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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
59.1% 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
26
users have followed this narrative
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
15.5% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
10 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
2.4% 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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Aramex PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Nearshoring Trends And Warehouse Optimization Will Improve Future Supply Chain Resilience
Key Takeaways Nearshoring and warehousing capabilities could boost regional sales, decreasing transit times and enhancing supply chain resilience. Volume growth in Domestic Express and freight optimization may improve profitability through economies of scale and targeting profitable routes.
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د.إ3.01
FV
7.1% undervalued
intrinsic discount
5.27%
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
1 day ago
author updated this narrative
Just Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Investments In Technology And DB Market Opportunities Will Strengthen Future Prospects
Key Takeaways Strategic focus on Defined Benefit and Defined Contribution markets positions Just Group for revenue growth through new business sales and market capture. Investments in technology and asset origination bolster competitive pricing, aiding in cost control and enhancing profit margins over time.
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UK£1.88
FV
30.3% undervalued
intrinsic discount
50.52%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
1 day ago
author updated this narrative
Peoplein
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Project UNITE And Sector Diversification Will Strengthen Future Prospects
Key Takeaways Strategic client mix shift and cost efficiencies enhance profitability despite fewer billed hours, optimizing revenue growth. Expansion into high-margin permanent recruitment and strategic projects strengthen future revenue growth and diversification.
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AU$1.05
FV
35.0% undervalued
intrinsic discount
1.48%
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
1 day ago
author updated this narrative
BILL Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
AI Platform Upgrades And New Products Will Strengthen Fintech's Market Position
Key Takeaways Strategic partnerships and AI-enhanced platforms aim to boost revenue and margins through improved customer acquisition, retention, and core revenue growth. Product launches and mid-market expansion target increased monetization and transaction volume, enhancing revenue and earnings potential.
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US$60.22
FV
24.9% undervalued
intrinsic discount
16.91%
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
1 day ago
author updated this narrative
EFC (I)
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Ventures In Real Estate, Education, And Healthcare Will Mitigate Risks And Improve Stability
Key Takeaways Strategic expansion in leasing and robust project pipelines in design and build promise strong revenue growth and enhanced profitability. Diversification across industries is poised to stabilize revenue streams and mitigate economic risks, bolstering long-term earnings stability.
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₹465.00
FV
24.7% undervalued
intrinsic discount
39.93%
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
1 day ago
author updated this narrative
Alumasc Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Sustainability Focus And Overseas Expansion Will Drive Future Success
Key Takeaways Focus on sustainability and eco-friendly products aligns with environmental growth drivers, expected to boost future revenue. Cost savings from facility relocation and strong overseas sales growth potential enhance margins and drive revenue growth.
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UK£4.10
FV
12.2% undervalued
intrinsic discount
2.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
1 day ago
author updated this narrative
Shaily Engineering Plastics
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Healthcare Contracts Will Boost Future Value But Earnings Impact May Be Delayed
Key Takeaways Relying on new contracts in Healthcare may not yield immediate revenue due to regulatory approvals and market readiness, risking stock overvaluation. Expansion efforts face delays in profitability and revenue growth due to low current machine utilization, geopolitical risks, and dependency on future market acceptance.
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₹2.14k
FV
26.1% undervalued
intrinsic discount
39.70%
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
1 day ago
author updated this narrative
HORNBACH Holding KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
European Expansion And Online Investments Will Strengthen Future Prospects Despite Margin Challenges
Key Takeaways Organic growth in Europe with investments in online-offline integration aims to enhance customer experience and boost profitability. New store openings and process efficiencies target increased sales and maintained high margins, supporting revenue and earnings growth despite economic challenges.
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€106.67
FV
0.4% undervalued
intrinsic discount
2.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
1 day ago
author updated this narrative
Locaweb Serviços de Internet
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Authorization From Brazilian Central Bank Will Unlock New Financial Opportunities
Key Takeaways Strategic focus on leveraging existing assets like embedded finance and ERP systems to boost revenue and market share. Share buyback program and focus on operational efficiency to increase shareholder value and profitability.
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R$5.64
FV
32.2% undervalued
intrinsic discount
11.43%
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
1 day ago
author updated this narrative
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