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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
36
users have followed this narrative
7 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
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
7 days ago
author updated this narrative
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Peter Warren Automotive Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Future Partnerships And Efficiency Initiatives Will Strengthen Performance
Key Takeaways Strategic acquisitions, inventory management, and cost reduction initiatives are expected to enhance earnings, profitability, and revenue growth. Diversification in service and finance, along with Chinese partnerships, seeks to counter new car margin pressures and boost profitability.
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AU$1.54
FV
10.5% overvalued
intrinsic discount
2.35%
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
Nordex
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Turbine Orders Will Spark Service Expansion In Europe
Key Takeaways Robust order book growth and strong turbine orders forecast significant sales and revenue potential for Nordex. Strategic diversification in supply chains aids in mitigating geopolitical risks, stabilizing margins, and potentially improving earnings.
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€20.30
FV
2.4% overvalued
intrinsic discount
7.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
4 days ago
author updated this narrative
Troax Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
North American Expansion And Warehouse Automation Will Spur Recovery
Key Takeaways Increased automation, safety standards, and production optimization are expected to drive revenue growth and enhance margins as warehousing demand recovers. Expansion in North America and strategic M&A opportunities position Troax for greater diversification and long-term growth amid industry normalization.
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SEK 198.50
FV
29.4% undervalued
intrinsic discount
5.76%
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
4 days ago
author updated this narrative
CEMEX. de
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Leadership And Project Cutting Edge Will Streamline Operations
Key Takeaways Strategic focus on sustainable growth and cost savings initiatives aims to boost revenue growth, net margins, and operational efficiency. Streamlining corporate operations and pursuing strategic acquisitions may enhance shareholder returns and earnings.
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Mex$16.69
FV
7.2% undervalued
intrinsic discount
3.36%
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
Avia Avian
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
New Product Launches And Distribution Expansion Will Broaden Market Presence
Key Takeaways New product launches and distribution network enhancements are expected to expand market reach and drive revenue growth. Strategic acquisitions and share buyback programs could improve earnings potential and diversify revenue streams in key markets.
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Rp535.00
FV
14.4% undervalued
intrinsic discount
7.54%
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
4 days ago
author updated this narrative
JS Global Lifestyle
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Southeast Asia Expansion Will Unlock New Market Opportunities
Key Takeaways Regional expansion into Southeast Asia and strategic partnerships with local distributors are set to drive significant revenue growth. Focus on high-margin innovative products and enhancing direct sales channels aims to increase gross margins and market share.
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HK$2.14
FV
14.0% undervalued
intrinsic discount
10.85%
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
4 days ago
author updated this narrative
Watches of Switzerland Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Planned Hodinkee Integration And US Expansion Will Strengthen Luxury Watch Market Presence
Key Takeaways Expansion in the U.S. and new luxury jewelry offerings are likely to enhance revenue growth through increased market presence and share. Strategic acquisitions and planned projects, including enhancing online and retail capacities, aim to boost sales, earnings, and market visibility significantly.
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UK£4.61
FV
22.1% undervalued
intrinsic discount
5.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
4 days ago
author updated this narrative
Pets at Home Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Platforms And Vet Business Will Create New Opportunities Ahead
Key Takeaways Investing in digital platforms and own-label products is expected to enhance margins, drive online sales, and boost earnings through superior quality and lower costs. Strong growth in the vet business and focus on cost efficiencies aim to increase revenues and mitigate inflationary pressures.
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UK£2.97
FV
17.9% undervalued
intrinsic discount
2.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
4 days ago
author updated this narrative
PolyNovo
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
NovoSorb MTX Launch And Global Expansion Will Strengthen Future Business Prospects
Key Takeaways Launch of NovoSorb MTX in the U.S. and geographic expansion could drive revenue growth and diversify revenue sources. Innovation in the product pipeline and capacity expansions may enhance margins and long-term earnings through proprietary product introductions and operational efficiencies.
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AU$2.02
FV
36.2% undervalued
intrinsic discount
19.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
30
users have followed this narrative
4 days ago
author updated this narrative
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