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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
10
users have followed this narrative
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Xero
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
AI Features And US Expansion Will Improve User Satisfaction And Retention
Key Takeaways Expanded service features and strategic acquisitions aim to boost revenue through enhanced user satisfaction and retention. Disciplined capital allocation and U.S. payroll expansion could improve efficiency and earnings growth.
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AU$200.64
FV
11.2% undervalued
intrinsic discount
18.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
72
users have followed this narrative
4 days ago
author updated this narrative
NEXT
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
International Expansion And Technology Investments Will Create Future Value
Key Takeaways Expanding international business through strategic marketing and modernized operations aims to increase revenue growth and resilience against inflationary pressures. Investments in technology and AI-driven efficiencies intend to reduce costs, improve margins, and enhance earnings through diversified revenue streams and strategic acquisitions.
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UK£127.26
FV
4.2% undervalued
intrinsic discount
5.35%
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
4 days ago
author updated this narrative
Cipla
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
Investments And Launches Of Generic Advair Will Expand US Market Presence
Key Takeaways Strategic investments and a diversified product portfolio position Cipla for sustained growth in the U.S., EMEU, and One Africa markets. Focus on launching high-value assets and digital health initiatives could increase revenue and profit margins in North America and India.
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₹1.64k
FV
6.7% undervalued
intrinsic discount
8.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
4 days ago
author updated this narrative
GAIL (India)
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Pipeline Projects And CGD Expansion Will Broaden Operations, But Margin Volatility May Persist
Key Takeaways Pipeline project completions and city gas distribution expansion could boost gas transmission volumes, revenue growth, and market share. Long-term LNG contracts and operational expansions could stabilize procurement costs and enhance profitability in petrochemicals.
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₹215.16
FV
14.7% undervalued
intrinsic discount
3.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
4 days ago
author updated this narrative
Carlsberg
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Accelerate SAIL Strategy And Britvic Acquisition Will Strengthen Future Market Position
Key Takeaways Strategic acquisitions and market entries are poised to drive long-term growth, supporting revenue and market expansion. Efficiency improvements and gross margin recovery are expected to enhance net margins and operating profit growth.
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DKK 979.29
FV
10.1% undervalued
intrinsic discount
9.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
4 days ago
author updated this narrative
Coles Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Expansion And Cost Optimization Will Strengthen Future Operations
Key Takeaways Expansion of e-commerce and digital enhancements is expected to boost customer experience, online sales growth, and revenue. Strategic cost-saving initiatives and infrastructure investments aim to enhance efficiency, reduce expenses, and improve net margins and earnings.
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AU$21.49
FV
5.9% undervalued
intrinsic discount
2.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
4 days ago
author updated this narrative
GODR
Godrej Consumer Products
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
Household Insecticides Recovery And International Growth Will Drive Future Success
Key Takeaways Strategic investments in advertising and rural initiatives indicate a focus on long-term revenue growth, despite short-term profitability pressures. Growing market share in household insecticides and international expansion in Indonesia and Latin America are expected to diversify and boost earnings.
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₹1.37k
FV
10.9% undervalued
intrinsic discount
9.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
Bank of Baroda
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Digital Initiatives And Asset Quality Improvements Will Improve Future Efficiency
Key Takeaways Strategic shift towards high-margin segments like retail and MSME lending could enhance net margins and reduce risk. Emphasis on digitalization and improved asset quality may increase operational efficiency and boost future earnings.
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₹262.81
FV
7.4% undervalued
intrinsic discount
6.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
4 days ago
author updated this narrative
UPM-Kymmene Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Raflatac, Uruguay Operations And UK M&A Will Unlock Global Markets
Key Takeaways UPM's strategic expansion in advanced materials and biochemicals promises long-term growth through increased demand and new market entry. Operational efficiency and strategic closures aim to reduce costs and enhance margins in a challenging market environment.
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€28.30
FV
13.4% undervalued
intrinsic discount
3.10%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
4 days ago
author updated this narrative
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