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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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HMS Networks
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Tariff And Geopolitical Risks Will Strain Manufacturing Yet Improve Conditions
Key Takeaways Geopolitical tensions, tariffs, and currency shifts create uncertainty, pressuring margins and limiting international and organic revenue growth despite Industry 4.0 tailwinds. Growth in software, services, and acquisitions is slowed by project delays and market caution, while increased competition threatens pricing power and sustainable earnings.
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SEK 440.00
FV
3.4% undervalued
intrinsic discount
14.85%
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
1 day ago
author updated this narrative
Sleep Cycle
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Embedded Trackers And Regulation Will Erode Sleep App Margins
Key Takeaways Deep integration of free health tracking by major platforms and bundled offerings threatens user growth, retention, and the relevance of standalone sleep apps. Rising compliance costs and the shift toward medical-grade solutions will squeeze margins and challenge Sleep Cycle's long-term profitability.
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SEK 26.00
FV
11.7% overvalued
intrinsic discount
14.83%
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
1 day ago
author updated this narrative
Noah Holdings
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
China's Tightening Rules And Aging Population Will Sap Confidence
Key Takeaways Regulatory pressures, demographic challenges, and geopolitical risks threaten the company's international expansion, revenue growth, and long-term client retention. Increased competition, reputational concerns, and the shift to direct investment platforms are likely to erode market share and suppress profitability.
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US$6.80
FV
73.6% overvalued
intrinsic discount
0.60%
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
1 day ago
author updated this narrative
Cosmo Pharmaceuticals
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
EMA Hurdles And Generics Will Stall Growth But Enable Recovery
Key Takeaways Heavy reliance on a few key drugs and regulatory uncertainties create risks for long-term growth and profitability despite strong demand and innovation efforts. Mounting pricing pressures, competition from generics, and slow regulatory approval could erode margins and limit international expansion opportunities.
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CHF 79.38
FV
30.1% undervalued
intrinsic discount
1.01%
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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1 day ago
author updated this narrative
Forterra
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Rising Regulations And Shifting Construction Trends Will Weigh On Performance
Key Takeaways Rising regulatory and environmental pressures, combined with input cost inflation, threaten profitability through higher compliance costs and margin compression. Shifting market preferences toward alternative construction methods and demographic stagnation pose long-term risks to revenue growth and demand for core products.
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UK£1.70
FV
12.8% overvalued
intrinsic discount
2.85%
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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1 day ago
author updated this narrative
Life Healthcare Group Holdings
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Regulatory Burdens And Costs Will Shrink South African Demand
Key Takeaways Long-term revenue growth is threatened by shifts to outpatient care, rising labor costs, and regulatory pressures constraining pricing power and margins. Structural economic and affordability barriers, along with high fixed costs, may limit patient volumes and dampen returns on investment.
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R12.30
FV
12.4% overvalued
intrinsic discount
2.37%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
author updated this narrative
Costain Group
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Rising UK Regulatory Costs And Fixed Contracts Will Pressure Margins
Key Takeaways Rising decarbonization regulation, labor costs, and fixed-price contracts threaten Costain's operating margins, exposing it to cost inflation and delivery risks. Shifting market dynamics and client preferences may limit Costain's growth opportunities, endangering revenue streams and competitiveness in securing major contracts.
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UK£1.15
FV
44.2% overvalued
intrinsic discount
3.30%
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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1 day ago
author updated this narrative
PVA TePla
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Geopolitical Tensions And Stricter Regulations Will Limit Semiconductor Expansion
Key Takeaways Geopolitical fragmentation, protectionism, and environmental regulations pose significant risks to growth, market access, and profitability through increased operational costs and compliance burdens. Reliance on limited technologies and aggressive expansion without secure demand may cause revenue instability, margin compression, and vulnerability to shifting industry trends.
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€15.50
FV
54.7% overvalued
intrinsic discount
8.03%
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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1 day ago
author updated this narrative
Cyrela Brazil Realty Empreendimentos e Participações
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Rising Rates And Costs Will Test Margins Yet Encourage Adaptation
Key Takeaways Sustained demand and demographic shifts support growth, but urban saturation, competition, and rising input costs threaten long-term revenue and margin expansion. Elevated interest rates and potential regulatory changes could undermine affordability, strain profitability, and add uncertainty to future financial performance.
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R$26.00
FV
0.8% undervalued
intrinsic discount
6.44%
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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1 day ago
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