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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
16
users have liked this narrative
0
users have commented on this narrative
35
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
10
users have followed this narrative
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Motiva Infraestrutura de Mobilidade
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Urbanization Will Advance Brazil Transportation Infrastructure Development
Key Takeaways Growth is driven by urbanization, portfolio optimization, and cost-saving initiatives like automation and generative AI, supporting expanding margins and long-term earnings. Strategic asset selection, new concessions, ESG projects, and potential airport portfolio changes enable recurring revenues, capital reallocation, and improved shareholder value.
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R$16.22
FV
23.5% undervalued
intrinsic discount
-3.97%
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
4 days ago
author updated this narrative
Marzetti
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Licensed Brand Distribution And Atlanta Facility Investment Will Transform Market
Key Takeaways Expansion of premium licensed brands and entry into high-growth categories leverages brand strength to drive revenue and long-term earnings growth. Supply chain optimization, facility investments, and disciplined promotional spending improve operational efficiency, margins, and financial resilience.
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US$194.90
FV
7.2% undervalued
intrinsic discount
2.53%
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
4 days ago
author updated this narrative
United Internet
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
5G And Fiber Rollouts Will Expand Digital Markets
Key Takeaways Heavy investment in networks and successful customer migration aim to boost future margins, reduce reliance on partners, and improve cost structure and earnings stability. Strong performance in cloud, hosting, and business applications segments supports a larger, more stable revenue base and opportunities for value creation through portfolio optimization.
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€28.20
FV
10.1% undervalued
intrinsic discount
3.20%
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
4 days ago
author updated this narrative
CSW Industrials
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
HVAC Expansion And Acquisitions Will Drive Future Sustainable Building Trends
Key Takeaways Strategic acquisitions and innovation in energy-efficient HVAC and building solutions strengthen market position and drive long-term growth and pricing power. Supply chain optimization, margin protection measures, and robust M&A pipeline support stable earnings and diversified revenue streams.
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US$334.67
FV
15.3% undervalued
intrinsic discount
11.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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4 days ago
author updated this narrative
Meitu
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Overseas Expansion And AI Will Spark Challenges And Opportunities
Key Takeaways Near-term growth may disappoint as international monetization develops slowly and rising competition challenges Meitu's ability to maintain premium pricing and differentiation. Significant ongoing investments and regulatory risks could limit profitability and user growth despite optimism about digital beauty and self-expression trends.
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HK$8.45
FV
18.2% overvalued
intrinsic discount
23.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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4 days ago
author updated this narrative
American Healthcare REIT
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Senior Care Demand And Capital Recycling Will Empower Future Markets
Key Takeaways Rising demand for senior care and strategic asset recycling are driving sustained revenue, margin, and earnings growth, supported by favorable demographic trends and limited new supply. Integrated care campuses, operational efficiencies, and disciplined growth strategies enhance occupancy resiliency, cash flow stability, and long-term expansion opportunities.
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US$40.55
FV
7.9% undervalued
intrinsic discount
8.50%
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
4 days ago
author updated this narrative
Kakao Pay
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digital Payments And Tightening Regulations Will Fuel Cautious Expansion
Key Takeaways Slowing transaction growth and looming regulatory challenges threaten projected revenue and margin expansion, raising concerns about Kakao Pay's ability to sustain current momentum. Competitive and technological disruption from global players and new financial platforms could erode pricing power and profitability if adaptation is costly or slow.
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₩37.34k
FV
74.3% overvalued
intrinsic discount
20.82%
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
4 days ago
author updated this narrative
Endeavour Mining
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Global Gold Demand And Operational Excellence Will Unlock Future Value
Key Takeaways Strong gold demand and operational flexibility enhance revenue and margins, while ESG investments may lower capital costs and improve valuation from sustainability-focused investors. Project ramp-ups, reserve additions, and capital returns underpin stable long-term growth, higher cash flows, and potential increases in shareholder value.
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CA$51.68
FV
18.7% undervalued
intrinsic discount
3.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
4 days ago
author updated this narrative
thyssenkrupp
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Green Decarbonization Will Face Setbacks While Marine Systems Rebound
Key Takeaways Market optimism around green steel and digitalization may be overstated, given execution risks, high costs, and potential delays impacting profit growth and cash flow. Key business segments face weak demand and restructuring headwinds, while external risks may limit expected gains from defense, US growth, and sustainability trends.
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€9.31
FV
17.8% overvalued
intrinsic discount
2.44%
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
4 days ago
author updated this narrative
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