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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
16
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0
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35
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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
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
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
5
users have liked this narrative
0
users have commented on this narrative
10
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RDC
Redcare Pharmacy
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Digital Channels And Aging Trends Will Reshape European Healthcare
Key Takeaways Accelerated digital adoption and personalized app-based engagement could enable Redcare Pharmacy to outperform revenue and margin expectations, driving structural cost efficiencies and higher profitability. Expanding its marketplace and digital health services positions Redcare to dominate the European health platform space, benefiting from persistent demand and untapped high-margin opportunities.
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€214.00
FV
47.5% undervalued
intrinsic discount
27.37%
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
Drax Group
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Grid-Scale BECCS And Storage Will Shape Renewable Trends Despite Risks
Key Takeaways Drax's ability to capitalize on power price volatility and first-mover advantages in storage and grid access could drive considerable revenue and margin growth beyond current expectations. Expanding into carbon removals and data center partnerships positions Drax for new high-margin, recurring revenue streams and significant increases in asset and enterprise value.
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UK£10.00
FV
32.3% undervalued
intrinsic discount
-0.081%
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
4 days ago
author updated this narrative
DSV
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Schenker Integration Will Expand The Global Freight Network
Key Takeaways The acquisition of Schenker is set to expand DSV's network, providing revenue growth opportunities and cost-reduction efficiencies, strengthening net margins. Synergies and improved systems from the acquisition are expected to drive productivity gains, enhancing earnings and operating margins.
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DKK 1.78k
FV
12.7% undervalued
intrinsic discount
22.62%
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
4 days ago
author updated this narrative
Oversea-Chinese Banking
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Expanding Wealth Management And Sustainable Financing Will Drive Future Opportunities
Key Takeaways Strategic expansion in wealth management and insurance, along with sustainable financing, positions OCBC for significant revenue and profitability growth. Capital return initiatives and technology investments are aimed at enhancing shareholder returns, operational efficiencies, and sustainable long-term earnings growth.
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S$17.53
FV
2.0% undervalued
intrinsic discount
3.93%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
79
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4 days ago
author updated this narrative
Aberdeen Group
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Digital And ESG Trends Will Reshape Global Prospects Despite Headwinds
Key Takeaways Technology-driven efficiencies, new leadership, and recurring pension surplus are set to drive stronger margins, capital generation, and shareholder returns far beyond current market expectations. Diversified growth in subscription-based digital investing, private markets, and global wealth solutions positions Aberdeen for robust, long-term earnings and competitive advantages across core markets.
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UK£2.20
FV
7.4% undervalued
intrinsic discount
1.14%
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
Saudi National Bank
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Shifting To More Profitable Segments Like MSME And Mortgages Will Capture Untapped Market Opportunities
Key Takeaways Strategic focus on profitable segments and customer-centric improvements is expected to drive revenue growth and increase net margins. Investments in digitalization and funding mix optimization aim to enhance operational efficiency and improve earnings.
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ر.س47.14
FV
21.9% undervalued
intrinsic discount
10.56%
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
4 days ago
author updated this narrative
TOTVS
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Digital Transformation Will Expand Latin American SaaS Dominance
Key Takeaways Analyst projections likely underestimate TOTVS's growth potential, with recurring revenue, strong pricing power, and high renewal rates driving ongoing margin and earnings outperformance. Cloud migration, AI integration, and a sector-focused strategy position TOTVS to capture new growth, accelerate digitalization, and build a dominant, high-leverage ecosystem.
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R$55.00
FV
21.8% undervalued
intrinsic discount
18.61%
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
Manulife Financial
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Transformation And Asian Market Focus Will Drive Operational Efficiency
Key Takeaways Strategic focus on high-growth Asian markets and WAM businesses promises significant future earnings growth and increased revenue. Reinsurance transactions reduce risk, enhance margins, and provide capital for shareholder returns and growth.
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CA$47.85
FV
10.3% undervalued
intrinsic discount
20.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
99
users have followed this narrative
4 days ago
author updated this narrative
NCSOFT
AN
AnalystHighTarget
Consensus Narrative from 26 Analysts
Global Digital Engagement And Cloud Gaming Will Spark Immersive Entertainment
Key Takeaways Aggressive operational shifts and underappreciated IP launches set the stage for stronger earnings and sustained revenue growth than market forecasts reflect. Market expansion through cross-platform innovation and industry advances positions NCSOFT for increased user engagement and more stable, high-margin income streams.
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₩310.00k
FV
37.0% undervalued
intrinsic discount
15.51%
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
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