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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
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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
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
9
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Advantest
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
AI And SoC Testers Will Fuel Semiconductor Industry Progress
Key Takeaways Strong demand for AI-related semiconductors and strategic product focus are expected to drive revenue and enhance net margins. Strategic acquisitions and shareholder-focused initiatives, like share repurchase, are set to bolster revenue and improve investor appeal.
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JP¥10.53k
FV
9.2% overvalued
intrinsic discount
9.61%
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
NEXON
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Mounting Regulatory Pressure And Legacy Franchises Will Undermine Future Performance
Key Takeaways Regulatory pressure and shifting consumer attitudes toward monetization are weakening Nexon's revenue streams and compressing profitability, especially in Western markets. Dependence on legacy franchises and weak global diversification expose Nexon to stagnating user growth, rising costs, and intensified competitive threats.
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JP¥1.90k
FV
40.5% overvalued
intrinsic discount
-2.07%
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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4 days ago
author updated this narrative
G8 Education
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Rising Workforce Engagement And Urban Growth Will Boost Childcare Demand
Key Takeaways Improving enrollment conversion, digitalization, and labor efficiency position G8 for stronger occupancy and margin expansion than currently anticipated. Structural industry growth and resilient, policy-supported revenue streams enable G8 to outperform peers and drive earnings through targeted acquisitions.
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AU$1.70
FV
46.2% undervalued
intrinsic discount
5.76%
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
adidas
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Local Market Efforts And EVO 1 Launch Will Drive Momentum
Key Takeaways Strong brand visibility and high-profile athlete partnerships are driving future revenue growth and improving net margins through demand increases. Innovative product launches and strategic market operations position Adidas for growth in high-margin sectors, enhancing earnings and market share expansion.
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€252.51
FV
21.2% undervalued
intrinsic discount
8.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
51
users have followed this narrative
4 days ago
author updated this narrative
Genmab
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
US And EU Pricing Pressures Will Squeeze Biologics Margins
Key Takeaways Rising scrutiny on drug pricing and biosimilar competition threaten Genmab's revenue growth, particularly for its major antibody therapies as exclusivity is lost. Heavy reliance on a few key products and partnerships, along with tougher regulatory and competitive environments, increases financial risk and pressures future earnings stability.
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DKK 1.00k
FV
49.1% overvalued
intrinsic discount
12.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
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4 days ago
author updated this narrative
Wilh. Wilhelmsen Holding
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Global Trade And Green Shipping Will Transform Maritime Services
Key Takeaways Strong expansion in maritime and new energy, along with scale and acquisitions, positions the company for industry-leading margin and earnings growth. Early focus on green shipping, digitalization, and financial strength enables superior contract wins, cost efficiency, and bold M&A-driven value creation.
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NOK 732.32
FV
34.0% undervalued
intrinsic discount
2.85%
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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4 days ago
author updated this narrative
Deutsche Börse
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
European Equities And Software Solutions Will Create Opportunity
Key Takeaways Increased European equity flows and integration of EU capital markets are set to boost Deutsche Börse's cash equities and Trading and Clearing revenues. Organic growth in Software Solutions and successful financial derivatives expansion are likely to enhance net revenue and margins.
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€272.50
FV
6.5% undervalued
intrinsic discount
4.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
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4 days ago
author updated this narrative
Nippon Yusen Kabushiki Kaisha
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Rising Decarbonization Costs And Digital Disruption Will Crush Profits
Key Takeaways Costly regulatory and environmental demands, along with rising competition, threaten margins and place long-term pressure on net earnings and market share. Rapid tech disruption, global overcapacity, and geopolitical risks undermine pricing power and revenue growth, diminishing earnings stability and predictability.
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JP¥4.00k
FV
34.8% overvalued
intrinsic discount
-6.93%
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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4 days ago
author updated this narrative
Glanbia
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Health And Wellness Trends Will Transform Performance Nutrition Landscape
Key Takeaways Accelerated transformation, efficient supply chain management, and digitalization create potential for higher-than-expected margin expansion and earnings resilience. Strong positioning in health, wellness, and next-generation nutrition enables long-term revenue growth and market share gains, driven by innovation and strategic acquisitions.
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€20.60
FV
36.6% undervalued
intrinsic discount
5.63%
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
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