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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
12
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0
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27
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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
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Boku
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Regulatory Burdens In Europe And India Will Undermine Payment Models
Key Takeaways Greater adoption of real-time payment systems and global regulatory pressures threaten Boku's traditional aggregator model, impacting transaction volumes and data-driven revenue streams. Dependence on major merchants and increasing competition from large payment ecosystems introduce volatility and limited scalability, raising risks to earnings stability and future growth.
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UK£1.68
FV
34.3% overvalued
intrinsic discount
21.58%
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
Melrose Industries
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Investments In Engines Capability And Additive Fabrication Will Drive Future Success
Key Takeaways Strategic restructuring and business realignment aim to boost margins and cash flow, driving strong earnings and profitability growth. Investments in aftermarket capabilities and new technologies focus on enhancing operational efficiency and supporting substantial revenue and EPS expansion.
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UK£6.47
FV
20.6% undervalued
intrinsic discount
6.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
2 days ago
author updated this narrative
China Mengniu Dairy
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Expanding Into Southeast Asia With Aice Will Strengthen Dairy Operations
Key Takeaways Digitization and fine management aim to optimize dairy supply-demand, boosting operational efficiency and future net margins. Expansion into Southeast Asia and product innovation could drive revenue growth through capturing higher-value segments.
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HK$23.92
FV
28.8% undervalued
intrinsic discount
2.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
2 days ago
author updated this narrative
Evonik Industries
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Tailor Made Program And Hedged Energy Costs Will Strengthen Future Prospects
Key Takeaways Strong earnings growth and free cash flow support a positive revenue outlook, aided by cost-saving measures. Strategic investments in growth areas and favorable market conditions are expected to boost revenue and competitiveness.
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€21.23
FV
15.1% undervalued
intrinsic discount
0.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
2 days ago
author updated this narrative
ASX
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
CHESS Modernization And Energy Market Expansion Will Boost Future Operations
Key Takeaways ASX's technology modernization projects and transitional energy expansion could enhance operational efficiency and tap into growing markets for long-term revenue growth. Investments in Horizon 2 initiatives and new data services aim to diversify revenue streams, supporting sustainable earnings growth and meeting customer demands.
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AU$69.40
FV
0.6% overvalued
intrinsic discount
-9.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
2 days ago
author updated this narrative
Mahanagar Gas
AN
AnalystLowTarget
Consensus Narrative from 29 Analysts
Rapid Electrification Will Erode Conventional Gas Dominance
Key Takeaways Structural declines in transportation revenues and margin pressures loom due to electrification, regulatory shifts, and weakening natural gas demand. Asset expansion risks outpacing demand, reducing capital returns amid price competition, margin compression, and rising input cost volatility.
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₹1.17k
FV
17.9% overvalued
intrinsic discount
1.30%
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
AB SKF
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Automation And Digitalization Will Improve Manufacturing Efficiency And Sustainability
Key Takeaways Strategic focus on industrial automation, digitalization, and sustainability positions SKF for improved operational efficiency and higher-margin, stable revenue streams. Exiting the automotive segment enables better capital allocation and reduces exposure to volatile markets, supporting higher earnings quality.
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SEK 243.50
FV
2.8% undervalued
intrinsic discount
1.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
2 days ago
author updated this narrative
Falabella
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Retail And E-commerce Developments May Mitigate Future Financial Services Risks
Key Takeaways Falabella's growth in retail and e-commerce bolsters revenue expectations, while banking improvements enhance earnings through better risk management. Strategic cost containment and reduced leverage improve financial stability, supporting future earnings growth and operational efficiency.
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CL$4.26k
FV
11.3% overvalued
intrinsic discount
5.38%
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
2 days ago
author updated this narrative
Kalyan Jewellers India
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
170 New Showrooms And Digital Marketing Will Expand Future Market Reach
Key Takeaways Planned showroom expansion and digital marketing strategies are expected to boost revenue growth and enhance brand visibility in new markets. Improved operational efficiency, debt reduction, and a balanced store mix strategy may positively impact net margins and future profitability.
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₹665.50
FV
10.7% undervalued
intrinsic discount
24.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
31
users have followed this narrative
2 days ago
author updated this narrative
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