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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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Sandhar Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
EV Battery Chargers And Pune Expansion Will Support Future Success
Key Takeaways Successful joint ventures and strategic expansion efforts are enhancing business synergies and have the potential to significantly boost future earnings. Entry into the EV segment and diversification of the product portfolio are expected to drive long-term revenue growth and profitability.
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₹592.00
FV
29.6% undervalued
intrinsic discount
14.70%
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
Charter Hall Retail REIT
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Diversifying With HPI Acquisition Will Strengthen Future Income Streams
Key Takeaways Diversifying its convenience-based portfolio and strategic acquisitions are expected to drive revenue growth and secure inflation-linked long-term income. High occupancy rates and strategic asset management optimize rental income, supporting robust revenue and earnings increases.
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AU$4.10
FV
2.9% undervalued
intrinsic discount
-2.59%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
5 days ago
author updated this narrative
Cobram Estate Olives
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Maturing Olive Groves And US Expansion Will Boost Future Production
Key Takeaways Strategic expansion and infrastructure improvements in the U.S. and Australia are set to significantly boost production capacity and revenue. Increased competitiveness in the U.S. market and strategic partnerships are expected to drive sustained revenue growth and market share expansion.
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AU$2.62
FV
2.3% overvalued
intrinsic discount
20.35%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
5 days ago
author updated this narrative
Judges Scientific
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Luciol And Allied Acquisitions Will Expand Scientific Instrument Capabilities
Key Takeaways Robust acquisition strategy and increased banking facilities support growth in revenue and earnings through strategic alignments. Focus on converting EBIT into cash increases financial flexibility, positively impacting net margins and debt repayment.
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UK£87.56
FV
33.5% undervalued
intrinsic discount
3.79%
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
author updated this narrative
Smartgroup
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Novated Leasing Will Meet Future Electric Vehicle Demand
Key Takeaways Targeted digital transformation and enhanced services aim to boost customer acquisition, retention, and revenue from existing clients. Expanding corporate segment and focus on novated leasing, including electric vehicles, offer significant growth opportunities and efficiency.
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AU$8.91
FV
7.8% undervalued
intrinsic discount
4.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
5 days ago
author updated this narrative
Bank Danamon Indonesia
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Transformation And MUFG Integration Will Expand Future Markets
Key Takeaways Aggressive digitalization and fintech partnerships aim to boost non-interest revenue and increase efficiency by capturing Indonesia's growing digital banking market. MUFG integration and SME lending expansion are set to diversify revenue streams, lower funding costs, and drive long-term profit growth.
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Rp2.75k
FV
6.5% undervalued
intrinsic discount
17.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
Major Drilling Group International
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion Into Latin America Will Position The Company To Capitalize On Growing Demand For Specialized Drilling
Key Takeaways The Explomin acquisition and increased exploration budgets position Major Drilling for revenue growth through expanded market presence and drilling activity. Strategic focus on specialized services and geographic diversity enhance revenue potential and mitigate financial impacts of tariffs.
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CA$13.60
FV
33.2% undervalued
intrinsic discount
19.64%
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
Domino's Pizza Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Simplifying Business Will Reduce Complexity And Costs In Future
Key Takeaways Simplifying the business model and closing underperforming stores aim to cut costs, improve efficiency, and boost profit margins. Focusing on IT, marketing, and product simplification is expected to enhance operational efficiency, customer experience, and long-term profitability.
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AU$24.19
FV
22.1% undervalued
intrinsic discount
3.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
5 days ago
author updated this narrative
Hemnet Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Real Estate Transformation Will Fuel Swedish Market Expansion
Key Takeaways Expanding digital adoption and strong platform enhancements are boosting user engagement, revenue per listing, and maintaining Hemnet's pricing power and market leadership in Sweden. Dominant brand presence and network effects ensure resilience against competitors, supporting sustained high margins and efficient customer acquisition.
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SEK 346.68
FV
25.9% undervalued
intrinsic discount
19.06%
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
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