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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
users have commented on this narrative
11
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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
25.2% 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
3
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
5.0% 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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CMC Markets
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Adoption And DeFi Will Expand Global Trading Markets
Key Takeaways B2B platform expansion and integration of digital assets position CMC for strong recurring income and sustained growth amid shifting industry trends and generational wealth transfer. Investments in automation and scalable infrastructure enable robust margins and operational efficiency as CMC capitalizes on rising global trading activity and evolving investor preferences.
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UK£3.80
FV
39.5% undervalued
intrinsic discount
4.21%
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
4 days ago
author updated this narrative
Guidewire Software
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Cloud Migration And AI Integration Will Reshape Global Insurtech Markets
Key Takeaways Sustained cloud migration, global expansion, and advanced analytics offerings could drive accelerated, enduring growth and transform Guidewire's revenue mix toward premium, recurring streams. Margin scalability from cloud leverage, automation, and a deep partner ecosystem is likely to elevate margins and earnings above current industry expectations over the long term.
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US$290.00
FV
28.0% undervalued
intrinsic discount
16.57%
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
Panoro Energy
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Underexplored West African Oil Assets Will Capture Rising Energy Demand
Key Takeaways Sustained production growth, operational synergies, and low costs could significantly boost net margins and free cash flow for greater shareholder distributions. Strategic positioning in underexplored African markets and accretive acquisitions set the stage for outsized reserve, production, and long-term earnings growth.
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NOK 49.20
FV
51.7% undervalued
intrinsic discount
17.15%
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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4 days ago
author updated this narrative
Future
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Affiliate And Digital Shifts Will Unlock Long-Term Secular Upside
Key Takeaways Investment in AI, tech, and new digital products is set to accelerate revenue and margin growth beyond current forecasts through better engagement, monetization, and market expansion. Acquisitions and portfolio diversification boost stable, recurring revenues and position Future to lead industry consolidation, achieving significant synergistic and earnings upside.
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UK£18.75
FV
60.9% undervalued
intrinsic discount
0.39%
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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4 days ago
author updated this narrative
Global Dominion Access
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Digital Transformation And Renewable Energy Will Drive Global Expansion
Key Takeaways Expansion into high-value digital and environmental services, plus internationalization, positions the company for accelerated growth and potential outperformance of current market expectations. Strong contract pipeline, acquisitions, and a shift to recurring, high-margin business enhance resilience and set the stage for long-term earnings and margin expansion.
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€6.80
FV
53.0% undervalued
intrinsic discount
5.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Westgold Resources
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
AI Optimization And De-Dollarisation Will Strengthen Western Australia Mining Operations
Key Takeaways Operational advances, unhedged gold exposure, and infrastructure upgrades are set to boost margins and cash flow beyond market expectations. Portfolio optimization, accelerated project investment, and early AI adoption position the company for industry-leading returns and sustained outperformance.
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AU$5.37
FV
44.5% undervalued
intrinsic discount
20.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Karur Vysya Bank
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Digitalization And Rising Inclusion Will Drive Retail And MSME Opportunities
Key Takeaways Rapid portfolio expansion in retail, agriculture, and MSME advances, alongside operational reengineering, indicates potential for sustained revenue growth and improved profitability metrics. Strategic focus on digital acquisition, evolving branch formats, and tech-driven agility positions the bank for long-term market share gains and resilience through economic cycles.
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₹345.00
FV
25.1% undervalued
intrinsic discount
5.00%
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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4 days ago
author updated this narrative
Accent Group
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
ANZ Athleisure Demand And Store Rollouts Will Transform Retail
Key Takeaways Accelerated store expansion, premium refits, and franchise reacquisitions are unlocking new geographies, boosting revenue potential, and driving higher margins through operational leverage. Proprietary brands, robust loyalty programs, and structural demand for athleisure underpin sustained sales growth, reduced acquisition costs, and continued gross margin improvement.
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AU$2.37
FV
35.8% undervalued
intrinsic discount
9.59%
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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4 days ago
author updated this narrative
Aarti Industries
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
Rising Urbanization And Green Chemistry Will Boost Global Exports
Key Takeaways Flexible expansion and product mix position Aarti Industries for sustained margin growth, market share gains, and accelerated earnings across high-growth specialty chemical sectors. Strong global positioning, enhanced supply chain dynamics, and regulatory-driven industry shifts support above-industry growth, export opportunities, and superior returns over the cycle.
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₹620.15
FV
40.0% undervalued
intrinsic discount
23.73%
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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4 days ago
author updated this narrative
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