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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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Aptus Value Housing Finance India
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expanding Into Odisha And Maharashtra And Adopting Digital Technologies Will Drive Future Growth
Key Takeaways Expanding into new states and enhancing branch presence can drive future revenue growth for Aptus Value Housing Finance India. Strengthening analytics and digital adoption, along with cost control measures, could enhance operational efficiency and net margins.
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₹389.00
FV
10.3% undervalued
intrinsic discount
22.90%
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
LOG Commercial Properties e Participações
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Delivering 2 Million Square Meters Of GLA Will Expand Capacity, Yet Inflation May Squeeze Margins
Key Takeaways Strategic expansion in GLA and efficient lease management highlight potential revenue growth and solidify market positioning. Strong financial and operational performance, including effective leverage management, enhances profitability and positions the company for sustained growth.
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R$24.60
FV
16.7% undervalued
intrinsic discount
15.45%
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
Globe Trade Centre
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Portfolio Expansion And Efficiency Will Strengthen Future Outlook
Key Takeaways Strategic investments in new assets and asset sales are enhancing rental revenue and cash flow, supporting overall revenue growth and earnings. Operational efficiency gains from reduced administrative expenses and strategic reinvestment improve net margins and profitability.
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zł4.65
FV
8.4% undervalued
intrinsic discount
6.03%
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
Compañía Cervecerías Unidas
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Currency Depreciation Will Pressure Margins, But Regional Expansion Will Offer Opportunities
Key Takeaways Currency depreciation and input cost pressures could impact net margins without corresponding revenue increases, affecting overall financial performance. Macro challenges in Argentina and modest growth in Chile could limit revenue growth and earnings, with potential volume declines from price increases challenging net margins.
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CL$6.41k
FV
10.1% undervalued
intrinsic discount
7.43%
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
SIS
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Debt Reduction And Efficiency Measures Will Strengthen Future Security Operations
Key Takeaways Strategic focus on more profitable contracts and streamlined costs is enhancing margins and earnings potential. Expansion beyond the ATM market strengthens stability and diversifies revenue streams, boosting cash flow and EBITDA margins.
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₹422.75
FV
10.1% undervalued
intrinsic discount
8.71%
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
Relaxo Footwears
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Data Driven Retail Transformation Will Unlock Lasting Market Opportunity
Key Takeaways Data-driven retail expansion, premiumization, and e-commerce focus are driving improved efficiency, higher margins, and appeal to urban, fashion-conscious consumers. Strong balance sheet, in-house efficiencies, and industry formalization position Relaxo for sustainable market share gains and resilient long-term growth.
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₹468.58
FV
2.8% overvalued
intrinsic discount
9.23%
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
Thinkific Labs
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Developing Premium Products Will Drive Future Market Differentiation
Key Takeaways Strategic focus on profitable growth aims to stabilize growth, enhance cash flow, and improve revenue and operating margins long-term. R&D and AI investments for product differentiation aim to support revenue growth and improve net margins through premium features.
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CA$3.90
FV
43.6% undervalued
intrinsic discount
8.85%
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
ZEAL Network
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Traumhausverlosung Expansion And Rising Costs Will Shape Future Outcomes
Key Takeaways Strong customer acquisition and strategic billings expansion signal promising future revenue growth and stable earnings. Focus on operational efficiency, alongside intelligent marketing investment, is poised to enhance long-term profitability.
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€63.42
FV
24.3% undervalued
intrinsic discount
8.86%
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
Meko
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Warehouse Automation And Efficiency Initiatives Will Strengthen Operations In Scandinavia
Key Takeaways Efficiency improvements and automated warehouses in Scandinavia are expected to boost service levels, optimize inventory, and increase sales and profitability. Strategic moves like integration of Elit Polska and board strengthening indicate focus on market expansion and governance, aiming for enhanced financial performance.
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SEK 143.00
FV
36.2% undervalued
intrinsic discount
1.69%
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
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