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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
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0
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27
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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
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WPP
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Digital Ad And AI Trends Will Expand Global Market Reach
Key Takeaways Proprietary AI, data connectivity, and rapid platform adoption set WPP apart, significantly boosting productivity, margins, and client integration amid rising digital ad spend. Early network consolidation and transformation into a technology-driven provider position WPP for major new contracts and multi-year organic revenue gains.
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UK£6.00
FV
27.9% undervalued
intrinsic discount
-12.51%
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
2 days ago
author updated this narrative
LG Electronics
AN
AnalystHighTarget
Consensus Narrative from 26 Analysts
Smart Home IoT Adoption Will Accelerate Across Emerging Markets
Key Takeaways International expansion of subscription services and tailored emerging market strategies are driving higher recurring and top-line revenue, positioning LG for above-expected growth. Strength in HVAC, IoT-enabled home devices, and sustainability is enabling LG to achieve higher margins, premium pricing, and sustained operating profit expansion.
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₩118.53k
FV
35.0% undervalued
intrinsic discount
7.39%
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
Fresenius Medical Care
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Aging Population And Home Dialysis Will Open New Markets
Key Takeaways Structural cost efficiencies, innovative technology, and digital investments are boosting earnings growth, margin expansion, and long-term profitability across care delivery and equipment segments. Diversified growth from value-based care, emerging markets, and home-based dialysis is driving sustained, de-risked revenue gains and improving geographic and segment margins.
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€66.52
FV
32.3% undervalued
intrinsic discount
4.80%
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
2 days ago
author updated this narrative
Universal Logistics Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Contract Logistics Expansion Will Spur Efficiency Amid Industry Uncertainties
Key Takeaways Integrating Parsec and focusing on new programs will boost Contract Logistics revenue and margins through increased efficiency and capabilities. Emphasis on automotive opportunities, high-yield freight, and Intermodal optimization is poised to enhance revenue, leverage, and profitability.
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US$29.00
FV
3.8% overvalued
intrinsic discount
-0.06%
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
2 days ago
author updated this narrative
Santander Bank Polska
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digital Adoption And ESG Trends Will Power Polish Banking Growth
Key Takeaways Rapid digital adoption and advanced automation position the bank for accelerated revenue and margin growth above market expectations. Strategic focus on financial inclusion, ESG product leadership, and eurozone integration enables sustained outperformance versus domestic competitors.
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zł707.72
FV
24.0% undervalued
intrinsic discount
6.93%
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
Banco de Chile
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Transformation And Expanding Middle Class Will Drive Chilean Banking
Key Takeaways Accelerated digital transformation and advanced analytics adoption are boosting customer acquisition, efficiency, and long-term revenue growth in both retail and fee-based services. Strong asset quality, high capital adequacy, and conservative provisioning provide resilience and flexibility, enabling superior earnings growth and dividend capacity compared to peers.
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CL$160.00
FV
16.6% undervalued
intrinsic discount
13.96%
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
Peoples Bancorp
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Banking Will Strengthen Community Banking Networks
Key Takeaways Strong local economic trends, digital innovation, and personalized service drive loan and deposit growth, enhancing profitability and competitive positioning. Strategic risk management and capital allocation support improved credit quality, operational efficiency, and long-term value creation.
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US$33.67
FV
12.7% undervalued
intrinsic discount
-11.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
2 days ago
author updated this narrative
Renault
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
7 Launches And Connected Tech Will Transform Urban Mobility
Key Takeaways Accelerated product launches, cost efficiencies, and disciplined inventory management are set to drive significant gains in market share, revenues, and operational margins. Strong performance in direct sales and connected vehicle technologies positions Renault to capture recurring revenues and capitalize on evolving urban mobility trends.
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€72.76
FV
52.7% undervalued
intrinsic discount
3.71%
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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2 days ago
author updated this narrative
Pure Storage
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Fusion V2 And DirectFlash Will Transform Data Storage
Key Takeaways Integration of Fusion v2 and collaborations expand market reach, promising long-term earnings growth and improved margins through technological enhancements. New product launches and AI collaborations boost attractiveness, potentially increasing revenue and client base by offering innovative, high-capacity solutions.
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US$51.04
FV
12.8% overvalued
intrinsic discount
9.62%
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
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