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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
7
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0
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29
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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
24.3% undervalued
intrinsic discount
9.00%
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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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
4.1% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
2
users have commented on this narrative
12
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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
18.6% overvalued
intrinsic discount
5.46%
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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21 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
23.1% overvalued
intrinsic discount
12.71%
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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21 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
2.0% undervalued
intrinsic discount
-2.34%
Revenue growth p.a.
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0
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0
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0
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21 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
28.2% 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
0
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21 days ago
author updated this narrative
Premium Brands Holdings
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
US Urban Trends Will Expand Premium Food Markets
Key Takeaways Organic growth and margin expansion may outpace expectations due to rapid ramp-up of new facilities and a strong U.S. sales pipeline. Strategic alignment with food consumption trends and supply chain improvements enable sustained outperformance and resilience amid market volatility.
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CA$130.61
FV
27.9% undervalued
intrinsic discount
14.62%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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21 days ago
author updated this narrative
Ring Energy
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Global Energy Demand Will Underpin Permian Yields Against Risks
Key Takeaways Strong performance from recent acquisitions and capital efficiency improvements positions Ring Energy for greater margin and cash flow growth than currently anticipated. Strategic expansion and favorable market dynamics support substantial long-term production and earnings upside, with improving gas markets offering an emerging profit driver.
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US$3.47
FV
76.6% undervalued
intrinsic discount
4.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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21 days ago
author updated this narrative
Nabtesco
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Global Automation And Demographics Will Spur Advanced Manufacturing
Key Takeaways Strategic expansion into automation, logistics, and advanced manufacturing is expected to drive higher margins and long-term revenue growth beyond current forecasts. Focus on cost efficiencies, global aftermarket services, and selective acquisitions will boost recurring revenues and enhance earnings stability.
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JP¥3.45k
FV
10.9% undervalued
intrinsic discount
5.64%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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21 days ago
author updated this narrative
1&1
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Digital Transformation And 5G Will Empower IoT Connectivity
Key Takeaways Unique network architecture and digital ecosystem position the company for sector-leading efficiency, premium pricing, and outsized revenue and margin growth versus competitors. Service innovation, bundled offerings, and rapid adoption of emerging trends drive higher customer value, lower churn, and multiple potential new high-margin revenue streams.
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€28.93
FV
35.1% undervalued
intrinsic discount
3.53%
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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21 days ago
author updated this narrative
GEN Restaurant Group
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Experiential Dining And South Korea Expansion Will Spark New Demand
Key Takeaways Accelerated expansion and innovative store concepts, supported by strong financials, could drive revenue growth and operating margins above current expectations. International and wholesale opportunities, coupled with strong brand resonance among younger demographics, create significant untapped upside for long-term earnings and profitability.
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US$8.00
FV
57.5% undervalued
intrinsic discount
18.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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21 days ago
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