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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
59.7% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 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
13.5% 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
19
users have followed this narrative
8 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
3
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
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MEG Energy
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Facility Expansion And TMX Pipeline Access Will Improve Future Net Margins
Key Takeaways Facility expansion and TMX pipeline access improve production and narrow differentials, enhancing future revenue and net margins. Strong capital return policy, low operating costs, and strategic debt reduction enhance shareholder value and financial stability.
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CA$28.09
FV
5.1% undervalued
intrinsic discount
2.63%
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
21 days ago
author updated this narrative
Formula One Group
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Rising Middle Class And Digital Media Will Expand Global Races
Key Takeaways Expanding global audience and digital engagement, combined with new experiential offerings, are driving stronger sponsorship, ticketing, and media revenue opportunities. Effective cost controls and diversified revenue streams are boosting profitability and supporting higher margins with less reliance on any single income source.
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US$125.00
FV
17.7% undervalued
intrinsic discount
10.93%
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
21 days ago
author updated this narrative
Southwest Airlines
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
Digital Growth And Secular Trends Will Transform Air Travel
Key Takeaways Expansion into digital booking channels and new fare structures will boost customer acquisition, increase direct bookings, and improve revenue growth and margins. Enhancements in the loyalty program and operational efficiency support repeat business, maximize aircraft utilization, and sustain long-term earnings growth.
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US$42.00
FV
11.5% undervalued
intrinsic discount
7.50%
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
21 days ago
author updated this narrative
A2A
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Waste Cycle And Renewables Will Expand Operations Amid Uncertainties
Key Takeaways Strategic investments in CapEx and renewable energy suggest potential long-term revenue growth and improved margins. Strong cash flow and asset rotation strategy may enhance financial structure, focusing on efficiency and economies of scale.
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€2.58
FV
14.3% undervalued
intrinsic discount
-2.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
21 days ago
author updated this narrative
Boliden
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Tara And Kristineberg Ramp-Up Will Improve Operational Efficiency
Key Takeaways Expansion projects and strategic acquisitions are poised to elevate production, enhance efficiencies, and support long-term revenue sustainability through increased productivity. Optimizing resource utilization at key sites is likely to improve net margins and reduce operating costs, bolstering overall earnings.
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SEK 320.27
FV
1.1% undervalued
intrinsic discount
4.29%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
21 days ago
author updated this narrative
Hello Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Overseas Launch Of Soulchill, Yaha Live, And Amarr Will Strengthen Global Presence
Key Takeaways Overseas expansion and app innovations are expected to drive revenue growth and improve margins by enhancing global presence and user experience. Strategic cost optimizations and focused marketing efforts aim to boost efficiency and profitability, despite potential short-term revenue declines.
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US$9.27
FV
4.7% undervalued
intrinsic discount
1.20%
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
21 days ago
author updated this narrative
Bosch
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Emerging Technologies In Electric And Hydrogen Vehicles Will Drive Sustainable Mobility Forward
Key Takeaways Bosch's strategic shift toward electric vehicles and sustainable transportation can enhance revenue amid global electrification trends. Growth in Mobility Aftermarket and investments in R&D and emerging technologies position Bosch for increased profitability and market expansion.
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₹31.69k
FV
19.8% overvalued
intrinsic discount
12.92%
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
21 days ago
author updated this narrative
Abu Dhabi Islamic Bank PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Vision 2035 Will Advance Banking With Gen AI And Fintech Alliances
Key Takeaways ADIB's Vision 2035 strategy focuses on leveraging technology and innovation to drive growth and profitability improvements. Customer base expansion and improved cost-to-income ratio highlight potential for sustained revenue growth and better margins.
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د.إ17.91
FV
30.9% overvalued
intrinsic discount
8.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
21 days ago
author updated this narrative
Abu Dhabi National Energy Company PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Domestic Revenues And UK Expansions Will Offset Overvaluation Risks
Key Takeaways Over-optimism about revenue and profit growth overlooks the company's reliance on temporary factors, slow renewables transition, and threats from cost inflation and competition. International expansions and renewables investments may not yield significant short-term gains, while legacy fossil fuel exposure increases earnings volatility and margin pressure.
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د.إ2.40
FV
39.9% overvalued
intrinsic discount
3.12%
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
21 days ago
author updated this narrative
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