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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
20
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
25
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
1.4% 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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Gjensidige Forsikring
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Pricing Reforms And Digital Advances Will Redefine Nordic Insurance
Key Takeaways Strategic pricing and operational efficiency measures in Norway and Denmark are expected to drive revenue growth and boost profitability. Sustainability and digital transformation initiatives aim to reduce claims costs and enhance efficiency, improving Gjensidige's net margins.
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NOK 255.09
FV
8.8% overvalued
intrinsic discount
2.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
about 3 hours ago
author updated this narrative
Fastighets AB Balder
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Diversification And Financial Stability Will Strengthen Future Prospects
Key Takeaways Diversified portfolio ensures stable revenue and risk mitigation, supporting growth in economic challenges. Strategic refinancing and improved financial position enhance margins and future earnings potential as economic conditions stabilize.
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SEK 82.80
FV
16.5% undervalued
intrinsic discount
4.13%
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 3 hours ago
author updated this narrative
SinoPac Financial Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Cross-border Expansion And Investments In Renewable Energy Will Diversify Future Opportunities
Key Takeaways Strategic acquisitions and mergers are anticipated to expand SinoPac's asset scale and improve future revenue growth and asset management capabilities. Focus on high-end wealth management and cross-border expansion in the Indo-Pacific region positions SinoPac for enhanced earnings and diversified revenue sources.
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NT$27.30
FV
6.2% undervalued
intrinsic discount
6.50%
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
about 3 hours ago
author updated this narrative
Woori Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Wealth Management And Digital Investments Will Support Resilience
Key Takeaways Woori Financial Group's revenue growth is supported by diversifying income sources and strengthening wealth management and core fee income. Capital allocation and digital investments are strategically enhancing risk management, asset quality, and future revenue from digital channels.
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₩24.08k
FV
4.5% overvalued
intrinsic discount
0.78%
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
about 3 hours ago
author updated this narrative
Mega Lifesciences
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Myanmar Scrutiny And FX Risks Will Dampen Prospects With Upside
Key Takeaways Reliance on traditional products and lack of innovation risk shrinking market relevance and long-term growth opportunities amid evolving consumer preferences. Regulatory, geopolitical, and competitive pressures are likely to drive up costs, increase earnings volatility, and compress margins, challenging overall profitability.
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฿26.00
FV
12.5% overvalued
intrinsic discount
-0.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Indutrade
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Acquisitions And Demand Will Shape Future MedTech Prospects
Key Takeaways Strategic acquisitions and positive gross margin trends signal potential growth in revenue and earnings through enhanced cost management and market positioning. Strong demand in key sectors and focus on organic growth initiatives suggest long-term revenue expansion and improved market positioning.
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SEK 302.00
FV
19.9% undervalued
intrinsic discount
7.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
about 3 hours ago
author updated this narrative
Vistry Group
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Declining UK Housing Demand Will Limit Revenues But Provide Stability
Key Takeaways Greater reliance on affordable housing makes Vistry vulnerable to shifts in government policies and funding, impacting revenue stability. Increased regulatory compliance costs and operational risks from recent acquisitions threaten net margins and future profitability.
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UK£4.55
FV
36.3% overvalued
intrinsic discount
0.17%
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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Corbion
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Rising Regulation And Costs Will Pressure Bioplastics With Fleeting Upsides
Key Takeaways Regulatory and input cost pressures, market concentration, and sector competition risk compressing Corbion's margins, increasing volatility, and limiting revenue growth opportunities. Shifting consumer preferences and aggressive competitor expansion may weaken demand for legacy products and challenge Corbion's pricing power and innovation leadership.
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€14.00
FV
30.9% overvalued
intrinsic discount
0.15%
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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about 3 hours ago
author updated this narrative
Meridian Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
New Renewable Projects Will Add Over 2 Terawatt Hours To New Zealand's Energy System
Key Takeaways Renewable project pipeline and retail transformation aim to increase revenue, market share, and efficiency, potentially improving net margins and customer engagement. Investments and advancements in energy storage and hydro flexibility could enhance operational efficiency, manage supply-demand, and lower electricity generation costs.
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NZ$6.32
FV
8.8% undervalued
intrinsic discount
-0.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
about 3 hours ago
author updated this narrative
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