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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
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0
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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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SHAPE Australia
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Diversifying Into Health And Education Sectors Will Open Future Opportunities
Key Takeaways Significant project wins and backlog orders indicate strong future revenue potential, with expanded operations driving geographic growth across new markets. Diversified sector focus and enhanced service offerings are expected to diversify revenue streams and improve net and gross margins.
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AU$5.04
FV
17.0% undervalued
intrinsic discount
6.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
NetDragon Websoft Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AP10 Launch And AI Integration Will Cut Costs
Key Takeaways Strategic AI integration in gaming and education is expected to reduce costs and improve net margins. International expansion through partnerships and new product launches aims to drive revenue growth and enhance earnings.
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HK$14.88
FV
25.6% undervalued
intrinsic discount
-0.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
Skellerup Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
New Product Launches And European Expansion Will Create Future Market Opportunities
Key Takeaways Anticipated growth in Australia due to new specifications and strong demand in the U.K. suggest future revenue growth across various segments. Expansion efforts in Europe and new product launches in international markets could boost future revenue and enhance operational efficiency.
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NZ$5.55
FV
10.8% undervalued
intrinsic discount
6.72%
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
3 days ago
author updated this narrative
Mullen Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Cole Group Acquisition And Robotics Will Shape Industrial Services
Key Takeaways Strategic acquisitions and advanced technology investments are set to drive revenue growth, improve operational efficiency, and expand market reach. Strong financial position enables leveraging market disruptions for acquiring assets and enhancing margins to boost long-term profitability.
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CA$16.68
FV
17.7% undervalued
intrinsic discount
7.39%
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
3 days ago
author updated this narrative
Sequans Communications
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Monarch And Calliope Projects Will Advance 5G IoT Amid Tensions
Key Takeaways Sequans expects significant revenue growth from Monarch and Calliope chip projects, accelerated by increased demand in telematics, security, and industrial markets. 5G advancements and cost management strategies, including the ACP acquisition and board refresh, target improved profitability and competitive positioning.
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US$7.50
FV
73.6% undervalued
intrinsic discount
22.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 days ago
author updated this narrative
Rusta
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Upcoming Store Expansion And Supply Chain Investments Will Increase Future Market Reach
Key Takeaways Expansion into new markets, including Germany, and a store format update are positioned to drive revenue growth and improve net margins. Strong self-financed growth strategy and supply chain investments enhance financial stability, gross margins, and overall earnings.
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SEK 83.33
FV
6.2% undervalued
intrinsic discount
9.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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5
users have followed this narrative
3 days ago
author updated this narrative
R Systems International
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Cloud And AI Expansion Will Drive Global Digital Transformation
Key Takeaways Growth in cloud, AI, and automation, along with expanding partnerships and regional presence, is expected to drive higher revenue and improved margins. Focus on proprietary digital platforms and stable, long-term service lines should enhance margin expansion and predictability of cash flows.
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₹455.00
FV
7.8% undervalued
intrinsic discount
11.50%
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
3 days ago
author updated this narrative
Go Fashion (India)
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
120 New Stores And Apparel Launches Will Expand Global Presence
Key Takeaways Expansion and diversification through new stores and product lines aim to increase market presence and future earnings. International market entry and a focus on technology and innovation are positioned as key growth opportunities for revenue and operational efficiency.
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₹1.07k
FV
19.5% undervalued
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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3 days ago
author updated this narrative
Turners Automotive Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding Retail Network And My Auto Shop Acquisition To Boost Future Prospects
Key Takeaways Growth in premium lending and finance originations targets high-quality customers, improving net interest margins and driving finance revenue growth. Retail and acquisition strategies are expanding market share and cross-selling opportunities, enhancing future revenue in auto, finance, and services segments.
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NZ$6.65
FV
1.5% overvalued
intrinsic discount
6.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
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