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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
22
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
11.6% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
9 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
0% overvalued
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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Auto Trader Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Deal Builder And Co-Driver AI Suite Will Increase Customer Engagement In Digital Automotive Marketplace
Key Takeaways Strategic focus on enhancing Deal Builder and Co-Driver AI suite likely to drive revenue growth and improve net margins through customer engagement and operational efficiency. Partnership with What Car?
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UK£8.53
FV
3.4% undervalued
intrinsic discount
6.23%
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
about 10 hours ago
author updated this narrative
Manila Electric
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
MTerra Solar And Chromite Gas Will Modernize Energy Infrastructure
Key Takeaways Strategic investments and projects in advanced metering, renewable energy, and LNG could drive future growth, efficiency, and diversification of revenue. Regulatory renewals and international expansions are poised to stabilize revenue, diversify income streams, and bolster long-term performance.
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₱581.26
FV
8.3% undervalued
intrinsic discount
7.08%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
137
users have followed this narrative
about 10 hours ago
author updated this narrative
B3 - Brasil Bolsa Balcão
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Merger With Neurotech Will Provide Significant Tax Benefits Over Next 5 Years
Key Takeaways Growth in derivatives and crypto products, combined with fixed income innovations, positions B3 to boost revenue and capture market share in trading. Operational efficiency and share buybacks indicate potential improvements in margins and earnings, with mergers offering tax advantages and cash flow improvements.
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R$15.61
FV
14.2% undervalued
intrinsic discount
7.91%
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
about 10 hours ago
author updated this narrative
South Indian Bank
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Fintech Disruption And Compliance Burdens Will Cripple Future Performance
Key Takeaways Lagging digital transformation and fintech competition threaten revenue growth, market share, and operational efficiency compared to more tech-savvy, larger banks. High sector and regional loan concentration, coupled with stricter regulations and industry consolidation, puts profitability and credit quality at sustained risk.
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₹25.00
FV
18.0% overvalued
intrinsic discount
12.71%
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
about 10 hours ago
author updated this narrative
POLI
PB Fintech
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Investments In Operations And High Customer Satisfaction Will Support Future Revenue Stability
Key Takeaways Growth in health and life insurance sectors, bolstered by strategic investments and high customer satisfaction, positions PB Fintech for sustained revenue growth. Diversification into secured business stabilizes revenue streams, reducing reliance on unsecured loans, and indicates positive future earnings potential.
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₹1.87k
FV
2.7% undervalued
intrinsic discount
28.26%
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
about 10 hours ago
author updated this narrative
Celcomdigi Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Completion Of Network Integration Will Boost Operational Efficiency And Service Quality
Key Takeaways Network integration and modernization enhance efficiency and service quality, driving revenue growth and improved margins. Cost synergies and value-added services boost profitability and sustain future earnings growth.
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RM 4.06
FV
5.7% undervalued
intrinsic discount
1.62%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 10 hours ago
author updated this narrative
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
9.0% 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
about 10 hours 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
15.2% 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
about 10 hours 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
5.1% 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
about 10 hours ago
author updated this narrative
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