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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
13
users have liked this narrative
8
users have commented on this narrative
50
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
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
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
4.4% 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
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Hang Seng Bank
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Regulations And Fintech Rivalry Will Mar Future Prospects
Key Takeaways Escalating geopolitical tensions, regulatory scrutiny, and demographic shifts threaten future revenue growth and expansion opportunities across key business segments. Competition from fintech, digital transformation costs, and exposure to Hong Kong real estate heighten risks to profitability, asset quality, and operational efficiency.
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HK$85.00
FV
32.4% overvalued
intrinsic discount
5.14%
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
9 days ago
author updated this narrative
Banco Bradesco
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Fintech Competition And Brazil Demographics Will Strain Stability
Key Takeaways Growing competition from fintechs and neobanks is eroding traditional revenues and intensifying pressure on fees, margins, and long-term loan growth prospects. High operational costs, regulatory pressures, and demographic challenges are constraining profitability and making cost reductions difficult despite ongoing investments.
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R$15.00
FV
9.0% overvalued
intrinsic discount
24.05%
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
9 days ago
author updated this narrative
Terumo
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
China Controls And Supply Chain Risks Will Sap Performance
Key Takeaways Sustained pricing and competitive pressures from global procurement rules and sector consolidation threaten Terumo's top-line growth, gross margins, and long-term profitability. Slow adaptation to digital healthcare trends increases Terumo's exposure to obsolescence and market share erosion amid rising operational risks and cost uncertainties.
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JP¥2.55k
FV
9.4% overvalued
intrinsic discount
4.36%
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
9 days ago
author updated this narrative
Beiersdorf
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Weak Emerging Markets And European Pressures Will Drag Down Value
Key Takeaways Weakness in emerging markets and demographic shifts in developed economies threaten long-term revenue growth and limit prospects for legacy brands. Rising competition and higher costs from innovation, marketing, and geopolitical factors are putting sustained pressure on profit margins and earnings stability.
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€98.00
FV
4.8% overvalued
intrinsic discount
2.75%
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
9 days ago
author updated this narrative
Hannover Rück
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Catastrophe Risks And Softening Pricing Will Hurt Future Margins
Key Takeaways Intensifying catastrophe risks and competition from alternative capital are eroding margins and threatening sustainable long-term revenue and profit growth. Volatility in investment returns and reliance on growing reserves raise doubts about the stability and transparency of reported profitability.
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€224.01
FV
12.3% overvalued
intrinsic discount
2.70%
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
9 days ago
author updated this narrative
Ping An Bank
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
China's Shrinking Credit Demand And Fintech Challenges Will Worsen Margins
Key Takeaways Weak credit demand, demographic shifts, and property sector risks threaten revenue growth, asset quality, and future earnings. Rising competition and slow core deposit growth pressure profitability, while regulatory tightening escalates operational challenges.
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CN¥11.00
FV
9.8% overvalued
intrinsic discount
15.54%
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
9 days ago
author updated this narrative
Quanta Computer
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Tariff Risks And Supply Chain Woes Will Shadow AI Servers
Key Takeaways Margin pressures are mounting due to rising costs, fragmented supply chains, and a shift to lower-margin, next-generation AI servers amid fierce competition. Heavy reliance on hyperscale cloud customers and limited value chain control heightens vulnerability to shifts in client procurement strategies and regulatory pressures.
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NT$257.10
FV
4.6% overvalued
intrinsic discount
24.14%
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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9 days ago
author updated this narrative
WEG
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Geopolitical Strains And Rising Tariffs Will Constrain Margins Despite Renewables
Key Takeaways Heightened geopolitical risks, trade barriers, and scarce materials are compressing margins and hampering international growth despite attempts at strategic price adjustments. Accelerating digitalization and fierce low-cost competition are eroding market share, threatening long-term profitability unless software and innovation investment accelerates.
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R$38.80
FV
6.2% undervalued
intrinsic discount
6.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
0
users have followed this narrative
9 days ago
author updated this narrative
SolarEdge Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
US Credits And Battery Storage Will Drive Change Amid Challenges
Key Takeaways Looming U.S. policy changes, rising competition, and market uncertainty threaten growth prospects, margins, and net income recovery despite current optimism. Margin expansion and commercial storage adoption are challenged by volatile costs, weakened distribution, and aggressive industry pricing pressures.
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US$19.64
FV
58.7% overvalued
intrinsic discount
20.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
4 days ago
author updated this narrative
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