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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
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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.
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0
users have liked this narrative
0
users have commented on this narrative
3
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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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Axactor
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Deleveraging And NPL Improvements Will Strengthen Financial Flexibility
Key Takeaways Axactor's deleveraging strategy and strong liquidity position enhance debt management and strategic investment potential, impacting cash flow stability and earnings. Growth in 3PC revenue and cost improvements in NPL operations may bolster net margins and future earnings.
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NOK 9.61
FV
9.7% undervalued
intrinsic discount
33.69%
Revenue growth p.a.
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0
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0
users have commented on this narrative
1
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Updated
narrative
5871
Chailease Holding
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Digital Disruption And Rising Costs Will Erode Margins
Key Takeaways Rising fintech competition and evolving consumer trends threaten core lending and leasing revenues, challenging Chailease's established market position and long-term growth prospects. Increased geographic, regulatory, and ESG risks could raise costs, pressure margins, and amplify earnings volatility, undermining future profitability and operational resilience.
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NT$106.00
FV
8.5% overvalued
intrinsic discount
31.60%
Revenue growth p.a.
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0
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0
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0
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20 days ago
author updated this narrative
Supreme Industries
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Rising Environmental Rules And Cost Risks Will Derail Outlook
Key Takeaways Reliance on traditional plastics and slow innovation expose Supreme to shrinking demand, regulatory pressures, and disruption from competitors offering sustainable alternatives. Volatile input costs, rising compliance expenses, and limited diversification threaten profitability and long-term growth as industry shifts toward sustainability.
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₹3.19k
FV
32.3% overvalued
intrinsic discount
12.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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20 days ago
author updated this narrative
Uno Minda
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Internal Combustion Demand Will Fall As EV Trends Accelerate
Key Takeaways Rapid shifts to electric vehicles and new mobility trends threaten core product demand, requiring transformative investment that could pressure margins and cash flows. Heavy dependence on key automakers and expansion risks, combined with trade barriers, expose the company to concentration risk and uncertainty in export-driven growth.
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₹845.04
FV
26.5% overvalued
intrinsic discount
13.89%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
1
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20 days ago
author updated this narrative
SBI Holdings
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Tightening Crypto Regulation And Rising Costs Will Erode Fundamentals
Key Takeaways Heavy exposure to crypto and digital assets, combined with tough global regulation, threatens SBI Holdings' profitability and increases earnings volatility. Digital disruption, costly global expansion, and slow legacy segments heighten risks of margin compression and weaker long-term revenue growth.
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JP¥4.13k
FV
58.6% overvalued
intrinsic discount
1.11%
Revenue growth p.a.
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0
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0
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0
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20 days ago
author updated this narrative
KakaoBank
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Aging Demographics And Regulatory Hurdles Will Weaken Digital Platforms
Key Takeaways Demographic shifts, tightening regulations, and data privacy concerns threaten user growth, compliance costs, digital innovation, and overall profitability. Heightened competition and dependence on the core ecosystem risk eroding pricing power, platform advantages, and future business scalability.
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₩22.00k
FV
19.3% overvalued
intrinsic discount
5.46%
Revenue growth p.a.
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0
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0
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0
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20 days ago
author updated this narrative
Friedrich Vorwerk Group
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Though Risks Remain, Hydrogen Expansion Will Accelerate Europe's Decarbonization
Key Takeaways Strong positioning in hydrogen and infrastructure upgrades, combined with proven execution, sets foundation for accelerated, resilient revenue and margin growth. Strategic investments in advanced technology and targeted acquisitions expand operational capabilities and revenue streams, enhancing long-term competitiveness and stability.
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€70.00
FV
23.3% overvalued
intrinsic discount
12.71%
Revenue growth p.a.
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0
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0
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0
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20 days ago
author updated this narrative
Bavarian Nordic
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Rising Global Vaccine Demand Will Spur Progress But Face Headwinds
Key Takeaways Accelerated manufacturing and strong travel health performance suggest margins and revenues may surpass expectations, signaling potential for significant long-term upside. Unique vaccine capabilities and expanding portfolio position the company to benefit from global health trends and increasing market opportunities, driving superior operational and financial growth.
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DKK 244.00
FV
2.7% undervalued
intrinsic discount
-2.34%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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20 days ago
author updated this narrative
Tyson Foods
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Global Middle-Class Growth And Automation Will Drive Lasting Industry Leadership
Key Takeaways Advanced logistics, automation, and innovation position Tyson for industry-leading margins, volume growth, and multi-year category leadership in value-added and branded product segments. Global expansion, enhanced traceability, and a multi-protein portfolio boost pricing power, international earnings diversification, and opportunities for shareholder value creation.
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US$80.31
FV
29.4% undervalued
intrinsic discount
2.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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20 days ago
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