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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
11
users have liked this narrative
1
users have commented on this narrative
39
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
14
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
15
users have followed this narrative
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Coca-Cola HBC
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Urbanization And Expanding Middle Classes Will Elevate Beverage Trends
Key Takeaways Rapid innovation, digital execution, and tailored distribution strategies place Coca-Cola HBC for strong, sustained growth and margin expansion across emerging markets. Operational agility and a robust balance sheet create flexibility for further shareholder returns and strategic moves, supporting significant earnings and value creation potential.
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UK£45.36
FV
14.4% undervalued
intrinsic discount
9.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
23 days ago
author updated this narrative
QUALCOMM
AN
AnalystLowTarget
Consensus Narrative from 27 Analysts
Global Tensions And Sovereignty Trends Will Erode Value
Key Takeaways Worsening US-China tensions and increased localization threaten Qualcomm's revenue, market share, and licensing profitability due to shrinking international demand and intensified competition. Rising client vertical integration and adoption of open-source architectures undermine chip sales, royalty streams, and net margins, increasing risks of margin compression and obsolescence.
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US$140.00
FV
12.9% overvalued
intrinsic discount
0.15%
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
23 days ago
author updated this narrative
Dassault Aviation société anonyme
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Rising Defense Budgets And Business Jet Demand Will Drive Growth
Key Takeaways Robust defense and business aviation demand, new export wins, and local partnerships are driving strong revenue momentum and diversification prospects for Dassault Aviation. Investments in sustainable tech, digitalization, and aftermarket services are set to lift recurring revenues and margins beyond current market expectations.
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€383.81
FV
28.1% undervalued
intrinsic discount
21.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
23 days ago
author updated this narrative
REC
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
India's Urbanization And Renewable Energy Will Unlock Lending Prospects
Key Takeaways Aggressive growth opportunities from large-scale state projects, distributed solar, and infrastructure diversification could drive long-term revenue and asset expansion well above sector trends. Superior funding strategy, digital transformation, and sector reforms are set to boost margins, reduce concentration risk, and structurally improve asset quality and earnings stability.
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₹619.42
FV
38.4% 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
2
users have followed this narrative
23 days ago
author updated this narrative
Masco
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
China Tariffs Will Cut Margins While Cost Actions Will Support Recovery
Key Takeaways New tariffs on Chinese imports are increasing costs, hurting Masco's margins and profitability, particularly in the Plumbing segment. Leadership transition at Masco may introduce strategic uncertainty, potentially affecting earnings amid macroeconomic and demand challenges.
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US$60.00
FV
22.6% overvalued
intrinsic discount
1.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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23 days ago
author updated this narrative
Lamb Weston Holdings
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Rising Regulations And Shifting Diets Will Undermine Profitability
Key Takeaways Shifting consumer preferences, demographic trends, and narrow product focus threaten Lamb Weston's long-term sales, market share, and growth strategies. Regulatory demands and buyer consolidation are set to elevate costs and compress margins, challenging future profitability and earnings potential.
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US$55.00
FV
0.3% undervalued
intrinsic discount
2.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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23 days ago
author updated this narrative
Nippon Paint Holdings
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Asian Urbanization And Green Building Trends Will Drive Expansion
Key Takeaways Margin expansion and profit growth are underpinned by the AOC acquisition, cost efficiencies, and innovation in sustainable coatings. Strategic focus on emerging Asian markets and new urban areas diversifies revenue, supporting long-term growth and earnings stability.
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JP¥1.55k
FV
26.8% undervalued
intrinsic discount
9.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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23 days ago
author updated this narrative
SBI Life Insurance
AN
AnalystHighTarget
Consensus Narrative from 33 Analysts
Rising Middle Class And Digitalization Will Expand Insurance Adoption
Key Takeaways Product mix shift, agency acceleration, and digital adoption are driving superior margin and profit growth, positioning SBI Life ahead of market expectations. Strong bancassurance network, technology investments, and rising insurance adoption uniquely position SBI Life for sustained compound premium growth and long-term market share gains.
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₹2.50k
FV
26.4% undervalued
intrinsic discount
19.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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23 days ago
author updated this narrative
Ajinomoto
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Emerging Lifestyles And Health Trends Will Elevate Processed Foods Markets
Key Takeaways Accelerated innovation, digital transformation, and targeted emerging market strategies position Ajinomoto to surpass market expectations in both revenue growth and profitability. Leadership in sustainable and health-focused solutions, alongside portfolio optimization, supports robust cash flow and outsized shareholder returns.
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JP¥4.70k
FV
14.8% undervalued
intrinsic discount
6.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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23 days ago
author updated this narrative
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