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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
14
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0
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34
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New
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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
49.99%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
34
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Updated
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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
5
users have liked this narrative
0
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9
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Ipsos
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Digital Transformation And Secular Trends Will Expand Market Reach
Key Takeaways Effective integration of acquisitions and advanced AI adoption position Ipsos for margin expansion, revenue growth, and industry-leading productivity, surpassing typical sector expectations. Unique scale, regulatory expertise, and strong digital offerings strengthen Ipsos' competitive moat, ensuring sustained market share gains and resilient revenue expansion.
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€73.00
FV
43.0% undervalued
intrinsic discount
5.93%
Revenue growth p.a.
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0
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0
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0
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4 days ago
author updated this narrative
Berger Paints India
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Rising Regulation And Shifting Trends Will Hurt Decorative Paints
Key Takeaways Shifting consumer habits and alternative wall technologies threaten long-term growth, reducing revenue visibility and weakening the core market for decorative paints. Rising compliance demands, volatile raw material costs, and heavy reliance on the decorative segment create sustained margin pressure and heighten risk of market share loss.
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₹415.00
FV
34.6% overvalued
intrinsic discount
8.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Americana Restaurants International
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Growing MENA Middle Class And Digital Shift Will Expand Outlets
Key Takeaways Accelerated revenue and margin growth is likely from post-boycott sales recovery, digital transformation, and synergistic acquisitions in underpenetrated markets. Strong demographic trends and operational efficiency position Americana for sustainable, above-peer expansion with enhanced customer retention and scalability.
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د.إ3.49
FV
37.8% undervalued
intrinsic discount
14.38%
Revenue growth p.a.
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0
users have liked this narrative
0
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1
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4 days ago
author updated this narrative
Odfjell Drilling
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Modern Offshore Rigs Will Capture Booming Asian And African Demand
Key Takeaways Tight rig supply and record operational execution are driving strong pricing power, supporting upside surprises in revenue, margins, and earnings growth potential. Modern fleet and operational efficiency enhance client relationships and utilization, positioning the company for sustained high margins and increased dividend capacity.
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NOK 95.19
FV
23.8% undervalued
intrinsic discount
6.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
Swedbank
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Transformation Overreach Will Erode Nordic Margins
Key Takeaways Revenue growth from digital initiatives is likely overestimated, with declining mortgage demand and digital adoption not guaranteeing improved performance or customer retention. Increased regulatory, tax, and ESG compliance burdens threaten profitability, while optimism about regional mortgage and wealth management markets may prove unfounded due to economic weakness.
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SEK 255.94
FV
0.5% overvalued
intrinsic discount
-1.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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17
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4 days ago
author updated this narrative
National Energy Services Reunited
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Emerging Markets Will Fuel Advanced Oilfield Service Opportunities
Key Takeaways Strong positioning in fast-growing upstream energy markets and innovative technologies may drive outsized revenue growth, margin expansion, and long-term industry leadership. Strategic investments in localization and operational agility support cost advantages, premium contract wins, and sustained earnings growth above sector averages.
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US$15.00
FV
57.2% undervalued
intrinsic discount
4.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
author updated this narrative
ACLN
Accelleron Industries
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Decarbonization And Digitalization Will Unlock Global Marine Value
Key Takeaways Persistent dominance in LNG dual-fuel systems and an expanding service network strengthen Accelleron's competitive position and boost recurring revenue from aftermarket and margin-rich segments. Strategic capacity expansion near key trade hubs and surging demand in data center power turbochargers drive long-term growth, especially in rapidly modernizing emerging markets.
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CHF 77.37
FV
9.3% undervalued
intrinsic discount
16.24%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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4 days ago
author updated this narrative
Harsha Engineers International
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Industrial Automation And EV Demand Will Expand Bearing Solutions
Key Takeaways Capacity expansion and automation-driven demand position Harsha for structurally higher margins and recurring export-led earnings growth in core and emerging bearing segments. Regulatory shifts and product portfolio upgrades drive market share and price gains, supporting multi-year revenue growth and earnings resilience across new end-markets.
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₹411.00
FV
0.3% undervalued
intrinsic discount
12.21%
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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4 days ago
author updated this narrative
AAK AB (publ.)
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Falling Food Ingredients Volumes And Cost Pressures Will Test Margins
Key Takeaways Shifting consumer preferences, regulatory pressures, and rising input costs threaten revenue growth, margins, and long-term profitability. Increasing competition and reduced customer dependency risk weakening sales volumes, bargaining power, and diversification benefits.
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SEK 245.00
FV
6.6% overvalued
intrinsic discount
-1.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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4 days ago
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