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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
59.7% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 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
13.5% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
8 days ago
author updated this 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
1.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
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SK Telecom
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
AI Initiatives Like AIX And AIDC Will Strengthen Future Business Prospects
Key Takeaways Strategic focus on AI and expansion into AI services is expected to drive substantial growth in revenue and market presence. Operational improvements and cost-efficiency measures are set to enhance profit margins and fund further investment in digital growth areas.
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₩68.64k
FV
18.1% undervalued
intrinsic discount
1.71%
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
7 days ago
author updated this narrative
Klépierre
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Average Cost Of Debt Rising To 2% Will Compress Future Margins
Key Takeaways Klépierre's revenue growth may stagnate due to high occupancy rates and competitive market conditions. Rising interest costs and limited acquisition opportunities could pressure future earnings and constrain profit expansion.
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€31.59
FV
4.5% overvalued
intrinsic discount
-7.65%
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
7 days ago
author updated this narrative
TMX Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Into New Markets With Trayport, VettaFi, And AlphaX US Will Broaden Global Presence
Key Takeaways TMX Group's strategic expansions and acquisitions aim to drive revenue growth across new asset classes and geographies, enhancing global reach and offerings. Innovative trading initiatives and technology enhancements are poised to boost trading revenues and margins, supported by increased volumes and operational efficiencies.
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CA$55.24
FV
1.6% overvalued
intrinsic discount
8.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
7 days ago
author updated this narrative
Sonic Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Recent Acquisitions And Cost Control Will Boost Future Efficiency In Pathology Testing
Key Takeaways Margin expansion driven by labor cost optimization and enhanced cost control positively impacts net margins and earnings. M&A activity in Europe and strategic acquisitions boost revenue, EBITDA, and operational efficiencies, improving overall earnings.
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AU$29.63
FV
5.6% undervalued
intrinsic discount
6.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
48
users have followed this narrative
7 days ago
author updated this narrative
Colgate-Palmolive (India)
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Increasing Indian Incomes Will Drive Premium Oral Care Demand
Key Takeaways Expansion into premium products and rural markets, along with growing health awareness, is driving sustained revenue growth and broader market penetration. Operational efficiency and premiumization are supporting improved margins and enabling reinvestment in brand, innovation, and distribution channels.
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₹2.62k
FV
12.7% undervalued
intrinsic discount
7.00%
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
7 days ago
author updated this narrative
Rockwool
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In North American Expansion And Sustainable Technologies Will Shape Future Success
Key Takeaways Investments in new factories and sustainability initiatives are set to enhance production capacity, meet demand, and improve margins through economies of scale. Strategic expansion and pricing strategies aim to drive revenue growth and maintain competitive advantage, particularly in North America.
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DKK 304.38
FV
6.9% undervalued
intrinsic discount
4.12%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
7 days ago
author updated this narrative
Unipol Assicurazioni
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Derisking And Portfolio Diversification Will Strengthen Future Financial Stability
Key Takeaways Enhanced technical profitability and portfolio diversification suggest potential for higher net margins, increased investment income, and earnings growth. Growth in bancassurance, health, and life insurance lines points to sustained revenue growth and stable earnings performance.
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€16.22
FV
2.7% overvalued
intrinsic discount
18.47%
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
7 days ago
author updated this narrative
PETRONAS Chemicals Group Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Anticipated Pengerang Petrochemical Launch And Asian Expansion Set To Drive Revenue Growth
Key Takeaways Expansion in Malaysia and India could boost revenue and margins in both basic and specialty chemicals, despite initial operational costs. Increased plant efficiency and foreign exchange gains support improved earnings amidst global market challenges.
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RM 4.18
FV
19.4% undervalued
intrinsic discount
3.11%
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
7 days ago
author updated this narrative
BKW
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Grimsel Dam Approval Will Boost Future Energy Production
Key Takeaways Strategic renewable energy projects and expansions, including wind, solar, and battery storage, are expected to drive future revenue growth. Improvements in operational efficiencies and profitability are anticipated from smart meter deployment and restructuring within the services segment.
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CHF 171.57
FV
7.0% overvalued
intrinsic discount
2.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
7 days ago
author updated this narrative
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