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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
13
users have liked this narrative
0
users have commented on this narrative
28
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
50.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
11 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
2.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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Acciona
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Record-low Prices And Rising Risks Will Depress Margins
Key Takeaways Prolonged revenue and margin pressures are expected due to structurally weaker power prices, rising costs, and intensifying global competition in renewables. Geopolitical risks, regulatory volatility, and execution challenges in international markets may undermine earnings stability and hinder future capacity expansion.
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€95.00
FV
81.4% overvalued
intrinsic discount
-2.64%
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
2 days ago
author updated this narrative
Nexi
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Crypto Adoption And Fintech Rivalry Will Erode Market Value
Key Takeaways Structural shifts toward digital currencies and fintech competition threaten Nexi's business model, potentially shrinking market share and suppressing long-term revenue growth. Regulatory pressures, operational integration risks, and regional economic exposure constrain efficiency and limit Nexi's ability to drive profitable expansion.
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€4.10
FV
30.5% overvalued
intrinsic discount
-17.61%
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
2 days ago
author updated this narrative
EL.En
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Accelerating Laser Adoption Will Spur Expansion Despite Tariff Risks
Key Takeaways Margin expansion and accelerated profit growth expected as operational streamlining and discontinued operations boost earnings, outpacing analyst expectations. Market leadership in innovative medical lasers, along with vertical integration and emerging market growth, positions the company for sustained, above-market revenue gains.
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€14.70
FV
16.3% undervalued
intrinsic discount
6.30%
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
2 days ago
author updated this narrative
Cyient
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
Digital Transformation And Smart Infrastructure Will Fuel Secular Expansion
Key Takeaways Strong positioning in high-growth, less cyclical sectors and strategic partnerships drives sustained margin expansion and revenue predictability. Robust financials and targeted M&A focus enable market share consolidation and accelerated long-term profitability.
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₹1.90k
FV
34.6% undervalued
intrinsic discount
12.01%
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
2 days ago
author updated this narrative
V2X
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Heightened National Security And Digital Modernization Will Expand Market Potential
Key Takeaways Shifting to higher-margin contracts and new programs is expected to drive stronger-than-anticipated profitability and long-term earnings growth. Expanded partnerships, international market entry, and advanced integration position V2X for accelerated revenue growth and greater share in modernization-driven defense contracts.
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US$80.00
FV
39.4% undervalued
intrinsic discount
5.84%
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
2 days ago
author updated this narrative
Implenia
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Urbanization And Green Mandates Will Drive European Infrastructure Modernization
Key Takeaways Unique positioning in major European infrastructure and expertise in sustainable construction set the stage for strong, resilient long-term revenue and margin growth. Strategic division integration and digitalization boost efficiency, create strong client synergies, and open pathways for superior, sustained earnings expansion.
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CHF 61.00
FV
12.5% undervalued
intrinsic discount
2.71%
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
2 days ago
author updated this narrative
One97 Communications
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Rising Regulation And Intense Competition Will Squeeze Digital Margins
Key Takeaways Rising regulatory demands and mounting competition are expected to constrain profitability, suppress growth, and heighten operational challenges for Paytm. Industry fee compression and technology shifts threaten major revenue streams, increasing future financial volatility and undermining long-term business stability.
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₹705.00
FV
51.5% overvalued
intrinsic discount
19.20%
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
2 days ago
author updated this narrative
Kajaria Ceramics
AN
AnalystHighTarget
Consensus Narrative from 27 Analysts
India's Urbanization And Housing Push Will Fuel Premium Tile Demand
Key Takeaways Aggressive market expansion, cost optimization, and a premium product push position Kajaria for outperformance in revenue growth and sustained margin improvement. Diversification into adhesives and bathware is set to create new profit streams, supporting long-term earnings resilience and growth.
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₹1.60k
FV
27.0% undervalued
intrinsic discount
13.81%
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
2 days ago
author updated this narrative
TELUS
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Strong Customer Growth And Diversification Will Drive Future Success
Key Takeaways Strong customer growth in mobility and fixed services, coupled with low churn, suggests positive future revenue and earnings growth. Diversification through health and agriculture sectors, alongside strategic investments and cost efficiencies, supports margin expansion and long-term profitable growth.
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CA$23.34
FV
3.2% undervalued
intrinsic discount
3.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
124
users have followed this narrative
2 days ago
author updated this narrative
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