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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
13
users have liked this narrative
0
users have commented on this narrative
28
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
50.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
11 days ago
author updated this 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
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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Samsung SDI
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
US Battery Production And EV Applications Will Drive Future Success
Key Takeaways Expanding U.S. prismatic battery production and new applications for cylindrical batteries could boost Samsung SDI's market position and revenue growth. Strategic increases in production efficiency and the ESS market's expansion may enhance Samsung SDI's profitability and diversification.
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₩234.74k
FV
19.1% undervalued
intrinsic discount
16.49%
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
2 days ago
author updated this narrative
GFL Environmental
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Investments In Sustainability And M&A Will Drive Future Margin Expansion
Key Takeaways Strategic focus on durable price-cost spread, sustainability investments, and M&A activity aims to drive margin and revenue growth, enhancing shareholder value. Balance sheet improvements and operational efficiencies are set to optimize platform operations and strengthen earnings per share.
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CA$72.69
FV
9.1% undervalued
intrinsic discount
-0.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
2 days ago
author updated this narrative
EDP
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Modernizing Electricity Networks And Renewable Integration Will Foster Future Prosperity
Key Takeaways Anticipated growth in electricity networks and the Brazilian sector could drive future revenue and improve net margins. EDP's cost-cutting and strategic initiatives aim to boost EPS, financial resilience, and operational efficiency.
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€4.17
FV
8.1% undervalued
intrinsic discount
-0.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
2 days ago
author updated this narrative
Legal & General Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Partnership With Meiji Yasuda Will Expand US PRT Opportunities
Key Takeaways Simplifying structure and focused capital allocation are poised to drive sustainable growth in retirement and asset management businesses. Strategic partnerships and emphasis on Private Markets aim to enhance profitability and expand revenue margins.
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UK£2.62
FV
2.3% undervalued
intrinsic discount
-3.09%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
164
users have followed this narrative
2 days ago
author updated this narrative
Ambuja Cements
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
Cement Capacity Expansion And Acquisitions Will Enable Cost Savings
Key Takeaways Strategic expansions and efficiency improvements are expected to drive revenue growth and improve net margins through increased production and cost leadership. Successful integration of acquisitions and logistics improvements are expected to enhance earnings and further lower operational costs.
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₹625.72
FV
2.0% undervalued
intrinsic discount
15.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
2 days ago
author updated this narrative
Symrise
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
APAC Expansion And ONE CARE Integration Will Fuel Success
Key Takeaways Expansion in APAC and focus on Pet Food growth signal potential revenue growth and increased international market share. Integration of Probi into ONE CARE enhances health innovations, while potential terpene divestment aims to boost returns and margins.
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€114.23
FV
23.6% undervalued
intrinsic discount
4.51%
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
2 days ago
author updated this narrative
Nomura Research Institute
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
International Expansion Will Secure Future Revenue Stability
Key Takeaways Strategic international expansion in Vietnam and the U.S. suggests potential for increased revenue and profit from diversified markets. Upward profit forecasts in multiple business units indicate a positive future outlook for earnings and profitability.
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JP¥5.75k
FV
4.0% undervalued
intrinsic discount
5.72%
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
2 days ago
author updated this narrative
Tourmaline Oil
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Montney And Deep Basin Expansions Will Lower Costs And Improve Future Performance
Key Takeaways Expansion in production capacity and strategic hedging are set to drive revenue growth and improve realized prices despite local market fluctuations. Planned infrastructure investments aim to increase condensate production and lower operational costs, enhancing net margins and financial performance.
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CA$76.53
FV
19.8% undervalued
intrinsic discount
33.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
62
users have followed this narrative
2 days ago
author updated this narrative
Tech Mahindra
AN
AnalystConsensusTarget
Consensus Narrative from 42 Analysts
BFSI And Healthcare Expansion Will Unlock Global Opportunities
Key Takeaways Strategic focus on high-growth verticals and geographic expansion is expected to drive revenue growth. AI-driven innovations and operational efficiencies are likely to expand margins and enhance earnings quality.
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₹1.63k
FV
10.4% undervalued
intrinsic discount
7.17%
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
2 days ago
author updated this narrative
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