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Community Investing Ideas
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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Telefónica
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Rising Debt And OTT Shifts Will Undermine Future Value
Key Takeaways Shifting consumer behavior, heavy competition, and regulatory pressures threaten revenue growth, erode margins, and constrain Telefónica's ability to improve financial health. High debt levels and ongoing capital investments restrict financial flexibility, leaving sustainable earnings growth and cash flow generation under significant pressure.
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€3.10
FV
55.3% overvalued
intrinsic discount
-5.52%
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
Hapag-Lloyd
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Rising Nearshoring And Tech Shifts Will Undermine Container Shipping Viability
Key Takeaways Structural shifts in global trade and competition from tech-enabled logistics firms threaten Hapag-Lloyd's traditional revenue sources and market share. Rising costs from environmental compliance and heavy reliance on volatile spot rates increase risk of margin compression and earnings instability.
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€70.00
FV
70.9% overvalued
intrinsic discount
-8.48%
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
Legrand
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Data Center Reliance And Tightening Regulations Will Erode Relevance
Key Takeaways Heavy dependence on the data center segment exposes Legrand to vulnerabilities if sector momentum falters, with other business areas providing minimal growth offset. Increasing regulatory, environmental, and competitive pressures threaten Legrand's margins, relevance, and ability to capture growth outside its core focus area.
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€83.39
FV
59.4% overvalued
intrinsic discount
4.82%
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
Kuaishou Technology
AN
AnalystLowTarget
Consensus Narrative from 29 Analysts
Regulatory Hurdles And Chinese App Bans Will Restrict Global Reach
Key Takeaways Intensifying regulations, user privacy concerns, and geopolitical risks threaten Kuaishou's growth, profitability, and ability to expand internationally. Evolving consumer preferences and saturated markets increase pressure on Kuaishou to innovate or risk declining user engagement and shrinking revenue streams.
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HK$65.17
FV
14.8% overvalued
intrinsic discount
9.56%
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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Delta Electronics
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Overvalued Power Electronics Will Face Margin Compression Amid US-China Decoupling
Key Takeaways Heightened global economic and geopolitical risks, combined with rising costs, are set to pressure both Delta's revenue growth and profitability outlook. Reliance on volatile markets and increased competition in core products threatens Delta's pricing power, margins, and long-term earnings stability.
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NT$513.94
FV
33.5% overvalued
intrinsic discount
10.74%
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
DSM-Firmenich
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Regulatory And Merger Challenges Will Constrain Benefits But Spark Growth
Key Takeaways Increased regulatory pressures and supply chain complexities risk offsetting operational gains, potentially limiting margin expansion and profit growth despite sustainability-driven demand. Integration challenges, disruptive technologies, and intensified competition may cap revenue growth and undermine margins, even with ongoing innovation and higher-margin portfolio focus.
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€87.45
FV
5.3% undervalued
intrinsic discount
1.22%
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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Otsuka Holdings
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Global Healthcare Cost Controls Will Crush Profitability
Key Takeaways Reliance on a few key drugs and limited breakthrough approvals exposes future earnings to patent losses, generic competition, and suppressed R&D productivity. Global cost controls, regulatory pressures, execution risks in new ventures, and supply chain disruptions threaten long-term profitability and earnings stability.
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JP¥7.20k
FV
9.6% overvalued
intrinsic discount
-2.25%
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
Deutsche Bank
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Rising Regulatory Pressure And Fintech Rivalry Will Impair Performance
Key Takeaways Persistently low interest rates, increased digital competition, and rising regulatory demands will limit revenue and profit growth while elevating costs. Ongoing legal risks, industry disintermediation, and margin compression threaten fee income stability and undermine long-term capital returns.
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€15.73
FV
98.7% overvalued
intrinsic discount
3.33%
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
Siemens Energy
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Interest Rates And Regulatory Risks Will Stall Grid Progress
Key Takeaways Exposure to regulatory, financing, and supply chain risks could undermine earnings stability and profitability, despite strong order growth and capacity expansion efforts. Operational challenges and shifting energy technology trends threaten long-term demand for core offerings, potentially limiting revenue growth and eroding margins.
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€37.00
FV
156.3% overvalued
intrinsic discount
7.13%
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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