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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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Treasury Wine Estates
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Penfolds' China Expansion And DAOU Integration To Strengthen Future Performance
Key Takeaways The expansion into the Chinese market with strong Penfolds demand indicates robust future earnings potential and improved profit margins. Shifting to a luxury-focused business model and retaining commercial brands supports further earnings growth and operational efficiency.
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AU$10.47
FV
23.3% undervalued
intrinsic discount
3.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
46
users have followed this narrative
4 days ago
author updated this narrative
DiaSorin
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Launch Of LIAISON PLEX And US Expansion Will Drive Future Market Penetration
Key Takeaways Expansion in U.S. and Chinese markets, along with new product launches, is expected to enhance growth and market penetration despite limited immediate impact in China. Pricing strategies to combat inflation and innovation in diagnostics segments are likely to maintain net margins and support long-term revenue growth.
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€107.11
FV
15.5% undervalued
intrinsic discount
7.09%
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
4 days ago
author updated this narrative
Thermax
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Completion Of FGD Projects Will Improve Future Operations
Key Takeaways Improvements in order execution and project completion are expected to boost revenue recognition, profit margins, and earnings. Growth in industrial and BioCNG segments, alongside new orders, signals potential for increased revenue and profitability.
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₹3.51k
FV
6.6% overvalued
intrinsic discount
11.72%
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
4 days ago
author updated this narrative
Posco International
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
JSW Partnership And Lithium Expansion Drive Future Revenue And Margin Growth
Key Takeaways Strategic partnerships and expansions in emerging markets and renewable sectors could drive revenue growth through increased market demand. Restructuring and focus on high-margin businesses aim to free up capital and enhance net margins despite economic uncertainties.
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₩62.00k
FV
11.8% undervalued
intrinsic discount
4.80%
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
4 days ago
author updated this narrative
Georg Fischer
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Transformation And Expansion Will Position For Future Success In Flow Solutions
Key Takeaways Strategic restructuring and divestments aim to boost organic growth and improve margins, enhancing future revenue and earnings through focused core solutions. Successful integrations and regional expansions, aligned with megatrends, promise optimized costs, increased market share, and improved financial performance.
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CHF 80.67
FV
22.1% undervalued
intrinsic discount
2.71%
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
4 days ago
author updated this narrative
BAWAG Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Ongoing Integration And Digital Transformation Will Drive Efficiency In Europe
Key Takeaways Operational integration and disciplined digital transformation are expected to enhance efficiency, margins, and revenue growth through cost savings and expanded digital adoption. Demographic trends and strategic capital deployment position the company for sustainable fee income, robust loan growth, and resilient earnings amid evolving European markets.
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€120.01
FV
7.5% undervalued
intrinsic discount
12.19%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
4 days ago
author updated this narrative
AlRayan Bank Q.P.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
IT Digitization And Liquid Assets Will Secure Future Success
Key Takeaways Investments in IT upgrades aim to enhance efficiency and potentially improve margins or reduce future operating expenses. Strong liquidity and capital adequacy support potential expansion, sustained earnings, and increased asset growth in wholesale banking.
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ر.ق2.63
FV
11.4% undervalued
intrinsic discount
-18.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 days ago
author updated this narrative
Covivio
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In Berlin Residential And Southern Europe Hotels May Boost Future Prospects
Key Takeaways Strategic portfolio transformation focusing on higher-yield segments like hotels and offices could enhance revenue growth and improve net margins. Asset swaps, focusing on German residential and Southern European hotel markets, are projected to drive EBITDA and earnings growth.
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€61.44
FV
9.0% undervalued
intrinsic discount
3.90%
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
4 days ago
author updated this narrative
BlueScope Steel
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Debottlenecking Projects And New Products Will Strengthen Market Position By 2030
Key Takeaways Cost and productivity programs and strategic projects are set to enhance margins, EBIT growth, and significant future earnings potential. Dividends, share buybacks, and new capacity investments reflect strong earnings outlook and management's confidence in sustained growth.
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AU$25.87
FV
4.0% undervalued
intrinsic discount
2.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
4 days ago
author updated this narrative
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