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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
27
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
50.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
11 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
2.4% 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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United Utilities Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Implementing Satellite Imaging And AI Will Reduce Costs And Improve Environmental Compliance
Key Takeaways Investment in technology and pollution prevention enhances efficiency, reduces costs, and improves margins by lowering operational expenses and regulatory penalties. Significant capital investment and community engagement projects are expected to drive future growth, boost revenue, and support sustainable long-term dividends.
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UK£12.45
FV
10.0% undervalued
intrinsic discount
10.29%
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
2 days ago
author updated this narrative
Toray Industries
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Project AP-G 2025 And Performance Chemicals Poised To Boost Profit Margins And Revenue Growth
Key Takeaways Strategic reforms and pricing initiatives aimed at high-growth segments are set to enhance profit margins and streamline operations. Accelerated capital efficiency efforts and demand recovery in key segments position the company for sustained revenue growth and improved earnings.
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JP¥1.10k
FV
7.3% undervalued
intrinsic discount
4.15%
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
2 days ago
author updated this narrative
2883
KGI Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Geopolitical Uncertainties And Market Volatility Will Hamper Taiwan's Financial Sector
Key Takeaways KGI Financial Holding's strategic shifts towards diversified investment income and asset management indicate a potential boost in earnings and net margins. Expansion in Hong Kong and focus on high-margin services suggest growth in international revenue and income diversification.
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NT$18.80
FV
18.6% undervalued
intrinsic discount
-48.69%
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
2 days ago
author updated this narrative
Oil India
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
New Petrochemical Capacity At NRL Will Expand Future Product Offerings
Key Takeaways Expanded capacity and product diversification at NRL could boost revenue and margins through increased crude processing and higher-value petrochemical products. Enhanced exploration and production efforts, including reducing gas flaring and targeting high-potential areas, could drive earnings and reserve growth.
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₹534.70
FV
18.7% undervalued
intrinsic discount
-7.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
2 days ago
author updated this narrative
Thai Beverage
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
IBIL's Increased Stake In Fraser And Neave Will Expand Future Market Reach
Key Takeaways Improved operational efficiencies and reduced costs in the beer business are expected to enhance profitability and increase net margins. Successful marketing and strategic expansions in nonalcoholic beverages could significantly boost sales volumes and revenue growth.
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S$0.61
FV
22.6% undervalued
intrinsic discount
7.77%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
2 days ago
author updated this narrative
Stantec
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Strong Backlog And Upcoming Projects Will Drive Future Opportunities In Water Business
Key Takeaways Record backlog growth in Water business and strong AMP8 program positioning drive future revenue and earnings growth. Robust M&A pipeline and operational efficiency improvements contribute to potential revenue and earnings enhancement.
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CA$158.18
FV
4.5% undervalued
intrinsic discount
10.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
2 days ago
author updated this narrative
Far EasTone Telecommunications
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Focus On 5G And AI Will Improve Future Operational Efficiency
Key Takeaways Strategic 5G expansion, merger synergies, and ICT projects boost revenue growth and operational efficiency, enhancing EBITDA and net margins. Diversification into Smart Cities and AI adoption increases revenue opportunities and efficiency, improving long-term growth and financial performance.
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NT$101.67
FV
19.4% undervalued
intrinsic discount
3.40%
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
2 days ago
author updated this narrative
GMRA
GMR Airports
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Airport Expansions At Hyderabad And Mopa Will Increase Future Passenger Traffic
Key Takeaways Expansion projects and improved tariffs at key airports likely enhance revenue and earnings growth for GMR Airports. Non-aero revenue and reduced debt costs position the company for stronger profitability.
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₹90.00
FV
0.08% undervalued
intrinsic discount
24.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
2 days ago
author updated this narrative
1050
Banque Saudi Fransi
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
The 2030 Strategy Will Broaden Retail And Digital Opportunities
Key Takeaways The bank's strategy to enhance retail features and upgrade digital infrastructure aims to boost growth, improve efficiency, and strengthen revenue streams. Diversifying through nontraditional products and maintaining strong risk management practices support earnings stability and profitability.
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ر.س20.05
FV
12.1% undervalued
intrinsic discount
12.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
2 days ago
author updated this narrative
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