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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
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
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0
users have commented on this narrative
11
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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
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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
5.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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Commercial Metals
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Accelerated Infrastructure Investments And Green Steel Will Drive Progress
Key Takeaways Transformational cost initiatives and new mill capacity are set to drive sustained margin expansion and potentially significant outperformance versus current expectations. Leadership in green steel and exposure to booming digital infrastructure place CMC for superior market share, pricing power, and long-term growth opportunities.
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US$64.77
FV
18.1% undervalued
intrinsic discount
9.44%
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
about 2 months ago
author updated this narrative
FedEx
AN
AnalystHighTarget
Consensus Narrative from 30 Analysts
E-commerce And Urbanization Will Drive Integrated Logistics Services
Key Takeaways Operational cost optimization initiatives and technology-driven efficiencies are expected to structurally improve margins and earnings leverage as demand rebounds. Strong positioning in healthcare logistics and global e-commerce enhances revenue growth potential and pricing power amid evolving cross-border trade dynamics.
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US$339.85
FV
33.9% undervalued
intrinsic discount
3.47%
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
about 2 months ago
author updated this narrative
Bank Negara Indonesia (Persero)
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Digital Challengers And Strict ESG Rules Will Weaken Banking Stability
Key Takeaways The rise of fintech competition and digital banking threatens BNI's customer base, revenue growth, and ability to attract younger, tech-savvy clients. Regulatory burdens, tightening margins, and macroeconomic risks may increase costs, slow loan growth, and jeopardize long-term profits and asset quality.
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Rp4.07k
FV
7.1% overvalued
intrinsic discount
15.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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about 2 months ago
author updated this narrative
True Corporation
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
OTT Disruption And Thailand's Demographics Will Compress Margins
Key Takeaways Structural revenue challenges arise from digital disruption, demographic shifts, and intensified competition, limiting growth and pressuring legacy and high-margin business lines. High leverage, integration risks from the DTAC merger, and rising regulatory demands constrain profitability, create uncertainty, and threaten future earnings stability.
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฿10.97
FV
1.5% undervalued
intrinsic discount
-2.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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about 2 months ago
author updated this narrative
2892
First Financial Holding
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Digital Adoption And ESG Trends Will Drive Growth Despite Headwinds
Key Takeaways Outperformance in FX gains, digital banking, and wealth management positions the company for expanding margins and robust earnings above current market expectations. Early leadership in sustainable finance and regional cross-border expansion offers unique growth avenues and premium revenue diversification over competitors.
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NT$31.00
FV
8.1% undervalued
intrinsic discount
-0.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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about 2 months ago
author updated this narrative
EDP
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Debt Burden In Brazil And Iberia Will Constrain Renewables Expansion
Key Takeaways Rising investment requirements and regulatory uncertainty put pressure on profitability and risk financial stability through greater debt and unpredictable costs. Shifts in technology, competition, and macroeconomic volatility threaten the long-term value and earnings reliability of EDP's core renewables business.
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€3.50
FV
4.5% overvalued
intrinsic discount
-2.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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about 2 months 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
75.5% 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
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2 months ago
author updated this narrative
China Telecom
AN
AnalystLowTarget
Consensus Narrative from 14 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
20.1% 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
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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
7.2% 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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