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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
36
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
23.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
12
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
4.0% 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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Dreamfolks Services
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Lifestyle And Travel Offerings Will Unlock International Potential
Key Takeaways Diversification into lifestyle and travel services, technology investment, and premium partnerships is reducing reliance on lounges and supporting growth, margins, and recurring revenue. Expansion into non-metro and international markets, coupled with loyalty program integration, positions Dreamfolks to capitalize on rising travel demand and broader ecosystem opportunities.
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₹416.50
FV
63.3% undervalued
intrinsic discount
18.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
Alior Bank
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Mobile Solutions Will Grow Market In Poland Despite Margin Risks
Key Takeaways Heavy digital investment and improved asset quality position the bank for accelerated customer growth, higher revenue, and stronger long-term returns. Expansion in retail and SME segments, supported by economic trends and robust capital, enables scalable growth and more stable income streams.
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zł128.53
FV
10.0% undervalued
intrinsic discount
4.49%
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
7 days ago
author updated this narrative
Time Technoplast
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
High-Margin Composite Cylinders And Green Energy Initiatives Will Strengthen Future Prospects
Key Takeaways Strong demand and confirmed orders in high-margin composite cylinders and packaging products suggest significant future revenue growth. Green energy shift and value-added product focus are expected to enhance cost efficiency and increase EBITDA margins through higher profitability.
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₹578.00
FV
22.9% undervalued
intrinsic discount
14.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
Fairfax Financial Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
FX Headwinds And Climate Risks Will Squeeze Underwriting Margins
Key Takeaways Reliance on high interest rates, investment gains, and emerging market growth may not be sustainable, with FX headwinds and operational issues posing significant risks. Underwriting profitability and net margins face pressure from rising catastrophe losses, softening insurance rates, and costly technology-driven disruption.
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CA$2.61k
FV
9.5% undervalued
intrinsic discount
3.33%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
7 days ago
author updated this narrative
Aegean Airlines
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Airbus Fleet Expansion And Increased Greek Tourism Will Strengthen Future Operations
Key Takeaways Strong travel demand, especially in winter, and fleet expansion investments are expected to boost revenue and operational efficiency for Aegean Airlines. Strategic investments in Volotea and a third-party center may enhance market position and provide new revenue streams.
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€15.02
FV
3.5% undervalued
intrinsic discount
4.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
7 days ago
author updated this narrative
Equitas Small Finance Bank
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Rebalancing Loan Portfolios And Investing In Tech Will Optimize Operations
Key Takeaways Strategic shift from Microfinance to Small Business and Used Vehicle finance could stabilize credit costs and enhance revenue through profitable growth. Technology investments' completion and deposit repricing may improve net margins, supporting earnings potential and enhanced RoA by FY '26.
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₹74.56
FV
29.0% undervalued
intrinsic discount
15.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
7 days ago
author updated this narrative
Ondine Biomedical
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Mölnlycke Deal And US Trials Will Open International Markets
Key Takeaways A major partnership is expected to enhance Steriwave's market entry and international sales, boosting revenue and growth opportunities significantly. Investments in automation and funding aim to support long-term scaling and sustainable growth, improving operational efficiencies and cost management.
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UK£0.55
FV
73.6% undervalued
intrinsic discount
158.03%
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
2 months ago
author updated this narrative
China Telecom
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Global Tech Decoupling And Regulatory Barriers Will Dampen Future Performance
Key Takeaways Geopolitical risks, strict regulations, and slowing population growth threaten China Telecom's overseas expansion, global competitiveness, and future domestic revenue potential. Heavy technology investments and intensifying competition from local and digital rivals are reducing margins, compressing profitability, and straining sustainable earnings growth.
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HK$5.20
FV
19.7% overvalued
intrinsic discount
1.79%
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
2 months ago
author updated this narrative
Advanced Flower Capital
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Federal Legalization And Bank Competition Will Erode Loan Yields
Key Takeaways Increased competition and banking access post-legalization threaten the company's pricing power, market share, and revenue growth prospects. Asset quality concerns, regulatory uncertainty, and borrower disputes could weaken earnings reliability and diminish shareholder returns.
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US$5.00
FV
12.2% undervalued
intrinsic discount
17.08%
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
2 months ago
author updated this narrative
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