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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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Shoppers Stop
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Premiumization And Omnichannel Investments Will Expand Retail Opportunities
Key Takeaways Premiumization, private labels, and exclusive brands are boosting margins and attracting a younger, more aspirational customer base. Omni-channel investments and geographic expansion are broadening market reach and supporting sustained sales growth.
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₹603.89
FV
12.0% undervalued
intrinsic discount
8.16%
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
Raubex Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Diversified International Projects Will Leverage Cross-Border Opportunities In Africa And Australia
Key Takeaways Increased government spending and renewable energy projects in South Africa could enhance contract revenues and operating profits for Raubex. International projects in Australia and Africa, along with restructuring, support steady revenue growth and improved operating efficiencies.
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R66.00
FV
29.5% undervalued
intrinsic discount
7.13%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
IPD Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding Into EV Charging And Data Centers Will Unlock Future Opportunities
Key Takeaways Strategic expansions and new product launches position IPD Group to unlock fresh revenue and increase market share across regions and customer segments. Investments in data centers, EV infrastructure, and strategic acquisitions position IPD Group for growth and enhanced earnings through improved efficiency and expanded portfolios.
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AU$4.24
FV
16.3% undervalued
intrinsic discount
6.63%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
3 days ago
author updated this narrative
Zensar Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AI And Digital Solutions Will Drive Enduring Enterprise Modernization
Key Takeaways Strategic focus on AI-driven digital solutions, recurring managed services, and geographic expansion improves revenue predictability, margin profile, and reduces client concentration risk. Strong cash generation and prudent capital allocation provide flexibility for investment in growth opportunities and support sustainable long-term earnings.
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₹875.75
FV
9.2% undervalued
intrinsic discount
9.73%
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
Chorus Aviation
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Debt Reduction Will Reduce Leverage And Improve Financial Flexibility
Key Takeaways Sale of leasing segment and debt reduction have strengthened financials, enabling lower interest expenses and strategic growth investments. Diversified revenues from Voyageur and a long-term Jazz contract ensure stable cash flows, with potential margin expansion through operational efficiencies.
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CA$28.11
FV
19.7% undervalued
intrinsic discount
-1.51%
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
James Hardie Industries
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Prattville Expansion And Key Partnerships Will Strengthen Future Market Position In Construction
Key Takeaways Strategic partnerships and high-value product targeting drive market share expansion and potential revenue growth across key regions. Capacity expansion and HOS enhancements aim to optimize efficiency and profitability amid high material costs, supporting potential sales growth.
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AU$42.48
FV
3.2% undervalued
intrinsic discount
20.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
3 days ago
author updated this narrative
Vijaya Diagnostic Centre
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Opening New Hubs In Pune, West Bengal, And Bangalore Will Expand Market Presence
Key Takeaways Strategic expansion and hub centers in high-demand areas are expected to increase revenue, patient footfall, and test volumes, impacting earnings positively. Advanced equipment and IT investments could enhance margins through higher-value services and operational efficiencies, supporting sustainable growth.
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₹1.07k
FV
0.2% overvalued
intrinsic discount
17.08%
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
3 days ago
author updated this narrative
Sunteck Realty
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Urban Migration And Land Acquisitions Will Secure Future Stability
Key Takeaways Strategic expansion into premium and luxury housing, along with asset-light approaches, enhances earnings quality and financial flexibility for sustained profit growth. Regulatory support and urbanization trends strengthen sales visibility, market share, and long-term revenue stability in key Mumbai micro-markets.
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₹599.08
FV
29.9% undervalued
intrinsic discount
48.40%
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 days ago
author updated this narrative
TransUnion
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
OneTru Migration And Monevo Acquisition Will Power Digital Transformation
Key Takeaways TransUnion's technology modernization and global transformation are expected to boost efficiencies and speed of innovation, potentially improving margins. Strategic acquisitions and international expansion, particularly in high-growth regions, position TransUnion for sustained future revenue growth.
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US$108.84
FV
8.8% undervalued
intrinsic discount
7.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
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