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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
16
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
7 days ago
author updated this 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
10
users have followed this narrative
7 days ago
author updated this narrative
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Equinor
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Accelerated Decarbonization Will Undermine Oil Revenues And Gas Cash Flows
Key Takeaways Equinor faces overvaluation risk due to optimistic assumptions around both oil & gas demand and rapid, profitable renewables growth amid regulatory and margin pressures. High returns and shareholder payouts may be unsustainable, as legacy assets mature, capex needs rise, and tightening ESG regulations limit growth and investment capacity.
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NOK 262.59
FV
1.9% undervalued
intrinsic discount
-3.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
81
users have followed this narrative
4 days ago
author updated this narrative
Porvair
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Focus On Niche Markets And ESG Initiatives To Drive Future Success
Key Takeaways Strategic focus on niche markets and organic growth could drive consistent revenue and improve net margins through customer loyalty and bespoke offerings. Acquisitions and investments in operations and ESG initiatives may boost operational efficiencies, future earnings, and brand value.
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UK£8.33
FV
11.0% undervalued
intrinsic discount
4.40%
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
SPAR Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Operational Efficiencies And company2U Expansion Will Strengthen Future Performance
Key Takeaways Enhancements in operational efficiencies and strategic exits are geared towards better margins and increased investor confidence through improved financial metrics. Expansion and diversification in services and segments like SPAR2U and pharmacy signal potential revenue and earnings growth.
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R144.42
FV
27.2% undervalued
intrinsic discount
3.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
Medios
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into Advanced Therapies Will Diversify Revenue Streams And Strengthen Market Position
Key Takeaways Integration of Ceban drives synergies, enhancing revenue and net margins through cross-selling and economies of scale. Expansion into advanced therapies and specialty pharma strengthens revenue streams and geographic growth potential.
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€24.50
FV
49.9% undervalued
intrinsic discount
3.58%
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
Cadeler
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
New Vessels And US Expansion Will Strengthen Offshore Portfolio
Key Takeaways Successful delivery and installation capabilities enhance operational efficiency and position Cadeler for significant revenue and earnings growth in the offshore wind sector. Strategic diversification and strong backlog support robust future revenue prospects and increased market penetration, ensuring earnings stability and expansion.
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NOK 85.70
FV
34.9% undervalued
intrinsic discount
53.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
4 days ago
author updated this narrative
C. E. Info Systems
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Hyundai Autoever Joint Venture In Indonesia Will Expand Global Footprint
Key Takeaways Expansion through a joint venture and new deals in digital sectors boosts global footprint and potential revenue growth. Strong growth in Consumer Tech, Enterprise, and IoT sectors supports margin and earnings improvement through upselling and cross-selling initiatives.
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₹2.12k
FV
13.6% undervalued
intrinsic discount
28.18%
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
4 days ago
author updated this narrative
Capacit'e Infraprojects
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Order Book Of INR 10,047 Crores Will Strengthen Future Prospects
Key Takeaways Diversified order book and new project awards could significantly boost revenue growth and pipeline strength. Optimized project portfolio and resolution of one-time expenses could enhance net margins and management efficiency.
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₹462.50
FV
31.1% undervalued
intrinsic discount
22.02%
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
Groupon
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Platform Modernization And Focus On Beauty & Wellness Will Boost Future Customer Engagement
Key Takeaways Strategic focus on curated experiences and high-impact categories is expected to drive sustainable revenue growth and positively impact future revenues. Platform modernization and enhanced customer retention initiatives aim to improve user engagement, purchase frequency, and expand marketplace transactions.
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US$30.00
FV
9.8% overvalued
intrinsic discount
9.32%
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
4 days ago
author updated this narrative
Hypoport
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Germany's Closed Renting Market Will Prompt Families To Pursue Homeownership, Expanding Mortgage Opportunities
Key Takeaways The closed renting market in Germany is driving more families towards homeownership, potentially increasing Hypoport's real estate and mortgage revenue. Digital integration and ERP system expansion could enhance operating margins and yield long-term recurring revenue, bolstering Hypoport's profitability.
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€263.00
FV
25.7% undervalued
intrinsic discount
12.46%
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
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