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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
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
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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Motus Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Introducing Tata Brand And FAI Pro Launch Will Strengthen International Market Position
Key Takeaways Strategic diversification and acquisitions, like the Tata brand and Toyota dealership, aim to boost international market share and revenue growth. Disposing of underperforming segments and investing in high-margin areas focuses on optimizing net margins and return on investment.
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R130.51
FV
27.9% undervalued
intrinsic discount
4.83%
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
5 days ago
author updated this narrative
Quilter
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
UK Wealth Management Trends Will Shape Future Opportunities
Key Takeaways Rising demand for wealth management, digital transformation, and pension shifts support Quilter's client growth, steady inflows, and higher recurring revenues. Cost realignment and expanded distribution enhance operational leverage, driving margin expansion, greater market share, and improved earnings resilience.
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UK£1.72
FV
5.0% undervalued
intrinsic discount
-44.08%
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
5 days ago
author updated this narrative
New Wave Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
US And Canada Expansion And Teamwear Will Shape Future Markets
Key Takeaways Expansion into new markets and strengthening teamwear and sports segments may drive significant revenue growth and increase operating profits. Technological advancements in operations, including automation and a new ERP system, are expected to enhance efficiencies and potentially improve net margins.
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SEK 140.00
FV
15.6% undervalued
intrinsic discount
8.56%
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
Banco Pan
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
App Improvements And Centralized Funding With BTG Pactual Will Reduce Costs And Expand Market In 2025
Key Takeaways Enhancing the app and centralizing funding with BTG Pactual aim to reduce costs and improve customer engagement, boosting revenue and net interest margins. Anticipated payroll loan growth and cost control measures could enhance net margins and earnings, tapping into new customer segments.
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R$9.73
FV
21.4% undervalued
intrinsic discount
25.75%
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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5 days ago
author updated this narrative
Materialise
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Personalized Healthcare And Automation Will Unlock Future Markets
Key Takeaways Expansion into personalized healthcare and new verticals like defense is driving higher-margin growth and improving revenue resilience across regulated, mission-critical markets. Investments in cloud-based software, automation, and AI are boosting operational efficiency, increasing recurring revenue, and supporting long-term margin expansion.
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US$8.99
FV
44.4% undervalued
intrinsic discount
5.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
21
users have followed this narrative
5 days ago
author updated this narrative
Antin Infrastructure Partners SAS
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Embracing Electrification And Data Growth Will Expand Future Infrastructure Investments
Key Takeaways Antin's strategic focus on electrification, decarbonization, and data growth aligns with long-term trends, enhancing infrastructure investment returns and revenue streams. Successful fundraising and expansion into North America and Asia Pacific boost capital deployment ability and create substantial growth opportunities for earnings and margins.
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€13.62
FV
15.1% undervalued
intrinsic discount
12.06%
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
5 days ago
author updated this narrative
CVS Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expanding Into Australia And Improving Services Will Advance Future Veterinary Offerings
Key Takeaways Expansion into the Australian market aims to boost revenue and EBITDA through strategic acquisitions and synergies. Improvement in customer engagement and service delivery is expected to enhance client retention and increase sales.
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UK£15.44
FV
19.3% undervalued
intrinsic discount
5.19%
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
Thungela Resources
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Ensham Acquisition And Dubai Marketing May Aid Future Prospects Despite Coal Market Challenges
Key Takeaways Strategic projects and acquisitions enhance cost competitiveness and drive potential revenue growth through expanded production and integration efficiencies. Diversification into energy production and global marketing strategies aim to increase margins and improve international market positioning.
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R115.00
FV
19.3% undervalued
intrinsic discount
-2.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
5 days ago
author updated this narrative
Alior Bank
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Mobile Solutions Will Grow Market In Poland Despite Margin Risks
Key Takeaways Heavy digital investment and improved asset quality position the bank for accelerated customer growth, higher revenue, and stronger long-term returns. Expansion in retail and SME segments, supported by economic trends and robust capital, enables scalable growth and more stable income streams.
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zł128.53
FV
8.5% undervalued
intrinsic discount
4.49%
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
5 days ago
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