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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
59.7% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this 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
13.5% 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
19
users have followed this narrative
8 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
3
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
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WIN Semiconductors
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Wi-Fi 7 And AI Will Drive Semiconductor Advances
Key Takeaways Growing Wi-Fi 7 adoption and AI-driven applications are key growth drivers in the Wi-Fi PA and infrastructure segments, boosting revenue and earnings. Operational flexibility and customer communication amid tariff uncertainties are crucial for risk mitigation and maintaining net margins.
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NT$107.46
FV
18.4% undervalued
intrinsic discount
7.41%
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
7 days ago
author updated this narrative
IVE Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Lasoo Platform Expected To Reach Profitability By FY '28 As Traction Increases
Key Takeaways Expansion in packaging and Third Party Logistics is expected to drive significant revenue growth and enhance earnings. Integration and consolidation efforts aim to improve service offerings and efficiency, positively impacting operating costs and future earnings.
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AU$3.07
FV
0.7% undervalued
intrinsic discount
1.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this narrative
American Airlines Group
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Fleet Renewal And Cost Savings Will Drive Future Efficiency
Key Takeaways Fleet renewal and strategic debt management enhance financial flexibility, positively impacting earnings and capital expenditures. Cost management, revenue growth from loyalty programs, and strong international travel demand improve margins and boost revenue.
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US$13.35
FV
6.4% undervalued
intrinsic discount
4.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
7 days ago
author updated this narrative
NCC
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Indian Government's 164% Capital Expenditure Increase Will Drive Future Opportunities
Key Takeaways NCC's strong project pipeline and large order book provide a solid foundation for substantial future revenue growth. Stabilization of government activity and billing cycles could improve cash flows, enhancing margins and boosting profitability.
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₹291.48
FV
23.0% undervalued
intrinsic discount
5.38%
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
7 days ago
author updated this narrative
Capri Global Capital
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Launching Micro LAP And Rooftop Solar Loans Will Diversify Future Offerings
Key Takeaways Expansion into MSME and gold loans could boost revenue growth due to untapped market potential. Digital-first strategy and co-lending growth with bank partnerships may improve profitability and enhance net margins.
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₹273.34
FV
33.6% undervalued
intrinsic discount
32.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
2
users have followed this narrative
7 days ago
author updated this narrative
discoverIE Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Strong Orders In Sensing & Connectivity Will Boost Future Prospects
Key Takeaways Strong growth in Sensing & Connectivity and successful acquisitions are set to drive future revenue and earnings growth. Cost efficiencies and improved pricing ensure higher net margins, while expected lower finance costs support EPS growth.
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UK£8.00
FV
9.5% undervalued
intrinsic discount
3.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
7 days ago
author updated this narrative
Apcotex Industries
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Rebound In Nitrile Latex Demand And New Leadership Will Boost Future Profitability
Key Takeaways Increased capacity utilization and raw material price rebound could enhance profitability and future earnings. Strategic geographic expansion and favorable U.S. tariffs are expected to boost revenue and operational efficiency.
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₹398.83
FV
1.0% undervalued
intrinsic discount
13.67%
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
7 days ago
author updated this narrative
Blau Farmacêutica
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Latin America Expansion And R&D Will Unlock New Markets
Key Takeaways Strategic LatAm expansion and international partnerships are set to boost revenue and expand market share across multiple countries. Investment in high-value biotechnological products and operational efficiencies are key to increasing profit margins and financial strength.
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R$16.59
FV
26.0% undervalued
intrinsic discount
11.34%
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
7 days ago
author updated this narrative
Grenke
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Excellence And Leasing Expansion Will Strengthen Future Prospects
Key Takeaways Strategic focus on leasing and cost management initiatives aims to enhance revenue, profit growth, and net margins through improved efficiencies. Divestment from factoring to focus on leasing strengthens operations, while stable loss rates and funding support future earnings and EPS growth.
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€21.98
FV
18.7% undervalued
intrinsic discount
9.01%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 days ago
author updated this narrative
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