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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
26
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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
50.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
11 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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Tongdao Liepin Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI Recruitment Efficiency Will Lower Costs And Expand Market Coverage
Key Takeaways Integration of AI technologies enhances efficiency, reduces costs, diversifies revenue, and drives growth across recruitment and various sectors. Financial strategies to improve investor confidence aim for better earnings, stock appreciation, and stable profit margins amidst market uncertainties.
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HK$6.43
FV
34.5% undervalued
intrinsic discount
4.63%
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
2 days ago
author updated this narrative
Eureka Forbes
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Rising Urbanization And Health Focus Will Expand Home Markets
Key Takeaways Strong focus on innovation, premiumization, and digital transformation is driving margin expansion and recurring revenue growth in health-focused consumer appliances. Sustained cost optimization and operating leverage enable continued growth investments without compromising profit margins, supporting robust future earnings trajectory.
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₹686.33
FV
18.8% undervalued
intrinsic discount
14.43%
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
2 days ago
author updated this narrative
Aya Gold & Silver
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Zgounder Expansion And Open-Pit Operations Will Redefine Silver Production
Key Takeaways The Zgounder expansion and transition to open-pit mining are expected to boost production and reduce costs, enhancing revenue and net margins. Enhanced mill recoveries and focus on silver ingot production could improve earnings and overall profitability.
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CA$19.44
FV
31.5% undervalued
intrinsic discount
56.57%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
2 days ago
author updated this narrative
Mastek
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
UK Government And NHS Spending Will Unlock Enduring Opportunities
Key Takeaways Strong positioning in digital transformation and AI, with expanding contract wins in public and non-public sectors, is driving multi-year growth and improving margins. Investments in talent, proprietary platforms, and geographic diversification are enhancing operating leverage, reducing risk, and supporting consistent revenue and earnings expansion.
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₹3.06k
FV
19.1% undervalued
intrinsic discount
11.32%
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
2 days ago
author updated this narrative
D. B
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding Digital Engagement And New Market Entries Will Strengthen Future Market Position
Key Takeaways Strategic digital investments and market expansion efforts may enhance future revenue streams and market penetration. Effective cost controls and stable costs have led to significant margin improvements, suggesting potential earnings growth.
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₹300.00
FV
7.2% undervalued
intrinsic discount
8.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
2 days ago
author updated this narrative
Nine Entertainment Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Olympics Will Increase Stan's Subscriber Base And Engagement
Key Takeaways Strategic investment in digital revenue streams and data enhancements positions Nine Entertainment for growth despite declining traditional media revenues. Leveraging major events and synergies with Domain are key strategies to boost engagement, subscriptions, and advertising revenue.
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AU$1.91
FV
12.2% undervalued
intrinsic discount
2.01%
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
2 days ago
author updated this narrative
Godrej Agrovet
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
CDMO Expansion And Branded Poultry Products Will Boost Future Potential
Key Takeaways Strong pricing and operational improvements in the Animal Feed and Vegetable Oil segments are poised to enhance future earnings and revenue growth. Strategic shifts in Poultry and Dairy segments aim to improve profitability and stabilize margins through focus on branded products and value-added offerings.
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₹852.83
FV
1.6% undervalued
intrinsic discount
10.23%
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
2 days ago
author updated this narrative
Ecora Resources
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Voisey's Bay, Mimbula And Mantos Blancos Will Empower Base Metals
Key Takeaways Expected volume growth from key assets will substantially boost future revenue, supported by low operating costs and production expansions. Shifting revenue from Kestrel to lower-tax jurisdictions in the base metals portfolio is anticipated to increase net margins due to a lower effective tax rate.
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UK£1.20
FV
39.3% undervalued
intrinsic discount
-3.61%
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
2 days ago
author updated this narrative
Springfield Properties
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Debt Reduction And Durieshill Village Project Will Strengthen Future Prospects
Key Takeaways Decreased debt enhances net margins and profitability, while profitable land sales boost liquidity and financial leverage. Strategic partnerships and infrastructure investments position the company for long-term revenue growth and market expansion in Northern Scotland.
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UK£1.43
FV
29.1% undervalued
intrinsic discount
-1.62%
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
2 days ago
author updated this narrative
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