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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
23.4% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
8
users have commented on this narrative
51
users have followed this narrative
7 days ago
author updated this 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
24.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this 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
4.4% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
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Ekso Bionics Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Advanced Exoskeleton Devices Will Broaden Rehabilitation Market Access
Key Takeaways Accelerated adoption and revenue growth are expected from improved reimbursement, regulatory changes, and expanded distribution partnerships. Ongoing AI-driven innovation and recovery of delayed sales position Ekso Bionics for enhanced margins and future earnings stability.
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US$6.75
FV
52.0% undervalued
intrinsic discount
22.40%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
4 days ago
author updated this narrative
X-FAB Silicon Foundries
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Mounting Regulatory Pressures And Cyclical Risks Will Constrain Profitability
Key Takeaways Geopolitical tensions, environmental regulations, and market commoditization are raising costs and eroding profitability across X-FAB's core markets and manufacturing operations. Dependence on cyclical auto and industrial sectors, alongside intense capex needs, exposes X-FAB to stagnation risks and greater earnings volatility amid uncertain demand.
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€4.01
FV
80.6% overvalued
intrinsic discount
7.78%
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
22 days ago
author updated this narrative
Karur Vysya Bank
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Digital Shortfalls And Regulatory Costs Will Diminish Long-Term Value
Key Takeaways Slow digital transformation, sector concentration, and limited expansion threaten long-term revenue growth, earnings quality, and the ability to attract new customers. Rising compliance costs and fierce competition are likely to compress margins, increase credit risk, and further constrain profitability and market share expansion.
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₹221.70
FV
19.1% overvalued
intrinsic discount
-0.16%
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
22 days ago
author updated this narrative
Silvercorp Metals
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
China Risks Will Weigh On Mining But Spark Cautious Recovery
Key Takeaways Concentration of operations in China poses geopolitical and regulatory risks that could destabilize profitability despite strong cash flows and expansion efforts. Rising production costs, ESG pressures, and increased recycling threaten to limit future revenue growth and erode margins for new mining projects.
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CA$7.36
FV
13.6% undervalued
intrinsic discount
19.49%
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
22 days ago
author updated this narrative
Match Group
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
New AI Features And Global Expansion Will Energize Online Dating
Key Takeaways AI-driven innovation, safety enhancements, and alternative payments are set to boost engagement, retention, and profitability across Match Group's brands. Focused global expansion and shifting cultural trends help diversify users and revenue sources while strengthening growth beyond mature core markets.
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US$38.47
FV
1.6% undervalued
intrinsic discount
5.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
5 days ago
author updated this narrative
SPX
Spirax Group
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Digitalization And Stricter Regulation Will Hurt Legacy Steam But Enable Modest Digital Wins
Key Takeaways Heavy reliance on legacy steam technologies and slow diversification expose Spirax Group to market share loss as customers shift toward digital and energy-efficient alternatives. Rising regulatory, geopolitical, and supply chain pressures threaten earnings reliability, increase costs, and limit revenue and margin growth prospects.
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UK£57.50
FV
23.7% overvalued
intrinsic discount
3.64%
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
22 days ago
author updated this narrative
Comfort Systems USA
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Data Center Slump And Labor Scarcity Will Erode Project Pipelines
Key Takeaways Heavy reliance on tech sector demand and traditional contractor models exposes revenue to shifts in customer preferences and industry trends. Labor shortages and diminishing traditional HVAC service opportunities threaten cost structure, margin expansion, and long-term cash flow stability.
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US$500.00
FV
39.2% overvalued
intrinsic discount
8.26%
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
22 days ago
author updated this narrative
Lockheed Martin
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Supply Chain Issues And Shifting Budgets Will Constrain Defense Programs
Key Takeaways Heavy dependence on major defense programs increases risk from shifting geopolitical budgets and evolving defense priorities. Lagging investment in emerging defense technologies and rising ESG pressures threaten long-term competitiveness and earnings growth.
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US$398.00
FV
10.7% overvalued
intrinsic discount
3.53%
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
22 days ago
author updated this narrative
Stove Kraft
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
India Urbanization And Digital Retail Will Fuel Smart Appliance Demand
Key Takeaways IKEA partnership and specialized capacity position Stove Kraft for long-term pan-Asia export growth and sustained margin expansion. In-house manufacturing, retail footprint in smaller cities, and innovative smart appliances set up strong earnings leverage and premium segment leadership.
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₹880.00
FV
24.5% undervalued
intrinsic discount
14.59%
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
22 days ago
author updated this narrative
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