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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
59.0% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
16
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
8 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
22.8% 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
35
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
4.3% 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
8 days ago
author updated this narrative
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Wizz Air Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Resolution Of Pratt & Whitney GTF Issues And Fleet Expansion Will Strengthen Future Operations
Key Takeaways Strategic focus on network densification enhances financial performance through optimized routes and increased frequencies, improving revenue per seat kilometer and profitability. New aircraft deliveries, alongside improved fleet utilization, bolster revenue and net margins by capturing market share in Central and Eastern Europe.
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UK£13.94
FV
12.8% undervalued
intrinsic discount
16.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
5 days ago
author updated this narrative
Cairn Homes
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Green Mortgages And Government Support Will Increase Future Demand For Energy-Efficient Homes
Key Takeaways Cairn Homes' strategic land acquisitions and lean construction methods aim to boost long-term profitability and enhance margins through cost control. Government housing policies and green mortgage incentives are likely to drive sales and increase demand for energy-efficient homes, positively influencing revenue growth.
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UK£2.04
FV
9.4% undervalued
intrinsic discount
6.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
5 days ago
author updated this narrative
CPS
Cyfrowy Polsat
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
5G, Drzezewo Wind Farm And Hydrogen Will Shape Future Markets
Key Takeaways Expansion of 5G network and multiplay strategy boosts ARPU, revenue growth, and customer loyalty across B2C and B2B services. Renewable energy projects and green hydrogen chain bolster production capacity, earnings, and EBITDA in Green Energy segment.
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zł16.73
FV
9.7% undervalued
intrinsic discount
2.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
5 days ago
author updated this narrative
SECURE Waste Infrastructure
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Metal Recycling Acquisition And Expansions May Offset Revenue Challenges Ahead
Key Takeaways Strategic acquisitions and expansions are expected to create synergies and improve efficiencies, potentially enhancing net margins and revenue growth. A strong balance sheet enables investments in high-return growth projects and shareholder value initiatives, boosting earnings potential and EPS.
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CA$17.67
FV
5.4% undervalued
intrinsic discount
-43.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
5 days ago
author updated this narrative
Qt Group Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding QA And R&D Will Unlock AI Testing Markets
Key Takeaways Strategic R&D and sales expansion in quality assurance is expected to drive significant future revenue growth. Diversifying testing products into non-Qt areas expands market reach, promising potential revenue growth.
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€81.00
FV
24.4% undervalued
intrinsic discount
13.55%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
5 days ago
author updated this narrative
Vamos Locação de Caminhões Máquinas e Equipamentos
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Focusing On Core Leasing Will Boost Efficiency In Brazil
Key Takeaways Focus on core Leasing segment and contract extension strategy could improve operational efficiency and enhance net margins and earnings. Adjusting Leasing prices to interest rates aims to preserve ROIC spread, supporting sustainable earnings growth and stable net margins.
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R$8.17
FV
52.1% undervalued
intrinsic discount
15.88%
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
5 days ago
author updated this narrative
Aker BP
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Yggdrasil Will Sustain Production But Profit Margins May Shrink Amid Emission Costs
Key Takeaways Advances in digitalization and low-emission technologies aim to optimize operations, reduce costs, and improve net margins, enhancing long-term profitability. Strategic financial management and targeted exploration strategies boost financial stability, enabling growth investments and potentially enriching future revenue streams.
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NOK 258.94
FV
1.5% undervalued
intrinsic discount
0.69%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
5 days ago
author updated this narrative
iFAST
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Banking And ePension Initiatives Will Drive Future Market Expansion
Key Takeaways Effective cost management and digital banking growth continue to drive iFAST Global Bank's profitability and boost future earnings. Expansion in ePension and tech solution initiatives could enhance revenue streams and market expansion opportunities.
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S$8.38
FV
2.5% undervalued
intrinsic discount
14.49%
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
5 days ago
author updated this narrative
Dilip Buildcon
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Muted Order Inflows And High Fixed Costs Will Challenge Future Profitability In Indian Construction Industry
Key Takeaways Lack of new order inflows and execution delays could negatively impact revenue growth and earnings improvement. High fixed costs and limited profitability growth may strain net margins and affect financial flexibility.
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₹442.17
FV
4.6% overvalued
intrinsic discount
-9.09%
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
5 days ago
author updated this narrative
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