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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
users have liked this narrative
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
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
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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Strides Pharma Science
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
US Market Dependency Will Strain Margins Yet Yield Opportunity
Key Takeaways Heavy reliance on the US market and supply chain risks could create earnings volatility and slow global expansion efforts. Intensifying competition, regulatory pressures, and shifting pharmaceutical trends may limit further margin gains and long-term growth potential.
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₹937.00
FV
12.9% undervalued
intrinsic discount
12.99%
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 17 hours ago
author updated this narrative
Fevertree Drinks
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Changing Consumption Patterns Will Undermine Margins Despite Molson Coors Partnership
Key Takeaways Rising health awareness and economic pressures are reducing demand for premium mixers, threatening Fevertree's market expansion and sustaining margins. Overdependence on core products and partners, amid growing competition, risks stalling growth and further eroding profitability.
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UK£5.70
FV
66.1% overvalued
intrinsic discount
4.90%
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 17 hours ago
author updated this narrative
Metropolis Healthcare
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Digital Testing Will Undermine Traditional Diagnostics Profitability
Key Takeaways Rapid advancements in digital and decentralized diagnostics, alongside intensified competition and regulatory scrutiny, threaten Metropolis Healthcare's market share, revenue growth, and pricing power. Aggressive expansion and consumer price sensitivity risk operational inefficiency, earnings volatility, and difficulty sustaining profitable long-term growth.
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₹1.66k
FV
26.5% overvalued
intrinsic discount
13.42%
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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about 17 hours ago
author updated this narrative
RHI Magnesita
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Price Competition And Overcapacity Will Erode Margins Yet Enable Recovery
Key Takeaways Aggressive price competition and global overcapacity are sustaining margin pressures and threatening top-line revenue growth despite strong long-term demand foundations. High costs, cyclical end-market exposure, and M&A integration risks challenge margin recovery and earnings stability, even as sustainability initiatives and geographic diversification advance.
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UK£28.86
FV
22.9% undervalued
intrinsic discount
2.15%
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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about 17 hours ago
author updated this narrative
Northam Platinum Holdings
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Rising EV Demand And Recycling Will Erode PGM Revenues
Key Takeaways Declining demand due to electric vehicle growth, recycling, and material substitution threatens long-term revenue and profitability for platinum group metals. High operating costs and concentrated South African assets expose the company to risks like regulatory, power, and labor disruptions, further pressuring margins.
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R130.00
FV
65.1% overvalued
intrinsic discount
15.31%
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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about 17 hours ago
author updated this narrative
Knowit
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Compliance And Competition Will Weaken Margins Though Efficiency Will Advance
Key Takeaways Margin improvement is constrained by rising compliance costs, wage inflation, and challenges differentiating from competitors, despite demand in cybersecurity and digital transformation. Execution risks from acquisitions and rapid AI adoption may limit benefits from growth initiatives, threatening future revenue streams and sustained earnings recovery.
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SEK 143.00
FV
21.0% undervalued
intrinsic discount
2.60%
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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about 17 hours ago
author updated this narrative
Saturn Oil & Gas
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Debt In Western Canada Will Restrict Margins But Prompt Adjustment
Key Takeaways Saturn Oil & Gas faces financial constraints and regional risks that limit its ability to fully benefit from favorable energy market conditions. Ongoing capital needs, regulatory uncertainties, and competition from global producers threaten both operational stability and long-term earnings growth.
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CA$3.00
FV
17.0% undervalued
intrinsic discount
-3.52%
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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about 17 hours ago
author updated this narrative
EnQuest
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
North Sea Maintenance And Net Zero Trends Will Erode Value
Key Takeaways Reliance on mature North Sea assets and structural decline in oil demand jeopardize EnQuest's future revenue, margin, and asset value. Heightened environmental scrutiny, regulatory changes, and decommissioning challenges increase costs, restrict financial options, and threaten sustained profitability.
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UK£0.12
FV
6.8% overvalued
intrinsic discount
-7.81%
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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about 17 hours ago
author updated this narrative
NV Bekaert
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Overcapacity And Tightening Regulations Will Suppress Industry Margins
Key Takeaways Declining demand for steel products, combined with slow innovation and digital lag, threatens future growth and risks losing market share to more agile competitors. Heightened regulatory costs, operational disruptions, and economic volatility expose margins and revenue to persistent uncertainty and increased risk across markets.
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€32.00
FV
18.8% overvalued
intrinsic discount
1.45%
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 17 hours ago
author updated this narrative
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