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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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MYR Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Growing Backlog And Market Opportunities Will Drive Future Success
Key Takeaways Strategic agreements and backlog increase indicate potential for long-term revenue growth and stability through consistent project flow. Opportunities from market drivers and core markets could lead to revenue growth and improved net margins through high-value projects.
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US$194.25
FV
3.1% overvalued
intrinsic discount
6.59%
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
4 days ago
author updated this narrative
Ajinomoto
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Emerging Lifestyles And Health Trends Will Elevate Processed Foods Markets
Key Takeaways Accelerated innovation, digital transformation, and targeted emerging market strategies position Ajinomoto to surpass market expectations in both revenue growth and profitability. Leadership in sustainable and health-focused solutions, alongside portfolio optimization, supports robust cash flow and outsized shareholder returns.
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JP¥4.70k
FV
15.4% undervalued
intrinsic discount
6.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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4 days ago
author updated this narrative
Seagate Technology Holdings
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Falling HDD Demand And Hyperscale Client Risk Will Hurt Performance
Key Takeaways Heavy reliance on hard disk drives and major cloud clients exposes Seagate to long-term demand risk and customer concentration issues as storage technology evolves. High R&D spending, supply chain complexity, and rising industry competition threaten profitability and stability amid regulatory and technological disruption.
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US$77.86
FV
93.8% overvalued
intrinsic discount
10.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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4 days ago
author updated this narrative
Harmonic
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Unified DOCSIS 40 And Fiber Expansion Will Yield Global Opportunities
Key Takeaways Harmonic is positioned for growth with upgrades to DOCSIS 4.0, Fiber expansions, and virtualized platform innovations enhancing global reach and revenue prospects. Diversification via new customer acquisitions and strategic financial maneuvers, such as a stock repurchase program, potentially boosts earnings and shareholder value.
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US$10.93
FV
17.6% undervalued
intrinsic discount
1.57%
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
4 days ago
author updated this narrative
SBI Life Insurance
AN
AnalystHighTarget
Consensus Narrative from 33 Analysts
Rising Middle Class And Digitalization Will Expand Insurance Adoption
Key Takeaways Product mix shift, agency acceleration, and digital adoption are driving superior margin and profit growth, positioning SBI Life ahead of market expectations. Strong bancassurance network, technology investments, and rising insurance adoption uniquely position SBI Life for sustained compound premium growth and long-term market share gains.
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₹2.50k
FV
26.7% undervalued
intrinsic discount
19.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Diebold Nixdorf
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
AI Integration And Self-Service Offerings Will Improve Customer Experience
Key Takeaways Expansion in emerging markets and securing contracts in Asia Pacific and Brazil aims to increase market share and drive revenue growth. Lean operations and AI-driven retail initiatives are expected to boost margins, efficiency, and provide higher-value solutions to enhance earnings.
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US$72.33
FV
20.4% undervalued
intrinsic discount
2.76%
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
4 days ago
author updated this narrative
Fox Factory Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Partnerships With BMW, Ducati, And Triumph Will Expand Powersports Market Reach
Key Takeaways Cost reduction and operational efficiency efforts are expected to improve profitability and enhance free cash flow. New partnerships, innovative products, and market expansions are anticipated to drive revenue growth and offset other area declines.
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US$30.00
FV
0.6% overvalued
intrinsic discount
4.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
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4 days ago
author updated this narrative
Costamare
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Chartering 12 Containerships Will Secure Strong Future Revenue Potential
Key Takeaways Costamare's forward charters and fleet upgrades position it for strong revenue growth and operational efficiency improvements. Adequate liquidity and Neptune Maritime's investment pipeline support potential strategic acquisitions and diversified growth opportunities.
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US$9.90
FV
2.7% undervalued
intrinsic discount
-37.52%
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
4 days ago
author updated this narrative
La-Z-Boy
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Century Vision Strategy Will Expand Brand And Network For Sustainable Success
Key Takeaways La-Z-Boy's strategic growth initiatives focus on retail expansion and supply chain improvements for sustainable revenue increases and gross margin expansion. The company's robust financial position enables capital return to shareholders, potentially boosting EPS through share buybacks and dividends.
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US$46.00
FV
16.5% undervalued
intrinsic discount
2.94%
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
4 days ago
author updated this narrative
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