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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
8
users have liked this narrative
0
users have commented on this narrative
34
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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Equitas Small Finance Bank
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Rebalancing Loan Portfolios And Investing In Tech Will Optimize Operations
Key Takeaways Strategic shift from Microfinance to Small Business and Used Vehicle finance could stabilize credit costs and enhance revenue through profitable growth. Technology investments' completion and deposit repricing may improve net margins, supporting earnings potential and enhanced RoA by FY '26.
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₹74.56
FV
29.0% undervalued
intrinsic discount
15.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
7 days ago
author updated this narrative
Ondine Biomedical
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Mölnlycke Deal And US Trials Will Open International Markets
Key Takeaways A major partnership is expected to enhance Steriwave's market entry and international sales, boosting revenue and growth opportunities significantly. Investments in automation and funding aim to support long-term scaling and sustainable growth, improving operational efficiencies and cost management.
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UK£0.55
FV
73.6% undervalued
intrinsic discount
158.03%
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
2 months ago
author updated this narrative
China Telecom
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Global Tech Decoupling And Regulatory Barriers Will Dampen Future Performance
Key Takeaways Geopolitical risks, strict regulations, and slowing population growth threaten China Telecom's overseas expansion, global competitiveness, and future domestic revenue potential. Heavy technology investments and intensifying competition from local and digital rivals are reducing margins, compressing profitability, and straining sustainable earnings growth.
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HK$5.20
FV
19.7% overvalued
intrinsic discount
1.79%
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
2 months ago
author updated this narrative
Advanced Flower Capital
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Federal Legalization And Bank Competition Will Erode Loan Yields
Key Takeaways Increased competition and banking access post-legalization threaten the company's pricing power, market share, and revenue growth prospects. Asset quality concerns, regulatory uncertainty, and borrower disputes could weaken earnings reliability and diminish shareholder returns.
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US$5.00
FV
8.8% undervalued
intrinsic discount
17.08%
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
2 months ago
author updated this narrative
Euroseas
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Aging Vessels And Overcapacity Will Squeeze Margins Yet Uncover Value
Key Takeaways Fleet renewal and efficiency initiatives reduce regulatory risk, but aging vessels and decarbonization demands will pressure margins and require costly future investment. Industry overcapacity, declining trade forecasts, and limited technology adoption threaten Euroseas' market position, exposing it to volatility and underutilization risk.
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US$51.00
FV
10.7% overvalued
intrinsic discount
1.94%
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
2 months ago
author updated this narrative
Hercules Capital
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Declining Core Yields And Rising Risk Will Spur Future Opportunities
Key Takeaways Hercules Capital may struggle with revenue growth due to declining core yields and strategic avoidance of higher-risk assets. Increased GAAP leverage and macroeconomic shifts may elevate financial risk, impacting earnings stability and credit quality.
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US$16.00
FV
21.5% overvalued
intrinsic discount
8.01%
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
2 months ago
author updated this narrative
Euroseas
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Emerging Markets And E-commerce Will Drive Shipping Despite Oversupply Risks
Key Takeaways Tight market supply and modern, efficient vessels position Euroseas to capture premium charter rates and expand profit margins amid sustained global trade growth. Long-term charter coverage and disciplined capital returns provide stable cash flows, financial resilience, and enhanced shareholder value even during volatile periods.
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US$60.00
FV
5.9% undervalued
intrinsic discount
2.20%
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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2 months ago
author updated this narrative
Caleres
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
E-commerce And Sustainable Sourcing Will Redefine Omni-Channel Retail
Key Takeaways Strong global brand rollout, digital investment, and sourcing diversification position Caleres for sustained revenue and margin growth ahead of peers. Strategic focus on wellness, sustainability, and ethical sourcing drives brand loyalty, premium pricing, and long-term resilience.
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US$21.00
FV
27.9% undervalued
intrinsic discount
1.90%
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
2 months ago
author updated this narrative
Ocado Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Automated Fulfilment Will Offer Upside Amid Margin Risks
Key Takeaways Overestimated international licensing and automation demand, along with rising competition, could limit Ocado's revenue growth, margin expansion, and cash generation. Persistent R&D costs and evolving market risks may constrain profitability, while competitive pressures and regulatory challenges threaten valuation and long-term growth.
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UK£3.07
FV
20.8% overvalued
intrinsic discount
49.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
7 days ago
author updated this narrative
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