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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
3
users have commented on this narrative
45
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
6
users have liked this narrative
0
users have commented on this narrative
17
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
17
users have followed this narrative
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Foxtons Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
London Rental Demand And Technology Investments Will Shape Future Trends
Key Takeaways Strong demand, regulatory complexity, and rental market imbalance are boosting recurring revenue and margins in lettings, supporting Foxtons' scale and brand advantages. Technology investments, acquisitions in commuter markets, and value-add services are driving customer retention, operational efficiency, and resilient high-margin profit growth.
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UK£0.84
FV
32.4% undervalued
intrinsic discount
5.39%
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
3 days ago
author updated this narrative
Marcopolo
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Emerging Markets And Decarbonization Will Spur Fleet Renewal
Key Takeaways Transit investments and urbanization trends are boosting steady revenue and backlog growth, further supported by expansion into new markets and operational efficiencies. Growing demand for electrified, premium buses enables higher pricing and margins, diversifying revenue and reducing dependence on volatile local cycles.
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R$11.00
FV
18.0% undervalued
intrinsic discount
8.22%
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
3 days ago
author updated this narrative
Kitron
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Defense And Aerospace Orders Will Drive US And EU Production
Key Takeaways Strong order backlog and innovation in Defense & Aerospace forecast future revenue growth and earnings increases. M&A efforts, expanded production, and tariff adjustments support market leadership and enhance revenue and net margins.
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NOK 65.00
FV
7.7% undervalued
intrinsic discount
16.40%
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
5327
CIE Automotive India
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Hosur Order Ramps And Global Exports Will Expand Opportunities
Key Takeaways Strong order growth, product innovation, and operational initiatives are set to accelerate revenue and margin improvements while supporting expansion into global markets. A diversified customer and product portfolio ensures revenue stability, leveraging rising vehicle ownership, premiumization trends, and global supply chain shifts.
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₹493.33
FV
19.9% undervalued
intrinsic discount
6.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
Descartes Systems Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AI Adoption And Investments In MacroPoint Solutions Will Improve Efficiencies And Expand Services
Key Takeaways Continued investment in MacroPoint and Global Trade Intelligence solutions is expected to drive revenue growth and improve margins through increased customer adoption. Strategic acquisitions and AI integration are anticipated to enhance service diversity, operational efficiency, and long-term financial growth.
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CA$152.90
FV
11.2% undervalued
intrinsic discount
10.45%
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
3 days ago
author updated this narrative
Hunting
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Shift To Energy Transition And Middle East Expansion Will Improve Future Prospects
Key Takeaways Pivoting to energy transition markets like geothermal and carbon capture aims to drive future revenue and tap into high-growth sectors. Expanding orders with Middle East partners and cost-efficiency measures are expected to enhance growth and increase margins.
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UK£4.48
FV
32.3% undervalued
intrinsic discount
3.85%
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
3 days ago
author updated this narrative
GQG Partners
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Rebranding To Quality Value And Abu Dhabi Expansion Will Open New Market Opportunities
Key Takeaways Rebranding to Quality Value targets broader market opportunities and increased revenue through expanded client interest in value branding. New strategic investments in Abu Dhabi and PCS expansion enhance diversity, revenue growth, and operational efficiency.
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AU$2.76
FV
35.2% undervalued
intrinsic discount
9.05%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
75
users have followed this narrative
3 days ago
author updated this narrative
Pearl Global Industries
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Global Diversification Will Support Long-Term Supply Chain Resilience
Key Takeaways Diversified manufacturing, geographic expansion, and compliance focus position the company to gain market share and reduce risk amid shifting global sourcing trends. Investments in automation, sustainability, and value-added products are expected to structurally boost profitability and support long-term earnings stability.
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₹2.09k
FV
39.7% undervalued
intrinsic discount
15.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
3 days ago
author updated this narrative
NTG Clarity Networks
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Saudi Vision 2030 Will Unlock New Digital Markets
Key Takeaways Strategic expansion into Saudi Arabia and Gulf markets underpins growth, leveraging regional digitization initiatives and existing relationships. NTGapps platform and efficiency improvements expected to enhance margins and drive profitability.
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CA$4.15
FV
48.7% undervalued
intrinsic discount
25.88%
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
3 days ago
author updated this narrative
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