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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
users have liked this narrative
0
users have commented on this narrative
29
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
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
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
4.1% 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
users have followed this narrative
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JS Global Lifestyle
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Global Protectionism And Rising Tariffs Will Curtail Overseas Expansion
Key Takeaways Trade barriers and geopolitical tensions threaten overseas expansion, while stricter environmental rules will drive up costs and reduce competitiveness. Slowed core market demand and post-spinoff reliance on weaker brands raise earnings volatility and risk structurally lower profitability.
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HK$1.57
FV
12.7% overvalued
intrinsic discount
10.42%
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
12 days ago
author updated this narrative
Metallus
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Investments In Aerospace And Defense Will Expand Market Presence By 2026
Key Takeaways Tariffs on steel products and new energy programs are expected to boost domestic demand and future revenue streams. Investments in aerospace, defense, and facility modernization aim to enhance revenue, efficiency, and earnings.
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US$22.00
FV
25.5% undervalued
intrinsic discount
11.96%
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
7 days ago
author updated this narrative
PolyNovo
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Global Cost Pressures And Regulatory Risks Will Cripple Future Prospects
Key Takeaways Mounting cost pressures, regulatory hurdles, and supply chain risks threaten profitability and growth despite ongoing expansion and innovation efforts. Growing competition and limited diversification beyond the core platform may erode market share and lead to volatile revenue and earnings.
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AU$1.15
FV
0% overvalued
intrinsic discount
20.39%
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
12 days ago
author updated this narrative
Vivendi
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Focusing On Listed Investments And Cost Management At Gameloft Will Unlock Future Value For Stakeholders
Key Takeaways Transformation and restructuring through asset spin-offs aim to unlock value, enhancing revenue and earnings as Vivendi focuses on listed investments. Cost management and strategic growth plans in video games suggest improved margins, future revenue, and earnings increases.
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€3.49
FV
9.0% undervalued
intrinsic discount
1.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
Updated
narrative
PCBL Chemical
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Carbon Reliance Will Shrink Margins Amid EV And Excess Supply
Key Takeaways Overdependence on traditional carbon black faces rising threats from decarbonization, alternative fillers, and recycled materials, risking market share and profitability. Regulatory pressures and persistent global overcapacity intensify cost, compliance, and price competition challenges, jeopardizing margin stability and expansion returns.
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₹394.00
FV
3.6% undervalued
intrinsic discount
7.48%
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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12 days ago
author updated this narrative
Shyam Metalics and Energy
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
India Infrastructure Expansion And New Capacity Will Drive Metals Demand
Key Takeaways Long-term demand, value-added products, and sector consolidation position the company for stable revenue growth, margin expansion, and market share gains. Focus on backward integration, captive power, and material mix shifts enhances cost efficiency, earnings resilience, and exposure to high-growth segments.
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₹1.06k
FV
8.9% undervalued
intrinsic discount
29.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
6 days ago
author updated this narrative
Sappi
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Global E-Commerce Trends Will Drive Sustainable Packaging Growth
Key Takeaways Accelerated margin and cash flow gains from efficient project execution, rapid deleveraging, and strategic capital management may exceed expectations and enable greater shareholder returns. Leading innovation and expanded sustainable packaging capacity position Sappi for dominant growth, market share gains, and new revenue streams as industry dynamics shift.
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R72.84
FV
60.7% undervalued
intrinsic discount
6.59%
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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12 days ago
author updated this narrative
Direcional Engenharia
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Brazil Urban Growth And Digital Shift Will Offset Margin Pressures
Key Takeaways Expanded government programs and urbanization trends are expected to significantly boost Direcional's market opportunity, supporting sustained top-line growth and long-term housing demand. Operational leverage, technological advantages, and market consolidation position Direcional for leading margins, robust cash generation, and increasing dominance over competitors.
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R$20.33
FV
31.2% undervalued
intrinsic discount
27.40%
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
12 days ago
author updated this narrative
Advance Auto Parts
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Supply Chain Consolidation And Vendor Partnerships Will Boost Efficiency By 2027
Key Takeaways Strategic initiatives, including asset optimization and divesting noncore operations, aim to enhance margins and boost profitability within three years. Efforts to streamline distribution and improve in-stock levels seek to reduce costs and drive revenue, positively impacting earnings.
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US$49.40
FV
25.1% overvalued
intrinsic discount
-0.0084%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
16 days ago
author updated this narrative
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