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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
users have liked this narrative
0
users have commented on this narrative
34
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
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
users have followed this narrative
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Stockland
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Adding Over 3,000 Sydney Apartments Will Strengthen Future Residential Prospects
Key Takeaways Expansion into the residential sector and new data center developments position Stockland for future revenue growth and portfolio diversification. Strategic capital partnerships and ESG initiatives aim to enhance capital access and align with sustainable investment criteria for improved valuation.
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AU$5.63
FV
4.1% undervalued
intrinsic discount
7.76%
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
3 days ago
author updated this narrative
Wharf Real Estate Investment
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Expansion Of Luxury Brands At Harbour City And Times Square Will Improve Future Prospects
Key Takeaways Strategic investments in properties and brand portfolio management aim to drive revenue growth and improve net margins through increased rental income. Reduced net debt and borrowing costs position the company to enhance net earnings and stabilize rental revenue amid market revitalization efforts.
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HK$24.50
FV
0.4% undervalued
intrinsic discount
0.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
Localiza Rent a Car
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expanding Seminovos Division And Digital Initiatives Will Boost Fleet Renewal And Customer Satisfaction In 2025
Key Takeaways Efficiency improvements and cost reductions aim to enhance net margins and profitability, supporting the company's financial health. Strategic focus on profitable segments and customer experience differentiation could boost earnings growth and market share expansion.
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R$53.88
FV
32.9% undervalued
intrinsic discount
11.69%
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
GEA Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digitalization And Decarbonization Trends Will Fuel Future Industry Excellence
Key Takeaways Shift to higher-margin digital services and sustainable solutions drives margin expansion, strong earnings, and positions GEA to benefit from industry decarbonization and regulatory trends. Operational excellence, strong order pipeline, and diversified global backlog enable resilient long-term growth, cash generation, and flexibility for future investment.
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€57.14
FV
5.6% overvalued
intrinsic discount
3.86%
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
BIM Birlesik Magazalar
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Store Expansions And Sustainability Initiatives Will Drive Future Success
Key Takeaways Store expansion, particularly in Turkey, Morocco, and Egypt, aims to drive revenue growth, supported by a strong investment drive. Sustainability and cost control initiatives, including solar investments and energy efficiency, could enhance operational efficiency and improve margins.
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₺744.27
FV
31.3% undervalued
intrinsic discount
18.04%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
77
users have followed this narrative
3 days ago
author updated this narrative
Demant
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Expanding Into Denmark, Germany, And Italy Will Strengthen Future Position In Hearing Care Market
Key Takeaways Strategic divestments and focus on hearing healthcare aim to reduce complexity, improve margins, and streamline operations. Expansion of high-performing product portfolio and bolt-on acquisitions target growth, leveraging efficient innovation and enhanced market presence.
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DKK 296.41
FV
5.6% undervalued
intrinsic discount
6.15%
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
3 days ago
author updated this narrative
8795
T&D Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Rising Domestic Interest Rates Will Boost Appeal Of Life Insurance Products
Key Takeaways Growth in future revenue driven by increased sales and domestic interest rates enhances the attractiveness of life insurance products. Strategic rebalancing and divestitures improve capital efficiency, risk management, and shareholder returns, aiding financial stability.
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JP¥3.94k
FV
7.7% undervalued
intrinsic discount
10.82%
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
3 days ago
author updated this narrative
Israel Discount Bank
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Transformation And Fintech Partnerships Will Shape Future Prospects
Key Takeaways Digital innovation, robust asset quality, and a strong capital base are set to drive customer growth, operational efficiency, and earnings stability. Expansion in high-growth lending, ESG focus, and planned divestitures enhance competitiveness, attract investors, and support long-term shareholder returns.
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₪35.18
FV
5.4% undervalued
intrinsic discount
5.70%
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
3 days ago
author updated this narrative
Sunny Optical Technology (Group)
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Adoption Of AI Features In Smartphones Will Boost Demand For Advanced Optical Components
Key Takeaways Strategic expansion in XR and automotive optics, bolstered by significant new orders, is set to drive revenue and earnings growth. High R&D investments and AI integration in handset optics enhance product mix, margins, and market share.
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HK$95.69
FV
19.9% undervalued
intrinsic discount
12.91%
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
3 days ago
author updated this narrative
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