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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
27
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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Cera Sanitaryware
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expanding Luxury Segment With Senator Aims To Capture High-End Market Share
Key Takeaways Expansion into the luxury segment and new exclusive stores could increase customer engagement, boosting revenues and margins with higher pricing and premium offerings. Retailer loyalty programs and increased faucetware capacity may boost revenues and stabilize sales, as government support bolsters real estate sector potential demand.
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₹7.13k
FV
7.1% undervalued
intrinsic discount
12.62%
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
2 days ago
author updated this narrative
TietoEVRY Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
AI Integration And Cybersecurity Compliance Will Drive Digital Transformation
Key Takeaways Growth in AI-driven solutions and advanced analytics is driving new contracts, improving margins, and expanding opportunities as clients increase digital transformation investments. Strategic focus on cybersecurity, compliance, and international expansion supports recurring revenue streams, higher margins, and reduces reliance on the Nordic market.
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€16.27
FV
6.0% undervalued
intrinsic discount
-8.09%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
2 days ago
author updated this narrative
OFX Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Pivot To B2B Spending Management Will Attract Clients Seeking Comprehensive Services
Key Takeaways Pivot to B2B and investment in new platform with multicurrency accounts aim to increase revenue through enhanced client retention and service offerings. Global rollout and strategic use of analytics and technology could boost non-FX revenue, improving margins and capturing new, localized market opportunities.
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AU$1.19
FV
30.6% undervalued
intrinsic discount
5.36%
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
2 days ago
author updated this narrative
McMillan Shakespeare
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Simply Stronger And Oly Initiatives Poised To Drive Future Success
Key Takeaways Strategic growth initiatives, including Onboard Finance expansion and Oly brand introduction, are set to drive revenue growth and open new markets. Investments in digital platforms and productivity enhancements through the Simply Stronger program are expected to boost net margins and operational efficiency.
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AU$18.11
FV
3.2% undervalued
intrinsic discount
2.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
2 days ago
author updated this narrative
UACJ
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030
Key Takeaways Strategic investments in capacity and recycling technology are expected to boost operational efficiency, leading to improved net margins. Growth in the automotive and lithium-ion battery foil sectors is anticipated to significantly drive revenue and enhance profitability.
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JP¥6.12k
FV
4.1% undervalued
intrinsic discount
2.58%
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
Amara Raja Energy & Mobility
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Recycling Plant And Giga-Factory Developments Set To Improve Future Operations
Key Takeaways Localizing production and expanding offerings could boost revenue and net margins by improving capacity and market reach. Export growth and recycling plant efficiencies are expected to significantly enhance revenue and margins, contributing to long-term earnings growth.
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₹1.19k
FV
16.6% undervalued
intrinsic discount
7.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
2 days ago
author updated this narrative
Bilfinger
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Shift Towards Higher-Margin Projects Expected To Improve Earnings Stability
Key Takeaways Strategic expansion in energy and pharma shows potential revenue and margin growth from higher demand and contract renewals. Geographical diversification and acquisitions, like Stork, drive revenue growth and margin expansion through enhanced services and operational scale.
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€86.00
FV
7.5% overvalued
intrinsic discount
3.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
2 days ago
author updated this narrative
Kid
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
E-commerce Investments And Store Expansions Will Strengthen Future Performance
Key Takeaways Investment in e-commerce and Click & Collect enhances omnichannel presence, driving store traffic and supporting revenue growth. Consolidating warehouse operations with automation improves operational efficiency, boosting margins and net earnings.
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NOK 162.50
FV
9.7% undervalued
intrinsic discount
8.26%
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
2 days ago
author updated this narrative
Nazara Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Acquiring Fusebox Games And Integrating Barbie Will Boost Future User Engagement
Key Takeaways Strategic acquisitions and licensing agreements on popular IPs are expected to enhance user engagement and boost revenue and profit potential. Expanding esports activities and international growth are key to increasing segment revenue and overall profitability.
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₹1.13k
FV
22.6% overvalued
intrinsic discount
25.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
2 days ago
author updated this narrative
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