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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
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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
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
9
users have followed this narrative
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STV Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
International Expansion And Acquisitions Like Hello Halo Will Strengthen Future Prospects
Key Takeaways Diversification in broadcast, streaming, and production enhances growth potential despite challenging conditions, with notable success in expanding revenue from returning series and new commissions. Focused international expansion and digital strategy, including acquisitions and increased streaming revenue, underpin projected earnings and net margin improvements.
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UK£2.97
FV
35.8% undervalued
intrinsic discount
8.77%
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
3 days ago
author updated this narrative
Great Eastern Shipping
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Falling Shipping Asset Prices Will Create Opportunities Amid Market Oversupply Risk
Key Takeaways GE Shipping's strong cash position enables timely acquisitions of undervalued assets, enhancing future growth and earnings potential. Strategic purchasing of discounted ships and in-chartering positions the company to capitalize on future market upswings, boosting long-term profitability.
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₹1.36k
FV
29.5% undervalued
intrinsic discount
2.29%
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
3 days ago
author updated this narrative
SMU
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
E-commerce Expansion And New Stores Will Strengthen Future Performance
Key Takeaways SMU's focus on expansion and digital growth aims to increase revenue and improve profit margins with new stores and rising e-commerce penetration. Efficiency improvements and cost-saving initiatives, including energy cost reductions, are designed to enhance net margins and boost long-term earnings.
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CL$211.67
FV
25.8% undervalued
intrinsic discount
6.17%
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
3 days ago
author updated this narrative
Orient Electric
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Premium Product Investments Will Transform Lighting And Switchgear Segments
Key Takeaways Investment in premium product lines and expanding lighting and switchgear segments will drive revenue and market share gains. Operational excellence and enhanced DTM sales boost margins and profitability, with manufacturing efficiency likely improving from Hyderabad facility operations.
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₹276.85
FV
19.6% undervalued
intrinsic discount
11.05%
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
3 days ago
author updated this narrative
AKVA group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Nautilus Technology And AI Integration Will Improve Sustainability In Aquaculture
Key Takeaways Innovations in sea-based and post-smolt technology are expected to drive revenue and efficiency through reduced mortality and enhanced production. Strategic expansion in land-based systems and digital segment synergy integration positions AKVA for enhanced revenue and market reach.
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NOK 100.67
FV
10.8% undervalued
intrinsic discount
12.12%
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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3 days ago
author updated this narrative
MIXI
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Chiba Jets' New Arena And Monster Strike Collaborations May Improve Future Prospects Despite Challenges
Key Takeaways International expansion and strategic collaborations are expected to drive revenue growth, enhancing profitability in the Sports and Digital Entertainment segments. Investments in product improvements and user acquisition are anticipated to boost future revenue, despite short-term EBITDA declines.
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JP¥2.80k
FV
24.3% overvalued
intrinsic discount
2.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
AMAG Austria Metall
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Low-Carbon Aluminum Demand Will Drive Market Transformation
Key Takeaways High recycling capabilities and flexible production position AMAG to capitalize on global sustainability trends and shifting regional demand, supporting premium pricing and market resilience. Investments in specialty alloys, automation, and operational efficiency enhance cost structure and earnings potential amid rising demand from transportation and industrial end markets.
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€25.60
FV
6.3% undervalued
intrinsic discount
-1.00%
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
3 days ago
author updated this narrative
Shoppers Stop
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Premiumization And Omnichannel Investments Will Expand Retail Opportunities
Key Takeaways Premiumization, private labels, and exclusive brands are boosting margins and attracting a younger, more aspirational customer base. Omni-channel investments and geographic expansion are broadening market reach and supporting sustained sales growth.
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₹603.89
FV
12.0% undervalued
intrinsic discount
8.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
Raubex Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Diversified International Projects Will Leverage Cross-Border Opportunities In Africa And Australia
Key Takeaways Increased government spending and renewable energy projects in South Africa could enhance contract revenues and operating profits for Raubex. International projects in Australia and Africa, along with restructuring, support steady revenue growth and improved operating efficiencies.
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R66.00
FV
29.5% undervalued
intrinsic discount
7.13%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
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