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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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Exasol
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Hybrid Analytics Will Serve Finance And Healthcare Markets
Key Takeaways Strategic focus on regulated industries and hybrid solutions positions Exasol for niche market growth while leveraging data repatriation trends for increased revenue. Cost-efficient strategies and new AI capabilities support profitability and competitive advantage, enhancing scalability and ARR growth in target regions.
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€5.10
FV
36.5% undervalued
intrinsic discount
9.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
Syensqo
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Semiconductor Recovery And Asia Expansion Will Elevate Market Prospects
Key Takeaways Volume recovery in semiconductors and growing demand for sustainable materials are driving revenue growth and expanding high-margin opportunities across multiple end markets. Organizational efficiencies, strategic expansion in Asia-Pacific, and advanced digital innovation are strengthening profitability, competitiveness, and long-term earnings potential.
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€83.88
FV
7.3% undervalued
intrinsic discount
2.37%
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
Pick n Pay Stores
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
African Urbanization And Digital Transformation Will Redefine Modern Retail
Key Takeaways Expansion in African modern retail and increased digital adoption are driving revenue growth, operational efficiency, and enhanced customer engagement. Store optimization, debt reduction, and private label focus are improving margins and positioning for sustained earnings growth.
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R31.77
FV
14.5% undervalued
intrinsic discount
6.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
3 days ago
author updated this narrative
Baozun
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Omnichannel AI And Digital Integration Will Redefine Chinese Retail
Key Takeaways Expanding digital and omnichannel solutions, premium brand focus, and proprietary technology platforms are driving market share gains, revenue growth, and higher profitability. Investments in AI, logistics automation, and multi-brand management are boosting operational efficiency, recurring revenues, and business stability.
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US$4.24
FV
34.7% undervalued
intrinsic discount
3.87%
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
AmpliTech Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
5G Quantum And Satellite Markets Will Expand Global Reach
Key Takeaways Strong positioning in 5G, satellite, and quantum technology markets should drive high-margin revenue growth as industry adoption increases. U.S.-based manufacturing and normalization of costs are expected to improve profit margins and attract recurring business from key customers.
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US$6.00
FV
48.3% undervalued
intrinsic discount
65.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
3 days ago
author updated this narrative
Emeren Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Battery Storage Projects Will Open Markets In Europe And China
Key Takeaways Expansion into China's merchant power market and strategic energy storage initiatives are expected to boost revenue and enhance profitability through high-margin opportunities. Early-stage project monetization and strong liquidity position provide a solid foundation for revenue stability and support financial resilience and growth.
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US$4.50
FV
58.2% undervalued
intrinsic discount
17.85%
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
Priority Technology Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Embedded Finance And Digital Payments Will Unlock Future Opportunities
Key Takeaways Expansion into integrated, software-driven payment and financial solutions is fueling recurring high-margin revenue streams and strengthening market positioning for sustained growth. Operational efficiencies, strategic acquisitions, and focus on automation and risk management are supporting margin expansion and increased earnings resilience.
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US$12.60
FV
39.5% undervalued
intrinsic discount
10.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
Knight Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Rising Latin America Demand Will Expand Specialty Pharma Reach
Key Takeaways Expanding specialty pharma portfolio and successful product launches drive growth, margin improvements, and geographic diversification, especially in emerging Latin American markets. Strong financial position and M&A strategy provide capital flexibility, supporting ongoing innovation, higher pricing power, and resilient profit margins.
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CA$7.80
FV
20.3% undervalued
intrinsic discount
9.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
Mobico Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
ALSA And WeDriveU Will Improve Future Prospects
Key Takeaways Strategic divestment and focus on growth areas like ALSA and WeDriveU aim to boost revenue and profitability through asset-light, diversified ventures. Debt reduction and profit improvement initiatives are expected to enhance liquidity and lower costs, positively impacting earnings and shareholder value.
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UK£0.52
FV
34.9% undervalued
intrinsic discount
-3.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
3 days ago
author updated this narrative
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