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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
9
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 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
19
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
1.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
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Alumasc Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Sustainability Focus And Overseas Expansion Will Drive Future Success
Key Takeaways Focus on sustainability and eco-friendly products aligns with environmental growth drivers, expected to boost future revenue. Cost savings from facility relocation and strong overseas sales growth potential enhance margins and drive revenue growth.
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UK£3.69
FV
6.5% undervalued
intrinsic discount
3.56%
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
7 days ago
author updated this narrative
Shaily Engineering Plastics
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Healthcare Contracts Will Boost Future Value But Earnings Impact May Be Delayed
Key Takeaways Relying on new contracts in Healthcare may not yield immediate revenue due to regulatory approvals and market readiness, risking stock overvaluation. Expansion efforts face delays in profitability and revenue growth due to low current machine utilization, geopolitical risks, and dependency on future market acceptance.
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₹1.48k
FV
10.5% overvalued
intrinsic discount
23.61%
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
7 days ago
author updated this narrative
Camil Alimentos
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Capacity Expansion And International Markets Will Unlock Potential
Key Takeaways Strategic focus on value-added and premium products, combined with operational efficiency and brand investments, is expected to boost margins and consumer loyalty. International expansion and increased capacity utilization reduce reliance on Brazil, supporting growth while aligning with evolving consumer preferences for healthier options.
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R$7.97
FV
38.6% undervalued
intrinsic discount
1.60%
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
7 days ago
author updated this narrative
HORNBACH Holding KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
European Expansion And Online Investments Will Strengthen Future Prospects Despite Margin Challenges
Key Takeaways Organic growth in Europe with investments in online-offline integration aims to enhance customer experience and boost profitability. New store openings and process efficiencies target increased sales and maintained high margins, supporting revenue and earnings growth despite economic challenges.
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€97.29
FV
5.5% overvalued
intrinsic discount
2.90%
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
7 days ago
author updated this narrative
Locaweb Serviços de Internet
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Authorization From Brazilian Central Bank Will Unlock New Financial Opportunities
Key Takeaways Strategic focus on leveraging existing assets like embedded finance and ERP systems to boost revenue and market share. Share buyback program and focus on operational efficiency to increase shareholder value and profitability.
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R$6.27
FV
37.0% undervalued
intrinsic discount
10.32%
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
7 days ago
author updated this narrative
Bodycote
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Investments In Specialist Technologies Will Support Expansion In Aerospace And Energy Sectors
Key Takeaways Strategic focus on efficiency and growth, along with exiting noncore activities, is expected to drive margin improvements and enhance profitability. Investment in Specialist Technologies and targeted M&A strategy aims to support revenue growth and diversify revenue streams in key markets.
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UK£7.34
FV
20.0% undervalued
intrinsic discount
0.054%
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
7 days ago
author updated this narrative
Genuit Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Acquisitions In Underfloor Heating And Stormwater Management Will Fuel Future Growth
Key Takeaways Strategic acquisitions in growing markets and successful implementation of the Genuit Business System position the company for future margin and earnings growth. Favorable regulatory conditions and increased spending on stormwater management support potential revenue and demand increases for Genuit Group's products.
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UK£4.73
FV
16.1% undervalued
intrinsic discount
4.47%
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
7 days ago
author updated this narrative
Usha Martin
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion At Ranchi And Thailand Plants Will Improve Market Position And Margins
Key Takeaways Centralizing procurement and logistics through One Usha Martin is expected to unlock cost savings and improve net margins. Expansion projects and digitalization initiatives are anticipated to enhance market position and revenue growth.
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₹552.59
FV
31.0% undervalued
intrinsic discount
13.68%
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
7 days ago
author updated this narrative
Etteplan Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
AI Integration And Automotive Electrification Will Improve Customer Value And Operational Efficiency
Key Takeaways Integration of AI and technology-enhanced services is expected to improve competitive offerings, drive growth, and enhance profitability through operational efficiencies. Geographic diversification and strategic investments in electrification projects are poised to bolster revenue growth and stabilize earnings in emerging markets.
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€11.48
FV
5.1% undervalued
intrinsic discount
4.67%
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
7 days ago
author updated this narrative
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