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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
21
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
11.6% 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
25
users have followed this narrative
9 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
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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Dalmia Bharat
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Indian Urbanization And Premium Mix Will Unlock Sustainable Value
Key Takeaways Expansion into high-growth regions, premium product focus, and brand investments are driving stronger revenue growth, improved pricing power, and higher margins. Sustainability initiatives and cost-control measures enhance resilience, ensure ESG leadership, and position the company for long-term market and margin advantages.
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₹2.12k
FV
7.0% overvalued
intrinsic discount
11.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 4 hours ago
author updated this narrative
LIC Housing Finance
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Government Initiatives Will Boost India's Housing Finance Demand
Key Takeaways Government initiatives and new affordable housing products are expected to boost demand and growth, positively affecting revenue and margins. Efforts to improve asset quality and planned forays into affordable housing should lead to lower credit costs and diversified long-term AUM growth.
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₹670.75
FV
7.6% undervalued
intrinsic discount
7.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 4 hours ago
author updated this narrative
Coca-Cola Içecek Anonim Sirketi
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Emerging Market Expansion And Fuse Tea's Growth To Continue Boosting Revenues And Margins
Key Takeaways Strategic focus on low per capita markets and diverse product portfolio aims to boost volume growth and revenue streams. Investment in operational efficiency and adapting to consumer trends enhances distribution and revenue per unit.
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₺78.78
FV
34.7% undervalued
intrinsic discount
34.87%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
about 4 hours ago
author updated this narrative
Contact Energy
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Ongoing Renewable Energy Projects Will Expand Future Capacity And Revenue
Key Takeaways Investments in renewable projects and strategic acquisitions will boost capacity, market position, and earnings growth through operational synergies and economies of scale. Long-term deals and innovative retail offerings aim to secure stable revenue and improve profit margins by enhancing customer engagement and energy efficiency.
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NZ$9.83
FV
8.0% undervalued
intrinsic discount
-1.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
25
users have followed this narrative
about 4 hours ago
author updated this narrative
Qatar Fuel Company Q.P.S.C. (WOQOD)
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Government Projects Will Drive Fuel Demand While Margins Face Downturn
Key Takeaways Expansion of stations and value-added services boosts accessibility and diversifies income, supporting future earnings stability and improved profitability. Investment in alternative energy and infrastructure aligns the company for long-term growth despite potential declines in traditional fuel margins.
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ر.ق16.92
FV
9.3% undervalued
intrinsic discount
3.69%
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
about 4 hours ago
author updated this narrative
Jet2
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expanding UK Bases And Digital Channels Will Redefine Leisure Travel
Key Takeaways Expansion into new UK bases, digital innovation, and fleet renewal are strengthening Jet2's market position and operational efficiency in an evolving travel sector. Prudent financial discipline, product diversification, and environmental focus enhance resilience, broaden market reach, and support sustainable, profitable growth.
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UK£21.64
FV
22.4% undervalued
intrinsic discount
8.86%
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
about 4 hours ago
author updated this narrative
Alfa. de
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Renewed Food Focus Will Capture Evolving Consumer Demand
Key Takeaways Focus on branded, high-quality foods and supply chain improvements strengthens pricing power, operational efficiency, and long-term margin sustainability. Expansion in premium product offerings, increased distribution, and sustainability focus position Alfa to capture greater market share and boost future profitability.
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Mex$19.96
FV
27.6% undervalued
intrinsic discount
4.91%
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
about 4 hours ago
author updated this narrative
L&T Finance
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
India's Rural Demand And Digital Lending Will Unlock Potential
Key Takeaways Expanding digital initiatives, partnerships, and AI-driven credit processes are driving down costs, growing new customer segments, and enhancing profitability. Strengthening rural demand, successful gold loan integration, and improved global funding access are supporting diversified, stable loan growth and earnings.
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₹218.11
FV
2.1% undervalued
intrinsic discount
30.80%
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
about 4 hours ago
author updated this narrative
Mr Price Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Profitable Market Share Gains And Supply Chain Innovations Propel Retail Earnings
Key Takeaways Focus on strategic market share gains has improved gross profit margins, potentially enhancing net margins. Expansion and supply chain initiatives could drive revenue growth and improve operational efficiency.
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R310.12
FV
32.0% undervalued
intrinsic discount
7.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
about 4 hours ago
author updated this narrative
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