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Citigroup
CH
ChadWisperer
Community Contributor
Pole position to benefit from GENIUS Act
The passing of the GENIUS Act establishes a clear regulatory framework for stablecoins, allowing banks like Citi to issue their own stablecoins; Citi Token Services lets Citi position itself as the "killer app" for institutional cross-border payments, absorbing complexities and offering instant, cost-effective solutions; Core business is firing on all cylinders , with record performances in Markets and Wealth, significant share gains in Investment Banking (especially M&A, LevFin, and sponsors), and robust growth in Services and U.S. Personal Banking, all contributing to strong revenue momentum; Highly capital efficient returning $3 billion in capital during the quarter , including $2 billion in share repurchases, part of our $20 billion repurchase plan with a goal of 11% Return on tangible equity (ROTE or ROTCE). ✨ Chat with this narrative: https://notebooklm.google.com/notebook/aa2a6c92-6bd1-495e-beb5-d8d4e6525410 (believe a Google account is required) Background Citigroup Inc.
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US$233.04
FV
58.8% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
14
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0
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34
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New
narrative
IREN
KA
kapirey
Community Contributor
IREN will transform from bitcoin miner to leader in AI infrastructure
Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.
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US$21.48
FV
17.5% undervalued
intrinsic discount
49.99%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
34
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Updated
narrative
XRF Scientific
RO
Robbo
Community Contributor
Behind the Assay: XRF Scientific’s Role in Modern Mining Economics
There’s an old saying that in a gold rush, those who make the money are the ones selling the shovels; and mining service companies have indeed proven to be shrewd investments historically. XRF Scientific holds a strong niche in sample preparation equipment and consumables used in X-ray fluorescence (XRF) and X-ray diffraction (XRD) analysis, which are essential in determining the quality and purity of materials.
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AU$2.10
FV
2.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
9
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Sacyr
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Global Concession Wins Will Open Sustainable Markets
Key Takeaways Strategic global concession wins and focus on sustainable infrastructure are expanding Sacyr's market presence and recurring, inflation-linked revenues. Divestment of non-core assets and investment in digital and environmental solutions are streamlining operations and driving profitability.
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€4.16
FV
13.3% undervalued
intrinsic discount
2.17%
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
Jamjoom Pharmaceuticals Factory
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Facilities In Jeddah Egypt And Algeria Will Expand MENA Markets
Key Takeaways Expanding production capacity, strategic market entries, and international partnerships are driving operational efficiency, revenue growth, and geographic diversification. Shifting toward high-margin branded generics and specialty drugs, supported by a strong product pipeline, is boosting profitability and positioning for sustained earnings growth.
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ر.س178.20
FV
0.8% undervalued
intrinsic discount
13.02%
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
3 days ago
author updated this narrative
Piramal Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
India Digitalization And Tech Gains Will Offset Embedded Legacy Risks
Key Takeaways Slower retail customer growth and rising credit costs may limit sustainable profitability and lead to underperformance versus investor expectations. Heightened competition and reliance on one-time gains threaten margin stability and could inflate core earnings assumptions and valuation risk.
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₹1.04k
FV
22.6% overvalued
intrinsic discount
9.18%
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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3 days ago
author updated this narrative
Athens International Airport
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
International Air Traffic Expansion Will Confront Margin Squeeze
Key Takeaways Management guidance for slower growth and rising costs challenges optimistic forecasts for revenue, margin expansion, and earnings resilience. Heavy reliance on international tourism and increased sustainability investments expose the business to macroeconomic and regulatory risks not fully reflected in market expectations.
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€9.90
FV
1.0% overvalued
intrinsic discount
1.81%
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
3 days ago
author updated this narrative
Asseco Poland
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Overvaluation Risk Will Remain As European And US Markets Expand
Key Takeaways Optimistic growth and margin expectations may overlook one-off gains, integration risks, and structural wage pressures that threaten long-term profitability. Heavy dependence on custom software for the public sector and exposure to global competition could erode revenue stability and margin resilience over time.
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zł105.46
FV
95.9% overvalued
intrinsic discount
5.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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13
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3 days ago
author updated this narrative
TAURON Polska Energia
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Coal Normalization And Renewable Investments Will Redefine Energy Dynamics
Key Takeaways Current profitability is unsustainable as coal-fired generation benefits and regulatory incentives are likely to fade, putting future margins and returns under pressure. Structural challenges in scaling renewables, increased competition, and stricter decarbonization mandates threaten long-term growth and could erode traditional revenue streams.
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zł6.65
FV
30.9% overvalued
intrinsic discount
-4.45%
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
3 days ago
author updated this narrative
Genscript Biotech
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Global Demand Rebound Will Drive Life Sciences And CDMO Expansion
Key Takeaways Expansion in global markets, technology upgrades, and industry partnerships are set to drive stronger growth, improved margins, and long-term earnings stability. Increased outsourcing trends and customer diversification protect against risk and create reliable revenue streams for future financial performance.
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HK$21.61
FV
17.4% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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3 days ago
author updated this narrative
Hanwha Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
US Manufacturing And Renewables Will Redefine The Future
Key Takeaways U.S. manufacturing expansion and policy support position Hanwha Solutions to gain market share and improve margins as local content becomes more valuable. Integrated solar solutions and ESG trends create recurring, high-margin revenue streams and enhance access to funding, supporting long-term financial growth.
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₩37.45k
FV
4.1% overvalued
intrinsic discount
9.50%
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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3 days ago
author updated this narrative
B2Gold
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Goose And Fekola Regional Will Expand Gold Production
Key Takeaways Successful new project ramp-ups and operational efficiency measures position the company for increased production, revenue, and margin stability despite industry cost pressures. Strong balance sheet and permitting expertise enable sustained internal growth, exploration, and resilience amid macroeconomic uncertainty and challenging regulatory environments.
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CA$6.86
FV
30.6% undervalued
intrinsic discount
19.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
48
users have followed this narrative
3 days ago
author updated this narrative
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