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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
8
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
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
23.7% 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
12
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
4.0% 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
15
users have followed this narrative
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EVN
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Renewable Expansion And E-Mobility Investments May Boost Future Earnings Amid Debt Concerns
Key Takeaways Aggressive expansion into renewables and strategic partnerships in e-mobility could drive growth and enhance revenue through higher generation volumes and charging infrastructure use. Divestment from international projects and focus on core operations may improve net margins, while ongoing investments aim to bolster future earnings despite short-term challenges.
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€32.88
FV
27.3% undervalued
intrinsic discount
1.07%
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
about 10 hours ago
author updated this narrative
Resonac Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In AI Semiconductors Will Open Future Market Opportunities
Key Takeaways Aggressive investments in AI semiconductors and R&D integration aim to capitalize on market growth, potentially boosting revenues and improving net margins through innovation. Commitment to sustainable initiatives and business portfolio reforms could improve operational efficiency and profitability while aligning with global environmental trends.
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JP¥4.46k
FV
20.3% undervalued
intrinsic discount
0.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 10 hours ago
author updated this narrative
ACC
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
Indian Urbanization And Green Energy Will Fuel Cement Demand
Key Takeaways Accelerating infrastructure and urbanization trends, combined with capacity expansion and integration, position ACC for increased market share and sustainable earnings growth. Emphasis on green energy, group synergies, and sustainability leadership is driving cost efficiency, margin expansion, and enhanced business resilience.
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₹2.15k
FV
17.1% undervalued
intrinsic discount
7.22%
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
about 10 hours ago
author updated this narrative
Dangote Cement
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
African Urbanization And Expansion Will Drive Enduring Cement Demand
Key Takeaways Geographic expansion and export growth are strengthening revenue diversification and positioning the company to benefit from Africa's urbanization and infrastructure trends. Cost-saving investments in logistics, alternative fuels, and vertical integration are reinforcing its low-cost advantage and supporting sustained profitability.
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₦549.85
FV
4.9% overvalued
intrinsic discount
18.23%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
21
users have followed this narrative
about 10 hours ago
author updated this narrative
Biocon
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Biosimilars Demand Will Unlock Global Market Opportunities
Key Takeaways Expanding biologics portfolio, global launches, and strategic partnerships position Biocon to capture growth from rising biosimilar demand and therapeutic market leadership. Enhanced operating leverage and manufacturing scale drive margin improvements and long-term earnings stability amid increasing healthcare spending and global market access.
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₹382.90
FV
6.2% undervalued
intrinsic discount
15.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
about 10 hours ago
author updated this narrative
M44U
Mapletree Logistics Trust
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Divestments In Malaysia And Singapore Will Drive Future Portfolio Resilience
Key Takeaways Strategic divestments and proactive hedging strategies are expected to improve net margins and manage financial risks effectively. Strong demand for new developments and a diversified tenant base support revenue resilience and future growth.
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S$1.31
FV
11.3% undervalued
intrinsic discount
3.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
about 10 hours ago
author updated this narrative
Piraeus Financial Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Banking And Green Finance Will Drive European Market Vitality
Key Takeaways Digitalization initiatives and cost efficiency are driving margin improvements, while diversified offerings position the company to capture growth from evolving customer and market trends. Enhanced asset quality, prudent risk management, and green finance leadership support stable earnings and limit credit risk in a recovering economic environment.
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€7.27
FV
0.6% undervalued
intrinsic discount
2.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
about 10 hours ago
author updated this narrative
Flughafen Wien
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Terminal 3 Expansion And Office Park 4 Will Boost Future Earnings
Key Takeaways Strategic infrastructure investments aim to boost future revenue and profits with enhanced capacity and operational efficiencies. Strong financial position and partnerships support resilience and growth despite personnel cost increases.
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€60.40
FV
12.9% undervalued
intrinsic discount
3.02%
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
about 10 hours ago
author updated this narrative
APL Apollo Tubes
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Global Capex Revival And New Capacity Will Fuel Steel Demand
Key Takeaways Strategic capacity expansion, product innovation, and premiumization efforts enhance revenue growth, margin resilience, and reduce business seasonality. Strengthened export orientation and ESG-led cost optimizations support profit margin expansion and open diversified global growth opportunities.
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₹1.85k
FV
13.1% 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
4
users have followed this narrative
about 10 hours ago
author updated this narrative
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