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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
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
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
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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
users have followed this narrative
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DXP Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Acquisitions And Expansion In Water And Wastewater Projects Will Drive Future Performance
Key Takeaways Strategic acquisitions and investments in water projects are boosting DXP's revenue and margins, enhancing market diversification and operational efficiencies. Focus on organic and inorganic growth, alongside disciplined capital allocation, is aimed at increasing EPS and improving financial performance.
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US$125.00
FV
7.7% undervalued
intrinsic discount
4.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
Thai Union Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Transformation And Marketing Efforts Will Drive Operational Efficiencies In The Future
Key Takeaways Strategic shifts in marketing and raw material management aim to enhance profitability by improving gross profit margins. Growth in the Ambient and PetCare categories, driven by premium offerings and rising demand, is expected to boost revenue.
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฿12.45
FV
0.4% overvalued
intrinsic discount
2.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
Updated
narrative
Cooper-Standard Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Electric Vehicle Demand And Digital Manufacturing Will Redefine The Market
Key Takeaways Strong order pipeline and focus on electric vehicle solutions position the company for steady growth and higher margins through premium project wins. Cost-saving initiatives and financial restructuring are improving profitability, while industry sustainability trends enhance the outlook for future high-margin contracts.
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US$31.00
FV
16.5% undervalued
intrinsic discount
4.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
Updated
narrative
Five Star Bancorp
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Northern California Expansion And Diversification Will Create Lasting Value
Key Takeaways Strategic market expansion and client-focused deposit growth are boosting revenue opportunities and strengthening financial margins. Investments in digital efficiency and loan portfolio diversification support stable, long-term earnings and reduce risk exposure.
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US$35.25
FV
15.8% undervalued
intrinsic discount
21.92%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
6 days ago
author updated this narrative
IPG Photonics
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Global Automation And Electric Trends Will Expand Advanced Laser Adoption
Key Takeaways Expanding applications in automation, electric vehicles, and new verticals like medical and defense are driving diversified growth and increasing IPG's long-term revenue potential. Operational efficiencies, flexible manufacturing, and innovative product launches are expected to further support margin expansion and stronger profitability.
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US$75.80
FV
0.4% undervalued
intrinsic discount
6.27%
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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Updated
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SES AI
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Acquisitions And AI Integration Will Expand Global Energy Markets
Key Takeaways Integration of advanced AI platforms and expansion into diverse energy storage markets are strengthening SES AI's potential for sustained growth and higher-margin revenue streams. Prudent capital management and a growing software pipeline support profitability, reduce market risk, and position SES AI for both organic and acquisition-driven opportunities.
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US$1.33
FV
17.5% undervalued
intrinsic discount
160.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
Updated
narrative
Ferrari
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
New Models Launching In 2025 Will Advance Electrification And Sustainability Goals
Key Takeaways Expanded infrastructure and new models, including electrics, aim to boost revenue and margins through enhanced production flexibility and personalization. ESG initiatives and brand visibility investments enhance long-term growth and profitability by aligning with consumer trends and fostering engagement.
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US$503.21
FV
12.3% undervalued
intrinsic discount
8.12%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
Updated
narrative
Atlas Energy Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Permian Shale Trends Will Secure A Resilient Logistics Future
Key Takeaways Shrinking competition and integrated logistics are boosting Atlas' pricing power, asset utilization, and long-term contract stability with Permian energy customers. Diversification into power and tech sectors, combined with rising sand intensity, supports predictable, cyclicality-resistant revenue growth and expanding margins.
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US$15.59
FV
26.3% undervalued
intrinsic discount
2.93%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
6 days ago
author updated this narrative
Exagen
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanding Test Menu And Territories Will Unlock Precision Diagnostics Demand
Key Takeaways Expanding test offerings, sales reach, and clinical validation position Exagen for significant market growth, margin improvement, and broader reimbursement. Strategic biopharma collaborations, disciplined operations, and digital integration support scalable, high-margin revenue and sustained earnings growth.
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US$11.17
FV
16.0% undervalued
intrinsic discount
15.46%
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
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