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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
users have liked this narrative
0
users have commented on this narrative
34
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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
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
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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Allfunds Group
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Global Distribution And Open Architecture Will Capture Private Markets
Key Takeaways Positioned to capitalize on rising demand for alternative assets and open-architecture investing, fueling transformative growth in high-margin platform revenues and market share. Ongoing investments in proprietary technology and data solutions set to drive significant operating leverage, with strategic M&A enhancing earnings and long-term competitive advantage.
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€11.31
FV
36.9% undervalued
intrinsic discount
11.05%
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
Go Digit General Insurance
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
India's Rising Middle Class And Digital Trends Will Unlock Potential
Key Takeaways Strategic digital adoption and scalable distribution empower premium expansion, improved margins, and cost leadership, driving superior revenue growth and profitability versus industry peers. Investments in omnichannel presence, automation, and customer experience position the company to capture rising insurance demand and outperform market growth long-term.
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₹400.00
FV
12.8% undervalued
intrinsic discount
15.44%
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
Aurubis
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Electrification And Recycling Will Sustain Copper Demand While Facing Challenges
Key Takeaways Robust project execution, secured supply, and advanced recycling initiatives position Aurubis for early profitability, margin resilience, and sustainable earnings growth. Strong ESG credentials and technology investments enhance Aurubis' appeal for public partnerships, premium pricing, and revenue diversification despite market or regulatory pressures.
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€105.00
FV
10.8% undervalued
intrinsic discount
11.69%
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
UniCredit
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Banking And Sustainable Finance Will Reshape European Markets
Key Takeaways Digitalization, wealth management expansion, and strategic partnerships drive sustainable growth, improved margins, and recurring high-quality income streams. Focus on sustainable finance and disciplined cost management enhances UniCredit's market position, capital strength, and capacity for future earnings distributions.
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€62.52
FV
2.1% undervalued
intrinsic discount
1.34%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
4 days ago
author updated this narrative
Enagás
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
EU Decarbonization Will Boost Renewable Hydrogen Amid Uncertainties
Key Takeaways Accelerated policy and funding shifts, alongside surging renewable gas demand and international growth, could drive rapid revenue and EBITDA outperformance. Balance sheet improvements, debt reductions, and regulatory stability position Enagás for stronger margins, resilient earnings, and diversified revenue streams.
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€18.75
FV
29.4% undervalued
intrinsic discount
-76.45%
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
Imperial Brands
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Regulation And Illicit Trade Will Erode Tobacco Revenues
Key Takeaways Long-term decline in tobacco and regulatory pressures will steadily erode core revenues and compress margins, particularly in mature markets. Heavy reliance on pricing power and insufficient innovation in next-generation products threaten future growth and risk falling behind more adaptive competitors.
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UK£24.21
FV
19.6% overvalued
intrinsic discount
-23.38%
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
Nokia Oyj
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Geopolitical Tensions And Tech Shifts Will Erode Earnings
Key Takeaways Rising geopolitical tensions and trade barriers threaten operational stability, inflate compliance costs, and pressure Nokia's cash generation and future profitability. Shifts to software-led platforms, market saturation, and intense competition challenge growth prospects, compress margins, and undermine Nokia's ability to regain market leadership.
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€3.41
FV
8.5% overvalued
intrinsic discount
2.55%
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
Banco do Brasil
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Fintech And Agribusiness Risk Will Threaten Stability Yet Prompt Adaptation
Key Takeaways Digital transformation and new tech investments may not fully offset pressure on margins and revenues from agile fintech competition and regulatory changes. Exposure to rural credit and demographic shifts introduce profitability risks, despite advantages in financial inclusion and agribusiness lending.
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R$20.00
FV
1.2% overvalued
intrinsic discount
6.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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4 days ago
author updated this narrative
Bayer
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Crop Science And Pharma Headwinds Will Suppress Long-Term Margins
Key Takeaways Regulatory scrutiny, environmental policies, and litigation are creating persistent legal and financial pressures on Bayer's crop science division and legacy product demand. Generic competition, loss of pricing power, and challenges launching new pharmaceuticals are eroding Bayer's revenue and compressing long-term earnings potential.
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€23.00
FV
27.0% overvalued
intrinsic discount
-0.51%
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
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