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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
59.7% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
2 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
13.5% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
8 days ago
author updated this 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
2.9% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
2 days ago
author updated this narrative
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KDDI
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
AI And Business Services Expansion Will Drive Future Opportunities
Key Takeaways KDDI's strategic pricing and service expansions, including collaborations with Lawson, are positioned to boost revenue and enhance average revenue metrics. Investments in AI infrastructure and IoT services are expected to drive growth in business demand, improving revenue and operating income margins.
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JP¥2.65k
FV
8.1% undervalued
intrinsic discount
3.16%
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
6 days ago
author updated this narrative
Zijin Mining Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Julong Copper Phase 2 And Lithium Extraction Will Expand Operations
Key Takeaways Strategic focus on cost control, AI, and M&A activities aims to improve efficiency, expand resource base, and boost long-term revenue and profitability. Emphasis on sustainability initiatives and clean energy positions Zijin for favorable market perception and potential regulatory benefits.
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HK$22.45
FV
0% overvalued
intrinsic discount
9.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
Vinci
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Expanding EV Charging, Airport Projects, And Cobra's Renewables Will Strengthen Future Operations
Key Takeaways Expansion into electric vehicle infrastructure and strategic acquisitions are set to drive revenue growth and improve net margins. Development in airports and renewables, along with highway concessions, aims to enhance earnings and sustain long-term growth.
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€135.81
FV
9.6% undervalued
intrinsic discount
2.49%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
6 days ago
author updated this narrative
Bank of Nova Scotia
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Mortgage+ And Scene+ Initiatives Will Strengthen Future Client Acquisition And Earnings Stability
Key Takeaways Strategic redeployment of capital and focus on higher-growth markets are enhancing earnings, shareholder value, and return on equity. Emphasis on core deposits and multiproduct client growth supports funding, margin expansion, and noninterest income boosts.
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CA$77.53
FV
1.1% undervalued
intrinsic discount
11.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
140
users have followed this narrative
6 days ago
author updated this narrative
MediaTek
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
AI Advancements And Automotive Collaborations Will Shape The Future
Key Takeaways MediaTek's strategic focus on AI and connectivity boosts revenue growth and margins, leveraging advanced models and expanding ASP in high-end segments. Collaborations in automotive and advancements in WiFi and edge platforms diversify revenue streams and enhance operating income through innovation and market adoption.
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NT$1.77k
FV
19.1% undervalued
intrinsic discount
15.21%
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
6 days ago
author updated this narrative
Dr. Ing. h.c. F. Porsche
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Refocusing Battery Activities And Supply Chain Management Will Advance Electromobility
Key Takeaways Strategic realignment in battery and supply chain management aims to optimize margins and profitability amid geopolitical and tariff challenges. Focus on innovation, personalization, and core model strength supports higher sales prices, brand strength, and potential revenue rebound.
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€55.31
FV
25.2% undervalued
intrinsic discount
1.81%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
6 days ago
author updated this narrative
Bank of Montreal
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Portfolio Optimization And Digital Expansion Will Strengthen Future Performance
Key Takeaways Optimizing portfolio and leveraging Bank of the West acquisition are poised to enhance returns, revenue growth, and net interest margins. Digital advancements and strategic U.S. customer deposit growth are expected to stabilize margins and return capital to shareholders through increased earnings.
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CA$152.90
FV
2.2% overvalued
intrinsic discount
7.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
70
users have followed this narrative
6 days ago
author updated this narrative
Münchener Rückversicherungs-Gesellschaft in München
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Favorable Interest Rates Will Support Sustainable Income In Global Specialty Insurance
Key Takeaways Strategic capital management, including buybacks and dividends, signals strong shareholder returns and boosts earnings per share. Focus on capital deployment and investment in profitable markets supports long-term revenue and earnings growth.
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€557.20
FV
3.2% overvalued
intrinsic discount
10.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
6 days ago
author updated this narrative
Tokyo Electron
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Advancing In AI And 3-Nanometer Tech Will Boost Efficiency And Market Position
Key Takeaways Automation initiatives and smart production efforts may enhance productivity, reduce costs, and improve operational efficiencies, potentially boosting net margins. Strategic investments in advanced semiconductor technologies and AI applications could increase market share and drive significant revenue growth.
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JP¥32.03k
FV
14.2% undervalued
intrinsic discount
8.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
6 days ago
author updated this narrative
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