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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
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0
users have commented on this narrative
34
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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
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India Shelter Finance
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Leveraging PMAY And Branch Expansion Will Strengthen Future Prospects
Key Takeaways Strategic expansion in Tier 2 and Tier 3 cities, with a focus on PMAY initiatives, could drive significant revenue and AUM growth. Operational efficiency and improved net interest margins through cost reduction and variable-rate borrowings may bolster earnings stability.
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₹1.03k
FV
9.1% undervalued
intrinsic discount
24.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
Virbac
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future R&D And Facility Expansion Will Introduce New Products In Pet Care And Pharmaceuticals
Key Takeaways Strategic R&D investments and facility expansions aim to drive innovation, operational efficiency, and future revenue growth, potentially enhancing profitability. Robust M&A strategy and focus on U.S. and China markets are expected to boost geographic expansion, market share, and revenue growth despite cost pressures.
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€395.17
FV
8.1% undervalued
intrinsic discount
5.45%
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
Macmahon Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure
Key Takeaways Acquiring Decmil and diversifying services positions Macmahon for robust growth and higher returns, enhancing earnings and shareholder value. Expansion in Indonesia with low-capital solutions and a strong order book supports sustained revenue growth and improved financial efficiency.
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AU$0.37
FV
18.9% undervalued
intrinsic discount
5.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
3 days ago
author updated this narrative
Peter Warren Automotive Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Future Partnerships And Efficiency Initiatives Will Strengthen Performance
Key Takeaways Strategic acquisitions, inventory management, and cost reduction initiatives are expected to enhance earnings, profitability, and revenue growth. Diversification in service and finance, along with Chinese partnerships, seeks to counter new car margin pressures and boost profitability.
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AU$1.54
FV
10.5% overvalued
intrinsic discount
2.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
Nordex
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Turbine Orders Will Spark Service Expansion In Europe
Key Takeaways Robust order book growth and strong turbine orders forecast significant sales and revenue potential for Nordex. Strategic diversification in supply chains aids in mitigating geopolitical risks, stabilizing margins, and potentially improving earnings.
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€20.30
FV
2.4% overvalued
intrinsic discount
7.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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14
users have followed this narrative
3 days ago
author updated this narrative
Troax Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
North American Expansion And Warehouse Automation Will Spur Recovery
Key Takeaways Increased automation, safety standards, and production optimization are expected to drive revenue growth and enhance margins as warehousing demand recovers. Expansion in North America and strategic M&A opportunities position Troax for greater diversification and long-term growth amid industry normalization.
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SEK 198.50
FV
29.4% undervalued
intrinsic discount
5.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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3 days ago
author updated this narrative
CEMEX. de
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Leadership And Project Cutting Edge Will Streamline Operations
Key Takeaways Strategic focus on sustainable growth and cost savings initiatives aims to boost revenue growth, net margins, and operational efficiency. Streamlining corporate operations and pursuing strategic acquisitions may enhance shareholder returns and earnings.
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Mex$16.69
FV
7.2% undervalued
intrinsic discount
3.36%
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
3 days ago
author updated this narrative
Avia Avian
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
New Product Launches And Distribution Expansion Will Broaden Market Presence
Key Takeaways New product launches and distribution network enhancements are expected to expand market reach and drive revenue growth. Strategic acquisitions and share buyback programs could improve earnings potential and diversify revenue streams in key markets.
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Rp535.00
FV
14.4% undervalued
intrinsic discount
7.54%
Revenue growth p.a.
Set Fair Value
0
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
JS Global Lifestyle
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Southeast Asia Expansion Will Unlock New Market Opportunities
Key Takeaways Regional expansion into Southeast Asia and strategic partnerships with local distributors are set to drive significant revenue growth. Focus on high-margin innovative products and enhancing direct sales channels aims to increase gross margins and market share.
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HK$2.14
FV
14.0% undervalued
intrinsic discount
10.85%
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
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