Demand Will Expose Iron Ore Valuation Risk
Key Takeaways Heavy dependence on iron ore and Chinese demand exposes revenue to market downturns, regulatory shifts, and evolving global steel industry trends. Margin protection from cost-cutting may be unsustainable amid rising environmental costs and lower ore quality, while growth relies on uncertain infrastructure and technology shifts.
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R$5.31
FV
9.2% undervalued
intrinsic discount
-4.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
PLDT
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Philippines Digital Expansion And 5G Adoption Will Unlock Value
Key Takeaways Strong growth in fiber broadband, 5G, and digital offerings positions PLDT for expanding revenues, especially among younger, tech-savvy customers. Strategic focus on enterprise solutions, fintech, and cost management diversifies earnings and improves profitability through enhanced cash flow and margin expansion.
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₱1.71k
FV
25.1% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
219
users have followed this narrative
3 days ago
author updated this narrative
DEXUS
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Divesting $2 Billion In Assets Will Strengthen Future Portfolio Quality
Key Takeaways Divesting assets and focusing on premium-grade properties is expected to enhance portfolio quality and strengthen financial metrics positively. Expanding the funds management business and strategic portfolio positioning anticipates strong income growth through rent increases and reduced vacancy risks.
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AU$8.00
FV
7.3% undervalued
intrinsic discount
10.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
3 days ago
author updated this narrative
5E2
Seatrium
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Offshore Wind And Decarbonization Will Elevate Clean Energy
Key Takeaways Expansion into offshore wind and energy transition projects worldwide is diversifying revenue streams and leveraging global decarbonization trends. Operational efficiency, digitalization, and cost reductions are strengthening margins and supporting consistent long-term earnings growth.
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S$2.76
FV
16.8% undervalued
intrinsic discount
-1.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
3 days ago
author updated this narrative
Worley
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In Carbon Capture And Blue Hydrogen Will Drive Future Success
Key Takeaways Strategic investments and scalable cost structures drive earnings growth, with an emphasis on margin expansion and robust revenue potential in diverse sectors. A significant share buyback indicates confidence in financial strength and supports EPS growth through optimized capital allocation.
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AU$16.81
FV
22.4% undervalued
intrinsic discount
6.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
3 days ago
author updated this narrative
Sulzer
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Decarbonization And Water Trends Will Shape Environmental Futures
Key Takeaways Strong demand for decarbonization and water treatment solutions, along with innovative environmental technologies, is positioning Sulzer for sustainable growth and market leadership. Operational excellence and a shift toward higher-margin services are improving profitability, with project delays seen as temporary obstacles to otherwise robust future performance.
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CHF 165.71
FV
7.3% undervalued
intrinsic discount
3.83%
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
3 days ago
author updated this narrative
9863
Zhejiang Leapmotor Technology
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Stellantis Partnership And Global Expansion Will Open New EV Markets
Key Takeaways International expansion and strategic partnerships are broadening market access, diversifying revenue, and positioning Leapmotor for strong top-line growth and improved margins. Advances in vehicle technology and proprietary R&D are enhancing product competitiveness, supporting pricing power, and enabling sustainable growth amid rising global demand for feature-rich EVs. Expansion abroad and intense domestic competition, coupled with high R&D spend, threaten profitability and earnings stability amid regulatory, tariff, and funding uncertainties.
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HK$70.32
FV
7.0% undervalued
intrinsic discount
50.61%
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
3 days ago
author updated this narrative
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