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Weekly Picks
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
12
users have liked this narrative
0
users have commented on this narrative
19
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
24
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
3 days ago
author updated this narrative
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EuroSports Global
ON
Ontological
Community Contributor
The Hidden Investment Gem in Singapore?
Catalysts Are there any products or services that could move sales or earnings meaningfully? Entry into the EV market with the Scorpio Electric X1 Are there any industry tailwinds this stock is benefitting or hindered from?
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S$0.72
FV
84.6% undervalued
intrinsic discount
12.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
3
users have followed this narrative
9 months ago
author updated this narrative
Exxon Mobil
RI
Richard_Bowman
Equity Analyst and Writer
ExxonMobil's Focus On Margins Rather Than Growth Will Help It Cash In On Tight Supply
Key Takeaways Oil supply will remain tight leading to a higher and more volatile oil price. Volatility will favor large well capitalized energy companies.
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US$126.39
FV
14.1% undervalued
intrinsic discount
2.94%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
7
users have commented on this narrative
23
users have followed this narrative
9 months ago
author updated this narrative
Synektik Spólka Akcyjna
PH
Phetuvov
Community Contributor
Cardiac marker could be a hit
In 5 years, the company should still be thriving, entering new markets and expanding in existing ones. Positive passage of the third stage of testing of a new cardiac marker could help.
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zł204.19
FV
2.4% overvalued
intrinsic discount
8.49%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
9 months ago
author updated this narrative
LPP
PH
Phetuvov
Community Contributor
Family-owned company with potential for long-term growth
In 5 years, the company should significantly expand its portfolio of stores in countries other than Poland, open up to new markets, and introduce e-commerce and applications of its brands to new countries. Due to the fact that it has five brands, each targeting a different audience, the company has a wide scope for action and further development, as the brands it has are not in competition with each other, but complement each other perfectly.
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zł15.86k
FV
2.2% overvalued
intrinsic discount
9.63%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
3
users have followed this narrative
9 months ago
author updated this narrative
Citizens Financial Group
DA
DailyInvestors
Community Contributor
Tommorow Morning will be a Beat added to their records.
Citizens Financial is currently $43.60. They will be releasing their quarterly report tomorrow morning during Pre-Market.
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US$86.72
FV
43.3% undervalued
intrinsic discount
15.00%
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
9 months ago
author updated this narrative
Hub Power
EV
evd101
Community Contributor
Hub Power: A Compelling Micro Cap Opportunity in Pakistan's Frontier Market
Management Summary / Key Takeaways Hub Power Hub Power (Hubco), Pakistan's largest Independent Power Producer, presents an intriguing investment opportunity in the Frontier Markets space. With a current stock price of PKR 106.90 and a Fair Value Estimate of PKR 165.02, there's potential for significant upside.
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PK₨165.02
FV
9.4% undervalued
intrinsic discount
24.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
4
users have commented on this narrative
17
users have followed this narrative
9 months ago
author updated this narrative
Advanced Micro Devices
RI
Richard_Bowman
Equity Analyst and Writer
Intense Competition Will Force AMD to Sacrifice Margins In Favor of R&D Spend
Key Takeaways Revenue growth will improve and then slow due to cyclical nature of chip demand There will be an inevitable plateau in AI investment Competition between CPU and GPU producers will intensify due massive long term potential This will result in very high R&D spend by all three, particularly AMD AMD’s revenue growth accelerates then falls into single digits by 2028 Catalysts Industry Catalysts CPU Demand Will Accelerate in 2024 and 2025, but Decelerate Again by 2028 CPU sales for the client segment is likely to accelerate rapidly as inventories have fallen and a new replacement cycle is overdue. Within the datacenter segment growth will be more measured.
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US$103.16
FV
50.0% overvalued
intrinsic discount
16.00%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
2
users have commented on this narrative
16
users have followed this narrative
9 months ago
author updated this narrative
Star Entertainment Group
LE
LeoChivo
Community Contributor
SGR Turn around or take over?
Catalysts: The company will remediate their issues with the government and get their casino licence back, however, this is likely to take many years. An external player makes a take over offer that investors can't refuse.
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AU$0.26
FV
53.8% undervalued
intrinsic discount
0.69%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
9 months ago
author updated this narrative
STXC
Indexco Limited - IndexCo Satrix Capped All Share ETF
ST
StevenRSA
Community Contributor
Time will tell
Valuation Where do you think the business will be in 3, 5 or 10 years time? Depending on the markets I am planning in contributing as much as I can every month.
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R70.00
FV
28.7% undervalued
intrinsic discount
0%
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
9 months ago
author updated this narrative
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