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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
23.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
3
users have commented on this narrative
45
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
6
users have liked this narrative
0
users have commented on this narrative
17
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
4.3% 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
17
users have followed this narrative
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Xcel Energy
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Clean Energy Buildout Will Achieve 80% Carbon-Free Generation
Key Takeaways Accelerated investments in clean energy and grid modernization are expected to expand Xcel's regulated asset base, driving sustained earnings growth and improved operational efficiency. Favorable policy incentives and strong regulatory relationships support stable cash flows and higher returns, positioning the company for continued growth despite market undervaluation.
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US$77.07
FV
6.7% undervalued
intrinsic discount
7.52%
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
4 days ago
author updated this narrative
Nasdaq
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Product Investments And AWS Partnership Will Modernize Global Markets
Key Takeaways Strategic investments in product innovation and market expansion are expected to drive revenue growth and strengthen Nasdaq's global position. Partnerships with AWS and expansion of Verafin solutions are set to enhance operational efficiency and customer engagement for financial growth.
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US$100.61
FV
5.9% undervalued
intrinsic discount
-9.24%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
4 days ago
author updated this narrative
PPG Industries
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Investments In Aerospace And Coatings Will Expand Global Reach
Key Takeaways Strategic investments in innovation and high demand in key segments are likely to boost PPG's revenue and earnings growth. Efficiency improvements and cost controls are expected to enhance margins, especially in Europe and Mexico.
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US$127.35
FV
12.2% undervalued
intrinsic discount
2.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
4 days ago
author updated this narrative
ON Semiconductor
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Expanding EV And AI Markets In China Will Unlock Value
Key Takeaways Expanding automotive and AI partnerships, plus investments in silicon carbide and power solutions, position ON Semiconductor for sustained growth and improved margins in structural markets. Portfolio streamlining and manufacturing efficiency initiatives are expected to boost profitability and cash flow through a better product mix and operational leverage.
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US$57.67
FV
11.4% undervalued
intrinsic discount
5.39%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
94
users have followed this narrative
4 days ago
author updated this narrative
CoStar Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digitalization And AI Integration Will Create Future Real Estate Opportunities
Key Takeaways Robust user growth, tech innovation, and regulatory trends are strengthening CoStar's role as an industry standard, supporting sustainable pricing and expanding profit margins. Major investments in residential real estate, international expansion, and advanced analytics are unlocking new revenue streams and accelerating long-term growth opportunities.
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US$96.13
FV
6.7% undervalued
intrinsic discount
13.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
4 days ago
author updated this narrative
GE HealthCare Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
New IDN Partnerships And Advanced Imaging Will Unlock Future Markets
Key Takeaways Expansion through partnerships and growing market share is likely to drive revenue growth and enhance revenue stability. New technologies and acquisitions in diagnostics are positioned to significantly boost future revenue and earnings.
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US$88.00
FV
16.6% undervalued
intrinsic discount
4.33%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
52
users have followed this narrative
4 days ago
author updated this narrative
Exelon
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Electricity Demand And Clean Energy Policies Will Expand Infrastructure
Key Takeaways Growing electricity demand from advanced industries and supportive state energy policies are expanding Exelon's infrastructure investments and growth opportunities. Strong reliability, regulatory alignment, and a large project pipeline position Exelon for competitive advantage, stable margins, and sustained earnings growth.
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US$46.86
FV
4.9% undervalued
intrinsic discount
3.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
4 days ago
author updated this narrative
Ingersoll Rand
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Energy Efficient Breakthroughs And International Diversification Will Drive Sustainable Expansion
Key Takeaways Focus on energy-efficient innovation and digital solutions is boosting pricing power, customer retention, and recurring revenue, supporting enduring growth in a changing regulatory landscape. Geographic and product diversification, driven by targeted M&A and expanded aftermarket services, strengthens resilience against market volatility and reduces regional dependency.
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US$90.20
FV
13.2% undervalued
intrinsic discount
6.15%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
4 days ago
author updated this narrative
Veeva Systems
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
Data Cloud Expansion And AI Efficiencies Will Drive Future Success
Key Takeaways Strategic vendor consolidation by large pharma companies could boost Veeva's future revenue from transactions with major clients. AI-driven innovations and platform efficiency improvements may enhance operational efficiencies and enable further growth investments.
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US$297.89
FV
5.8% undervalued
intrinsic discount
12.47%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
75
users have followed this narrative
4 days ago
author updated this narrative
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