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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
10
users have liked this narrative
0
users have commented on this narrative
37
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
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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Banc of California
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Transformation And Merger Synergies Will Drive California Banking Value
Key Takeaways Digital transformation and strong California demographics are driving customer growth, improved efficiency, and higher earnings, strengthening Banc of California's competitive position. Strategic merger integration and targeted lending shifts are enhancing profitability, stabilizing asset quality, and supporting above-peer revenue expansion.
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US$17.68
FV
10.7% undervalued
intrinsic discount
14.96%
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
Updated
narrative
Cimpress
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Evolving Print Markets Will Deliver Opportunity And Uncertainty
Key Takeaways Shifting focus to higher-value digital and customized products is enabling sustainable growth and increased market share in a fragmented industry. Strategic investments and efficiency initiatives are expected to improve margins, reduce costs, and enhance long-term cash flow for reinvestment or shareholder returns.
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US$72.00
FV
16.4% undervalued
intrinsic discount
4.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
1 day ago
author updated this narrative
Manitowoc Company
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding Infrastructure In Europe And Middle East Will Boost Demand But Tariffs Will Limit Supply
Key Takeaways Global infrastructure and urbanization trends are driving strong, long-term demand for Manitowoc's cranes, reducing earnings volatility and supporting sustained revenue growth. Expansion into high-margin aftermarket services and enhanced manufacturing flexibility are boosting margins, stabilizing earnings, and positioning the company for improved performance.
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US$11.75
FV
20.1% undervalued
intrinsic discount
4.50%
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 22 hours ago
author updated this narrative
Hensoldt
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integration Of ESG May Dilute Margins, Yet Software-Defined Defense Will Unlock New Opportunities
Key Takeaways Overvaluation risk stems from reliance on elevated defense budget projections across Europe, which may not fully materialize. Planned R&D and operational expansions could compress margins and impact profitability if demand and revenue growth fall short.
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€96.18
FV
10.9% undervalued
intrinsic discount
17.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
about 12 hours ago
author updated this narrative
Hanwha Aerospace
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
New Contracts In Poland, Australia, And Egypt Set To Boost Future Operations
Key Takeaways Expanded export volumes and new contracts in the Land Systems division drive strong anticipated revenue growth and bolster overall company performance. Strategic consolidation in defense and naval shipbuilding and localization strategies enhance synergies and profit margins, despite potential short-term revenue impact.
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₩1.26m
FV
29.7% undervalued
intrinsic discount
27.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
about 21 hours ago
author updated this narrative
Mr. Cooper Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Mortgage And Rocket Integration Will Unlock Market Opportunities
Key Takeaways Investments in AI-driven digital servicing and asset-light strategies drive efficiency, margin gains, and diversified earnings amid industry consolidation. Strong demand for homeownership and significant untapped home equity enable long-term growth opportunities in both mortgage servicing and digital lending.
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US$172.50
FV
12.2% overvalued
intrinsic discount
13.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
Woori Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
South Korea Digital Banking And Insurance Expansion Will Secure Stability
Key Takeaways Diversification into insurance and securities, plus digital investment, supports stable growth and reduces reliance on traditional interest income. Cost optimization and capital strength enhance resilience, while rising wealth in Asia drives increased demand for wealth management and fee income.
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₩28.38k
FV
10.3% undervalued
intrinsic discount
3.42%
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 20 hours ago
author updated this narrative
Impinj
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
RFID Traceability And Supply Chain Solutions Will Build Lasting Momentum
Key Takeaways Expanding adoption of RFID solutions in food, logistics, and retail drives recurring revenue, market expansion, and supports future outsized growth and stable earnings visibility. Enhanced platforms and product features enable higher-margin opportunities across new categories, boost competitive position, and facilitate broader enterprise use cases.
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US$171.29
FV
2.3% undervalued
intrinsic discount
20.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
1 day ago
author updated this narrative
Epigral
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Capacity Expansion And Green Energy Will Unlock Global Opportunities
Key Takeaways Expanded production capacity and value chain integration will improve margins, operational efficiency, and earnings stability while supporting diversified, higher-margin product growth. Strategic export positioning, renewable energy investments, and market diversification aim to boost sustainable growth and insulate against regulatory and sector-specific risks.
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₹2.60k
FV
28.2% undervalued
intrinsic discount
22.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
about 18 hours ago
author updated this narrative
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