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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
users have liked this narrative
0
users have commented on this narrative
22
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
11.6% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
9 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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Pharma Mar
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
ZEPZELCA's EMA Submission Will Broaden Cancer Treatment Availability In Europe
Key Takeaways Successful approval of ZEPZELCA in Europe and new markets could significantly boost PharmaMar’s future revenues, leveraging positive trial results. PharmaMar's strong cash position and robust pipeline support reinvestment and potential long-term revenue growth, with a stable cost structure enhancing margins.
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€104.60
FV
22.3% undervalued
intrinsic discount
40.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
about 8 hours ago
author updated this narrative
Supriya Lifescience
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion Into Regulated Markets And CMO/CDMO Opportunities To Strengthen Future Prospects
Key Takeaways Supriya Lifescience's product launches and market penetration in regulated regions aim to enhance revenue growth and net margins. Strategic capacity expansion and decreased reliance on China signal potential long-term earnings and margin stability.
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₹843.00
FV
17.0% undervalued
intrinsic discount
19.45%
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
about 8 hours ago
author updated this narrative
SPG
SP Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Completion Of Atlanta Factory Will Expand Presence In North American Healthcare Market
Key Takeaways Strong growth in proprietary products and a new factory in Atlanta suggest potential for increased revenue and improved margins. Commitment to sustainability and a share buyback program may boost eco-conscious customer appeal and shareholder value.
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DKK 390.00
FV
22.7% undervalued
intrinsic discount
5.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 8 hours ago
author updated this narrative
BWP Trust
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Potential Lease Renewal Mismatch With Bunnings Will Impact Future Rental Income
Key Takeaways Aggressive expansion and investments in high-interest environments may inflate return expectations, affecting earnings growth and potential overvaluation concerns. Rising borrowing costs and lease renewal challenges could pressure margins and occupancy, potentially impacting revenue stability and investor sentiment.
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AU$3.75
FV
6.4% undervalued
intrinsic discount
4.95%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
about 8 hours ago
author updated this narrative
ZAG
Zumtobel Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Recovery In Non-Residential Construction And New Products Will Improve Future Prospects
Key Takeaways Strategic focus on renovation and maintenance, along with new product introductions, positions for recovery in non-residential construction, boosting future revenue and margins. Long-term contracts and key accounts provide revenue stability and visibility, mitigating demand volatility and potentially improving earnings.
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€5.70
FV
15.1% undervalued
intrinsic discount
0.67%
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
about 8 hours ago
author updated this narrative
Afry
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Decarbonization And Asian Renewables Will Drive Future Energy Demand
Key Takeaways Rising global decarbonization and infrastructure trends, plus expansion in growth markets, are driving robust demand and revenue diversification for AFRY across energy and industrial sectors. Restructuring, portfolio optimization, and a focus on high-value consulting are expected to strengthen efficiency, margin quality, and recurring revenue streams.
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SEK 213.75
FV
27.3% undervalued
intrinsic discount
3.62%
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
about 8 hours ago
author updated this narrative
Fineotex Chemical
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Eco-Friendly Products And Capacity Expansion Will Strengthen Future Prospects
Key Takeaways Strong growth in new segments and eco-friendly innovations could drive significant revenue and margin expansion for Fineotex. Strategic expansions and financial position enable pursuit of acquisitions, enhancing potential for sustainable earnings growth.
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₹294.00
FV
6.4% undervalued
intrinsic discount
16.04%
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
about 8 hours ago
author updated this narrative
Vitalhub
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Global Expansions And Acquisitions Will Benefit TREAT And Strata
Key Takeaways Vitalhub's dual growth strategy of organic expansion and acquisitions is boosting revenue, with geographic diversification and product synergies enhancing market share. Financial flexibility supports strategic investments in AI and technology, promoting operational efficiency and improved earnings.
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CA$14.69
FV
13.6% undervalued
intrinsic discount
23.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
about 8 hours ago
author updated this narrative
Gildan Activewear
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Bangladesh And Central America Facilities Will Advance Manufacturing Efficiency
Key Takeaways Gildan's innovation in product offerings and manufacturing expansion is driving market share gains and improving net margins. Focus on sustainability and robust cash flow, coupled with share buybacks, enhances shareholder value and earnings growth.
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CA$76.62
FV
5.7% undervalued
intrinsic discount
4.77%
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
about 8 hours ago
author updated this narrative
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