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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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PLX
Pluxee
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
M&A Activities And Santander And Cobee Deals Will Expand Reach
Key Takeaways Strategic acquisitions and partnerships are enhancing Pluxee's market reach and product capabilities, driving future revenue growth. Strong commercial execution and geographic resilience support stable revenue and earnings growth amidst macroeconomic volatility.
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€25.48
FV
28.5% undervalued
intrinsic discount
9.84%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
7 days ago
author updated this narrative
Clas Ohlson
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Shift To Multi-Niche Retailing And Husqvarna Partnerships Will Strengthen Future Prospects
Key Takeaways Transitioning to a multi-niche retailer differentiates Clas Ohlson in various market segments, driving sales growth and improving margins. Emphasis on profitable online sales and store expansions supports sustained growth, with strategic partnerships enhancing revenue through a diversified product range.
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SEK 270.98
FV
18.6% overvalued
intrinsic discount
4.25%
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
LexinFintech Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Risk Management And AI Investment Will Boost Efficiency, But Dividend Payout May Affect Cash Flow
Key Takeaways Strategic investments in AI and data innovations aim to enhance efficiency and margins, stabilizing scale and improving revenue quality. A shift to capital-light models and increased dividends may influence cash flow, potentially affecting predictable income streams and short-term shareholder returns.
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US$6.13
FV
15.0% overvalued
intrinsic discount
3.80%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
7 days ago
author updated this narrative
Hammond Power Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Mexico Factory And Emerging Markets Will Expand Capacity
Key Takeaways Expansion in manufacturing capacity, including a new factory in Mexico, poised to boost revenue by meeting rising demand and reducing bottlenecks. Diversification into emerging markets and strategic acquisitions expected to strengthen revenue streams and improve margins.
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CA$139.55
FV
5.4% undervalued
intrinsic discount
7.81%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
7 days ago
author updated this narrative
Atrium Ljungberg
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New Projects In Stockholm And Sickla Will Build Resilient Portfolio
Key Takeaways Strategic metro-linked locations and diversified tenants mitigate risk, stabilize income, and boost occupancy rates, enhancing potential revenue and margins. Significant project completions and future developments in high-demand areas drive rental income growth and elevate property valuations.
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SEK 31.97
FV
3.9% overvalued
intrinsic discount
-6.44%
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
Savills
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Entering India And Southeast Asia Will Secure Future Success In Consultancy And Property Management
Key Takeaways Strategic focus on high-margin businesses like consultancy and property management is expected to bolster net margins and earnings stability. Expansion into fast-growing markets and investment in growth sectors is expected to drive revenue and margin improvements.
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UK£11.53
FV
16.1% undervalued
intrinsic discount
4.63%
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
7 days ago
author updated this narrative
Helix Energy Solutions Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Brazil And West Africa Contracts Will Strengthen Global Operations
Key Takeaways International operations expansion and high-rate contracts in Brazil and Gulf of Mexico support revenue growth and stable future earnings. Strong contract backlog and strategic cost efficiency measures enhance financial security and potential for improved margins.
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US$11.81
FV
44.7% undervalued
intrinsic discount
5.13%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
JK Tyre & Industries
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Focusing On PCR And TBR Segments Will Meet Rising Demand And Improve Capacity Utilization
Key Takeaways Strategic expansions in premium products and advanced markets are expected to enhance revenues and net margins. Sustainability initiatives and optimized operations could reduce costs, boosting long-term profitability.
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₹369.14
FV
4.2% undervalued
intrinsic discount
6.69%
Revenue growth p.a.
Set Fair Value
0
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
Kier Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Record GBP 11 Billion Order Book And Infrastructure Investments Will Drive Future Expansion
Key Takeaways Kier's focus on infrastructure and strategic investments in key sectors will drive volume and enhance future revenue and profit growth. Strong cash flow supports shareholder value through a share buyback, dividend policy, and investments in sustainable initiatives.
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UK£2.29
FV
12.8% undervalued
intrinsic discount
4.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
7 days ago
author updated this narrative
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