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Weekly Picks
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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Betsson
IN
Investingwilly
Community Contributor
Leading the Game with Growth, Innovation, and Exceptional Returns
Betsson AB is a standout performer in the online gaming and betting industry, renowned for its financial strength, resilience, and strategic adaptability. Combining steady growth with shareholder-focused capital allocation, Betsson has positioned itself as one of the most attractive investments in the sector.
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SEK 300.00
FV
44.8% undervalued
intrinsic discount
32.58%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
5
users have commented on this narrative
77
users have followed this narrative
3 months ago
author updated this narrative
Evolution
IN
Investingwilly
Community Contributor
A Compounding Machine
Evolution AB (EVO) is the undisputed leader in the online live casino market, boasting a business model that combines cutting-edge technology, scalability, and deep industry expertise. With a consistent track record of revenue growth, profitability, and operational efficiency, Evolution is a prime example of a high-margin, high-quality business operating in a growing niche.
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SEK 876.22
FV
0.6% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
21
users have commented on this narrative
100
users have followed this narrative
3 months ago
author updated this narrative
Transnational Corporation of Nigeria
WA
WaneInvestmentHouse
Community Contributor
Transcorp Plc Delivers Solid Revenue Growth but Faces Margin Compression Post Share Reconstruction
Transnational Corporation Plc delivered strong top-line growth in Q1 2025, driven by robust performance from its power and hospitality segments, but rising costs, non-recurring income effects, and higher tax burdens weighed on bottom-line margins and investor returns. One of the most striking developments in the period was the 214% surge in earnings per share (EPS) to 192 kobo , up from 61 kobo in Q1 2024.
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₦55.00
FV
7.5% undervalued
intrinsic discount
36.02%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
8
users have commented on this narrative
26
users have followed this narrative
3 months ago
author updated this narrative
Livingtrust Mortgage Bank
WA
WaneInvestmentHouse
Community Contributor
LivingTrust Mortgage Bank PLC Delivers Record Profit Amidst Challenging Economic Environment
LivingTrust Mortgage Bank PLC has achieved a remarkable Profit Before Tax (PBT) of ₦981.2 million for the year ended December 31, 2024, marking one of the highest profits in the bank’s history despite operating in a tough macroeconomic landscape. The results are a testament to the bank’s ability to adapt and thrive, even in the face of inflationary pressures, exchange rate volatility, and stricter regulatory frameworks.
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₦4.00
FV
83.0% overvalued
intrinsic discount
32.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
Julius Berger Nigeria
WA
WaneInvestmentHouse
Community Contributor
Julius Berger Delivers Strong Revenue But Profitability Suffers Under Cost Pressures and FX Losses
Julius Berger Nigeria Plc reported first-quarter 2025 pre-tax profit of ₦5.9 billion , marking a steep 64.68% decline from ₦16.7 billion in Q1 2024. Despite a robust 62.80% revenue growth to ₦180.5 billion—driven primarily by its core civil engineering operations—the construction giant faced a squeeze on margins due to rising costs and a sharp reversal in foreign exchange positions.
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₦130.00
FV
3.1% undervalued
intrinsic discount
36.81%
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 months ago
author updated this narrative
BUA Foods
WA
WaneInvestmentHouse
Community Contributor
BUA Foods Delivers Triple-Digit Profit Growth in Q1 2025 on Strong Sales and Lower Finance Costs
BUA Foods Plc kicked off the 2025 financial year with a stellar performance, doubling its profit after tax by 124.5% year-on-year to ₦125.3 billion , up from ₦55.8 billion in Q1 2024. This impressive growth was driven by strong topline expansion, better cost control, and significant reductions in finance expenses.
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₦375.00
FV
22.4% overvalued
intrinsic discount
25.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
10
users have followed this narrative
3 months ago
author updated this narrative
Zenith Bank
WA
WaneInvestmentHouse
Community Contributor
Zenith Bank Delivers Solid Q1 2025 Earnings on Higher Interest Income and Cost Efficiency
Zenith Bank Plc reported a robust 21% year-on-year growth in profit after tax to ₦311.83 billion in Q1 2025, reflecting a resilient financial performance driven by the high-interest rate environment and disciplined cost management. The bank’s gross earnings surged 22% to ₦950 billion , up from ₦781 billion in Q1 2024, marking continued momentum in core banking operations.
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₦52.91
FV
39.9% overvalued
intrinsic discount
9.14%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
3
users have followed this narrative
3 months ago
author updated this narrative
ABC Transport
WA
WaneInvestmentHouse
Community Contributor
ABC Transport Rebounds to Profitability Amid FX Headwinds and Surging Revenue
ABC Transport Plc delivered a strong turnaround in Q1 2025, returning to profitability with a ₦223.2 million profit after tax, a sharp reversal from the ₦79.1 million loss recorded in the same period of 2024. This performance was primarily driven by a 57.4% increase in revenue to ₦3.63 billion , underpinned by improved passenger transport volumes and a robust logistics segment.
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₦1.73
FV
165.3% overvalued
intrinsic discount
10.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
3 months ago
author updated this narrative
Fidelity Bank
WA
WaneInvestmentHouse
Community Contributor
Fidelity Bank Delivers Triple-Digit Profit Growth in Q1 2025 as Interest Income and Credit Quality Improve
Fidelity Bank Plc delivered a robust performance in the first quarter of 2025, with pre-tax profit soaring 167.79% year-on-year to ₦107.77 billion , reflecting a strong start to the year fueled by improved interest margins, credit quality, and solid balance sheet expansion. Key Financial Highlights (Q1 2025 vs.
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₦18.76
FV
13.0% overvalued
intrinsic discount
63.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
3 months ago
author updated this narrative
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