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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
36
users have followed this narrative
7 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
7 days ago
author updated this narrative
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BE Semiconductor Industries
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
AI Packaging And Hybrid Bonding Will Transform Assembly Market
Key Takeaways Anticipated market growth and advancements in hybrid bonding and advanced packaging for AI applications could drive future revenue and earnings growth. Strategic collaboration with Applied Materials and strong R&D investments may enhance technology confidence and improve gross margins.
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€135.90
FV
13.8% undervalued
intrinsic discount
23.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
65
users have followed this narrative
4 days ago
author updated this narrative
Godrej Properties
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Expanding Into Hyderabad And Noida Will Reduce Risk And Support Future Success
Key Takeaways Strong booking value and volume growth indicate robust demand and expected revenue growth, supported by geographical diversification and new market entries. Capital infusion and aggressive launch strategy bolster financial foundation, enabling continued project development and strategic growth.
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₹2.74k
FV
18.5% undervalued
intrinsic discount
50.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
NHPC
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Upcoming Renewable Projects Will Diversify India's Energy Portfolio
Key Takeaways Progress on renewable and hydroelectric projects positions NHPC for future revenue growth through energy diversification and expanded portfolio. Strategic mergers aim to enhance operational efficiencies and potentially improve net margins.
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₹91.13
FV
8.4% undervalued
intrinsic discount
23.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
4 days ago
author updated this narrative
Ipsen
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Cabometyx And Tovorafenib Approvals May Strengthen Oncology Portfolio In 2025
Key Takeaways Expansion of Onivyde and new product approvals could significantly increase revenue and strengthen market positions in key medical segments. Strategic acquisitions and external innovation plans aim to enhance margins and drive top-line growth through integration of high-performing assets.
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€126.86
FV
11.9% undervalued
intrinsic discount
5.29%
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
4 days ago
author updated this narrative
Isuzu Motors
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
CV Sales Expansion And IFRS Adoption Will Broaden Market Reach
Key Takeaways Isuzu's expansion in CV sales and shift to IFRS may boost domestic sales and investor confidence, enhancing revenue and earnings. Strategic focus on innovation and stock buybacks could improve net margins and earnings per share, supporting long-term growth and investment appeal.
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JP¥2.17k
FV
9.6% undervalued
intrinsic discount
4.99%
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
4 days ago
author updated this narrative
AtkinsRéalis Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Acquisition Of David Evans Enterprises Will Expand US Engineering Footprint
Key Takeaways Strategic sale of Highway 407 interest simplifies operations, reduces debt, and enhances shareholder value through acquisitions and share buybacks. Expansion strategies, including U.S. footprint growth and nuclear investment, align with high-demand market trends, supporting revenue and margin growth.
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CA$104.36
FV
6.1% undervalued
intrinsic discount
8.16%
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
4 days ago
author updated this narrative
JDE Peet's
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Focusing On Sustainability And Integrating Maratá And Caribou Will Strengthen Future Prospects
Key Takeaways Consumer-led innovations and sustainability efforts are set to bolster revenue growth and align with market trends. Strategic acquisitions and cost efficiencies aim to enhance market presence and boost profitability.
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€24.23
FV
1.0% undervalued
intrinsic discount
4.78%
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
4 days ago
author updated this narrative
Grupo Aeroportuario del Pacífico. de
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Upcoming Investments Will Expand Capacity And Improve Passenger Services
Key Takeaways Significant CapEx investments and infrastructure projects are expected to increase capacity and enhance passenger services, driving future revenue and profitability. Diversification into non-aeronautical revenues and implementation of new tariff regulations could boost overall net margins and mitigate passenger traffic declines.
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Mex$451.44
FV
7.6% undervalued
intrinsic discount
18.41%
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
4 days ago
author updated this narrative
Mowi
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In Smolt Programs Will Boost Productivity And Operational Efficiency
Key Takeaways Strategic acquisitions and investments are expected to enhance efficiency and margins, significantly boosting profitability. Cost reduction measures and production capacity expansion aim to support growth and improve revenue and earnings.
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NOK 229.25
FV
13.9% undervalued
intrinsic discount
7.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
4 days ago
author updated this narrative
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