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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
37
users have followed this narrative
8 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
4.3% 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
8 days ago
author updated this narrative
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StarHub
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Strong Q4 Performance In Cybersecurity Segment Will Strengthen Future Prospects
Key Takeaways StarHub's focus on cybersecurity and enterprise segments is driving revenue and net profit growth through improved efficiencies and ROI. Strong free cash flow and strategic acquisitions bolster financial health and future revenue, supported by a successful multi-brand mobile strategy.
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S$1.26
FV
2.3% undervalued
intrinsic discount
2.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
Corporate Travel Management
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI And Automation Will Fuel Future Competitive Advantage
Key Takeaways Emphasis on automation and AI is creating cost efficiencies and competitive advantage, enhancing margin expansion and profitability. Strategic investments in leadership and partnerships are driving execution of goals, supporting shareholder value and long-term growth.
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AU$14.50
FV
9.0% overvalued
intrinsic discount
6.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
5 days ago
author updated this narrative
Anand Rathi Wealth
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
UK And Bahrain Expansion Will Shape Future Markets
Key Takeaways Expansion into the U.K. and Bahrain is expected to boost international presence by accessing new client bases and increasing revenue streams. Growing client acquisition and digital platform enhancements indicate scalable growth, potentially leading to higher future earnings and improved operational efficiency.
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₹2.28k
FV
16.1% overvalued
intrinsic discount
21.30%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
5 days ago
author updated this narrative
I G Petrochemicals
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Into Advanced Plasticizers And Renewable Energy Will Strengthen Future Operations
Key Takeaways Focus on cost optimization and renewable energy integration enhances net margins by reducing operating expenses. Expanding product portfolio and strategic location optimize revenue growth and logistics efficiency across diverse industries.
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₹944.00
FV
49.7% undervalued
intrinsic discount
15.83%
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
5 days ago
author updated this narrative
adesso
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Ongoing IT Investments Will Transform Operations By Mid-2025
Key Takeaways Organic growth in healthcare and utilities drives future revenue, overcoming economic challenges, while strategic share buybacks reflect belief in undervaluation. Expanding in the Middle East and India aims to boost market growth, leveraging local insights for revenue and margin improvements.
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€127.83
FV
31.9% undervalued
intrinsic discount
9.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
5 days ago
author updated this narrative
M. Dias Branco Indústria e Comércio de Alimentos
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Dedicated Foodservice Team Will Capture Growth Opportunities In Flour, Margarine, And Fats Markets
Key Takeaways Consolidating commercial leadership and restructuring production centers aim to enhance operational efficiency, improve margins, and support profitability. International expansion and dedicated foodservice efforts aim to diversify income and drive revenue growth in various markets.
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R$25.14
FV
1.5% overvalued
intrinsic discount
7.30%
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
5 days ago
author updated this narrative
Navigator Global Investments
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Lighthouse Platform May Add Scale And Diversification In 2025, But Unpredictable Performance Fees Could Affect Earnings
Key Takeaways New product launches and diverse strategies are expected to drive revenue and earnings growth through higher net inflows and scale. Strategic support and high-performing partnerships aim to sustain earnings growth and enhance asset management, with no fee compression impacting margins.
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AU$2.75
FV
33.0% undervalued
intrinsic discount
17.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
5 days ago
author updated this narrative
Lerøy Seafood Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Submerged Technology And Sustainable Feed Will Optimize Future Operations
Key Takeaways Investment in new technology and sustainability initiatives is expected to enhance operational efficiency, reduce costs, and improve margins. Expansion in value chain and farming volume growth aims to boost revenue and profitability through better capacity utilization and strategic positioning.
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NOK 55.71
FV
13.3% undervalued
intrinsic discount
8.07%
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
5 days ago
author updated this narrative
Nuix
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Shift To Subscriptions And Focus On Neo Will Improve Future Operational Efficiencies
Key Takeaways Focus on Nuix Neo and subscription models aims to boost revenue stability and long-term earnings growth through higher-value contracts. Improved R&D and targeting larger contracts suggest potential for increased net margins and revenue via enhanced products and economies of scale.
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AU$4.10
FV
41.0% undervalued
intrinsic discount
14.09%
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
5 days ago
author updated this narrative
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