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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
16
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
8 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
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
35
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
4.3% 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
8 days ago
author updated this narrative
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Megaport
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Expanding Network Capacity And Launching AI And Financial Services Exchanges Will Drive Future Growth
Key Takeaways Strategic expansions in network and product offerings, including increased data center locations, enhance revenue potential and market presence globally. Investments in customer success and new services target higher revenue retention and strong positioning in high-demand sectors.
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AU$12.07
FV
21.4% overvalued
intrinsic discount
14.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
19 days ago
author updated this narrative
Guaranty Trust Holding
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
HabariPay And East Africa Expansion Will Bring Opportunities And Risks
Key Takeaways Strategic capital raising and regional expansion initiatives are poised to enhance earnings growth through investment and market penetration. A diversified earnings base and improved loan portfolio offer stability and potential for enhanced profitability.
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₦70.58
FV
33.3% overvalued
intrinsic discount
10.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
19 days ago
author updated this narrative
Leonteq
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Despite Margin Pressures And Competition, Diversification May Improve Future Prospects
Key Takeaways Diversification into new business areas like crypto assets and pension savings could drive revenue growth but may require significant initial investment impacting net earnings. New regulatory frameworks could increase compliance costs, impacting margins, while transitioning high-risk offerings might reduce top-line revenue growth.
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CHF 17.00
FV
7.5% overvalued
intrinsic discount
12.60%
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
19 days ago
author updated this narrative
Fibra MtyP.I. de
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Refocusing On Industrial Assets Will Streamline Operations But Market Risks Persist
Key Takeaways Strategic industrial investments and divestment of office assets aim to enhance revenue, streamline operations, and improve net margins with focus on high-yield properties. Efforts to enhance market liquidity and refinancing plans are expected to raise share prices, improve earnings per share, and optimize financial performance.
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Mex$14.13
FV
3.2% undervalued
intrinsic discount
8.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
19 days ago
author updated this narrative
Jardine Cycle & Carriage
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Strengthened Balance Sheet Will Enable Investments In Renewable Energy And Infrastructure
Key Takeaways Strategic divestment and increased renewable energy investments are expected to strengthen JC&C's balance sheet and boost future earnings growth. Expansion in Vietnam and Indonesian market initiatives aim to enhance revenue, diversify income streams, and improve net margins.
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S$24.56
FV
11.6% overvalued
intrinsic discount
1.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
19 days ago
author updated this narrative
Deterra Royalties
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expansions At MAC And Thacker Pass May Shape Future Prospects Amid Analyst Skepticism
Key Takeaways Expansion at Mining Area C and Thacker Pass promises potential revenue growth through increased production and supportive lithium royalty frameworks. Commencement of material processing at La Preciosa and gold offtake performance could enhance earnings with new and stable revenue streams.
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AU$4.21
FV
2.0% undervalued
intrinsic discount
-0.70%
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
19 days ago
author updated this narrative
Signify
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
China Home Demand And Cost Cuts Will Secure Supply Chains
Key Takeaways Growth in connected home offerings, especially in China, could boost revenue through high-margin products and increased adoption. Strategic sourcing diversification and tariff mitigation may stabilize costs and support net margins, enhancing shareholder value.
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€24.54
FV
17.9% undervalued
intrinsic discount
-0.61%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
19 days ago
author updated this narrative
CarTrade Tech
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Increasing User Engagement On CarWale And BikeWale Will Drive Future Revenue Opportunities
Key Takeaways Strategic expansion and increased platform engagement indicate strong potential for sustained revenue growth, enhanced market presence, and improved profitability across sectors. Robust financial position supports future growth, strategic investments, and potential shareholder returns, enhancing financial health and profitability prospects.
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₹1.72k
FV
20.0% overvalued
intrinsic discount
17.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
19 days ago
author updated this narrative
Ahluwalia Contracts (India)
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Starting The Gems And Jewellery Park Project And AI Investments Will Improve Future Operational Efficiency
Key Takeaways A robust order book and strategic balance between private and government projects ensure steady revenue and support growth. Ongoing digital transformation and AI investments improve efficiency, reduce costs, and potentially enhance net margins.
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₹936.67
FV
7.4% overvalued
intrinsic discount
17.32%
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
19 days ago
author updated this narrative
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