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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
37
users have followed this narrative
8 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
35
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
4.3% 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
8 days ago
author updated this narrative
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National Bank of KuwaitK.P
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Kuwaiti Investments And Digital Technology Will Shape Banking
Key Takeaways Increased public investment and major projects in Kuwait are expected to boost NBK's loan growth and revenue. Digital innovation and international expansion are projected to improve operational efficiency, stabilize returns, and diversify NBK's revenue streams.
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د.ك0.99
FV
3.8% overvalued
intrinsic discount
8.61%
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
5 days ago
author updated this narrative
Rumo
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Debt And Rail Will Erode Margins But Recovery Will Follow
Key Takeaways Exposure to volatile commodity cycles, weather, and concentrated corridors limits revenue stability and increases risk to net margins and cash flows. High capital spending and debt, along with competitive transport pressures, threaten expected efficiency gains and long-term volume growth.
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R$19.50
FV
14.5% undervalued
intrinsic discount
4.79%
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
5 days ago
author updated this narrative
DLF
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Downtown Gurgaon Phase 2 And Dahlias Project Will Boost Future Prospects
Key Takeaways Launch of high-value projects and strong luxury real estate demand are expected to boost rental income and revenue. Efforts in reducing vacancy rates and focus on sustainability could improve margins and cash flow.
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₹940.05
FV
16.3% undervalued
intrinsic discount
21.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
5 days ago
author updated this narrative
Currys
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Transformation And Omnichannel Evolution Will Shape Consumer Habits
Key Takeaways Expansion into recurring services and adjacent categories positions Currys for accelerated margin growth and access to significantly higher revenue opportunities. Strong digital capabilities and leadership in smart technologies enhance customer loyalty, supporting resilient earnings and structural outperformance over traditional retailers.
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UK£1.80
FV
36.1% undervalued
intrinsic discount
3.47%
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
5 days ago
author updated this narrative
Motilal Oswal Financial Services
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Digital Competition And High Compliance Costs Will Stifle Future Margins
Key Takeaways Rising competition from digital and low-cost brokers, along with a shift toward passive investments, is pressuring client growth, fees, and margin sustainability. Increased regulatory scrutiny and reliance on volatile equity markets are heightening compliance costs, operational risk, and earnings volatility.
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₹763.00
FV
15.7% overvalued
intrinsic discount
17.64%
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
5 days ago
author updated this narrative
Power Mech Projects
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
India's Modernizing Energy Sector Will Expand Secular Opportunities
Key Takeaways Strong project pipeline, execution strength, and sector tailwinds position Power Mech for significant outperformance in revenue, earnings, and margins relative to current expectations. Diversification into new sectors and operational improvements will enhance market share, working capital efficiency, and shareholder returns over the long term.
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₹3.48k
FV
14.2% undervalued
intrinsic discount
27.96%
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
5 days ago
author updated this narrative
Renesas Electronics
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
DDR5 Demand And IoT Initiatives Will Improve Operational Efficiency
Key Takeaways Increasing demand for DDR5 in data centers and AI offers steady growth opportunities, potentially boosting future revenue. Strategic initiatives in IoT and automotive platforms aim to drive long-term revenue growth through new customer adoption and business shifts.
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JP¥2.63k
FV
28.4% undervalued
intrinsic discount
6.87%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
5 days ago
author updated this narrative
Diageo
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
Emerging Middle Class And Wellness Trends Will Favor Premium Spirits Demand
Key Takeaways Accelerating premium brand growth and digital innovation position Diageo for long-term margin expansion and stronger returns through portfolio mix and operating leverage. Emerging market premiumization and health-focused product leadership enhance Diageo's pricing power, volume potential, and strategic advantage with younger consumers.
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UK£28.48
FV
30.6% undervalued
intrinsic discount
5.83%
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
5 days ago
author updated this narrative
TNE
Technology One
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
ANZ Public Sector Reliance And Global Scrutiny Will Constrain Margins
Key Takeaways Strong reliance on government contracts and a shift to SaaS models create revenue risks, while aggressive global and regulatory environments add further complexity and cost pressures. Rising competition from global SaaS giants and niche cloud solutions threatens market share, pricing power, and long-term earnings stability.
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AU$22.37
FV
77.2% overvalued
intrinsic discount
15.15%
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
5 days ago
author updated this narrative
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