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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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Reece
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Acquiring Shadowboxer And Opening New Branches Will Improve Customer Experience
Key Takeaways Strategic acquisitions and network expansion are key to enhancing customer experience and driving long-term revenue growth. Employee engagement initiatives and core capability investments are expected to improve operational performance and net margins.
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AU$15.30
FV
2.4% undervalued
intrinsic discount
2.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
Pearson
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI And Digital Education Will Drive Future Opportunities
Key Takeaways AI-driven products, digitalization, and strategic partnerships are strengthening Pearson's market position, supporting higher margins and future growth opportunities in education. Growing demand for upskilling and digital credentials is expanding Pearson's addressable market, driving diversification and resilience in earnings.
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UK£12.72
FV
16.4% undervalued
intrinsic discount
4.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
3 days ago
author updated this narrative
Karooooo
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Southeast Asia And Europe Will Unlock Digital Fleet Upside
Key Takeaways Aggressive expansion and investment in sales and technology position Karooooo to capitalize on global demand for digital fleet management and data-driven logistics solutions. Strong customer retention and focus on compliance and integration tools support sustainable, recurring revenues and improved long-term margins.
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US$58.10
FV
18.8% undervalued
intrinsic discount
17.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
3 days ago
author updated this narrative
Hello Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Overseas Launch Of Soulchill, Yaha Live, And Amarr Will Strengthen Global Presence
Key Takeaways Overseas expansion and app innovations are expected to drive revenue growth and improve margins by enhancing global presence and user experience. Strategic cost optimizations and focused marketing efforts aim to boost efficiency and profitability, despite potential short-term revenue declines.
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US$9.65
FV
14.3% undervalued
intrinsic discount
2.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
FinVolution Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion Into International Markets And AI Investments Will Increase Costs But Strengthen Future Prospects
Key Takeaways International expansion and increased R&D investments may pressure net margins and delay profitability due to significant initial spending. Strategic shifts and dividend commitments might limit reinvestment capacity, impacting potential earnings growth and EPS over time.
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US$11.82
FV
21.1% undervalued
intrinsic discount
11.27%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
35
users have followed this narrative
3 days ago
author updated this narrative
Afya
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisitions Like Unidom And Mais Médicos Expansion Will Strengthen Position In Healthcare Education
Key Takeaways Afya's expansion of medical seats and acquisitions is expected to drive revenue and margin growth in the Undergrad segment. Growth in Medical Practice Solutions and operational restructuring indicate strong revenue and margin improvements across segments.
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US$19.74
FV
23.7% undervalued
intrinsic discount
9.01%
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
Salik Company P.J.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Dubai's Population Growth To Boost Future Toll Usage
Key Takeaways Strategic toll gate expansion and partnerships are expected to bolster revenue growth and net profit margins over time. Favorable macroeconomic trends in Dubai support increased toll usage, driving future earnings and revenue growth.
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د.إ6.21
FV
8.9% overvalued
intrinsic discount
12.23%
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
Endava
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion
Key Takeaways Focus on AI capabilities and long-term deals may drive revenue growth, expanding the addressable market and providing earnings stability. Acquisitions and share buyback program aim to boost operational efficiencies and enhance shareholder value through synergies and increased EPS.
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US$22.91
FV
45.0% undervalued
intrinsic discount
4.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
3 days ago
author updated this narrative
SGH
SGH
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Australian Infrastructure And Energy Sectors Will Unlock Enduring Value
Key Takeaways Stable government-backed infrastructure and energy projects, plus ongoing transition to lower-carbon solutions, position SGH for resilient long-term revenue and cash flow growth. Margin gains through operational efficiencies, technology adoption, and disciplined capital allocation will drive improved profitability even during periods of steady or muted demand.
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AU$51.48
FV
8.9% undervalued
intrinsic discount
4.16%
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
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