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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
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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
10
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China Mobile
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Transformation And Advanced Networks Will Empower Telecom Expansion
Key Takeaways Rapid expansion in digital and AI-driven services, alongside leadership in next-gen networks, positions the company for higher-margin growth and broader market opportunities. Focus on cloud, operational efficiency, and shareholder payouts supports resilient earnings and enhances overall returns.
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HK$100.40
FV
13.8% 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
25
users have followed this narrative
4 days ago
author updated this narrative
Hong Kong Exchanges and Clearing
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Diverging Chinese And Western Regulations Will Dampen Cross-Border Listings
Key Takeaways Intensifying competition, regulatory fragmentation, and the maturation of China's domestic markets are undermining HKEX's position as a premier listing venue. Shifts to decentralized finance and private capital markets threaten core revenue streams by reducing trading volumes and curtailing long-term growth opportunities.
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HK$325.00
FV
34.1% overvalued
intrinsic discount
2.89%
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
Mr Price Group
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
African Urbanization And E-Commerce Will Expand Affordable Retail
Key Takeaways Strong market share gains and margin expansion, driven by digital investments and category innovation, position the company for sustained outperformance and higher earnings growth. Expansion into new segments and Africa's growing middle class unlocks unique top-line growth potential and enhances long-term shareholder value.
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R511.29
FV
60.5% undervalued
intrinsic discount
10.52%
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
Alibaba Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
AI And Cloud Investments Will Improve Future Offerings With Qwen25-MAX
Key Takeaways Alibaba's AI and cloud focus is driving substantial revenue growth and positioning for future earnings acceleration due to strong product demand. Strategic divestments and e-commerce enhancements aim to stabilize market share and bolster long-term earnings and shareholder returns.
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US$151.00
FV
20.5% undervalued
intrinsic discount
7.42%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
444
users have followed this narrative
4 days ago
author updated this narrative
NetEase
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
China's Gaming Crackdown And Geopolitical Decoupling Will Dampen Prospects
Key Takeaways Regulatory pressures and demographic shifts in China threaten NetEase's revenue growth and reduce its long-term market potential. Heavy dependence on top games and tough global competition expose earnings to volatility and increased costs.
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HK$155.10
FV
37.3% overvalued
intrinsic discount
6.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Tate & Lyle
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Rising Health Trends And Urbanization Will Expand Specialty Markets
Key Takeaways Synergy gains, innovation-driven specialty revenue growth, and superior solution-selling could significantly boost margins, operating leverage, and earnings beyond current expectations. Expansion in emerging markets and rising global demand for healthier food ingredients position Tate & Lyle for long-term revenue gains and increased pricing power.
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UK£9.00
FV
39.8% undervalued
intrinsic discount
12.14%
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
Industrial Bank
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Digital Disruption And Fintech Rivalries Will Erode Legacy Banking Models
Key Takeaways Rapid fintech disruption, demographic challenges, and exposure to risky sectors threaten Industrial Bank's revenue growth, loan quality, and overall earnings stability. Lagging digital transformation and tightening regulations may increase operational and compliance costs, further constraining profitability and long-term competitiveness.
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CN¥17.14
FV
35.2% overvalued
intrinsic discount
12.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Lynas Rare Earths
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Global Electrification And Renewables Will Boost US And Malaysian Capacity
Key Takeaways Leadership in supply chain security and ESG compliance positions Lynas for outsized government support, premium pricing, and long-term contracts with stable earnings. Accelerated expansion, technical advantages, and surging ex-China demand create opportunities for rapid revenue growth and durable margin expansion.
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AU$13.48
FV
20.4% undervalued
intrinsic discount
51.72%
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
1288
Agricultural Bank of China
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
County Loans And Fintech Investments Will Strengthen Future Performance
Key Takeaways Focus on agricultural and rural loans could boost revenue and strengthen core business, driven by significant loan portfolio growth. Investments in fintech and technology innovation can enhance operational efficiency, leading to better margins and innovative financial products.
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HK$5.44
FV
3.5% undervalued
intrinsic discount
11.84%
Revenue growth p.a.
Set Fair Value
1
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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