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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
9
users have followed this narrative
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Nippon Yusen Kabushiki Kaisha
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Profit Margins Will Shrink To 99% Amid Geopolitical Tensions
Key Takeaways Planned share exchange and declining freight rates could challenge revenue levels as premium pricing and profit contributions fall. Geopolitical tensions and an unfavorable market for Energy and Logistics threaten net margins and overall earnings stability.
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JP¥5.30k
FV
1.7% overvalued
intrinsic discount
-2.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
IHH Healthcare Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Healthcare Provider Will Expand Capacity But Faces Margin Challenges
Key Takeaways Planned expansion and strategic acquisitions are expected to drive significant revenue growth and improve EBITDA through increased patient volumes and income contributions. Investment in new technologies and enhanced operational efficiency could boost net margins by offering specialized services and optimizing processes through AI and technology.
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RM 8.25
FV
19.3% undervalued
intrinsic discount
8.52%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
Almarai
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Poultry And Dairy Expansion Will Unlock Future Potential
Key Takeaways Expansion in poultry and strategic investments are set to drive significant future revenue growth and long-term earnings improvements. Efficiency projects and product innovations aim to strengthen margins and increase market share in key segments.
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ر.س64.06
FV
25.7% undervalued
intrinsic discount
7.62%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
3 days ago
author updated this narrative
Bunzl
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
New Acquisitions In Health Care And Safety Will Expand Market Presence In 2024
Key Takeaways Active acquisition strategy across diverse sectors and digital transformation initiatives boost operational efficiency, revenue, and profit margins while expanding market reach. Share buybacks and focus on growing sectors like safety and health care enhance shareholder returns and support future organic growth.
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UK£26.39
FV
12.2% undervalued
intrinsic discount
1.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
3 days ago
author updated this narrative
Suncorp Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Focusing On Pure-Play Insurance May Boost Efficiency, But Inflation And Competition Could Challenge Profitability
Key Takeaways Transition to a pure-play insurer is expected to streamline operations and improve efficiency, possibly leading to higher net margins. Strong capital position after divestitures allows for substantial capital returns and EPS growth, supporting financial stability and shareholder value.
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AU$21.95
FV
7.5% undervalued
intrinsic discount
2.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
3 days ago
author updated this narrative
On Holding
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Cloudboom Max, Zendaya Collaborations, And Global Expansion Will Drive Future Success
Key Takeaways Strong brand positioning, D2C expansion, and geographic growth in Asia Pacific and other regions are expected to increase revenue and market share. Innovations in product lines and operational improvements are likely to drive profitability and enhance supply chain efficiency.
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US$68.71
FV
26.1% undervalued
intrinsic discount
23.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
79
users have followed this narrative
3 days ago
author updated this narrative
Telefônica Brasil
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Investments In Fiber And 5G Will Drive Future Connectivity Expansion
Key Takeaways Expansion into postpaid, fiber, and B2B digital services, plus prepaid migration, hints at revenue growth by targeting higher-value customers and digital services uptake. Migrating to fiber and expanding 5G networks could reduce costs and enable growth, enhancing net margins and capitalizing on connectivity demands.
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R$33.65
FV
8.8% 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
9
users have followed this narrative
3 days ago
author updated this narrative
Samvardhana Motherson International
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Acquisition Of Atsumitec And New Capacity Will Expand Footprint In Emerging Markets
Key Takeaways The acquisition of Atsumitec and new market expansions are expected to unlock synergies and drive growth in both automotive and non-automotive segments. Operational improvements and capacity expansions, including new projects, are anticipated to boost earnings by enhancing scale, efficiency, and operating margins.
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₹112.93
FV
11.2% undervalued
intrinsic discount
7.77%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
3 days ago
author updated this narrative
Repsol
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Europe's First Biomethanol Plant And Global Projects Will Shape Future Operations By 2028
Key Takeaways Repsol's high-grading of its upstream portfolio and strategic divestments may enhance cash flows and earnings while boosting revenue with new project developments. Significant low carbon investments and expansion in the Customer division aim to increase net margins and improve revenue through growth in mobility and retail clients.
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€13.45
FV
1.0% overvalued
intrinsic discount
1.55%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
3 days ago
author updated this narrative
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