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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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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
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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
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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Südzucker
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Rising Global Food Demand And Digitalization Will Ignite Agricultural Transformation
Key Takeaways Tightening EU sugar supply and potential drought could drive higher sugar prices, boosting Südzucker's revenue and margins sooner than expected. Strategic investments in sustainable products, digitalization, and efficiency support growth, margin expansion, and new, health-focused revenue streams.
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€13.80
FV
26.2% undervalued
intrinsic discount
1.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
TCI Express
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
India's Booming Digital Retail And Automation Will Empower Organized Logistics
Key Takeaways Strong growth in high-margin express logistics, automation, and branch expansion positions the company for rapid revenue gains and improved operational efficiency versus consensus expectations. Early compliance investments and asset-light strategy minimize risk, enabling significant market share capture and sustained cash flow growth in a formalizing logistics sector.
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₹1.17k
FV
42.9% undervalued
intrinsic discount
10.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Verve Group
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital Shift And Privacy Trends Will Unlock Global Opportunities
Key Takeaways Critical mass in privacy-focused targeting and rapid SDK adoption position Verve for dominant share and above-expectation revenue and margin acceleration in digital advertising. Early international expansion and AI-driven automation unlock new high-margin streams and cross-selling opportunities, supporting sustained premium growth and superior profitability.
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€9.20
FV
72.5% undervalued
intrinsic discount
19.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Union Bank of the Philippines
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Rapid Smartphone Penetration Will Drive Digital Banking Expansion
Key Takeaways UnionBank's digital focus, ecosystem partnerships, and first-mover advantage in financial inclusion position it for sustained market leadership and superior long-term growth. Operational efficiency, automation, and expanding addressable markets are set to drive margin expansion, recurring revenue, and returns outperforming industry peers.
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₱53.79
FV
42.0% undervalued
intrinsic discount
25.50%
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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4 days ago
author updated this narrative
Metropolis Healthcare
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
India's Rising Healthcare And Digital Adoption Will Expand Diagnostic Reach
Key Takeaways Integration of recent acquisitions and rapid rollout of collection centers are expected to accelerate earnings, margins, and operating leverage ahead of current outlooks. Advanced digital tools and a strong pipeline of specialized tests uniquely position Metropolis for sustained growth and leadership in India's expanding diagnostics market.
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₹2.35k
FV
10.9% undervalued
intrinsic discount
16.35%
Revenue growth p.a.
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0
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0
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0
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4 days ago
author updated this narrative
RHI Magnesita
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Global Urbanization, Recycling And Decarbonization Will Drive Refractory Markets
Key Takeaways Accelerated recycling integration, digitalization, and US expansion are set to drive significant margin growth, supply chain resilience, and recurring revenue from premium solutions. Global infrastructure and decarbonization trends position RHI Magnesita for long-term earnings stability through high-margin, recurring service revenues and greater operating leverage.
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UK£42.02
FV
47.0% undervalued
intrinsic discount
3.58%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Strides Pharma Science
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Aging Populations And Emerging Markets Will Energize Generic Demand
Key Takeaways Strides is achieving stronger margins and growth than expected, driven by portfolio rationalization, operational enhancements, and effective entry into less competitive, higher-margin products. Expansion into differentiated products and emerging markets is reducing risk and supporting sustainable, stable revenue and earnings growth.
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₹1.22k
FV
33.1% undervalued
intrinsic discount
14.27%
Revenue growth p.a.
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0
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0
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0
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4 days ago
author updated this narrative
technotrans
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
E-mobility And Smart Factories Will Fuel Lasting Industry Change
Key Takeaways Expansion into energy management, mining equipment cooling, and regulated verticals positions technotrans for higher growth, recurring revenues, and reduced business cyclicality. Decentralized innovation and customer tailoring enable operating leverage and margin resilience, setting the stage for sustained profitability above current expectations.
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€31.00
FV
22.9% undervalued
intrinsic discount
9.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Youdao
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Digital Education Shift And NetEase Integration Will Unlock AI Breakthroughs
Key Takeaways Rapid adoption of AI-driven education solutions and ecosystem integration positions Youdao for strong recurring revenue and margin expansion ahead of competitors. Underpenetrated markets and regulatory tailwinds support sustained user growth, higher pricing power, and long-term gains in revenue and earnings.
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US$18.50
FV
52.5% undervalued
intrinsic discount
14.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
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