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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
9
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BASF
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Decarbonization And Electrification Will Expand European Chemical Markets
Key Takeaways Accelerated cost-saving measures, early project execution, and customer ramp-ups are driving faster margin improvement and stronger revenue than expected. Strategic bets on semiconductors, battery materials, and advanced recycling position BASF for long-term growth aligned with electrification and regional economic resilience.
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€61.48
FV
25.8% undervalued
intrinsic discount
5.75%
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
3 days ago
author updated this narrative
USA Compression Partners
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Efficiency Measures Will Harness Increased Natural Gas Demand In Permian Basin
Key Takeaways Enhanced operational efficiency and strategic investments in fleet and unit deliveries could lead to revenue and earnings growth without heavy capital expenditure. Cost optimization and strategic positioning in high-demand natural gas regions could boost profitability and long-term revenue growth.
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US$26.67
FV
7.9% undervalued
intrinsic discount
4.28%
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
3 days ago
author updated this narrative
Bank of Hawaii
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Low Cost Deposits And Hawaii Advantage Will Support Future Success
Key Takeaways Bank of Hawaii's emphasis on managing deposits and repricing loans could enhance margins and income even with changing market rates. Solid credit performance, coupled with effective cost management and favorable market conditions, bolsters potential for improved profitability and sustained revenue growth.
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US$73.20
FV
10.3% undervalued
intrinsic discount
11.57%
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
3 days ago
author updated this narrative
Bank Rakyat Indonesia (Persero)
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Digital Banking And Rising Middle Class Will Transform Markets
Key Takeaways Ongoing digital ecosystem expansion and a high retail deposit base will support structurally superior net interest margins and long-term earnings potential. Dominance in microfinance and MSME lending, together with specialized risk management, positions BRI for sustained high growth and profitability over competitors.
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Rp5.89k
FV
34.2% undervalued
intrinsic discount
30.21%
Revenue growth p.a.
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0
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0
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0
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3 days ago
author updated this narrative
Spectrum Brands Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Entering North America's Dog Food Market Will Expand Future Opportunities
Key Takeaways Strategic investments in inventory and e-commerce aim to boost future revenue and improve working capital management. Moving production out of China aims to mitigate tariff risks and enhance net margins through lower costs.
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US$81.14
FV
25.7% undervalued
intrinsic discount
-0.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
3 days ago
author updated this narrative
McGrath RentCorp
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Geographies Expansion Will Advance Market Opportunities Amid Risks
Key Takeaways Strategic expansion and infrastructure investment could capture new markets, driving future revenue growth and market presence. Enhanced fleet management and strategic acquisitions are set to improve operational efficiency, boost margins, and bolster market position.
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US$144.00
FV
13.5% undervalued
intrinsic discount
4.78%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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3 days ago
author updated this narrative
Sika
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
Urbanization, Green Building And Digitalization Will Transform Construction Markets
Key Takeaways Surpassing integration targets and leveraging strong local manufacturing, Sika is poised for significant margin expansion and higher earnings, outpacing industry peers. Market leadership in sustainable materials and rapid digital innovation positions Sika for accelerated growth, operational efficiency, and premium market share gains worldwide.
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CHF 340.32
FV
38.7% undervalued
intrinsic discount
6.38%
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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3 days ago
author updated this narrative
Criteo
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Retail Media Expansion And AI Initiatives Will Strengthen Future Market Position
Key Takeaways Strategic focus on Retail Media and AI-driven innovation is expected to enhance market share and drive significant top-line revenue growth. Expanding global partnerships and advanced AI tools are set to catalyze sustained revenue growth and improve operational efficiencies.
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US$40.50
FV
42.5% undervalued
intrinsic discount
-20.21%
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
3 days ago
author updated this narrative
Compagnie de Saint-Gobain
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Urbanization And Decarbonization Will Fuel Global Sustainable Construction
Key Takeaways Strong integration of acquisitions, focus on high-growth markets, and sustainability-led innovation position Saint-Gobain for above-expected revenue and margin expansion. The solutions-based, locally embedded model and leadership in resilient, eco-friendly products support durable earnings growth and protect against geopolitical and supply chain risks.
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€135.97
FV
24.9% undervalued
intrinsic discount
5.40%
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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3 days ago
author updated this narrative
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