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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
59.1% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
12
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0
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26
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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
15.5% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
11 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
2.4% 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
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Schroders
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Emerging Wealth, Aging Populations And ESG Trends Will Spark Expansion
Key Takeaways Deepening client relationships, strategic core focus, and expanded use of the balance sheet position Schroders for above-industry growth and higher earnings than analysts predict. Global wealth trends, demographic shifts, and digital transformation will expand Schroders' market reach, enabling margin expansion and sustained long-term earnings growth.
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UK£4.40
FV
8.4% undervalued
intrinsic discount
-2.73%
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
2 days ago
author updated this narrative
KGHM Polska Miedz
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Global Electrification And Infrastructure Investments Will Drive Copper Demand
Key Takeaways Aggressive cost discipline, energy diversification, and digital transformation are expected to deliver structural margin gains and sustained earnings outperformance. Unique scale, vertical integration, and strategic expansion position KGHM to capitalize on rising global copper demand and secure long-term growth advantages.
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zł181.45
FV
25.1% undervalued
intrinsic discount
5.52%
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
2 days ago
author updated this narrative
Dentsu Group
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digitalization And AI Integration Will Fuel APAC Expansion Globally
Key Takeaways AI integration, proprietary data, and automated platforms position Dentsu for faster margin and revenue gains, outpacing conservative market expectations. Focused strategy, premium services, and improved M&A discipline boost resilience, reduce risk, and enable accelerated growth in key global and APAC markets.
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JP¥4.60k
FV
34.3% undervalued
intrinsic discount
2.79%
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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2 days ago
author updated this narrative
MINEBEA MITSUMI
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
IoT, EV And Robotics Will Fuel Market Expansion
Key Takeaways Strong positioning in high-growth sectors like EVs, IoT, and robotics enhances long-term revenue and margin prospects beyond market expectations. Strategic shifts, including acquisitions and focus on high-value products, support improved earnings quality, persistent growth, and shareholder returns.
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JP¥4.00k
FV
41.0% undervalued
intrinsic discount
4.12%
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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2 days ago
author updated this narrative
Balkrishna Industries
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Global Infrastructure And Agricultural Mechanization Will Drive Premium Tire Demand
Key Takeaways Expansion into premium and niche tire segments, coupled with manufacturing integration, is set to boost margins and position the company for accelerated, sustained growth. Strong industry demand trends and capacity scale-up will solidify market leadership, enabling robust pricing power and resilience against market cyclicality.
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₹3.20k
FV
15.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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2 days ago
author updated this narrative
HYBE
AN
AnalystHighTarget
Consensus Narrative from 24 Analysts
Global Streaming And Immersive Digital Platforms Will Expand Markets
Key Takeaways Pent-up global demand, direct-to-fan digital strategies, and innovative monetization are expected to drive outsized growth and structurally higher margins for years. International expansion, proprietary IP, and industry leadership in digital fan experiences will diversify earnings and significantly expand market share and competitive defensibility.
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₩390.00k
FV
34.2% undervalued
intrinsic discount
23.02%
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
2 days ago
author updated this narrative
Phoenix Group Holdings
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
UK Ageing Demographics And Digital Adoption Will Transform Retirement Markets
Key Takeaways Strong operational momentum, outperforming targets and leveraging digital transformation, positions Phoenix for accelerated free cash flow and sustained dividend growth above current expectations. Effective capital management, recurring profit expansion, and market tailwinds from retirement savings provide significant valuation upside and resilient, high-margin fee revenue streams.
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UK£8.33
FV
22.0% undervalued
intrinsic discount
-33.94%
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
2 days ago
author updated this narrative
Whitbread
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Urbanization And Digital Adoption Will Fuel Accommodation Upside
Key Takeaways Accelerated German growth and Whitbread's efficient execution could result in earnings, margin, and EPS outpacing current market expectations. Financial flexibility and digital innovation support aggressive expansion, with structural travel shifts sustaining long-term revenue and unit growth.
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UK£40.50
FV
20.0% undervalued
intrinsic discount
6.11%
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
2 days ago
author updated this narrative
Box
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Competition From Microsoft 365 And Google Workspace Will Crush Margins
Key Takeaways Intense competition from integrated productivity suites and commoditized storage pressures Box's pricing power, margins, and customer retention. Regulatory barriers and lack of clear product differentiation hinder Box's global growth and make revenue increasingly volatile and unpredictable.
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US$23.82
FV
38.7% overvalued
intrinsic discount
8.19%
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
2 days ago
author updated this narrative
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