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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
35
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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Grupo Aeroportuario del Centro Norte. de
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
16 New Routes And VIP Lounges Will Boost Monterrey Connectivity
Key Takeaways Increased seat capacity and new routes suggest strong future passenger traffic growth and potential revenue boost. Non-aeronautical revenue growth from VIP lounges and retail shows potential for higher margins and increased earnings.
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Mex$243.81
FV
2.3% overvalued
intrinsic discount
11.38%
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
KEC International
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Expansion Into Transportation And Manufacturing Will Boost Future Prospects
Key Takeaways Strategic moves in business operations and new plant commissions are set to enhance revenue and profitability while aligning with global trends. Strong and diversified order inflows offer improved future visibility and are expected to sustain revenue growth and net earnings.
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₹974.83
FV
11.6% undervalued
intrinsic discount
15.32%
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
Ocado Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Automated Fulfilment Will Offer Upside Amid Margin Risks
Key Takeaways Overestimated international licensing and automation demand, along with rising competition, could limit Ocado's revenue growth, margin expansion, and cash generation. Persistent R&D costs and evolving market risks may constrain profitability, while competitive pressures and regulatory challenges threaten valuation and long-term growth.
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UK£3.00
FV
15.9% overvalued
intrinsic discount
49.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
4 days ago
author updated this narrative
Husqvarna
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Electric And Robotic Outdoor Equipment Will Broaden Urban Market Reach
Key Takeaways Leadership in robotics and sustainable equipment, supported by innovation, is driving rapid market share gains and recurring revenue opportunities in both professional and consumer segments. Portfolio optimization and focus on high-growth, high-margin categories are improving capital efficiency and underpinning sustained earnings growth.
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SEK 60.20
FV
6.6% undervalued
intrinsic discount
2.94%
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
CIE Automotive
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Brazil And India's Utilization Will Drive EV Transition Despite Risks
Key Takeaways Diversified global presence and operational efficiency support revenue growth and resilience as emerging markets expand and demand for advanced automotive components rises. Strong balance sheet, focus on sustainability, and ability to secure long-term contracts enable strategic growth and buffer against industry and regulatory challenges.
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€31.87
FV
17.3% undervalued
intrinsic discount
3.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
4 days ago
author updated this narrative
Verallia Société Anonyme
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Germany Hydrogen And Brazil Oxy Technology Will Fuel Sustainability
Key Takeaways Hydrogen use and product innovation boost sustainability and differentiate offerings, enhancing profitability and customer retention. Strategic expansion and cost control measures drive revenue growth and financial stability, supporting improved margins and cash flow.
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€31.31
FV
9.6% undervalued
intrinsic discount
1.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
4 days ago
author updated this narrative
Lion
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Expanding Oral Health Care And AI Integration Will Drive Future Success
Key Takeaways Lion Corporation's focus on higher-margin Oral Health Care and market expansion in Asia boosts revenue and net margins. Digital transformation and profitability reforms enhance cost efficiency and earnings by improving EBITDA margins.
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JP¥1.87k
FV
21.8% 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
0
users have followed this narrative
4 days ago
author updated this narrative
Carborundum Universal
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Expansion In Ceramics Division Will Open New Opportunities In Armoring And Semiconductors
Key Takeaways Growth in Ceramics and Electrominerals, alongside efficiency plans, may enhance revenue and net margins amid strong demand and capacity expansion. Strategic domestic focus and streamlined expenses could stabilize revenue and protect earnings, despite initial impacts on profitability.
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₹966.10
FV
0.7% undervalued
intrinsic discount
9.97%
Revenue growth p.a.
Set Fair Value
1
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
Aboitiz Equity Ventures
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
InfraCapital's Decisive Projects And UnionBank Acquisitions Set To Propel Future Profitability
Key Takeaways Strategic investments in new infrastructure and facilities are set to enhance operational efficiency, cut costs, and boost future earnings across multiple divisions. Diversified growth strategies across real estate, food, and banking sectors are driving revenue opportunities and expanding Aboitiz's market presence.
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₱41.50
FV
19.5% undervalued
intrinsic discount
8.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
84
users have followed this narrative
4 days ago
author updated this narrative
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