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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
2
users have commented on this narrative
41
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
5
users have liked this narrative
0
users have commented on this narrative
14
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
15
users have followed this narrative
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Indorama Ventures
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Asset Rationalization And Digital Transformation Will Improve Efficiency
Key Takeaways Strategic asset rationalization and digital initiatives aim to improve efficiency, reduce costs, and boost EBITDA and margins positively. The focus on high-growth markets and sectors is expected to enhance revenue through new opportunities and optimize asset utilization.
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฿24.86
FV
13.1% undervalued
intrinsic discount
-1.37%
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
1 day ago
author updated this narrative
Jyske Bank
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Danish Central Bank Rate Cuts Will Adversely Impact Net Interest Income
Key Takeaways Lower deposit margins from expected rate cuts and strategic investments may compress net interest income and profitability. Normalizing value adjustments and stabilized asset growth could moderate short-term gains and fee income, impacting revenue streams.
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DKK 647.60
FV
6.5% overvalued
intrinsic discount
-4.54%
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
1 day ago
author updated this narrative
KPIT Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Expanding Automotive Software Demand Will Unlock Future Opportunity
Key Takeaways Expansion in software-defined vehicles, embedded cybersecurity, and next-gen mobility drives demand for KPIT's engineering services, reinforcing margins and future earnings resilience. Proprietary technology and solutions-led models boost operational efficiency and diversification, leveraging global outsourcing trends and deepening relationships with leading automotive OEMs. Heavy reliance on European clients, slower conversion of wins, and delayed tech commercialization raise concerns over revenue growth, margin pressures, and execution risks in emerging markets.
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₹1.37k
FV
11.4% undervalued
intrinsic discount
13.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
1 day ago
author updated this narrative
Bechtle
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In Cloud And AI Technologies May Improve Operational Efficiency Amid Market Uncertainties
Key Takeaways Bechtle's internationalization and M&A strategy in Europe aims to enhance revenue through geographic diversification and market penetration. Reorganization focusing on multichannel expansion and internationalization seeks to improve efficiency and net margins.
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€41.99
FV
4.7% undervalued
intrinsic discount
6.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
1 day ago
author updated this narrative
Mitsubishi Motors
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Intensifying US Competition Will Shrink Profit Margins To 27%
Key Takeaways Intensifying competition in the U.S. and rising sales expenses might compress net margins despite efforts to increase inventory turnover. Currency fluctuations and restructuring costs could significantly impact profit, with negative effects on sales and overall earnings anticipated.
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JP¥423.33
FV
4.1% undervalued
intrinsic discount
2.97%
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
1 day ago
author updated this narrative
Parkland
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Ontario Alcohol Sales And Caribbean Investments Will Strengthen Future Prospects
Key Takeaways Strategic review and potential restructuring aim to unlock value and optimize the business, impacting revenue and earnings. Market share gains through rewards and partnerships could enhance customer loyalty and convenience store revenue.
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CA$43.06
FV
10.1% undervalued
intrinsic discount
3.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
1 day ago
author updated this narrative
Ambu
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New SureSight Launch Will Strengthen Leadership In Airway Visualization
Key Takeaways Strong growth in Endoscopy Solutions and new product launches suggest future revenue boosts in key medical sectors and airway visualization. Operational improvements and strategic focus on innovation indicate enhanced net margins and sustained earnings growth prospects.
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DKK 130.70
FV
29.8% undervalued
intrinsic discount
10.93%
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
1 day ago
author updated this narrative
Porto Seguro
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Transformation And Diversification Will Unlock Brazil Market Potential
Key Takeaways Strategic diversification and digital innovation are reducing concentration risk, increasing efficiency, and expanding both revenue sources and profit margins. Enhanced customer experience and market expansion are improving client retention, supporting premium pricing, and driving sustained, profitable growth.
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R$53.64
FV
0.6% undervalued
intrinsic discount
1.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
1 day ago
author updated this narrative
Aspen Pharmacare Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Commercial Pharma And GLP-1 Expansion Will Empower Future Progress
Key Takeaways Steady commercial pharma growth through strategic market focus in China and Russia enhances revenue stability. GLP-1 and insulin manufacturing expansion offers substantial long-term revenue and margin growth potential.
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R123.66
FV
9.1% undervalued
intrinsic discount
2.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
1 day ago
author updated this narrative
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