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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
12
users have liked this narrative
0
users have commented on this narrative
20
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New
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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
11.6% 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
25
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
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Kao
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Market Recovery In China And New Facilities Will Boost Future Prospects
Key Takeaways Enhancing product value and brand loyalty and expanding cosmetics in China drives growth in revenue and operating margins. Cost reductions and digital strategies improve competitiveness, operational efficiency, and profitability with a focus on high-value products.
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JP¥7.44k
FV
9.8% undervalued
intrinsic discount
3.13%
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
about 3 hours ago
author updated this narrative
SGS
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
New Initiatives And Acquisitions Will Strengthen Future Prospects
Key Takeaways Bolt-on acquisitions and ongoing investments in growth areas are set to strengthen SGS's portfolio and drive revenue growth. Initiatives in AI, cybersecurity, and sustainability services aim to boost margins and capture demand in expanding sectors.
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CHF 92.56
FV
10.9% undervalued
intrinsic discount
4.60%
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
about 3 hours ago
author updated this narrative
Zensar Technologies
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Accelerated Digital Transformation And AI Will Strengthen Global Market Position
Key Takeaways Transformative AI initiatives and talent upskilling are poised to accelerate large-scale contract wins and drive revenue and margin growth ahead of current expectations. Strategic cash reserves, delivery optimization, and broader client expansion strengthen Zensar's position for market share gains, improved cost structure, and long-term earnings resilience.
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₹1.11k
FV
26.6% undervalued
intrinsic discount
12.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Heidelberg Materials
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Introduction Of Carbon Capture Net-Zero Products In 2025 Will Expand Product Range
Key Takeaways Strategic portfolio shifts through divestments and acquisitions enhance revenue and profitability in key regions. Innovations in sustainable products and operational efficiency improve margins and drive revenue growth.
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€184.39
FV
8.4% overvalued
intrinsic discount
4.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
36
users have followed this narrative
about 3 hours ago
author updated this narrative
Shinhan Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
2025 Plan Will Unlock Capital Capacity And Efficient Asset Management
Key Takeaways The 2025 strategy aims to enhance ROE and stable bank earnings, while improving non-bank operations to positively impact future earnings. Efficient asset management and shareholder-focused strategies, like buybacks, aim to increase capital flexibility and boost earnings per share.
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₩76.91k
FV
11.5% undervalued
intrinsic discount
3.31%
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
about 3 hours ago
author updated this narrative
Vestas Wind Systems
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Wind Energy Demand Will Drive Future Opportunities In Onshore And Offshore Projects
Key Takeaways Strong project pipeline and demand for wind energy indicate potential revenue growth, bolstered by manufacturing capacity and operational leverage in key markets. Ongoing service optimization, cost stability, and shareholder initiatives imply improved margins, earnings, and potential upward valuation adjustments.
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DKK 140.08
FV
10.6% undervalued
intrinsic discount
8.04%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
57
users have followed this narrative
about 3 hours ago
author updated this narrative
Prysmian
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Expanded Capacity And Sustainability Focus Will Support Future Transmission Sector Prospects
Key Takeaways Strategic capacity expansions and strong Power Grid demand may consolidate higher EBITDA margins and enhance revenue stability. Emphasis on sustainable products and Encore Wire integration should boost pricing power and operational efficiencies.
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€69.08
FV
6.8% undervalued
intrinsic discount
6.41%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
about 3 hours ago
author updated this narrative
Sartorius Stedim Biotech
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
High Consumable Demand And Regulatory Standards Will Drive Future Success
Key Takeaways Strong demand for single-use consumables and compliance expertise drive high-margin growth, supporting both revenue expansion and pricing power for sustained profitability. Leadership in innovative bioprocess technologies and rising customer equipment utilization position the company for future sales acceleration and reduced business risk.
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€234.54
FV
26.3% undervalued
intrinsic discount
10.67%
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
about 3 hours ago
author updated this narrative
GoTo Gojek Tokopedia
AN
AnalystLowTarget
Consensus Narrative from 25 Analysts
Tight Indonesian Regulation Will Constrain Fintech Yet Yield Modest Resilience
Key Takeaways Regulatory pressures, competition, and evolving compliance demands may limit GoTo's ability to fully capitalize on Indonesia's digital growth and sustain profit improvements. Reliance on incentives, challenges in retaining merchants and drivers, and rising logistics costs threaten both profitability and customer loyalty amid increased market rivalry.
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Rp73.00
FV
17.8% undervalued
intrinsic discount
12.06%
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
about 3 hours ago
author updated this narrative
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