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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
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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
10
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Far EasTone Telecommunications
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Focus On 5G And AI Will Improve Future Operational Efficiency
Key Takeaways Strategic 5G expansion, merger synergies, and ICT projects boost revenue growth and operational efficiency, enhancing EBITDA and net margins. Diversification into Smart Cities and AI adoption increases revenue opportunities and efficiency, improving long-term growth and financial performance.
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NT$101.67
FV
19.4% undervalued
intrinsic discount
3.40%
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
GMRA
GMR Airports
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Airport Expansions At Hyderabad And Mopa Will Increase Future Passenger Traffic
Key Takeaways Expansion projects and improved tariffs at key airports likely enhance revenue and earnings growth for GMR Airports. Non-aero revenue and reduced debt costs position the company for stronger profitability.
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₹90.00
FV
0.08% undervalued
intrinsic discount
24.59%
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
4 days ago
author updated this narrative
1050
Banque Saudi Fransi
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
The 2030 Strategy Will Broaden Retail And Digital Opportunities
Key Takeaways The bank's strategy to enhance retail features and upgrade digital infrastructure aims to boost growth, improve efficiency, and strengthen revenue streams. Diversifying through nontraditional products and maintaining strong risk management practices support earnings stability and profitability.
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ر.س20.05
FV
10.9% undervalued
intrinsic discount
12.27%
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
4 days ago
author updated this narrative
Persistent Systems
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
SASVA And Hyperscalers Will Fuel Future Digital Engineering
Key Takeaways Deployment of proprietary AI and platform-driven solutions is strengthening revenue growth, expanding margins, and boosting offerings in resilient, high-growth verticals. Deepening client relationships and strong tech partnerships support a robust deal pipeline and position the company for sustained long-term expansion.
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₹5.85k
FV
11.9% undervalued
intrinsic discount
18.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
4 days ago
author updated this narrative
Honasa Consumer
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Digital Fatigue And Domestic Saturation Will Erode Margins
Key Takeaways Rising digital marketing costs, increased competition, and domestic saturation threaten margins and growth prospects amidst evolving consumer and regulatory landscapes. Heavy reliance on India and mounting compliance burdens further limit international diversification and strain profitability.
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₹197.00
FV
33.9% overvalued
intrinsic discount
13.00%
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
West African Resources
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Burkina Faso Risks And Contractor Changes Will Disrupt Kiaka Progress While Modest Promise Remains
Key Takeaways Heavy concentration of assets in Burkina Faso exposes the company to heightened geopolitical and regulatory risks that could disrupt revenues and profitability. Rising ESG and compliance costs, combined with regulatory changes and operational transitions, may erode margins and threaten future earnings stability.
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AU$3.30
FV
27.9% undervalued
intrinsic discount
39.79%
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
Bolsa Mexicana de Valores. de
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Global Rivals Will Erode Fee Stability Amid Digital Shifts
Key Takeaways Intensifying global competition and new digital trading models threaten Bolsa Mexicana de Valores' core revenue streams and market relevance. Limited product diversification, rising compliance costs, and fewer new listings constrain the company's future growth prospects and earnings potential.
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Mex$36.00
FV
11.2% overvalued
intrinsic discount
7.76%
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
Jalles Machado S/A
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Climate And Supply Risks Will Constrain Margins While Spurring Recovery
Key Takeaways Shifting energy trends, climate volatility, and evolving consumer preferences threaten core revenue streams, exposing the company to unpredictable margins and operational challenges. Expansion efforts and value-added products offer potential, but supply chain disruptions and regulatory uncertainties continue to limit international growth and profitability.
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R$6.00
FV
42.3% undervalued
intrinsic discount
8.06%
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
Newgen Software Technologies
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Low-Code Shifts And Rising Competition Will Compress Profit Margins
Key Takeaways Accelerated client adoption of competing automation and low-code platforms threatens Newgen's market relevance and future growth opportunities. Overreliance on narrow sectors, intensifying competition, and talent shortages risk eroding margins and destabilizing recurring revenues.
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₹835.00
FV
1.9% overvalued
intrinsic discount
14.41%
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
4 days ago
author updated this narrative
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