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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
37
users have followed this narrative
8 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
35
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
4.3% 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
8 days ago
author updated this narrative
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Kingdee International Software Group
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Cosmic And Galaxy AI Solutions Will Improve Operational Efficiency And Profitability
Key Takeaways Focus on enhanced cloud services and AI-powered solutions aims to drive revenue, improve cash flows, and enhance net margins and profitability. Shift to cloud-based SaaS models and AI integration seeks to expand customer base, reduce R&D costs, and boost earnings growth.
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HK$17.89
FV
5.2% undervalued
intrinsic discount
14.68%
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
5 days ago
author updated this narrative
Aurizon Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Acquisition Of Flinders Logistics Will Expand Supply Chain Solutions In South Australia
Key Takeaways Investments in freight capacity and strategic acquisitions aim to enhance logistics, increase revenue streams, and improve supply chain solutions. Operational improvements and capital management strategies could boost efficiency, margins, and stock valuation through savings and share buybacks.
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AU$3.38
FV
3.5% undervalued
intrinsic discount
2.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
5 days ago
author updated this narrative
Fibra UNO
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Approval Of Next Project And Leasing Improvements Signal Positive Future
Key Takeaways Approval of the Fibra Next project indicates potential revenue growth through asset monetization and industrial segment expansions. Increased occupancy and rent hikes across segments may enhance revenue and margins, with sustainability efforts boosting long-term financial prospects.
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Mex$31.40
FV
15.1% undervalued
intrinsic discount
4.10%
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
5 days ago
author updated this narrative
Clariant
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Cost Savings And China Expansion Will Drive Future Resilience
Key Takeaways Clariant's cost savings initiatives and local production expansion aim to improve operating leverage, resilience, and revenue stability. Strategic acquisitions and innovations in consumer products focus on sustainable growth and high-margin segments to enhance long-term earnings and free cash flow.
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CHF 11.36
FV
22.6% undervalued
intrinsic discount
2.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
5 days ago
author updated this narrative
Dalmia Bharat
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Indian Urbanization And Premium Mix Will Unlock Sustainable Value
Key Takeaways Expansion into high-growth regions, premium product focus, and brand investments are driving stronger revenue growth, improved pricing power, and higher margins. Sustainability initiatives and cost-control measures enhance resilience, ensure ESG leadership, and position the company for long-term market and margin advantages.
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₹2.12k
FV
3.9% overvalued
intrinsic discount
11.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
5 days ago
author updated this narrative
LIC Housing Finance
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Government Initiatives Will Boost India's Housing Finance Demand
Key Takeaways Government initiatives and new affordable housing products are expected to boost demand and growth, positively affecting revenue and margins. Efforts to improve asset quality and planned forays into affordable housing should lead to lower credit costs and diversified long-term AUM growth.
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₹670.75
FV
12.0% undervalued
intrinsic discount
7.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
5 days ago
author updated this narrative
Coca-Cola Içecek Anonim Sirketi
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Emerging Market Expansion And Fuse Tea's Growth To Continue Boosting Revenues And Margins
Key Takeaways Strategic focus on low per capita markets and diverse product portfolio aims to boost volume growth and revenue streams. Investment in operational efficiency and adapting to consumer trends enhances distribution and revenue per unit.
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₺78.78
FV
36.6% undervalued
intrinsic discount
34.87%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
5 days ago
author updated this narrative
Contact Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Ongoing Renewable Energy Projects Will Expand Future Capacity And Revenue
Key Takeaways Investments in renewable projects and strategic acquisitions will boost capacity, market position, and earnings growth through operational synergies and economies of scale. Long-term deals and innovative retail offerings aim to secure stable revenue and improve profit margins by enhancing customer engagement and energy efficiency.
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NZ$9.83
FV
7.5% undervalued
intrinsic discount
-1.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
5 days ago
author updated this narrative
Qatar Fuel Company Q.P.S.C. (WOQOD)
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Government Projects Will Drive Fuel Demand While Margins Face Downturn
Key Takeaways Expansion of stations and value-added services boosts accessibility and diversifies income, supporting future earnings stability and improved profitability. Investment in alternative energy and infrastructure aligns the company for long-term growth despite potential declines in traditional fuel margins.
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ر.ق16.92
FV
10.1% 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
2
users have followed this narrative
5 days ago
author updated this narrative
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