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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
users have liked this narrative
0
users have commented on this narrative
11
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
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
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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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Hanwha Ocean
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
New US LNG Exports And Eco-Friendly Vessels Will Unlock Opportunities
Key Takeaways Growing demand for LNG and eco-friendly vessels, along with defense contracts, is driving an improved order backlog and expanding margins for Hanwha Ocean. Operational efficiencies, better product mix, and integration benefits are supporting sustainable cost reductions and predictable long-term earnings growth.
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₩106.54k
FV
2.4% undervalued
intrinsic discount
8.16%
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
Updated
narrative
Husqvarna
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Asian Competition And Decarbonization Will Squeeze Margins
Key Takeaways Husqvarna faces intensified competition and margin pressure from global technological shifts, rapid urbanization, and proliferation of low-cost imports, threatening its sales growth and market share. Increased dependence on external suppliers and evolving environmental regulations add supply chain instability and force costly product updates, impacting profitability and operational predictability.
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SEK 48.00
FV
14.2% overvalued
intrinsic discount
2.10%
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 1 month ago
author updated this narrative
Verallia Société Anonyme
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Shifting Packaging Trends And Rising Costs Will Dampen Outlook
Key Takeaways Shifts toward alternative packaging and stricter emissions standards threaten Verallia's sales volume, margins, and pricing power. High innovation and decarbonization costs, changing consumer habits, and industry consolidation jeopardize profitability and future earnings visibility.
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€26.50
FV
6.4% overvalued
intrinsic discount
0.94%
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 1 month ago
author updated this narrative
AMG Critical Materials
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Brazil And Germany Expansions Will Fuel Rising EV Demand
Key Takeaways Expanded lithium capacity and new agreements strengthen AMG's regional leadership, supporting revenue stability, margin gains, and greater supply chain resilience. Strategic recycling initiatives and geographic diversification increase access to raw materials, positioning AMG for improved profitability and lower cost volatility.
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€25.83
FV
4.8% undervalued
intrinsic discount
3.71%
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
4 days ago
author updated this narrative
Banca Monte dei Paschi di Siena
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Italian Banks Will Face Margin Erosion And Rising Costs
Key Takeaways Declining interest rates, demographic challenges, and digital disruption threaten future profitability, loan growth, and revenue sustainability. Reliance on merger synergies and digital transformation is crucial, but scale disadvantages and rising costs may constrain long-term earnings improvement.
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€8.59
FV
6.2% undervalued
intrinsic discount
4.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
Updated
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Brookfield Renewable
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Investments In Neoen And Microsoft Partnership Will Leverage AI-driven Energy Demand
Key Takeaways Investment in Neoen and asset recycling enhances position in grid stability and profitability, supporting revenue growth and margin expansion. Landmark agreement with Microsoft and strategic liquidity usage set the stage for stable, long-term earnings and growth opportunities.
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US$35.00
FV
5.2% undervalued
intrinsic discount
22.25%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
Updated
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Red Violet
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AI Initiatives And Upmarket Focus To Expand Solutions In Financial And Corporate Risk Sectors
Key Takeaways Strategic upmarket moves and AI investments position the company for revenue growth and enhanced margins through higher-value customer acquisition and product optimization. Recovery in the collections industry and expansion in risk sectors are expected to significantly boost revenue with enhanced data capabilities reducing costs.
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US$56.00
FV
26.5% undervalued
intrinsic discount
14.13%
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
Updated
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Mader Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into Energy And Transport Logistics Will Diversify Future Revenue Streams
Key Takeaways Mader Group aims for geographical and industry diversification with a strategic focus on energy and transport logistics for increased revenue streams. The company's financial strategy includes a net cash goal within 12 months for growth investments and expansion in North America and other key markets.
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AU$7.33
FV
7.1% overvalued
intrinsic discount
11.83%
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
Updated
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Energy Recovery
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
PX Technology Will Expand Into Mining And Textiles, Tapping New Markets By 2025
Key Takeaways Expansion of PX technology into various industries and international markets can boost growth, diversify revenue, and reduce geographic risk. Efforts in cost reduction and operational efficiency aim to enhance margins, while cash flow confidence drives share buyback, solidifying shareholder value.
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US$15.63
FV
11.1% undervalued
intrinsic discount
14.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
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