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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
12
users have liked this narrative
0
users have commented on this narrative
20
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
11.6% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
9 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
1.4% 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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Terna
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Investments In Energy Transition Will Expand Renewable Capacity
Key Takeaways Significant investments in energy transition and digitalization aim to boost revenues, with a focus on enhanced grid infrastructure and innovative operational efficiencies. Strategic initiatives in renewables and storage capacity integration support Italy's decarbonization goals, providing grid stability and improved earnings potential.
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€8.81
FV
4.2% undervalued
intrinsic discount
9.12%
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
about 3 hours ago
author updated this narrative
Kerry Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Transition To B2B Taste & Nutrition And Accelerate 20 Will Strengthen Future Prospects
Key Takeaways Kerry Group's transition to B2B Taste & Nutrition and biotechnology focus positions it for growth through innovation in high-demand ingredients. Growth in emerging markets and sustainability focus could enhance revenue, net margins, and long-term partnerships.
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€107.82
FV
16.9% undervalued
intrinsic discount
3.60%
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
about 3 hours ago
author updated this narrative
Nippon Paint Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
AOC Acquisition And Market Expansion Will Improve Future Profitability
Key Takeaways The AOC acquisition and strategic digital initiatives in decorative paints are set to enhance revenue and EPS growth. Expansion in China and India, along with local partnerships, is expected to boost revenue and improve margins.
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JP¥1.30k
FV
1.1% undervalued
intrinsic discount
7.27%
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
about 3 hours ago
author updated this narrative
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
One-billing Integration And Fiber Optics Will Boost Digital Connectivity
Key Takeaways Strategic initiatives like group procurement and fixed-mobile convergence boost net margins, earnings, and long-term revenue growth. Expansion in digital connectivity and infrastructure, including data centers, enhances revenue potential and earnings with higher profit margins.
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Rp3.25k
FV
12.2% undervalued
intrinsic discount
3.14%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
77
users have followed this narrative
about 3 hours ago
author updated this narrative
Singapore Airlines
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Delivery Delays Of Boeing 777 Will Limit Capacity And Compress Future Margins
Key Takeaways Boeing 777 delivery delays hinder capacity expansion, impacting growth plans and future revenue potential. Rising competition and nonfuel costs squeeze margins, pressuring pricing strategy and earnings sustainability.
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S$6.74
FV
10.4% overvalued
intrinsic discount
1.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
46
users have followed this narrative
about 3 hours ago
author updated this narrative
Toyota Tsusho
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion Of Recycling And Renewable Energy Will Fuel ESG Trends
Key Takeaways Expansion into recycling, renewables, and emerging markets positions the company to benefit from electrification trends and growing demand in new regions. Digital supply chain integration, portfolio optimization, and a strong balance sheet enhance operational efficiency, profit margins, and capacity for growth investments.
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JP¥3.38k
FV
1.7% overvalued
intrinsic discount
4.91%
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
about 3 hours ago
author updated this narrative
Power Finance
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Resolving NPAs And Renewable Energy Focus May Shape Future Amid Revenue Decline Risks
Key Takeaways Resolving non-performing assets and focusing on renewable energy growth positions Power Finance Corporation for improved asset quality and future revenue expansion. Strategic asset growth and effective cost management through foreign exchange hedging enhance potential for sustained revenue growth and stable net interest margins.
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₹516.07
FV
18.8% undervalued
intrinsic discount
-9.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
41
users have followed this narrative
about 3 hours ago
author updated this narrative
Abu Dhabi Commercial Bank PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
AI And International Expansion Will Strengthen UAE Bank's Future
Key Takeaways ADCB's growth strategy emphasizes doubling net profits, enhancing non-interest income, and international expansion, potentially boosting revenue and earnings. Investment in digitization, AI technologies, and disciplined risk management aims to increase operational efficiency and ensure stable earnings growth.
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د.إ16.04
FV
4.6% undervalued
intrinsic discount
14.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
about 3 hours ago
author updated this narrative
Kongsberg Gruppen
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
European Tensions Will Constrain Defense Orders And Lift Maritime Prospects
Key Takeaways Market optimism may be overestimating sustained revenue and margin growth, ignoring uncertainties in demand, political shifts, and execution challenges on backlog conversion. Rising regulatory scrutiny and potential budget shifts toward sustainability could dampen long-term defense order flow, compressing margins and restricting earnings growth.
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NOK 323.53
FV
3.6% undervalued
intrinsic discount
16.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
52
users have followed this narrative
about 3 hours ago
author updated this narrative
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