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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
34
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
9
users have followed this narrative
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Nolato
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Medical And Engineered Solutions Will Open New Markets
Key Takeaways Expansion into high-growth medical, electronics, and sustainable materials markets, supported by global capacity growth, is strengthening revenue prospects and operating margin outlook. Investments in automation and efficiency, alongside rising demand for innovative and eco-friendly solutions, are boosting margin potential and earnings quality.
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SEK 67.25
FV
10.4% undervalued
intrinsic discount
5.39%
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
3 days ago
author updated this narrative
Zurich Insurance Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Focus On Life Insurance And P&C Segments Will Support Future Success
Key Takeaways Expansion in the Life insurance segment and strategic focus in P&C are expected to drive positive revenue and earnings growth. Strong capital strategy and operational improvements in Farmers Exchanges aim to enhance profitability and shareholder value.
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CHF 542.38
FV
2.7% overvalued
intrinsic discount
-0.43%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
3 days ago
author updated this narrative
Gurit Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Reducing Wind Footprint And Investing In Niche Markets Will Strengthen Future Prospects
Key Takeaways Restructuring and resizing in wind and fiber operations focus on profitable markets, improving margins and earnings by eliminating loss-making segments. Investment in Marine and Industrial markets aims at revenue growth through specialized foams, recycled PET, and targeting high-value niche markets.
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CHF 14.50
FV
2.8% overvalued
intrinsic discount
-5.05%
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
3 days ago
author updated this narrative
Gielda Papierów Wartosciowych w Warszawie
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
ETFs And New Platform Watts Set To Influence Future Market Dynamics
Key Takeaways Significant equity trading growth driven by IPOs may boost future revenue and market activity. Cost optimization and strategic focus on ETFs and infrastructure aim to enhance efficiencies and trading revenue growth.
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zł52.65
FV
2.0% overvalued
intrinsic discount
4.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
Dürr
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Operational Improvements And Sustainability Focus Will Strengthen Future Prospects
Key Takeaways Streamlining through divestments and mergers aims to enhance profitability, boost margins, and improve net income potential. Strategic focus on sustainable automation and green technologies aligns with global trends, offering growth in revenue and demand.
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€30.28
FV
21.7% undervalued
intrinsic discount
4.84%
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
3 days ago
author updated this narrative
RITES
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
International Projects And Diversified Clients Will Improve Future Revenue
Key Takeaways RITES' focus on aggressive order inflows and international contracts aims to drive top-line growth and enhance revenue in future fiscal years. Diversification of client base and strategic project mix improvements are geared towards stabilizing revenue and maintaining favorable net margins.
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₹276.25
FV
4.2% undervalued
intrinsic discount
19.83%
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
3 days ago
author updated this narrative
DFI Retail Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Ecosystem Integration Will Expand Asia Retailing
Key Takeaways Expansion into digital, health, and convenience segments, alongside operational efficiencies, is enabling margin improvement and stronger growth in core Asian markets. Streamlined operations and divestment of non-core assets are enhancing flexibility for acquisitions and positioning DFI to capitalize on sector consolidation.
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US$3.33
FV
6.3% overvalued
intrinsic discount
0.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 days ago
author updated this narrative
Reach Subsea
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digitalization And Renewables Will Transform Offshore Infrastructure
Key Takeaways Expansion of autonomous vessels and digital services positions the company for long-term growth and improved margins as offshore infrastructure shifts toward automation and renewables. Emphasis on environmentally friendly operations and quality contracts enhances resilience, regulatory appeal, and potential for higher-value project wins in a diversifying market.
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NOK 10.04
FV
23.2% undervalued
intrinsic discount
9.11%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
3 days ago
author updated this narrative
Keppel Infrastructure Trust
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Acquisitions And Renewable Investments Will Create Future Opportunities
Key Takeaways Strategic acquisitions and expansion into renewable assets are expected to drive revenue growth and enhance cash flow through long-term contracts and improved EBITDA margins. Portfolio optimization, including divestments, aims to improve capital allocation and net margins by focusing on higher-yielding segments.
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S$0.47
FV
6.4% undervalued
intrinsic discount
1.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
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