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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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Banca IFIS
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Cost Synergies And Digital Transformation Will Drive Future Value
Key Takeaways Integration with illimity and the Euclidea acquisition enable greater revenue diversification, cross-selling, and operational efficiencies across core business lines. Robust NPL capabilities, digital transformation, and strong capital support sustainable growth, enhanced efficiency, and attractive shareholder returns.
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€25.96
FV
10.9% undervalued
intrinsic discount
10.08%
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
3 days ago
author updated this narrative
Concord Biotech
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Advanced Manufacturing And CDMO Momentum Will Unlock Global Potential
Key Takeaways Expansion in manufacturing, regulatory approvals, and commercial reach is strengthening market position and supporting sustained revenue and margin growth. Diversification into niche, high-value pharmaceuticals and increasing CDMO contracts are driving recurring, high-margin earnings and reducing competitive pressures.
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₹1.84k
FV
10.7% undervalued
intrinsic discount
22.60%
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
JHSF Participações
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Recurring Revenue Projects Will Drive Global Diversification Amid Risks
Key Takeaways JHSF's strategic focus on recurring revenue from high-margin sectors is enhancing revenue stability and boosting overall earnings. Significant investments in new projects and international expansion are driving revenue growth, improving margins, and diversifying income streams.
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R$7.03
FV
22.5% undervalued
intrinsic discount
15.65%
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
Alicon Castalloy
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Diversification Into Defense And Aerospace Will Secure Long-Term Stability
Key Takeaways Expansion into non-automotive sectors and partnerships with global OEMs support revenue diversification and enhance long-term stability and growth prospects. Advanced automation and technology adoption drive productivity and margins, while strategic CapEx and a strong order book ensure future revenue visibility and operational leverage.
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₹1.39k
FV
41.2% undervalued
intrinsic discount
20.26%
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
3 days ago
author updated this narrative
Greenyard
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Focus On Integrated Customer Relationships And Non-Dairy Vegan Ice Will Improve Future Performance
Key Takeaways Strategic focus on integrated customer relationships in the Fresh segment and cost streamlining are expected to drive revenue and improve net margins. Investments in production capacity, sustainability initiatives, and niche acquisitions aim to enhance earnings and support efficient growth.
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€6.86
FV
7.3% overvalued
intrinsic discount
3.32%
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
3 days ago
author updated this narrative
Metrovacesa
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Urban Influx And ESG Excellence Will Fuel Spain's Residential Expansion
Key Takeaways Structural supply-demand imbalances and urbanization trends drive robust sales growth, higher margins, and price appreciation in key markets. Leadership in sustainability and diversified residential formats position the company for reduced regulatory risk and stable, long-term revenue expansion.
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€9.81
FV
4.0% overvalued
intrinsic discount
9.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
Foxtons Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
London Rental Demand And Technology Investments Will Shape Future Trends
Key Takeaways Strong demand, regulatory complexity, and rental market imbalance are boosting recurring revenue and margins in lettings, supporting Foxtons' scale and brand advantages. Technology investments, acquisitions in commuter markets, and value-add services are driving customer retention, operational efficiency, and resilient high-margin profit growth.
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UK£0.84
FV
32.4% undervalued
intrinsic discount
5.39%
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
Marcopolo
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Emerging Markets And Decarbonization Will Spur Fleet Renewal
Key Takeaways Transit investments and urbanization trends are boosting steady revenue and backlog growth, further supported by expansion into new markets and operational efficiencies. Growing demand for electrified, premium buses enables higher pricing and margins, diversifying revenue and reducing dependence on volatile local cycles.
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R$11.00
FV
18.0% undervalued
intrinsic discount
8.22%
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
3 days ago
author updated this narrative
Kitron
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Defense And Aerospace Orders Will Drive US And EU Production
Key Takeaways Strong order backlog and innovation in Defense & Aerospace forecast future revenue growth and earnings increases. M&A efforts, expanded production, and tariff adjustments support market leadership and enhance revenue and net margins.
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NOK 65.00
FV
7.7% undervalued
intrinsic discount
16.40%
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
3 days ago
author updated this narrative
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