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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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FormFactor
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Generative AI And Texas Capacity Will Transform Semiconductor Testing
Key Takeaways Expanding presence in AI and advanced chip markets, coupled with strategic manufacturing investments, enhances FormFactor's growth opportunities and long-term profitability. Diversification across customers and partnerships reduces earnings volatility and increases stability as demand shifts toward AI, custom ASICs, and connectivity solutions.
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US$33.75
FV
15.0% undervalued
intrinsic discount
8.79%
Revenue growth p.a.
Set Fair Value
0
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
City Office REIT
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
St Petersburg Redevelopment And Sunbelt Leasing Will Shape Future Prospects
Key Takeaways Strong leasing dynamics in Sunbelt markets and property enhancements are expected to boost occupancy rates, rental income, and revenue growth. Redevelopment projects and spec suite leasing strategies indicate potential for increased property values, high occupancy, and improved earnings.
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US$6.42
FV
8.2% overvalued
intrinsic discount
2.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
16 days ago
author updated this narrative
Credo Technology Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
PCIe Products And Optical DSP Will Expand Connectivity Opportunities
Key Takeaways Credo's expansion into PCIe products and AEC business will diversify revenue streams and enhance future revenue growth. Strategic focus on optical DSP and PCIe retimers positions Credo for long-term growth via energy-efficient solutions and scale-up network opportunities.
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US$99.67
FV
17.1% overvalued
intrinsic discount
33.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
90
users have followed this narrative
16 days ago
author updated this narrative
HealthCare Global Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
KKR's Entry Will Enable Expansion Of Precision Oncology And Fertility Services
Key Takeaways Strategic moves, like KKR's entry and acquisitions, are expected to drive revenue growth through enhanced market reach and increased patient volumes. Emphasis on precision oncology and segment-focused restructuring aims to boost clinical outcomes, efficiency, and profitability, enhancing overall earnings performance.
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₹676.71
FV
2.3% undervalued
intrinsic discount
14.75%
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
3 days ago
author updated this narrative
Zaggle Prepaid Ocean Services
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Payments And AI Automation Will Expand Global Markets
Key Takeaways Diversification through acquisitions, cross-selling, and partnerships is expanding income streams and accelerating revenue growth while improving operational efficiency. Emphasis on digital transformation, automation, and AI integration is driving recurring revenue growth and enhancing scalability and customer retention.
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₹520.00
FV
29.4% undervalued
intrinsic discount
28.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
Updated
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Allied Digital Services
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Transformation And AI Will Unlock New Markets
Key Takeaways Strong global demand for digital transformation and cybersecurity positions the company for sustainable growth and greater revenue diversity through strategic acquisitions and international expansion. Integration of AI-driven solutions and focus on operational efficiency are expected to boost margins and enhance client confidence, supporting long-term earnings quality.
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₹225.00
FV
28.6% undervalued
intrinsic discount
19.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 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
53.1% 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
3 days ago
author updated this narrative
Apcotex Industries
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Global Export Improvements And Capacity Expansions Will Define Future Success
Key Takeaways Focus on specialty, eco-friendly products and operational efficiency is set to improve profit margins and drive sustainable earnings growth. Global diversification and supportive government policies could boost revenue and market share amid rising demand and capacity expansion.
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₹437.50
FV
7.3% undervalued
intrinsic discount
13.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
10x Genomics
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Advanced Genomics Tools Will Shape Future Precision Medicine
Key Takeaways Expansion of product offerings and strategic acquisitions are enhancing innovation, reducing operational costs, and solidifying leadership in advanced genomics tools. Growth in global partnerships and improved international presence are increasing market opportunities and supporting resilient, long-term revenue streams.
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US$15.08
FV
11.4% undervalued
intrinsic discount
2.22%
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
3 days ago
author updated this narrative
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