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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
12
users have liked this narrative
0
users have commented on this narrative
20
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
11.6% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
9 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
1.4% 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
users have followed this narrative
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JHSF Participações
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Recurring Revenue Projects Will Drive Global Diversification Amid Risks
Key Takeaways JHSF's strategic focus on recurring revenue from high-margin sectors is enhancing revenue stability and boosting overall earnings. Significant investments in new projects and international expansion are driving revenue growth, improving margins, and diversifying income streams.
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R$6.96
FV
25.3% undervalued
intrinsic discount
15.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
21 minutes ago
author updated this narrative
Alicon Castalloy
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Investing In Robotics And Automation Will Improve Future Productivity In Hybrid Vehicle Market
Key Takeaways Investments in automation and robotics are expected to enhance productivity and margins, improving net margins as the company scales operations. Alicon's focus on hybrid technology and international market recovery positions it for significant growth in revenue and EBITDA.
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₹1.39k
FV
30.2% undervalued
intrinsic discount
14.76%
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
21 minutes ago
author updated this narrative
Foxtons Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Investments In AI Technology And Acquisitions Will Drive Future Market Gains And Operational Efficiency
Key Takeaways Strategic acquisitions and enhancements in technology and data analytics position Foxtons for revenue growth and improved margins through increased market share. Focus on cross-selling and ancillary services drives diversification, enhancing earnings and productivity while capturing growth in London's sales and lettings markets.
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UK£0.83
FV
24.3% undervalued
intrinsic discount
6.28%
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
21 minutes ago
author updated this narrative
Greenyard
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Focus On Integrated Customer Relationships And Non-Dairy Vegan Ice Will Improve Future Performance
Key Takeaways Strategic focus on integrated customer relationships in the Fresh segment and cost streamlining are expected to drive revenue and improve net margins. Investments in production capacity, sustainability initiatives, and niche acquisitions aim to enhance earnings and support efficient growth.
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€6.86
FV
7.9% overvalued
intrinsic discount
3.32%
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
21 minutes ago
author updated this narrative
Metrovacesa
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Urban Influx And ESG Excellence Will Fuel Spain's Residential Expansion
Key Takeaways Structural supply-demand imbalances and urbanization trends drive robust sales growth, higher margins, and price appreciation in key markets. Leadership in sustainability and diversified residential formats position the company for reduced regulatory risk and stable, long-term revenue expansion.
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€9.81
FV
4.5% overvalued
intrinsic discount
2.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
0
users have followed this narrative
21 minutes ago
author updated this narrative
Medexus Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
US Launch Of GRAFAPEX Will Provide Seven Years Of Exclusive Market Access
Key Takeaways FDA exclusivity for GRAFAPEX boosts revenue stability and reduces competitive pressure, enhancing margins. Strategic investments from public offering support GRAFAPEX's commercialization and drive future earnings growth.
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CA$6.50
FV
58.5% undervalued
intrinsic discount
9.74%
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
22 minutes ago
author updated this narrative
Marcopolo
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Electric Bus Offerings Will Strengthen Future Market Position
Key Takeaways Strategic focus on high-value electric and articulated buses and market expansion indicate potential revenue growth and improved net margins. Operational improvements and increased exports, especially with electric vehicle adaptations, enhance earnings and financial performance.
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R$10.50
FV
20.3% undervalued
intrinsic discount
9.09%
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
22 minutes ago
author updated this narrative
Kitron
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Defense And Aerospace Orders Will Drive US And EU Production
Key Takeaways Strong order backlog and innovation in Defense & Aerospace forecast future revenue growth and earnings increases. M&A efforts, expanded production, and tariff adjustments support market leadership and enhance revenue and net margins.
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NOK 65.00
FV
3.2% undervalued
intrinsic discount
16.32%
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
22 minutes ago
author updated this narrative
5327
CIE Automotive India
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Hosur Order Ramps And Global Exports Will Expand Opportunities
Key Takeaways Strong order growth, product innovation, and operational initiatives are set to accelerate revenue and margin improvements while supporting expansion into global markets. A diversified customer and product portfolio ensures revenue stability, leveraging rising vehicle ownership, premiumization trends, and global supply chain shifts.
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₹493.33
FV
14.9% undervalued
intrinsic discount
6.51%
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
22 minutes ago
author updated this narrative
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