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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
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0
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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
9
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Landis+Gyr Group
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Smart Grid Challenges Will Erode Profit Margins Further
Key Takeaways Rapid technology shifts and rising competition could make the current product line obsolete, leading to less productive R&D spending and shrinking margins. Dependence on large contracts, slow software transition, and regulatory risks constrain recurring earnings growth while increasing exposure to compliance costs and reputational harm.
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CHF 51.06
FV
32.2% overvalued
intrinsic discount
6.21%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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3 days ago
author updated this narrative
Indian Bank
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Transformation And Asset Quality Improvements Will Strengthen Future Banking Prospects
Key Takeaways Digital initiatives and fintech partnerships are poised to enhance revenue growth and customer acquisition in Indian Bank's digital banking services. Corporate credit pipeline and improved asset quality are expected to boost revenue, net interest margins, and earnings stability.
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₹676.45
FV
5.8% undervalued
intrinsic discount
12.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
GEN Restaurant Group
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising Costs And Saturation Will Curb Expansion Yet Spark Hope
Key Takeaways Expansion is challenged by rising costs, evolving consumer preferences, and potential market saturation, threatening profitability and long-term growth. Diversification and operational efficiency efforts face risks from regulatory pressures, technological disruption, and volatile input costs, possibly limiting gains.
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US$6.00
FV
31.2% undervalued
intrinsic discount
16.14%
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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3 days ago
author updated this narrative
Banca Mediolanum
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Shrinking Margins Will Cause Earnings Decline Despite Project NEXT And Recruitment Efforts
Key Takeaways Banca Mediolanum's focus on fee-based revenues and fixed income funds could sustain margins and enhance positive revenue and earnings growth. Strong capital foundation and training initiatives aim to support long-term growth, maintaining dividend distribution and favorable shareholder returns.
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€15.90
FV
5.7% undervalued
intrinsic discount
-2.88%
Revenue growth p.a.
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0
users have liked this narrative
0
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6
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3 days ago
author updated this narrative
Boku
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Regulatory Burdens In Europe And India Will Undermine Payment Models
Key Takeaways Greater adoption of real-time payment systems and global regulatory pressures threaten Boku's traditional aggregator model, impacting transaction volumes and data-driven revenue streams. Dependence on major merchants and increasing competition from large payment ecosystems introduce volatility and limited scalability, raising risks to earnings stability and future growth.
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UK£1.68
FV
34.3% overvalued
intrinsic discount
21.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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3 days ago
author updated this narrative
Melrose Industries
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Investments In Engines Capability And Additive Fabrication Will Drive Future Success
Key Takeaways Strategic restructuring and business realignment aim to boost margins and cash flow, driving strong earnings and profitability growth. Investments in aftermarket capabilities and new technologies focus on enhancing operational efficiency and supporting substantial revenue and EPS expansion.
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UK£6.47
FV
20.6% undervalued
intrinsic discount
6.11%
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
3 days ago
author updated this narrative
China Mengniu Dairy
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Expanding Into Southeast Asia With Aice Will Strengthen Dairy Operations
Key Takeaways Digitization and fine management aim to optimize dairy supply-demand, boosting operational efficiency and future net margins. Expansion into Southeast Asia and product innovation could drive revenue growth through capturing higher-value segments.
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HK$23.92
FV
28.8% undervalued
intrinsic discount
2.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
Evonik Industries
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Tailor Made Program And Hedged Energy Costs Will Strengthen Future Prospects
Key Takeaways Strong earnings growth and free cash flow support a positive revenue outlook, aided by cost-saving measures. Strategic investments in growth areas and favorable market conditions are expected to boost revenue and competitiveness.
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€21.23
FV
15.1% undervalued
intrinsic discount
0.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
3 days ago
author updated this narrative
ASX
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
CHESS Modernization And Energy Market Expansion Will Boost Future Operations
Key Takeaways ASX's technology modernization projects and transitional energy expansion could enhance operational efficiency and tap into growing markets for long-term revenue growth. Investments in Horizon 2 initiatives and new data services aim to diversify revenue streams, supporting sustainable earnings growth and meeting customer demands.
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AU$69.40
FV
0.6% overvalued
intrinsic discount
-9.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
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