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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
59.1% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
12
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0
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26
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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
15.5% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
10 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
0% overvalued
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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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
96.3% overvalued
intrinsic discount
5.81%
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
1 day 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
31.7% 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
1 day 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
15.2% undervalued
intrinsic discount
15.00%
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
1 day 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
1.2% overvalued
intrinsic discount
9.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
users have followed this narrative
1 day 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
30.1% 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
1 day ago
author updated this narrative
Motiva Infraestrutura de Mobilidade
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Urbanization Will Advance Brazil Transportation Infrastructure Development
Key Takeaways Growth is driven by urbanization, portfolio optimization, and cost-saving initiatives like automation and generative AI, supporting expanding margins and long-term earnings. Strategic asset selection, new concessions, ESG projects, and potential airport portfolio changes enable recurring revenues, capital reallocation, and improved shareholder value.
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R$16.22
FV
23.2% undervalued
intrinsic discount
-3.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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1 day ago
author updated this narrative
Marzetti
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Licensed Brand Distribution And Atlanta Facility Investment Will Transform Market
Key Takeaways Expansion of premium licensed brands and entry into high-growth categories leverages brand strength to drive revenue and long-term earnings growth. Supply chain optimization, facility investments, and disciplined promotional spending improve operational efficiency, margins, and financial resilience.
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US$194.90
FV
7.1% undervalued
intrinsic discount
2.53%
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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1 day ago
author updated this narrative
United Internet
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
5G And Fiber Rollouts Will Expand Digital Markets
Key Takeaways Heavy investment in networks and successful customer migration aim to boost future margins, reduce reliance on partners, and improve cost structure and earnings stability. Strong performance in cloud, hosting, and business applications segments supports a larger, more stable revenue base and opportunities for value creation through portfolio optimization.
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€28.20
FV
9.5% undervalued
intrinsic discount
3.20%
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
1 day ago
author updated this narrative
CSW Industrials
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
HVAC Expansion And Acquisitions Will Drive Future Sustainable Building Trends
Key Takeaways Strategic acquisitions and innovation in energy-efficient HVAC and building solutions strengthen market position and drive long-term growth and pricing power. Supply chain optimization, margin protection measures, and robust M&A pipeline support stable earnings and diversified revenue streams.
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US$334.67
FV
15.3% undervalued
intrinsic discount
11.46%
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
1 day ago
author updated this narrative
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