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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
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
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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Fortnox
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Tighter Regulation Will Squeeze Profit Margins While Upside Lingers
Key Takeaways Heavy reliance on price actions, acquisitions, and upselling existing customers threatens sustainable growth as core markets mature and competitive pressures mount. Rising compliance costs, regulatory changes, and talent competition risk eroding profitability and compressing margins in the medium term.
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SEK 40.00
FV
123.5% overvalued
intrinsic discount
21.41%
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
20 days ago
author updated this narrative
Hapvida Participações e Investimentos
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Rising Litigation And Inflation Will Undermine Brazil Healthcare
Key Takeaways Income inequality, regulatory risks, and medical inflation may restrict revenue growth and compress margins despite rising healthcare demand and digitalization efforts. Operational challenges from M&A integration and slow geographic expansion could hinder anticipated efficiencies and leave the company vulnerable to stagnating membership and revenue.
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R$45.00
FV
21.9% undervalued
intrinsic discount
7.80%
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
20 days ago
author updated this narrative
ASMPT
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Geopolitical Tensions Will Cripple Advanced Packaging Prospects
Key Takeaways Geopolitical risks, volatile supply chains, and market concentration threaten ASMPT's revenue stability and magnify exposure to demand shifts in key customer segments. Intensifying competition, commoditization, and rising operating costs are eroding margins and constrain earnings growth despite ongoing AI-related demand.
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HK$56.60
FV
24.3% overvalued
intrinsic discount
8.94%
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
20 days ago
author updated this narrative
Shurgard Self Storage
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
European Self-Storage Demand Will Plummet Under Regulatory Pressure
Key Takeaways Slowing urban growth, demographic shifts, and digitalization may limit storage demand, weakening Shurgard's revenue growth, pricing power, and customer retention. Increasing regulatory barriers, market saturation, and new agile competitors threaten expansion, expose the company to margin pressure, and elevate competitive risks.
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€33.00
FV
4.2% overvalued
intrinsic discount
9.85%
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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20 days ago
author updated this narrative
Kaynes Technology India
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
High-Cost OSAT Expansion And Fierce EMS Rivalry Will Impair Value
Key Takeaways Large-scale expansion plans and entry into new technology areas heighten financial strain and operational risks, potentially impacting near-term earnings and cash flows. Heightened competition, customer concentration, and stricter regulations threaten pricing power and could compress long-term margins and profitability.
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₹4.61k
FV
25.9% overvalued
intrinsic discount
39.97%
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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20 days ago
author updated this narrative
Ajanta Pharma
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Tightening Global Regulations And Supply Risks Will Drag Outlook
Key Takeaways Rising regulatory scrutiny, supply chain risks, and pricing pressures threaten Ajanta Pharma's margins and revenue growth, particularly in emerging and US markets. Heavy dependence on emerging markets and a limited pipeline in complex drugs expose the company to volatility, intense competition, and restricted long-term profit expansion.
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₹2.04k
FV
31.9% overvalued
intrinsic discount
12.19%
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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20 days ago
author updated this narrative
Mapletree Industrial Trust
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Digitalisation Will Undermine Occupancy While Refinancing Burdens Singapore Assets
Key Takeaways Remote work trends and digitalisation may weaken demand for office and data center space, pressuring occupancy, rental income, and earnings stability. High reliance on specific regions and sectors exposes the trust to localized risks, refinancing pressures, competition, and costly sustainability compliance, threatening margins and growth.
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S$1.85
FV
7.0% overvalued
intrinsic discount
-0.91%
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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20 days ago
author updated this narrative
UPL
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Stricter Global Regulations And High Debt Will Undermine Legacy Revenues
Key Takeaways Shift towards organic production and stricter regulations threaten UPL's traditional product demand and increase operational complexity. High leverage and limited innovation raise risks of declining earnings stability and eroded market share amid rising competitive pressures.
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₹526.51
FV
30.9% overvalued
intrinsic discount
7.36%
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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20 days ago
author updated this narrative
Sona BLW Precision Forgings
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Overvaluation Will Weaken Prospects Amid Trade And Regulation
Key Takeaways Growing trade barriers, supply chain disruptions, and regulatory pressures threaten revenue growth, asset efficiency, and profitability for the company. Accelerated EV adoption and rising global competition risk rapid shifts in demand, stranded assets, and margin compression in key business areas.
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₹440.00
FV
0.06% overvalued
intrinsic discount
18.29%
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
20 days ago
author updated this narrative
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