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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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Alstom
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
High-Quality Orders And Restructuring Will Improve Future Prospects
Key Takeaways Focus on high-quality, margin-accretive orders in Services and Signaling is expected to boost revenue growth and future margins. Industrial restructuring and supply chain management improve operational efficiency, enhancing net margins and financial performance.
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€22.76
FV
3.3% undervalued
intrinsic discount
3.65%
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
Singapore Exchange
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expanded Platforms And Offerings Will Attract More Clients In Future
Key Takeaways Expansion of SGX's OTC FX platform and modern trading initiatives are set to boost revenue growth and diversify income streams. Growth in cash equities, IPOs, and derivatives trading is expected to drive increased revenues amid favorable conditions and strategic expansions.
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S$14.36
FV
10.4% overvalued
intrinsic discount
6.20%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
3 days ago
author updated this narrative
Ford Otomotiv Sanayi
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
1-Ton Launch, Electrification, And Craiova Upgrades Will Transform Exports
Key Takeaways Increased export volumes and new vehicle launches are set to boost revenues and enhance net margins through economies of scale. Cost management and capacity utilization improvements are projected to enhance profitability and earnings efficiency amid competitive pressures.
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₺141.42
FV
34.7% undervalued
intrinsic discount
36.95%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
115
users have followed this narrative
3 days ago
author updated this narrative
Pearson
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI Integration And AWS Partnership Will Transform Future Of Education
Key Takeaways Partnership with AWS and AI integration will enhance learning experiences, operational efficiency, and support revenue and margin growth. Expansion into international markets and virtual learning improvements are key drivers for capturing growth in fast-growing education segments.
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UK£12.77
FV
17.2% undervalued
intrinsic discount
3.49%
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
3 days ago
author updated this narrative
Reece
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Acquiring Shadowboxer And Opening New Branches Will Improve Customer Experience
Key Takeaways Strategic acquisitions and network expansion are key to enhancing customer experience and driving long-term revenue growth. Employee engagement initiatives and core capability investments are expected to improve operational performance and net margins.
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AU$15.64
FV
13.9% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
Ooredoo Q.P.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Partnerships And 5G Initiatives Will Expand Digital Services In High-Growth Markets
Key Takeaways Strategic partnerships and increasing data center capacity are set to accelerate growth in digital infrastructure and future revenue. Investment in 5G and fintech expansion in high-growth markets could drive top-line growth and improve earnings through diversification and operational efficiency.
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ر.ق14.22
FV
9.9% undervalued
intrinsic discount
1.84%
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
Severn Trent
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Infrastructure Investments Will Reduce Spills And Improve Efficiency
Key Takeaways Severn Trent's infrastructure investments and strategy focus on reducing spills and operational efficiency, aiming to elevate net margins and enhance performance rewards. Proactive increases in enhancement totex and insourcing design signal a strategic approach to statutory requirements, potentially boosting revenue and RCV growth.
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UK£28.46
FV
6.2% undervalued
intrinsic discount
11.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 days ago
author updated this narrative
Dixon Technologies (India)
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Manufacturing Capacity Expansions And Global JVs Will Unlock Local Opportunities
Key Takeaways Expansion in manufacturing capacity, joint ventures, and product diversification position Dixon for long-term growth, greater earnings visibility, and improved operating margins. Backward integration, local policy support, and a strong supply chain reduce import reliance, enhance cost efficiencies, and sustain profitability despite industry challenges.
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₹17.31k
FV
3.5% undervalued
intrinsic discount
29.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
3 days ago
author updated this narrative
Forvia
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Legacy Demand Will Diminish As EV Shifts Erode Margins
Key Takeaways Accelerating shift to electric and autonomous vehicles threatens Forvia's traditional products and narrows its long-term market opportunities. High leverage, cost pressures, and regulatory demands constrain Forvia's ability to invest in innovation or defend margins.
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€7.00
FV
46.8% overvalued
intrinsic discount
0.24%
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
3 days ago
author updated this narrative
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