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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
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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Gujarat Gas
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Restructuring And CNG Expansion Will Simplify Structure And Boost Future Efficiency
Key Takeaways Restructuring aims to simplify corporate operations and enhance value, potentially leading to improved margins and earnings. Aggressive CNG infrastructure expansion and strategic pricing advantage are expected to boost sales and revenue growth.
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₹481.11
FV
4.3% undervalued
intrinsic discount
11.08%
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
4 days ago
author updated this narrative
Sopra Steria Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
UK Public Sector Contracts And AI Will Secure Recurring Revenue
Key Takeaways Continued contract extensions, AI-driven demand, and specialization in key sectors are boosting recurring revenues, margins, and stability in Sopra Steria's business model. Integration of acquisitions enables margin improvement, cross-selling synergies, and expanded scale, positioning the company for further market share gains and operating leverage.
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€222.90
FV
15.1% undervalued
intrinsic discount
2.14%
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
4 days ago
author updated this narrative
PGE Polska Grupa Energetyczna
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Offshore Wind And Photovoltaics Investments Will Boost Operational Efficiency
Key Takeaways Focus on renewable energy investments and modernization could increase revenue streams and improve margins through lower production costs and enhanced efficiency. Restructuring and decarbonization efforts align with regulatory trends, improving financial flexibility, stabilizing earnings, and potentially enhancing future profitability.
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zł9.41
FV
33.0% overvalued
intrinsic discount
3.99%
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
4 days ago
author updated this narrative
AIAE
AIA Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Setting Up Modular Plants In China And Ghana Will Reduce Costs And Expand Market Reach
Key Takeaways Establishing modular plants in key markets reduces costs and improves profitability by serving regional demand efficiently. Adoption of manufacturing technology and strategic facility positioning will drive revenue growth and enhance margins.
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₹3.68k
FV
11.4% undervalued
intrinsic discount
8.22%
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
Tomra Systems
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Deposit Systems And EU Mandates Will Expand Circular Economy Markets
Key Takeaways Expansion into new markets and tighter EU regulations are driving strong demand and recurring revenue growth in reverse vending, recycling, and sorting solutions. Strategic innovation and cost control position Tomra for earnings growth and margin improvement despite recent macroeconomic challenges and delayed customer investment.
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NOK 174.36
FV
17.5% undervalued
intrinsic discount
18.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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13
users have followed this narrative
4 days ago
author updated this narrative
J.K. Cement
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Government Programs And Urbanization Will Expand Indian Cement Markets
Key Takeaways Expansion into new markets and increased capacity positions the company to benefit from strong infrastructure demand and capture greater market share. Strategic focus on product diversification and energy efficiency strengthens margins and helps insulate earnings against cyclical downturns.
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₹6.65k
FV
2.6% undervalued
intrinsic discount
12.17%
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
4 days ago
author updated this narrative
Innolux
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Embracing eLEAP And Fan-Out PLP Technologies Will Provide Future Advantages Amid Industry Cycles
Key Takeaways Investing in premium, advanced panels and strategic technology collaborations could boost revenue growth and enhance net margins in high-value sectors. Diversifying into high-margin non-commodity markets aims to stabilize earnings and increase profitability by reducing volatility exposure.
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NT$16.08
FV
27.8% undervalued
intrinsic discount
2.23%
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
Hang Lung Properties
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Sustainability Initiatives Will Reduce Costs And Appeal To Eco-Conscious Tenants
Key Takeaways Hang Lung Properties' focus on fixed rents and increased brand presence aims to stabilize revenue and boost net margins, especially in luxury sectors. Strategic development projects and sustainability initiatives are set to diversify revenue streams and potentially reduce costs, enhancing future earnings.
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HK$7.69
FV
3.6% undervalued
intrinsic discount
1.96%
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
4 days ago
author updated this narrative
BBB Foods
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
500 New Stores And Four Regions Will Expand Retail Reach
Key Takeaways Aggressive store expansion and new regional operations in 2025 will drive significant revenue growth and operational efficiency. Increased private label penetration and efficient cost management will enhance profit margins despite short-term rise in SG&A expenses.
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US$34.24
FV
25.2% undervalued
intrinsic discount
26.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
4 days ago
author updated this narrative
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