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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
35
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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CITIC Securities
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Southeast Asia Expansion And Green Finance Will Shape Future Markets
Key Takeaways Expansion in international markets and high-growth sectors positions CITIC Securities for diversified revenue streams and increased global market share. Focus on green finance, ESG, and digital strategies may attract environmentally responsible investors and improve operational efficiency, enhancing revenue and net margins.
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CN¥34.00
FV
12.7% undervalued
intrinsic discount
10.19%
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
4 days ago
author updated this narrative
Saudi Basic Industries
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Portfolio Optimization And Sustainability Initiatives Will Foster Future Competitiveness
Key Takeaways SABIC's portfolio optimization and asset divestment strategy aims to enhance capital efficiency and future net margins by investing in high-margin opportunities. Innovation and sustainability initiatives, such as carbon capture and recyclable solar installations, are positioned to bolster SABIC's competitive stance and long-term growth.
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ر.س66.11
FV
16.6% undervalued
intrinsic discount
2.47%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
69
users have followed this narrative
4 days ago
author updated this narrative
Siemens Healthineers
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Photon-counting CT And AI Advancements Will Sustain Future Competitiveness
Key Takeaways Photon-counting CT technology and PETNET business expansion are key to revenue growth and improved margins, advancing Siemens Healthineers' market position. Innovation in Advanced Therapies and Diagnostics segments, alongside Varian integration, drives strong margin expansion and sustained competitive edge.
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€59.75
FV
19.7% undervalued
intrinsic discount
5.57%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
4 days ago
author updated this narrative
Larsen & Toubro
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Green Hydrogen Incentives And Intelliswift Acquisition Will Strengthen Future Prospects
Key Takeaways Strong order inflow and performance across various sectors are likely to positively impact L&T's revenue growth in upcoming quarters. Strategic acquisitions, deal wins, and incentives in green technologies position L&T to potentially improve long-term revenue streams and margins.
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₹3.96k
FV
13.1% undervalued
intrinsic discount
14.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
4 days ago
author updated this narrative
Verallia Société Anonyme
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Rising Sustainability Trends Will Boost Demand For Glass Packaging
Key Takeaways Innovative decarbonization and lightweight glass strategies position Verallia as a sustainability leader, enhancing margins and capturing premium, volume-driven market growth. Disciplined capital allocation and strong operational execution deliver resilient cash flow and support accelerated market share gains through strategic acquisitions.
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€39.61
FV
28.6% undervalued
intrinsic discount
2.41%
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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4 days ago
author updated this narrative
Mercedes-Benz Group
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
New EV Models Will Energize Operations Despite Tariff Uncertainty
Key Takeaways Aggressive electric vehicle launches and technological innovations are expected to drive revenue growth and enhance brand value through increased sales and premium pricing. Efficiency measures and production optimization aim to improve margins and safeguard future earnings amid changing trade policies and operational cost reductions.
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€62.21
FV
10.8% undervalued
intrinsic discount
0.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
120
users have followed this narrative
4 days ago
author updated this narrative
SoftBank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Investments In AI And OpenAI Partnership Will Create New Technological Efficiencies
Key Takeaways Consolidating banking and security services into PayPay and AI infrastructure investment are likely to boost revenue and net margins. Strong performance in Enterprise and Media segments, including ZOZO, is expected to enhance revenue and net earnings.
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JP¥226.60
FV
3.7% undervalued
intrinsic discount
4.58%
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
Mirae Asset Securities
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
WealthSpot And Sharekhan Integration Will Unlock Asia's Wealth Shift
Key Takeaways Aggressive international expansion, tech integration, and strategic acquisitions are set to rapidly boost Mirae's market share, margins, and recurring revenues across key global markets. Mirae's scale, cross-border leadership, and digital focus position it to outperform peers despite industry consolidation and evolving asset management trends.
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₩26.49k
FV
24.1% undervalued
intrinsic discount
-45.45%
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
4 days ago
author updated this narrative
Canadian Imperial Bank of Commerce
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Banking Expansion And Capital Market Successes Will Strengthen Future Client Relationships
Key Takeaways Growth in mass affluent and private wealth sectors and digital banking expansion aim to improve high-margin revenue, client retention, and net interest margins. Strong operating leverage with cost management and record trading revenue promise earnings growth via deals and private economy focus.
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CA$99.38
FV
2.1% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
86
users have followed this narrative
4 days ago
author updated this narrative
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