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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
users have followed this narrative
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
users have followed this narrative
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AMP
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expansion Into Niche Markets And AI Initiatives Will Diversify Revenue Streams
Key Takeaways Continued cost reductions and focus on efficiencies are anticipated to enhance net margins and earnings moving forward. Expansion in wealth management and digital propositions is expected to boost revenue and market share through improved customer experience.
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AU$1.64
FV
3.2% undervalued
intrinsic discount
-21.72%
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
4 days ago
author updated this narrative
Alfen
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expanding FlevoBESS And Enexis Projects To Address Future Energy Needs
Key Takeaways Strategic repositioning in core markets and optimizing product-market combinations is expected to enhance revenue growth and operating margins through cost reduction and efficiency. Anticipated EV registration recovery and focus on energy storage and smart grid solutions should boost revenue and net margins, supporting long-term profitable growth.
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€12.10
FV
4.8% undervalued
intrinsic discount
2.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
4 days ago
author updated this narrative
thyssenkrupp nucera KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Progress In Green Hydrogen Projects And Regulatory Support Will Strengthen Future Prospects
Key Takeaways Expanding project execution in Green hydrogen ventures and favorable EU regulations support robust revenue growth and improved margins. R&D and cost management strategies aim to boost technological leadership and maintain profitability despite potential sales slowdowns.
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€12.35
FV
16.3% undervalued
intrinsic discount
6.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
Gerresheimer
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Production Lines In Lohr And Skopje Will Improve Efficiency
Key Takeaways The acquisition of Bormioli Pharma and new product lines are expected to significantly boost Gerresheimer's revenue and profitability. Strategic facility upgrades and a shift to high-value products aim to enhance margins and improve overall earnings.
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€66.92
FV
26.0% undervalued
intrinsic discount
9.75%
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
CSB Bank
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Oracle Migration And Tech Overhaul Will Expand Business Horizons
Key Takeaways Technology transformation and retail asset expansion could enhance operational efficiency, diversify offerings, and boost revenue and customer acquisition. Strategic branch and portfolio expansion, along with a focus on secured loans, may improve income ratios and earnings stability.
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₹416.67
FV
2.5% overvalued
intrinsic discount
-5.06%
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
4 days ago
author updated this narrative
Brookfield India Real Estate Trust
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Strong Demand For Premium Office Spaces Will Boost Leasing Activity
Key Takeaways Strong demand for premium office spaces by IT firms and GCCs boosts leasing, occupancy, and revenue growth potential. Successful QIP fundraise enables strategic growth, diversifying revenue streams and improving net margins through investments.
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₹323.79
FV
2.7% undervalued
intrinsic discount
9.74%
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
Ricardo
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Acquisition Of E3A And Energy Transition Focus Will Boost Future Prospects
Key Takeaways Strategic focus on high-margin Energy & Environmental solutions and operational efficiency to improve long-term revenue and earnings quality. Expansion into digital and advisory services, alongside infrastructure and industrial market diversification, to drive future revenue growth and profitability.
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UK£4.06
FV
5.3% overvalued
intrinsic discount
-1.93%
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
4 days ago
author updated this narrative
Devyani International
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Expansion To Over 2,000 Stores And Partnerships Like With PVR INOX Will Strengthen QSR Market Position
Key Takeaways Aggressive store expansion and strategic partnerships are expected to increase market presence, drive revenue, and enhance market penetration. Cost optimization and international expansion aim to improve margins, profitability, and offer new growth opportunities.
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₹187.08
FV
8.2% undervalued
intrinsic discount
15.15%
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
Jumbo Interactive
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Daily Winners Premium Tier And B2C Focus Will Increase Future Player Engagement Worldwide
Key Takeaways Strategic cost management and a new loyalty program aim to boost engagement and revenue, even in low jackpot periods. Expansion in international markets and a focus on B2C opportunities are set to drive future revenue and growth.
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AU$12.71
FV
18.9% undervalued
intrinsic discount
6.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
43
users have followed this narrative
4 days ago
author updated this narrative
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