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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
users have liked this narrative
0
users have commented on this narrative
34
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
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
users have followed this narrative
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
10
users have followed this narrative
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momo.com
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Investments In momoAds And Logistics Will Boost Future Performance
Key Takeaways Rapid scaling of the 3P business and investments in momoAds could drive significant revenue and profit margin growth. Enhanced logistics and customer engagement initiatives are expected to improve operational efficiency and support long-term growth.
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NT$349.50
FV
19.3% undervalued
intrinsic discount
4.92%
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
4 days ago
author updated this narrative
Nampak
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Recyclable Packaging Trends Will Transform African Markets
Key Takeaways Rising demand for recyclable metal cans and sustainability trends position Nampak to gain market share and capture premium pricing as plastic alternatives decline. Operational restructuring, capacity expansion, and manufacturing modernization support margin growth, improved earnings, and a stronger balance sheet with potential for shareholder returns.
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R710.00
FV
32.0% undervalued
intrinsic discount
10.14%
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
4 days ago
author updated this narrative
Companhia de Saneamento de Minas Gerais
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
BRL 17 Billion Upgrades Will Modernize Water Systems Amid Risks
Key Takeaways Significant investment in sewage coverage and infrastructure upgrades is expected to boost future revenue and system efficiency. Emphasis on ESG initiatives and improved operational efficiency could enhance brand value, attract investors, and support long-term growth.
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R$25.10
FV
1.4% overvalued
intrinsic discount
3.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
4 days ago
author updated this narrative
Corporación Inmobiliaria Vesta. de
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Developments In Mexico City And Monterrey Will Secure Stable Leases
Key Takeaways Vesta's growth in Mexican industrial real estate supports tenant retention and higher lease rates, boosting revenue through strategic positioning and quality assets. Share buybacks and disciplined cost management enhance EPS and net margins, while new developments in growth markets align with the Route 2030 strategy for revenue growth.
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Mex$63.85
FV
22.5% undervalued
intrinsic discount
8.88%
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
4 days ago
author updated this narrative
Anup Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion At Kheda Facility Will Increase Capacity And Diversify Markets By Q3 FY '26
Key Takeaways Strategic diversification and partnerships position Anup Engineering to capture high-margin orders and secure steady export revenue. Facility expansions and export demand promise enhanced revenue opportunities and future growth potential.
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₹4.15k
FV
36.1% undervalued
intrinsic discount
22.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
4 days ago
author updated this narrative
Currency Exchange International
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
OnlineFX Expansion To 45 States Will Capture US Market Share
Key Takeaways CXI's strategic focus on ending loss-making operations and expanding in the U.S. is set to boost earnings and enhance net margins. Embracing cloud technology and expanding its digital platform aims to improve operational efficiency, increase scalability, and support sustained revenue growth.
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CA$27.98
FV
29.8% undervalued
intrinsic discount
-15.86%
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
4 days ago
author updated this narrative
Core Molding Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New SMC Products And Topcoat Paint Capabilities Will Support Future Margins
Key Takeaways Success in operational efficiency and product line improvements enables margin maintenance and potential earnings growth amid fluctuating demand. Strategic growth via acquisition and new business wins in construction and industrial sectors promises to enhance revenue and diversify market presence.
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US$22.00
FV
20.8% undervalued
intrinsic discount
1.90%
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
4 days ago
author updated this narrative
Ringmetall
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Automation And Acquisitions Will Improve Efficiency And Capture Chemical Industry Growth
Key Takeaways Strong focus on operational efficiencies and automation may enhance profitability and future earnings potential. Active pursuit of acquisitions and growth in the chemical sector suggests potential revenue expansion and market presence.
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€5.20
FV
38.5% undervalued
intrinsic discount
11.42%
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
4 days ago
author updated this narrative
Nucleus Software Exports
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Lean Management And AI Offerings Expected To Strengthen Future Operations
Key Takeaways Lean management initiatives and digital transformation projects are anticipated to improve productivity, operating efficiency, and drive future revenue growth. Enhanced product offerings in AI solutions and robust marketing strategies may lead to higher revenue and net margins through premium pricing.
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₹1.56k
FV
32.9% undervalued
intrinsic discount
9.71%
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
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