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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
12
users have liked this narrative
0
users have commented on this narrative
20
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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AXA
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Price Discipline In Retail P&C Will Increase Market Share In Germany And UK
Key Takeaways AXA anticipates growth in midmarket commercial insurance, enhancing revenues and margins in the U.S., Italy, and the U.K. and Ireland. Strategic AI investments and cost moderation are expected to boost earnings and shareholder returns through efficient operations and improved margins.
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€44.04
FV
4.7% undervalued
intrinsic discount
8.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
62
users have followed this narrative
about 4 hours ago
author updated this narrative
National Australia Bank
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Payments And Urban Expansion Will Unlock Opportunities
Key Takeaways Investments in digital banking and payments position NAB to grow revenue and attract customers as cashless adoption rises. Urban growth and business banking leadership create long-term opportunities in housing finance, SME lending, and diversified fee income.
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AU$33.53
FV
11.0% overvalued
intrinsic discount
4.20%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
about 4 hours ago
author updated this narrative
Intesa Sanpaolo
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
The Bank Will Drive Future Efficiency Through Tech Investments And Wealth Management Expansion
Key Takeaways Technology investments in cloud and digital banking are enhancing efficiency, reducing expenses, and improving margins. The focus on wealth management and hiring initiatives aims to boost commissions and drive revenue growth further.
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€5.46
FV
8.0% undervalued
intrinsic discount
3.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
about 4 hours ago
author updated this narrative
NTT
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Health, Data Centers And AI Will Drive Future Success
Key Takeaways Strategic shift toward B2B tech solutions, data center expansion, and digital services is diversifying revenue streams and improving profit margins. Demographic trends and digital transformation in Japan boost demand for smart infrastructure, while operational reforms enhance efficiency and capital returns.
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JP¥175.57
FV
13.5% undervalued
intrinsic discount
3.01%
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
about 4 hours ago
author updated this narrative
Petróleo Brasileiro - Petrobras
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Advancing FPSO Almirante Tamandare And Maria Quiteria Projects Will Increase Future Oil Production
Key Takeaways Strategic investments in deepwater fields and productive assets aim to improve margins and reduce operational costs. Restructuring and low debt maintenance bolster financial stability, supporting growth opportunities and potential future EPS increases.
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R$41.35
FV
22.6% undervalued
intrinsic discount
-0.66%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
78
users have followed this narrative
about 4 hours ago
author updated this narrative
DBS Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Asia Wealth Expansion Will Deliver New Banking Opportunities
Key Takeaways Strength in digital innovation, wealth management, and ESG solutions is fueling DBS's revenue growth, scalability, and long-term franchise expansion. The bank's strong capital position and sector consolidation trends support market share gains, increased fee income, and stable, diversified earnings.
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S$47.15
FV
2.1% overvalued
intrinsic discount
4.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
106
users have followed this narrative
about 4 hours ago
author updated this narrative
Compagnie Financière Richemont
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Leadership Changes At Cartier And Van Cleef & Arpels Will Strengthen Operations
Key Takeaways Strategic investments in Jewellery Maisons and e-commerce operations aim to enhance efficiency, revenue, and profitability, with key acquisitions and expansions. Leadership changes and a focus on direct-to-client sales target operational improvements and revenue growth, despite challenges in the Asia Pacific market.
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CHF 166.40
FV
14.8% undervalued
intrinsic discount
5.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
about 4 hours ago
author updated this narrative
RELX
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Lexis+ AI And Protégé Will Drive Future Success In Legal Division
Key Takeaways Strategic shift towards AI-enabled tools and generative AI products is set to bolster revenue and margin improvements across divisions. Strong cash generation, cost management, and capital allocation strategies are enhancing earnings and share value, supporting long-term growth potential.
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UK£44.28
FV
12.0% undervalued
intrinsic discount
5.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
about 4 hours ago
author updated this narrative
Xiaomi
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Premium Devices And IoT Will Drive Future Expansion
Key Takeaways Premiumization and investment in proprietary technology strengthen profitability, brand differentiation, and growth in advanced device and ecosystem offerings. International expansion and smart EV production efficiency reduce regional risk and unlock new revenue streams across multiple sectors.
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HK$67.20
FV
13.1% undervalued
intrinsic discount
22.54%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
about 4 hours ago
author updated this narrative
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