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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
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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
10
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SCHOTT Pharma KGaA
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Increasing Environmental Regulations And Supply Chain Risks Will Erode Profitability
Key Takeaways Regulatory shifts towards sustainability and stricter packaging rules threaten increased costs, margin pressure, and reduced profitability for SCHOTT Pharma. Rising competition, shifting buyer power, and evolving drug delivery technologies risk eroding pricing, revenue growth, and long-term market share.
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€23.00
FV
13.3% overvalued
intrinsic discount
10.26%
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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11 days ago
author updated this narrative
AWL Agri Business
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Edible Oil Demand Will Fall Amid Rising Regulatory Risks
Key Takeaways Shifts toward sustainable food, increased regulation, and climate risks threaten AWL's core business model and growth prospects. Growing competition and reliance on edible oils expose AWL to price pressures and persistent volatility in revenue and profitability.
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₹260.00
FV
3.9% overvalued
intrinsic discount
6.16%
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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11 days ago
author updated this narrative
Ayvens
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Shifting Mobility Trends And Autonomous Disruption Will Weaken Traditional Leasing
Key Takeaways Disruptive mobility trends, autonomous technology, and regulatory pressures threaten Ayvens' business model, market size, and profitability through reduced demand and increased costs. High leverage, integration risks post-merger, and operational inefficiencies may erode earnings and hinder investment in modernization.
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€6.00
FV
60.0% overvalued
intrinsic discount
-0.75%
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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11 days ago
author updated this narrative
Van Lanschot Kempen
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Integration Of Robeco And Accuro And European Expansion Will Strengthen Future Position
Key Takeaways Strategic focus on Private Banking and investment in client-facing talent and technology are set to drive scalable growth, enhancing revenue and earnings. Inorganic growth and private equity fund launches contribute to increased assets under management, commission income, and potentially higher revenue growth and profitability.
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€47.46
FV
23.9% overvalued
intrinsic discount
3.98%
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
11 days ago
author updated this narrative
V.S.T. Tillers Tractors
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Tractor Models And Global Expansion Will Transform Markets
Key Takeaways Expansion into new markets, product innovation, and distribution growth are set to drive diversification, reduce dependence on Indian agriculture, and boost future revenues. Technology upgrades, operational efficiencies, and premium product offerings aim to improve margins, support profitability, and strengthen long-term competitive positioning.
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₹3.89k
FV
18.4% overvalued
intrinsic discount
14.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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11 days ago
author updated this narrative
Austal
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Shipbuilding Agreement In Australia Will Open $20 Billion Opportunities
Key Takeaways Austal's strategic shift to new U.S. programs and facilities promises robust future revenue and strong cash flow. Strategic shipbuilding agreements and expansion in Australasia are poised for significant long-term growth and improved financial stability.
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AU$4.89
FV
23.5% overvalued
intrinsic discount
12.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
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11 days ago
author updated this narrative
Echo Investment
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Office Sales And Warsaw Residential Expansion Will Deliver Future Opportunities
Key Takeaways Sale of high-quality office buildings and mixed-use developments in strategic areas aims to enhance liquidity and attract investor interest for revenue growth. Using proceeds from asset disposals to reduce debt will improve financial flexibility, while expansion in residential and PRS sectors boosts profitability.
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zł3.63
FV
47.7% overvalued
intrinsic discount
21.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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11 days ago
author updated this narrative
2020 Bulkers
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Scheduled Simandou Expansion Will Increase Demand, But Global Uncertainties May Impact Revenues
Key Takeaways A positive outlook for iron ore and bauxite exports suggests higher demand and potential revenue growth in key markets. Strategic fleet management, low cost structures, and vessel upgrades enhance net margins and future revenue potential.
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NOK 99.71
FV
28.2% overvalued
intrinsic discount
-11.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
11 days ago
author updated this narrative
MPS
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Global Diversification And AI/ML Adoption Will Strengthen Future Operations
Key Takeaways Diversified markets and reduced client concentration enhance MPS's revenue stability and growth prospects, particularly in North America and APAC. Efforts in eLearning and AI-driven innovations could boost margins and efficiency, while strategic acquisitions support revenue growth.
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₹2.60k
FV
7.4% undervalued
intrinsic discount
13.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
11 days ago
author updated this narrative
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