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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
35
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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
10
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MTU Aero Engines
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Rising Air Travel And Sustainable Propulsion Will Expand Aerospace Markets
Key Takeaways Accelerated aftermarket and MRO growth, global expansion, and digitalization strategies are set to boost recurring high-margin revenues, exceeding current market expectations. Leadership in sustainable propulsion and diversified partnerships position MTU to capture premium demand as airlines renew fleets with greener technology, supporting resilient long-term growth.
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€450.00
FV
20.3% undervalued
intrinsic discount
13.12%
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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4 days ago
author updated this narrative
Blue Bird
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Clean School Bus Program And New Products Will Transform Future Prospects
Key Takeaways Investment in manufacturing and new products is set to improve efficiency and expand revenue, enhancing overall profitability. Strategic financial actions like share buybacks and debt reduction aim to bolster shareholder value and financial stability.
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US$51.57
FV
10.7% undervalued
intrinsic discount
7.53%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
40
users have followed this narrative
4 days ago
author updated this narrative
LG Chem
AN
AnalystHighTarget
Consensus Narrative from 27 Analysts
Tesla And GM Will Spark Global Demand For Battery Materials
Key Takeaways Accelerated restructuring and divestment from commoditized segments could rapidly expand margins and boost earnings as market conditions improve. Leadership in next-gen materials and battery technology positions LG Chem for strong growth, supported by sustainability trends and operational excellence.
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₩416.45k
FV
26.3% undervalued
intrinsic discount
15.07%
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
BT Group
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
FTTP Expansion And Digital Adoption Will Fuel Secular Progress
Key Takeaways Accelerated fiber rollout, digital infrastructure leadership, and advanced service innovation position BT for outsized revenue, ARPU, and long-term topline growth ahead of market expectations. Aggressive cost transformation, infrastructure monetization, and industry consolidation drive significant margin expansion, free cash flow growth, and enhanced shareholder returns.
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UK£2.99
FV
25.5% undervalued
intrinsic discount
0.59%
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
United Microelectronics
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
Edge Computing And IoT Trends Will Sustain Mature Semiconductor Demand
Key Takeaways Geopolitical stability and technological focus drive higher utilization, pricing power, and margin expansion, positioning the company favorably compared to competitors. Expanding specialty product mix and advanced packaging create new revenue streams and strengthen long-term earnings visibility, supported by strong multinational customer demand.
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NT$60.00
FV
27.5% undervalued
intrinsic discount
12.45%
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
National Bank Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Banking Integration And Cost Cuts Will Shape Future Markets
Key Takeaways The company's digital platform innovation and regional growth strategy are expected to boost high-margin fee income, customer expansion, and sustainable revenue streams. Focus on commercial banking, disciplined risk management, and ongoing cost reductions should drive resilient profitability, earnings stability, and long-term margin improvement.
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US$41.25
FV
4.8% undervalued
intrinsic discount
11.49%
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
Alfa Laval
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Decarbonization And Water Treatment Trends Will Unlock Broader Industry Opportunities
Key Takeaways Expanding in LNG, hydrogen, and decarbonization, as well as leveraging digital services, sets Alfa Laval for sustained, superior margin and revenue growth beyond current market expectations. Strong positioning in clean water infrastructure and regulatory-driven equipment upgrades underpin multi-year earnings outperformance and increasing stability in cash flows.
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SEK 530.00
FV
20.1% undervalued
intrinsic discount
7.81%
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
Vistra
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Rising DER Deployment And Regulatory Risks Will Erode Future Prospects
Key Takeaways Scaling renewables faces significant execution and regulatory risks, threatening growth, margins, and stability if projects are delayed or costs and hurdles increase. Exposure to regional regulation, competitive pressures, and fossil fuel risks could suppress returns, heighten earnings volatility, and constrain future cash generation.
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US$104.15
FV
84.5% overvalued
intrinsic discount
2.75%
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
Celanese
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Engineered Materials And Plastics Sectors Will Struggle Under Regulatory Pressure
Key Takeaways Sustainability regulations and global energy shifts threaten core product demand, likely forcing costly compliance and pressuring revenue and margins over time. Industry oversupply, competition from low-cost producers, and high leverage undermine pricing power, constraining financial flexibility and limiting long-term earnings growth.
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US$47.00
FV
24.9% overvalued
intrinsic discount
-0.092%
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
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