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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
35
users have followed this narrative
7 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
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
users have followed this narrative
7 days ago
author updated this narrative
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National Energy Services Reunited
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into Jafurah Field And ROYA Drilling Will Strengthen Future Prospects
Key Takeaways NESR's expansion into unconventional gas projects in the Middle East and new market entries are poised to drive future revenue growth. Technological advances and decarbonization projects offer revenue diversification and margin improvement opportunities, while strong cash flow supports growth investments.
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US$12.00
FV
46.5% undervalued
intrinsic discount
4.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
4 days ago
author updated this narrative
GrainCorp
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
I Expect Expansion Into Agri-Energy And Animal Nutrition Sectors Will Enhance Operational Efficiency And Open New Markets
Key Takeaways Record oilseed crush volumes and Animal Nutrition expansion enhance efficiency, potentially boosting future revenue. Strategic partnerships and diversification efforts in energy and port operations could significantly improve revenue streams and utilization rates.
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AU$8.77
FV
13.4% undervalued
intrinsic discount
-1.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
4 days ago
author updated this narrative
Krsnaa Diagnostics
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Government Investment And AI Diagnostics To Transform Healthcare Services By 2026
Key Takeaways Expansion into the retail segment and AI-enabled solutions could unlock new revenue streams and improve margins. Government healthcare investments and an asset-light model may drive sustainable earnings growth and reduce capital expenditures.
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₹1.05k
FV
19.0% undervalued
intrinsic discount
21.08%
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
4 days ago
author updated this narrative
Aspo Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
EcoVadis Platinum And Green Vessel Investments Will Strengthen Future Sustainability
Key Takeaways Investments in green vessels and ESG initiatives aim to improve cost efficiencies and brand perception, boosting margins and competitiveness. Strategic acquisitions and focus on organic growth are set to significantly enhance future earnings and operational efficiencies.
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€6.00
FV
10.7% undervalued
intrinsic discount
4.01%
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
4 days ago
author updated this narrative
Harsha Engineers International
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Securing New Global Contracts And Benefiting From Strong USD Will Strengthen Future Prospects
Key Takeaways Strong growth in the Bronze Bushing segment and a new long-term contract will enhance future revenue and profitability. The China Plus One strategy and USD strength are expected to drive increased international demand and long-term earnings growth.
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₹404.67
FV
1.3% overvalued
intrinsic discount
11.24%
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
4 days ago
author updated this narrative
Balco Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Nordic And Maritime Expansion Will Ignite Sustainable Recovery
Key Takeaways Order growth, geographic expansion, and product portfolio diversification position Balco for future revenue gains and reduced regional concentration risk. Operational efficiency improvements and focus on sustainable, innovative solutions are expected to boost margins as renovation demand rises.
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SEK 36.00
FV
28.1% undervalued
intrinsic discount
7.08%
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
CCL Products (India)
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
B2C Expansion Into Emerging Markets Will Drive Future Success
Key Takeaways Strategic growth in B2C and B2B segments in under-penetrated markets is expected to significantly boost revenues and improve long-term net margins. New production capacities and increased pricing power in B2C are poised to enhance revenue growth and support margin improvement despite short-term price volatilities.
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₹810.70
FV
3.7% overvalued
intrinsic discount
17.09%
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
4 days ago
author updated this narrative
Hypera
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Working Capital Optimization And Neosaldina Launches Will Shape Future Operations
Key Takeaways Optimizing working capital and capitalizing on patent expirations could enhance cash flow, market share, and revenue growth. New product launches and strategic market expansion are expected to drive sellout and improve margins, boosting overall growth.
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R$28.84
FV
9.0% undervalued
intrinsic discount
18.18%
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
4 days ago
author updated this narrative
Barco
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Shift To Software And New ClickShare Platform Will Strengthen Future Prospects
Key Takeaways Introducing higher-margin products and focusing on software aims to enhance revenue and gross margins positively. Operational enhancements and share buyback initiatives could improve gross profit margins and boost EPS.
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€14.60
FV
3.9% undervalued
intrinsic discount
4.19%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
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