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Weekly Picks
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
12
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
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
11.6% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
9 days ago
author updated this 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
1.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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Sunteck Realty
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Urban Migration And Land Acquisitions Will Secure Future Stability
Key Takeaways Strategic expansion into premium and luxury housing, along with asset-light approaches, enhances earnings quality and financial flexibility for sustained profit growth. Regulatory support and urbanization trends strengthen sales visibility, market share, and long-term revenue stability in key Mumbai micro-markets.
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₹599.08
FV
26.9% undervalued
intrinsic discount
48.40%
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
about 2 hours ago
author updated this narrative
TransUnion
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
OneTru Migration And Monevo Acquisition Will Power Digital Transformation
Key Takeaways TransUnion's technology modernization and global transformation are expected to boost efficiencies and speed of innovation, potentially improving margins. Strategic acquisitions and international expansion, particularly in high-growth regions, position TransUnion for sustained future revenue growth.
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US$108.84
FV
13.1% undervalued
intrinsic discount
7.75%
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
about 2 hours ago
author updated this narrative
Orbia Advance Corporation. de
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Cost Cuts And New Plants Will Secure Future Opportunities
Key Takeaways Strategic divestments and cost reductions aim to strengthen the balance sheet and improve net margins through operational expense reductions. Growth initiatives focus on product launches and geographic expansion, enhancing earnings in key segments and potentially increasing overall revenue.
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Mex$29.24
FV
57.7% undervalued
intrinsic discount
4.15%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 2 hours ago
author updated this narrative
Talos Energy
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
New CEO And Gulf Of Mexico Projects May Improve Future Prospects, But Analysts Foresee Challenges And Operational Risks Persist
Key Takeaways New CEO Paul Goodfellow's leadership is expected to improve operational efficiency, enhancing revenue and earnings growth through strategic execution. Strong free cash flow and robust reserves position Talos Energy for debt reduction, potential shareholder returns, and long-term revenue growth.
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US$13.17
FV
34.3% undervalued
intrinsic discount
-4.94%
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
about 2 hours ago
author updated this narrative
Borosil
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Shifting To Domestic Production Will Expand Capacity And Reduce Import Reliance
Key Takeaways Expansion of production capacity and focus on premium lines is set to enhance revenue growth and strengthen brand leadership. Shift to online sales and domestic production could improve revenue and margins, despite short-term cost pressures.
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₹420.00
FV
19.9% undervalued
intrinsic discount
11.98%
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
about 2 hours ago
author updated this narrative
MilDef Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digitalization And Integration Will Empower European Defense Modernization
Key Takeaways Expansion into system integration and advanced digital defense solutions is boosting margins and driving predictable, recurring revenue streams. Strategic acquisitions and European market alignment are reducing earnings volatility while supporting sustained growth and geographic diversification.
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SEK 258.00
FV
34.4% undervalued
intrinsic discount
44.04%
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
narrative
MAHLE Metal Leve
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Thermal Management And E-Mobility Will Expand Global Opportunities
Key Takeaways Expansion in e-mobility and thermal management projects positions MAHLE for revenue growth as demand for electric and hybrid vehicle components increases. Cost-saving initiatives and operational efficiency efforts aim to enhance productivity, improve net margins, and support future earnings growth.
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R$31.25
FV
8.4% undervalued
intrinsic discount
6.40%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
about 2 hours ago
author updated this narrative
Pet Valu Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Opening 40 New Stores In 2025 Will Expand Market Reach And Customer Accessibility
Key Takeaways Store network expansion and proprietary brand emphasis promote revenue growth and profitability through market reach and high-margin products. Supply chain improvements enhance efficiencies, operating costs, and cash flow, enabling share repurchases and boosting earnings per share.
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CA$34.84
FV
1.9% undervalued
intrinsic discount
6.72%
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
about 2 hours ago
author updated this narrative
Mahindra Holidays & Resorts India
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
520-Key Resort Expansion Will Enrich Guest Experiences In India
Key Takeaways Expansion with new resorts in India and strategic upgrades could boost revenue and long-term property value. Focus on premiumization and digital member acquisition strategies may enhance margins and cash flow while reducing marketing expenses.
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₹480.00
FV
23.5% undervalued
intrinsic discount
-9.86%
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
about 2 hours ago
author updated this narrative
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