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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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TELUS
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Strong Customer Growth And Diversification Will Drive Future Success
Key Takeaways Strong customer growth in mobility and fixed services, coupled with low churn, suggests positive future revenue and earnings growth. Diversification through health and agriculture sectors, alongside strategic investments and cost efficiencies, supports margin expansion and long-term profitable growth.
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CA$23.34
FV
3.6% undervalued
intrinsic discount
3.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
124
users have followed this narrative
about 3 hours ago
author updated this narrative
WSP Global
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Successful Integration Of POWER Engineers Will Generate Significant Synergies
Key Takeaways Strong growth momentum is driven by a robust backlog and opportunities in North America, supporting ongoing revenue expansion. Strategic focus on megatrends and successful integrations could generate significant revenue synergies and enhance earnings.
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CA$300.43
FV
4.9% undervalued
intrinsic discount
-1.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
about 3 hours ago
author updated this narrative
Société Générale Société anonyme
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Transformation And ESG Focus Will Drive European Expansion
Key Takeaways Digital transformation and cost-cutting initiatives are driving greater efficiency, client acquisition, and profitability across core retail and digital banking operations. Strong ESG focus and business diversification enhance client retention, revenue stability, and reduce earnings volatility across geographic and business segments.
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€53.80
FV
6.8% undervalued
intrinsic discount
3.93%
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
about 3 hours ago
author updated this narrative
China Tower
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expanding Two Wings And Smart Tower Businesses Will Improve Future Operational Efficiency
Key Takeaways Expansion into Two Wings business and Smart Tower growth indicates strategic diversification to drive future revenue beyond core offerings. Emphasis on technological innovation and resource coordination suggests improved efficiencies, potential earnings growth, and competitive advantage.
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HK$13.77
FV
13.9% undervalued
intrinsic discount
4.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 3 hours ago
author updated this narrative
Compagnie Générale des Établissements Michelin Société en commandite par actions
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
AI Partnerships And Cutting-Edge Products Will Shape The Future Of B2B Markets
Key Takeaways Expansion into services and experiences, and strategic partnerships are likely to boost revenue by diversifying offerings beyond traditional tire sales. Focus on innovative polymer solutions and high-margin products is expected to enhance revenue, net margins, and operating income.
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€36.22
FV
10.1% undervalued
intrinsic discount
1.95%
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
Advanced Info Service
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
AI-driven Data Consumption Will Rise 15% Annually, Creating New Opportunities
Key Takeaways AIS's focus on AI-driven data consumption and IT integration is expected to boost revenue through increased ARPU and enhanced operational efficiency. Strong financial health, improved sales margins, and exceeding synergy goals with Triple T Broadband support earnings growth and profitability.
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฿323.75
FV
8.3% undervalued
intrinsic discount
2.85%
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
about 3 hours ago
author updated this narrative
Kawasaki Heavy Industries
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Fossil Fuel Decline And Global Tensions Will Erode Margins
Key Takeaways Global decarbonization and shifting industrial technologies threaten to erode core revenue streams and increase restructuring costs for existing operations. Geopolitical instability and competitive disadvantages in key segments risk compressing profit margins and limiting sustained business growth.
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JP¥5.55k
FV
92.4% overvalued
intrinsic discount
5.42%
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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about 3 hours ago
author updated this narrative
Mitsui Fudosan
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Equity Reduction And Share Buyback Will Improve Capital Efficiency By 2026
Key Takeaways Mitsui Fudosan's strategic equity reduction and share repurchase program aim to improve capital efficiency and enhance earnings growth through increased EPS. Strong performance in property sales and leasing segments suggests robust revenue growth, driven by contracted inventory and improved operations.
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JP¥1.68k
FV
20.2% undervalued
intrinsic discount
2.53%
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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about 3 hours ago
author updated this narrative
Supreme Industries
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Rising Environmental Rules And Cost Risks Will Derail Outlook
Key Takeaways Reliance on traditional plastics and slow innovation expose Supreme to shrinking demand, regulatory pressures, and disruption from competitors offering sustainable alternatives. Volatile input costs, rising compliance expenses, and limited diversification threaten profitability and long-term growth as industry shifts toward sustainability.
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₹3.19k
FV
29.6% overvalued
intrinsic discount
12.53%
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
about 3 hours ago
author updated this narrative
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