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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
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
11
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New
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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
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
New
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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
5.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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Viant Technology
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI And CTV Expansion Will Advance Market Position In Ad Tech Industry
Key Takeaways Viant's leadership in CTV and strategic acquisitions bolster its competitive edge, enhancing targeting capabilities and capturing a growing share of ad spend. ViantAI's AI-driven solutions and SMB market expansion are expected to improve campaign efficiency, optimize ad spend, and drive significant revenue growth.
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US$22.00
FV
45.5% undervalued
intrinsic discount
24.91%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
5 days ago
author updated this narrative
Robinsons Retail Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Retail Expansion In Visayas And Mindanao Will Unleash New Potential
Key Takeaways Expansion into underserved regions and private label growth are expected to boost sales, margins, and overall profitability. Digital innovation and supply chain improvements are enhancing efficiency, operating margins, and long-term earnings potential.
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₱55.84
FV
31.1% undervalued
intrinsic discount
6.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
115
users have followed this narrative
5 days ago
author updated this narrative
Mitie Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Data-rich Facilities Transformation Will Optimize Operations And Improve Client Services
Key Takeaways Facilities transformation plan and a robust pipeline aim to drive significant revenue and top-line growth through technology-led services and M&A. Margin enhancement initiatives and strategic capital deployment are expected to boost net margins, shareholder returns, and operational efficiency.
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UK£1.67
FV
12.5% undervalued
intrinsic discount
6.45%
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
5 days ago
author updated this narrative
Vitasoy International Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Banana And Strawberry Soymilk And ASEAN Expansion To Improve Future Profitability
Key Takeaways Growth and innovation in Mainland China operations, including new product launches, are expected to boost future revenue. Strategic recalibration in e-commerce and geographical expansion in ASEAN markets may significantly strengthen revenue and profitability.
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HK$9.97
FV
6.8% undervalued
intrinsic discount
1.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
5 days ago
author updated this narrative
FirstService
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Aging US Buildings And Urban Expansion Will Create Value
Key Takeaways Sustained demand from aging properties and association growth, combined with strategic outsourcing and acquisitions, is supporting consistent revenue growth and margin expansion. Investments in technology and efficiency are driving improved margins, cash flow, and positioning for continued scalable long-term earnings growth.
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CA$305.06
FV
11.5% undervalued
intrinsic discount
5.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
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5 days ago
author updated this narrative
EVT
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Divesting 525 George Street Will Fund Future Growth Initiatives
Key Takeaways Divesting the 525 George Street site is expected to unlock capital for growth and may lead to a special dividend impacting shareholder returns. Strong performance in the Hotels division, with refurbishments and new projects, is poised to increase occupancy and drive revenue growth.
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AU$16.68
FV
2.1% overvalued
intrinsic discount
5.47%
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
5 days ago
author updated this narrative
CTT
Cettire
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Emerging Markets Entry And AI Will Strengthen Future Engagement In Luxury Goods Market
Key Takeaways Strategic localization and entry into emerging markets, such as China, offer significant growth opportunities and revenue enhancement as these markets mature. Investment in AI for improved personalization boosts customer satisfaction and productivity, potentially enhancing net margins through realized efficiencies.
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AU$0.59
FV
46.9% undervalued
intrinsic discount
3.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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25
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5 days ago
author updated this narrative
Wilh. Wilhelmsen Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expansion In Maritime Services And New Energy Will Drive Future Opportunities
Key Takeaways Strategic expansion in Maritime Services and New Energy could drive revenue growth, supported by strong contracts and market performance. Solid balance sheet and increased ownership in key investments bolster stability and potential earnings growth.
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NOK 628.05
FV
20.9% undervalued
intrinsic discount
2.16%
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
5 days ago
author updated this narrative
SGL Carbon
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
SiC And Carbon Fiber Restructuring Will Secure A Bright Future
Key Takeaways Restructuring and strict cost management in the Carbon Fiber business aim to enhance profitability and optimize EBITDA and net margins. Focus on high-margin services and project acquisitions in the Process Technology unit promises significant profitability improvements and bolsters future earnings.
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€4.15
FV
19.3% undervalued
intrinsic discount
2.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
5 days ago
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