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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
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0
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5
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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
25.6% 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
2
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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
4.9% 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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SIS
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Urban Expansion Will Fuel Integrated Security And Facility Success
Key Takeaways Strong growth across key segments and a focus on technology-driven, higher-margin services position SIS for sustained expansion and improved profitability. Operational improvements and a planned subsidiary IPO are expected to enhance cash flow, reduce financial risk, and unlock significant shareholder value.
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₹453.25
FV
18.4% undervalued
intrinsic discount
8.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
Robit Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Durable Drilling Products Will Transform Global Infrastructure Projects
Key Takeaways Product innovation and sustainability focus are expected to enhance revenue growth, margins, and position the company favorably with environmentally conscious clients. Expansion into diverse global markets and efficiency measures aim to boost earnings stability and reduce reliance on volatile regions.
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€1.30
FV
12.3% undervalued
intrinsic discount
6.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
TCBX
Third Coast Bancshares
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Texas Banking Expansion Will Capture Sun Belt Opportunities
Key Takeaways Strong loan growth, enhanced digital infrastructure, and successful securitizations position the company for sustained revenue and margin expansion. Prudent lending, resilient fee income, and strategic acquisitions offer stability, flexibility, and potential for long-term profitability in a consolidating market.
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US$42.67
FV
13.8% undervalued
intrinsic discount
11.20%
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
5 days ago
author updated this narrative
Serena Energia
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Goodnight Projects And Curtailment Mitigation May Stabilize Future Performance, But Revenue Is Expected To Decline
Key Takeaways Increased production and long-term contracts with a U.S. technology firm suggest strong future revenue growth and stability. Investments in new projects and favorable exchange rate transactions are expected to enhance earnings and financial performance.
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R$12.14
FV
1.7% undervalued
intrinsic discount
-12.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
14 days ago
author updated this narrative
Downer EDI
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Leveraging Transitional Energy And Defense Tailwinds For Future Opportunities
Key Takeaways Downer's transformation strategy aims to enhance risk management and commercial governance, boosting earnings and improving margins. Strategic divestments and focus on core strengths in energy and defense are expected to sustain revenue growth and operational efficiencies.
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AU$6.18
FV
11.7% overvalued
intrinsic discount
4.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
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12 days ago
author updated this narrative
So-Young International
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Transition To Franchise Model And Clinic Expansion Will Strengthen Future Prospects
Key Takeaways Rapid clinic expansion and franchise model promise increased revenue and improved net margins through reduced costs and operational efficiency. Vertical integration and data insights bolster competitive advantage, enhancing profitability and boosting overall earnings.
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US$5.70
FV
19.4% undervalued
intrinsic discount
37.60%
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
13 days ago
author updated this narrative
Industrial Logistics Properties Trust
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Modern Logistics Facilities In Hawaii Will Drive Future Demand
Key Takeaways Strong leasing performance, high occupancy, and a stable tenant base ensure predictable earnings and support future revenue and dividend growth. Portfolio enhancements, proactive refinancing, and limited lease expiries strengthen financial flexibility and position the company to benefit from ongoing logistics demand.
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US$6.40
FV
12.3% undervalued
intrinsic discount
2.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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4 days ago
author updated this narrative
Intuitive Surgical
AN
AnalystLowTarget
Consensus Narrative from 27 Analysts
Global Healthcare Cost Pressures And Tariffs Will Depress Margins
Key Takeaways Heightened pricing pressures, regulatory scrutiny, and strengthening competition threaten to erode margins and limit long-term revenue and earnings growth. Shifting demographics, industry consolidation, and preference for alternative surgical options will likely reduce demand for robotic systems and challenge market expansion.
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US$447.47
FV
5.4% overvalued
intrinsic discount
12.64%
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
25 days ago
author updated this narrative
Halfords Group
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
E-commerce And EV Shift Will Undermine Margins Amid Amazon Competition
Key Takeaways Accelerating e-commerce adoption and industry consolidation threaten Halfords' traditional store-based sales and pricing power, impacting revenue growth and margin resilience. Transition to electric vehicles and vehicle complexity reduce demand for core products and services, challenging profitability as operating costs and competitive pressures mount.
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UK£1.44
FV
4.9% undervalued
intrinsic discount
1.95%
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
25 days ago
author updated this narrative
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