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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
7 days ago
author updated this 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
7 days ago
author updated this narrative
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Ichigo
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Real Estate And Clean Energy Will Unlock Future Prospects
Key Takeaways Strategic real estate and asset management expansion are enhancing Ichigo's competitiveness, revenue, and profitability through higher-value offerings and market segmentation. Initiatives in clean energy and a strong focus on shareholder value, including dividends and buybacks, position Ichigo for sustainable growth and market advantages.
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JP¥476.67
FV
16.5% undervalued
intrinsic discount
15.19%
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
Palfinger
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
North America Orders And ESG Trends Will Spark Future Opportunities
Key Takeaways PALFINGER's expansion in North America and focus on service business growth are expected to boost revenue and improve net margins. Strategic investments and a focus on ESG trends could enhance growth opportunities and positively impact revenue and earnings.
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€41.00
FV
3.9% undervalued
intrinsic discount
5.56%
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
Banco ABC Brasil
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Perpetual Bonds And Diversified Strategy Will Strengthen Bank's Future Position
Key Takeaways The bank's diversified revenue strategy and efficient capital management enhance revenue potential, even amidst economic fluctuations and tight credit conditions. Efficiency improvements and effective risk management contribute to stable net margins and position the bank for long-term growth.
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R$25.96
FV
20.6% undervalued
intrinsic discount
15.65%
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
Dis-Chem Pharmacies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding Into Underrepresented Areas And Digital Health Will Strengthen Market Position In ZA Retail
Key Takeaways Strategic expansion and enhanced cost management are driving revenue and net margin growth, with significant investment in new property and underrepresented areas. Focus on health care integration and digital strategies is boosting customer retention and recurring revenues, enhancing overall profitability and market presence.
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R39.64
FV
21.7% undervalued
intrinsic discount
11.32%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
5N Plus
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion In Semiconductor And Solar Power Capacity Will Meet Industry Demand
Key Takeaways Expanding semiconductor capacity in Montreal targets strong demand in strategic sectors, boosting revenue and supporting margin expansion. Growth in space solar cell production and efficient processes aim to capture high-growth markets, enhancing revenue and margins.
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CA$11.57
FV
3.0% overvalued
intrinsic discount
8.70%
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
CompuGroup Medical SE KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Acquisitions Of Pridok And AmbulApps Will Strengthen Product Portfolio And Operations In Northern Europe
Key Takeaways The strategic focus on AI and cloud-based solutions aims to enhance efficiency and margins through innovative digital health advancements. Strategic partnerships and acquisitions aim to boost revenue growth and operational strength, while increasing recurring revenues enhances financial stability and margins.
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€24.38
FV
7.0% undervalued
intrinsic discount
1.08%
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
Hexatronic Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
US Fiber Production And Data Center Acquisitions Will Shape Leadership
Key Takeaways Manufacturing fiber optic cable in the U.S. aims to mitigate tariffs, reduce costs, and enhance revenue through improved market positioning. Strong Data Center growth and potential acquisitions support financial growth and diverse revenue streams in a rapidly expanding cloud segment.
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SEK 25.17
FV
14.3% undervalued
intrinsic discount
2.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
4 days ago
author updated this narrative
Source Energy Services
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Peace River Upgrade And LNG Projects Will Expand Capacity And Meet Rising Demand
Key Takeaways Facility upgrades and partnerships improve logistics and production capacity, supporting revenue growth and potentially enhancing margins through efficiency and expanded service offerings. Financial restructuring lowers borrowing costs, improves cash flow, and enables better capital allocation, supporting strategic investments and enhancing financial stability.
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CA$16.50
FV
19.0% 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
3
users have followed this narrative
4 days ago
author updated this narrative
Amotiv
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
New South Africa Facility And Operational Efficiencies Signal Promising Future
Key Takeaways Strategic cost management and operational efficiencies are expected to improve EBITDA and net margins, driving future growth. New manufacturing in South Africa and enterprise optimization should boost revenue and margins, while share buybacks enhance investor confidence.
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AU$11.01
FV
21.0% undervalued
intrinsic discount
3.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
4 days ago
author updated this narrative
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