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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
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0
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32
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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
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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Parade Technologies
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
AI, Edge Computing And Advanced Displays Will Shape Connectivity
Key Takeaways Leveraging unique technology and strategic acquisitions, Parade is positioned for growth in high-speed connectivity and advanced display solutions across multiple end markets. Expanding major OEM partnerships and command of premium pricing set the stage for sustained revenue growth, diversified earnings, and structural margin expansion.
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NT$866.00
FV
31.1% undervalued
intrinsic discount
17.29%
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
3 days ago
author updated this narrative
E.ON
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Energy Investments Will Drive Future Opportunities Amid Economic And Regulatory Challenges
Key Takeaways Strategic focus on economic growth and competitiveness underpins future revenue expansion amidst energy transition efforts. Increased investments in networks and operational efficiencies anticipate strong earnings and margin improvements due to favorable regulatory conditions.
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€16.71
FV
5.7% undervalued
intrinsic discount
1.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
3 days ago
author updated this narrative
Johns Lyng Group
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Urbanisation And Climate Trends Will Expand Insurance Repair Markets
Key Takeaways Unique emergency response capabilities, scalability, and structural industry tailwinds position the company for substantial organic revenue growth and recurring contract wins. Enhanced margins, operational leverage, and disciplined acquisitions are set to drive long-term earnings and significant market share gains.
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AU$4.00
FV
2.3% undervalued
intrinsic discount
12.26%
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
BOC Hong Kong (Holdings)
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Acquisitions And Southeast Asia Expansion Will Unlock Future Potential
Key Takeaways Strategic acquisitions and regional expansion in Southeast Asia and the Greater Bay Area are expected to drive growth and contribute significantly to profits. Leadership in RMB business and focus on digital transformation and sustainable finance could enhance efficiency, revenues, and attract new clients.
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HK$34.49
FV
4.1% overvalued
intrinsic discount
4.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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7
users have followed this narrative
3 days ago
author updated this narrative
V.S.T. Tillers Tractors
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
India Farm Modernization Will Spark Agri Machine Revolution
Key Takeaways Unique positioning to benefit from farm mechanization and rapid expansion in underpenetrated markets is expected to drive recurring revenue and premium margin gains long-term. Strategic moves in product innovation, integrated distribution, and exports are set to diversify revenues and push profitability beyond cyclical agricultural equipment sales.
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₹5.00k
FV
8.0% undervalued
intrinsic discount
16.77%
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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3 days ago
author updated this narrative
74SW
74Software
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Cloud Adoption And Digital Transformation Will Drive Enterprise Software Demand
Key Takeaways Strong cross-selling, operational integration, and advanced cloud-AI product offerings position the company for superior margin expansion and recurring revenue growth. Expanded global reach and high customer retention create new growth avenues and earnings diversification, potentially exceeding current market expectations.
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€53.00
FV
24.9% undervalued
intrinsic discount
20.32%
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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3 days ago
author updated this narrative
Partners Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Private Market Expansion Will Unlock Sustainable Value
Key Takeaways Expanding access to private markets and innovative product launches are set to drive sustained management fee and earnings growth as client demand shifts. Enhanced distribution efforts and improving performance are likely to increase market share and support above-market revenue and asset growth over time.
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CHF 1.22k
FV
8.4% undervalued
intrinsic discount
14.54%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
18
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3 days ago
author updated this narrative
Flight Centre Travel Group
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Expanding Asia-Pacific Demand And Digital Shift Will Drive Growth
Key Takeaways Automation, digital platforms, and a unified global system are rapidly boosting productivity and operating leverage, resulting in dramatic margin expansion and profitable growth. Surging demand in luxury, cruise, and Asia-Pacific markets, combined with unique experiential travel offerings, positions the company for outsized, high-margin earnings acceleration.
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AU$21.00
FV
37.4% undervalued
intrinsic discount
15.31%
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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3 days ago
author updated this narrative
Tata Motors
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
New EV Models And Operational Improvements Will Strengthen Future Market Position
Key Takeaways Focus on new products and alternate powertrains is driving revenue and earnings growth through diversification and innovation. Cost efficiencies and strategic corporate actions are enhancing profitability, market valuation, and revenue prospects.
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₹764.86
FV
10.1% undervalued
intrinsic discount
6.52%
Revenue growth p.a.
Set Fair Value
1
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
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