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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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Inghams Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Refinancing Will Provide $200 Million For Future Automation Investments
Key Takeaways Successful acquisition and integration of Bostock Brothers in New Zealand drives volume growth and revenue improvements, enhancing future financial prospects. Refinancing of syndicated financing agreement provides financial flexibility for operational investments, boosting potential earnings and margins through cost efficiencies.
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AU$3.58
FV
3.6% undervalued
intrinsic discount
1.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
21
users have followed this narrative
4 days ago
author updated this narrative
Ultimate Products
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
EU Expansion And Amazon Sales Will Boost Future Prospects
Key Takeaways Expansion into European markets and rebranding efforts are set to boost market share, consumer recognition, and positively impact revenue and margins. Investment in automation and online sales strategies aims to enhance productivity, visibility, and sales growth, stabilizing earnings in fluctuating market conditions.
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UK£1.00
FV
39.8% undervalued
intrinsic discount
-3.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
4 days ago
author updated this narrative
S H Kelkar
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Investments In Europe, UK, And USA Will Enhance Product Development And Global Engagement
Key Takeaways Strategic investments in Europe, the UK, and the USA are expected to drive revenue growth and enhance S H Kelkar's market presence. Operational efficiency improvements and inventory reduction efforts should boost cash flows, potentially reducing net debt and bolstering financial stability.
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₹400.00
FV
34.5% undervalued
intrinsic discount
12.99%
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
AirAsia X Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Fleet Expansion And New Routes Could Extend Reach, But Rising Costs May Impact Profitability
Key Takeaways Expanded fleet and routes to new markets aim to increase capacity, enhance revenue, and diversify earnings through broader network and passenger growth. Cost management and expanded ancillary offerings are projected to improve profitability and bolster non-ticket revenue growth.
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RM 2.58
FV
40.7% undervalued
intrinsic discount
9.21%
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
Engineers India
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion Into Green Energy And Middle East Markets Will Strengthen Future Prospects
Key Takeaways Diversification into infrastructure, metallurgy, and green energy sectors could enhance future revenue and margin expansion. International focus, particularly in the Middle East, offers growth in foreign revenue through new consultancy contracts.
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₹249.20
FV
8.0% undervalued
intrinsic discount
17.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
4 days ago
author updated this narrative
Cosmo Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding AI Diagnostics And Drug Platforms Will Navigate Regulatory Challenges
Key Takeaways Strategic expansion in AI-powered diagnostics and proprietary drug delivery platforms positions Cosmo for sustained revenue growth, margin expansion, and competitive differentiation in global healthcare markets. Advances in specialty pharmaceuticals and digital transformation, supported by global partnerships, provide multiple growth drivers, diversified earnings streams, and enhanced operational efficiency.
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CHF 98.97
FV
36.5% undervalued
intrinsic discount
-6.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
4 days ago
author updated this narrative
Ambea
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Employee Satisfaction Efforts Will Reduce Turnover Costs And Improve Brand Trust
Key Takeaways Expansion of care services and strategic acquisitions drive revenue growth, enhance economies of scale, and positively impact net margins. Operational efficiencies in existing operations and strategic investments like share buybacks boost profitability, supporting margin stability and increasing investor interest.
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SEK 131.67
FV
8.9% undervalued
intrinsic discount
7.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
4 days ago
author updated this narrative
Forterra
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Market Recovery Will Boost Demand, Supporting Desford And Wilnecote Expansion Projects
Key Takeaways Project Rebound and completed CapEx projects aim to enhance production capacity and revenue growth, positioning Forterra well for market recovery. Strategic entry into the brick slips market and sustainability efforts like solar power adoption suggest gains in revenue, margins, and operational efficiency.
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UK£2.19
FV
14.9% undervalued
intrinsic discount
8.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Austevoll Seafood
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Advancements In Lerøy And Peru Will Increase Fish Production In 2025
Key Takeaways Improved fishery quotas and production efficiencies across regions are set to boost volumes and potentially enhance revenues and earnings. A robust balance sheet with strong equity and cash reserves enables strategic investments and potential acquisitions for future growth.
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NOK 120.43
FV
20.0% undervalued
intrinsic discount
8.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
4 days ago
author updated this narrative
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