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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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Torrent Power
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Renewable Energy Projects And Debt Reduction Will Improve Future Potential
Key Takeaways Strategic investments in renewable projects and green ventures may drive future revenue growth and improve profitability in emerging energy sectors. Debt prepayment and expansion in distribution aim to enhance operational efficiency, balance sheet strength, and open new revenue channels.
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₹1.38k
FV
4.0% undervalued
intrinsic discount
8.00%
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
BPER Banca
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Business Combination With Banca Popolare Di Sondrio Will Expand Market Reach And Strengthen Group
Key Takeaways The merger with Banca Popolare di Sondrio aims to enhance market presence and shareholder value, leveraging synergies for improved earnings and commission income. Technological upgrades and cost reductions are set to improve efficiency and financial performance, underscoring a focus on sustainable growth and profitability.
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€8.87
FV
11.5% undervalued
intrinsic discount
2.16%
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
4 days ago
author updated this narrative
Wharf (Holdings)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Projects In Hong Kong Luxury Real Estate And Logistics Set To Drive Future Success
Key Takeaways Strategic capital reallocation to Hong Kong may boost future earnings through enhanced focus on high-value property projects. Logistics infrastructure expansion targets rising e-commerce demand, potentially increasing revenue amidst evolving trade dynamics.
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HK$20.86
FV
8.8% overvalued
intrinsic discount
12.56%
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
Qantas Airways
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Fleet Renewal And Dual Brand Strategy Will Strengthen Future Market Position
Key Takeaways Fleet renewal and dual brand strategy aim to enhance operational efficiencies and capture demand, supporting future growth in margins and earnings. Investments in customer experience and loyalty programs focus on boosting brand loyalty and sustaining high-margin revenue growth.
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AU$10.96
FV
1.1% undervalued
intrinsic discount
5.24%
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
Clinuvel Pharmaceuticals
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Patent Risks And Regulation Will Strain Margins Yet Support Resilience
Key Takeaways Over-reliance on a single product leaves Clinuvel vulnerable to competition, regulatory risk, and limited future earnings diversification. Regulatory scrutiny, reimbursement restrictions, and rising R&D costs threaten margins and may hinder sustainable earnings growth despite robust cash reserves and pipeline progress.
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AU$15.00
FV
20.7% undervalued
intrinsic discount
10.52%
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
SK Telecom
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
AI Initiatives Like AIX And AIDC Will Strengthen Future Business Prospects
Key Takeaways Strategic focus on AI and expansion into AI services is expected to drive substantial growth in revenue and market presence. Operational improvements and cost-efficiency measures are set to enhance profit margins and fund further investment in digital growth areas.
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₩61.07k
FV
9.1% undervalued
intrinsic discount
0.93%
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
Bravura Solutions
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Regulatory Burden And Fintech Rivalry Will Crush Value
Key Takeaways Evolving regulatory demands and increased competition from agile fintechs are pressuring Bravura's profitability, market share, and revenue growth. Heavy reliance on large Australian clients amid industry consolidation increases revenue volatility and reduces competitive flexibility against global peers shifting to SaaS and cloud platforms.
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AU$2.15
FV
2.3% undervalued
intrinsic discount
3.42%
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
Klépierre
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Average Cost Of Debt Rising To 2% Will Compress Future Margins
Key Takeaways Klépierre's revenue growth may stagnate due to high occupancy rates and competitive market conditions. Rising interest costs and limited acquisition opportunities could pressure future earnings and constrain profit expansion.
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€32.75
FV
1.7% overvalued
intrinsic discount
-7.67%
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
Iveco Group
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Lagging Technology And Tightening Regulations Will Erode Competitive Position
Key Takeaways Lagging zero-emission technology and global electrification trends threaten Iveco's market share, margins, and revenue as regulatory and customer demands shift rapidly. Limited global reach, rising compliance costs, and supply chain vulnerabilities restrict growth opportunities and undermine the company's competitiveness against larger, more diversified peers.
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€13.53
FV
39.5% overvalued
intrinsic discount
3.13%
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
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