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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
36
users have followed this narrative
7 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
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
7 days ago
author updated this narrative
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EMBL
Embla Medical hf
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Portfolio Expansion And Reimbursement Coverage Will Strengthen Medtech Future
Key Takeaways Product innovation, strategic acquisitions, and expanded reimbursement coverage position Embla Medical for long-term revenue growth and increased market share in advanced medical devices. Efficiency improvements, operating leverage, and rebranding are expected to enhance margins, earnings growth, and profitability despite near-term external challenges.
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DKK 34.28
FV
6.1% undervalued
intrinsic discount
9.04%
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
Air New Zealand
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Trials For Onboard Wi-Fi And Fleet Upgrades Will Improve Customer Experience
Key Takeaways Strategic initiatives in digital enhancements, aircraft retrofitting, and infrastructure investments aim to boost revenue, improve margins, and enhance operational reliability. Confidence in long-term profitability is demonstrated by a buyback program, indicating potential undervaluation and shareholder value enhancement.
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NZ$0.71
FV
18.8% undervalued
intrinsic discount
3.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
4 days ago
author updated this narrative
Ströer SE KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Out-of-Home Advertising And Data Integration Will Expand Market Reach
Key Takeaways Strategic focus on leveraging existing infrastructure and digital advancements is boosting margins and free cash flow through reduced capital expenditure. Strong positioning in the German advertising market and growing DOOH segment drive revenue growth and potential margin improvements.
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€69.39
FV
31.2% undervalued
intrinsic discount
6.88%
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
Advance Residence Investment
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Property Reinvestments And Unit Remodels Will Secure Future Market Strength
Key Takeaways Remodeling investments and rising urban demand could enhance profitability, margins, and long-term earnings through improved rent rates and revenue growth potential. Strategic financial management, property reinvestment, and investor base expansion are designed to enhance liquidity, capital efficiency, and earnings stability.
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JP¥161.28k
FV
3.8% undervalued
intrinsic discount
0.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Acadian Timber
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Renewable Energy And Real Estate Expansion May Help Amid Declining Timber Prices, But Production Challenges Loom
Key Takeaways Expansion into real estate and renewable energy sectors could enhance revenue and earnings growth through new revenue streams. Establishing internal harvesting operations in Maine may boost operational efficiency and positively impact net margins and earnings.
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CA$19.50
FV
6.3% undervalued
intrinsic discount
-0.48%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 days ago
author updated this narrative
Lassonde Industries
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US Build-Back Plan And Specialty Food Investments Will Upgrade Capacity
Key Takeaways Strategic investments and acquisitions aim to diversify and grow the U.S. market, enhancing production capabilities and potential revenue streams. Efforts to expand foodservice and implement new packaging technology indicate plans for increased market reach and improved efficiency.
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CA$252.75
FV
15.7% 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
8
users have followed this narrative
4 days ago
author updated this narrative
PARK24
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Mobility Business And Technology Investments Will Improve Future Operational Efficiency
Key Takeaways Strategic international expansion and technology investments likely boost revenue and net margins while restructuring enhances profitability abroad. Financial stability efforts expected to support sustainable growth and improve earnings per share in the future.
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JP¥2.69k
FV
29.8% undervalued
intrinsic discount
7.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
HCL Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 44 Analysts
Robust Bookings And AI Collaboration Will Shape Future Markets
Key Takeaways Strategic moves in AI and public sector markets signal potential for revenue expansion and operational efficiency improvements. Software segment growth driven by consolidation and emerging market expansion supports overall revenue enhancement.
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₹1.70k
FV
12.2% undervalued
intrinsic discount
7.10%
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
Standard Chartered
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Fit For Growth Program Will Improve Efficiencies And Margins By 2026
Key Takeaways Strategic partnerships in infrastructure and renewable energy position Standard Chartered to benefit from global sustainability trends, potentially boosting revenue and enhancing earnings. Investment focus on affluent client segments in Wealth and Retail Banking is targeted for substantial income growth, positively influencing overall earnings.
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UK£12.66
FV
6.4% overvalued
intrinsic discount
4.87%
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
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