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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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Lite-On Technology
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expansion Into Vietnam And Focus On AIoT Will Strengthen Future Capabilities
Key Takeaways Strategic focus on high-value segments like optoelectronics and AIoT aims to enhance profitability and drive revenue growth through innovation. Expansion into system integration and production capabilities in Vietnam is set to boost margins and offset production bottlenecks.
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NT$134.11
FV
0.08% undervalued
intrinsic discount
11.20%
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
Patterson-UTI Energy
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
US LNG Exports Will Advance Digital Drilling
Key Takeaways Leading-edge automation and clean technology offerings enable premium pricing, enhanced margins, and increased customer loyalty amid rising demand for advanced drilling solutions. Strategic acquisitions and tight premium asset supply support expanded service offerings, operational synergies, higher utilization, and stronger pricing discipline.
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US$7.60
FV
29.2% undervalued
intrinsic discount
-0.85%
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
4 days ago
author updated this narrative
Grupo Cibest
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Banking Expansion Will Unlock Sustainable Opportunity
Key Takeaways Aggressive digital expansion and ecosystem development are driving customer growth, fee income diversification, and stronger margins through platforms like Nequi, Wompi, and Wenia. Focus on financial inclusion, sustainable finance, and operational efficiency boosts market potential, supports loan growth, and underpins long-term profitability and shareholder value.
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Col$58.70k
FV
1.5% overvalued
intrinsic discount
14.56%
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
Yatsen Holding
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Skincare Focus And Color Cosmetics Will Drive Future Success
Key Takeaways Focus on balancing skincare and cosmetic segments to support growth and sustain market presence through innovative offerings. Investment in R&D and operational efficiency is likely to enhance profitability and long-term market competitiveness.
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US$7.75
FV
21.7% overvalued
intrinsic discount
15.45%
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
18 days ago
author updated this narrative
SPX Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Data Center Cooling And HVAC Will Drive Demand
Key Takeaways Expansion into energy-efficient cooling and HVAC solutions, along with capacity increases, supports higher sales, revenue growth, and stronger operating margins. Accretive M&A and rising demand for decarbonization solutions drive sustained growth, premium pricing power, and improved earnings visibility.
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US$201.64
FV
7.6% undervalued
intrinsic discount
8.87%
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
4 days ago
author updated this narrative
American Homes 4 Rent
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Rising Expenses Will Undermine US Housing Market Stability
Key Takeaways Elevated development and maintenance costs from tariffs and material fluctuations may compress net margins if not passed to renters. Competition and shifting consumer preferences in key markets could challenge revenue growth and impact expectations negatively.
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US$40.83
FV
14.8% undervalued
intrinsic discount
6.75%
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
4 days ago
author updated this narrative
Xperi
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Smart TV And Auto Ads Will Reshape Markets With Risks
Key Takeaways Expansion into smart TV, auto, and global licensing markets is driving diversified, recurring revenue streams and strengthening long-term growth prospects. Focus on AI innovation, partnerships, and disciplined cost management supports margin improvement and stronger financial resilience amid evolving market conditions.
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US$11.00
FV
46.3% undervalued
intrinsic discount
-0.94%
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
3 days ago
author updated this narrative
Premium Brands Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
New Production Facilities And US Programs Will Unlock Future Value
Key Takeaways Strategic facility expansions and acquisitions are enabling scalable revenue growth, improved margins, and stronger geographic and product diversification. Health and premiumization trends are boosting demand for specialty offerings, supporting higher pricing power and sustained long-term earnings growth.
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CA$112.55
FV
15.4% undervalued
intrinsic discount
9.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
13
users have followed this narrative
3 days ago
author updated this narrative
Fiera Milano
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
International And Digital Events Will Drive Long-Term Momentum
Key Takeaways Expansion into international events and digital services strengthens revenue stability, while acquisitions diversify the business and reduce geographic risk. High-profile contracts and robust cash flow provide flexibility for further investments, supporting sustained earnings growth and increased shareholder returns.
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€7.00
FV
0.6% undervalued
intrinsic discount
7.37%
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
3 days ago
author updated this narrative
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