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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
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
8 days ago
author updated this 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
35
users have followed this narrative
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
4.3% 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
users have followed this narrative
8 days ago
author updated this narrative
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Lodha Developers
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
RBI Cuts And New Infrastructure Will Boost Palava Housing
Key Takeaways Favorable economic policies and infrastructure developments could drive higher residential sales and profit margins in key areas, boosting Macrotech's revenue. Strategic focus on transitioning housing segments and expanding into new cities could enhance sales, margins, and steady earnings growth.
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₹1.45k
FV
16.9% undervalued
intrinsic discount
20.69%
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
5 days ago
author updated this narrative
NEXON
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
New Dungeon&Fighter Releases Will Drive Global Expansion, But Uncertainties May Impact Revenue Targets
Key Takeaways Co-development with Tencent and new Dungeon&Fighter titles aim to boost revenue via increased user acquisition, market expansion, and localized content for China. Investments in talent and content, along with a significant share buyback, focus on franchise longevity and enhancing shareholder value.
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JP¥2.68k
FV
0.3% undervalued
intrinsic discount
2.97%
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
5 days ago
author updated this narrative
Punjab National Bank
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Improved Asset Quality And Digital Transformation Will Support Future Performance
Key Takeaways Digital transformation investments in mobile and online platforms aim to boost customer acquisition and service efficiency, driving future revenue growth. Reduction in NPAs and recovery initiatives are expected to enhance asset quality, reduce credit costs, and potentially increase earnings per share.
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₹112.18
FV
4.8% undervalued
intrinsic discount
14.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
5 days ago
author updated this narrative
Bank Hapoalim B.M
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Modern Digital Banking In Israel Will Unlock Future Efficiency
Key Takeaways Ongoing digitization and operational modernization are driving cost efficiencies, margin expansion, and higher non-interest revenues tied to changing consumer behavior. Improved credit quality and robust lending growth position the bank for sustained profitability and flexibility in shareholder returns amid favorable economic conditions.
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₪67.00
FV
5.2% undervalued
intrinsic discount
4.89%
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
5 days ago
author updated this narrative
Bureau Veritas
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expansion Into Renewables And Cybersecurity Will Strengthen Market Leadership
Key Takeaways Bureau Veritas aims for growth via organic expansion in high-demand sectors and an accelerated M&A strategy, boosting revenue and market share. Investment in performance-led execution and sustainability services is expected to enhance margins, benefiting earnings and top-line growth.
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€33.95
FV
19.6% undervalued
intrinsic discount
4.52%
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
5 days ago
author updated this narrative
Genmab
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Late-Stage Investments In EPKINLY, Rina-S, And Acasunlimab Will Expand Market Potential
Key Takeaways Strategic investments in late-stage programs and expansions into new markets are poised to drive significant revenue and market reach growth for Genmab. Focused allocation of R&D funding enhances long-term value, impacting earnings by optimizing resource deployment for maximum return.
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DKK 1.93k
FV
22.6% undervalued
intrinsic discount
15.52%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
49
users have followed this narrative
5 days ago
author updated this narrative
Tryg
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Profitability Initiatives And Digital Automation Will Optimize Insurance Operations
Key Takeaways Tryg's focus on digitalization, automation, and operational efficiencies aims to improve net margins and enhance revenue and earnings. Capital management strategies, including potential repatriation, aim to boost shareholder returns and positively impact earnings per share.
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DKK 175.00
FV
10.4% undervalued
intrinsic discount
2.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
5 days ago
author updated this narrative
Credicorp
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AI Initiatives And Revenue Diversification Position Company For Future Success
Key Takeaways Strategic digital transformation and innovation initiatives aim to improve operational efficiency and potentially increase future net margins. Diversified revenue mix and proactive lending expected to support future revenue and loan growth across core segments.
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US$235.06
FV
0.3% overvalued
intrinsic discount
12.48%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
5 days ago
author updated this narrative
Arca Continental. de
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Latin American Recovery And Digitalization Will Expand Market Reach
Key Takeaways Expansion into high-growth beverage categories and digital channels supports revenue diversification and positions the company for greater operational efficiency and margin improvement. Investments in logistics, automation, and sustainability initiatives enhance supply chain performance, regulatory standing, and long-term brand value amidst evolving consumer and market trends.
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Mex$233.44
FV
15.8% undervalued
intrinsic discount
6.61%
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
5 days ago
author updated this narrative
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