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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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Persimmon
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
UK Housing Demand Will Fuel Future Market Expansion
Key Takeaways Robust housing demand, government reforms, and expanded site pipeline position Persimmon for market share gains and top-line growth. Strategic land bank, cost-saving investments, and balance sheet discipline strengthen margins, earnings growth, and capital flexibility.
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UK£14.95
FV
26.9% undervalued
intrinsic discount
6.70%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
67
users have followed this narrative
3 days ago
author updated this narrative
Pampa Energía
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Rincón De Aranda Shale And Renewables Will Redefine Energy Landscape
Key Takeaways Rapid shale oil output and drilling efficiency gains are driving lower costs, higher margins, and production growth, while vertical integration reduces operational risks and funding costs. Expanding renewables and infrastructure investments support cleaner energy transition, stable export-driven revenues, and margin resilience in the power business.
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AR$3.79k
FV
3.1% overvalued
intrinsic discount
10.46%
Revenue growth p.a.
Set Fair Value
1
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
SEB
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
New Product Launches And APAC Expansion Will Unlock Future Value
Key Takeaways Strong product innovation, sustainability initiatives, and digital strategies are enhancing SEB's margins, premium pricing, and operational efficiency. Expansion in Asia and strategic acquisitions are positioning SEB for long-term growth through new revenue streams and broader market access.
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€102.36
FV
35.3% undervalued
intrinsic discount
4.19%
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
3 days ago
author updated this narrative
Airtac International Group
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Digital Transformation And Automation Will Reshape Chinese And Global Manufacturing
Key Takeaways Accelerated automation and supportive Chinese policies are expected to drive strong revenue growth and improve capacity utilization across key manufacturing sectors. Product innovation, deepening localization, and operational efficiency initiatives are set to enhance margins and buffer against external disruptions.
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NT$1.03k
FV
22.3% undervalued
intrinsic discount
10.14%
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
Eregli Demir ve Çelik Fabrikalari T.A.S
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Production Upgrades And Energy Transition Will Drive Efficiency
Key Takeaways Recent production upgrades and efficiency projects will boost margins, support higher earnings, and reduce reliance on volatile raw material input costs. Strategic investment in sustainable energy and an EU-focused export strategy enhance revenue diversification and position the company for premium pricing and stable long-term growth.
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₺29.02
FV
4.7% undervalued
intrinsic discount
15.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
81
users have followed this narrative
3 days ago
author updated this narrative
ALS
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Capitalizing On Environmental Megatrends And PFAS Demand To Fuel Revenue And Margins
Key Takeaways Integration and optimization of acquisitions could improve operational efficiency, enhancing margins and earnings over time. Expertise in PFAS testing positions ALS to capitalize on regulatory trends, potentially boosting revenue and margins in Life Sciences.
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AU$17.77
FV
5.1% overvalued
intrinsic discount
6.76%
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
Nordnet
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Transformation And German Expansion Will Shape Success
Key Takeaways Strong customer growth and digital innovation are driving user engagement, supporting higher revenue, customer retention, and long-term platform expansion. Geographic and product diversification efforts, alongside disciplined cost control, are boosting margin stability and reducing reliance on commission-based income.
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SEK 266.50
FV
2.7% overvalued
intrinsic discount
3.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
Pilbara Minerals
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Major Plant Expansions And Advanced Technology Will Unlock Lithium Potential
Key Takeaways Expanded production capacity and advanced technology initiatives enable industry-leading cost efficiency and operational flexibility for sustained profitability. Strategic downstream and global growth moves position the company to capture greater value and maintain strong financial resilience amid long-term lithium demand growth.
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AU$1.98
FV
11.0% overvalued
intrinsic discount
15.58%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
3
users have commented on this narrative
111
users have followed this narrative
3 days ago
author updated this narrative
Globe Telecom
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Transformation And Network Expansion Will Create Future Opportunity
Key Takeaways Growing digital financial services, subscriber bases, and digital infrastructure diversify Globe's revenue and support long-term growth as digital adoption expands in the Philippines and among overseas Filipinos. Enhanced network rollout, capital efficiency, and cost optimization boost operating margins, free cash flow, and dividend sustainability while shifting earnings to data and digital services.
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₱2.26k
FV
24.7% undervalued
intrinsic discount
2.12%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
147
users have followed this narrative
3 days ago
author updated this narrative
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