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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
users have followed this narrative
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
9
users have followed this narrative
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Bid
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expansion In South America, Europe, And Asia Will Drive Future Profitability
Key Takeaways Strategic acquisitions and expansion across continents position Bidcorp for revenue growth and improved profitability through diversified revenue streams. Focus on cost management and ESG initiatives aims to improve margins and boost bottom-line earnings despite external pressures.
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R500.73
FV
11.8% undervalued
intrinsic discount
6.92%
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
3 days ago
author updated this narrative
CTS Eventim KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
See Tickets And France Billet Will Strengthen International Markets
Key Takeaways Acquisitions and expansion into international markets are set to strengthen market position and enhance revenue and EBITDA growth. Focus on profitable venues and higher ticket pricing strategies boosts margins and supports improved net earnings.
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€114.42
FV
10.9% undervalued
intrinsic discount
6.52%
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
3 days ago
author updated this narrative
Bossard Holding
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
US And EU Tariffs Alongside ESG Costs Will Crush Margins
Key Takeaways Advances in automation, digitalization, and direct e-commerce threaten Bossard's role as a distributor, eroding pricing power and long-term revenue potential. Elevated debt levels, cyclical market exposure, and rising expenses from ESG compliance increase financial vulnerability and constrain future growth opportunities.
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CHF 160.00
FV
10.6% overvalued
intrinsic discount
4.01%
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
3 days ago
author updated this narrative
Swiss Prime Site
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Sustainable Real Estate Projects Like Jelmoli Expected To Drive Future Success
Key Takeaways Strategic shift to real estate enhances profitability and future growth, leveraging operational efficiency and asset optimizations. Focus on sustainability and expected interest rate cuts to attract investors and boost earnings, with a strong development pipeline supporting revenue growth.
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CHF 114.08
FV
1.5% undervalued
intrinsic discount
-1.98%
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
3 days ago
author updated this narrative
Mapfre
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Improved Underwriting In Iberia And LATAM Will Drive Success
Key Takeaways Strategic improvements in core regions and technical management enhancements could boost net margins and profitability. Growth in LATAM and RE divisions with underwriting discipline promises sustainable revenue and earnings, despite currency and claim volatility.
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€3.25
FV
5.5% overvalued
intrinsic discount
1.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
3 days ago
author updated this narrative
Yageo
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Global Positioning In AI And EV Markets Will Strengthen Future Prospects
Key Takeaways Yageo's strategic positioning in AI server components and the EV market could drive future revenue growth and diversification. Global production sites and operational efficiency improvements support revenue consistency and enhanced net margins amidst geopolitical risks.
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NT$604.08
FV
12.3% undervalued
intrinsic discount
7.67%
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
3 days ago
author updated this narrative
IMCD
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Global IT And Asset-Light Model Will Secure Operational Resilience
Key Takeaways The asset-light model and global IT systems bolster resilience and margins, ensuring operational agility amidst economic uncertainties. Strong organic growth in the Americas showcases effective business integration, while digital investments and M&A activity promise further revenue and margin improvements.
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€153.93
FV
26.0% undervalued
intrinsic discount
5.33%
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
3 days ago
author updated this narrative
Prestige Estates Projects
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
INR 30,000 Crore Project Launches Across Major Cities Will Drive Future Sales Momentum
Key Takeaways Strategic residential and commercial project launches and pre-leasing activities across key geographies are set to drive future revenue and enhance cash flows. Geographical diversity in sales and a strong project pipeline indicate stability and potential growth in revenue and long-term profitability despite temporary regulatory delays.
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₹1.79k
FV
6.6% undervalued
intrinsic discount
32.64%
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
3 days ago
author updated this narrative
CapitaLand Ascendas REIT
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Acquisitions Of Summerville And DHL Centers Will Diversify Portfolio Amid Vacancy Risks
Key Takeaways Strategic acquisitions and redevelopments aim to boost revenue and enhance property values through logistics centers and asset enhancement initiatives. Positive rental reversions and strong financial health support income growth and provide flexibility for strategic expansions.
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S$3.07
FV
9.0% undervalued
intrinsic discount
2.54%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
3 days ago
author updated this narrative
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