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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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Bata India
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Scaling Floatz And Power Brands Will Strengthen Market Presence
Key Takeaways Expansion of Floatz and Power brands with innovative, high-margin products is expected to drive significant revenue growth. Scaling zero-based merchandising and franchise expansion aims to enhance net margins and improve consumer experience efficiently.
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₹1.24k
FV
3.3% undervalued
intrinsic discount
8.77%
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
Bajaj Consumer Care
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Project Aarohan And Banjara's Acquisition Will Expand Future Opportunities
Key Takeaways The acquisition of Vishal Personal Care and Project Aarohan aim to boost revenue by expanding market reach and optimizing costs. Price adjustments and technological investments are expected to protect margins and improve overall profitability despite raw material cost inflation.
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₹239.00
FV
3.5% undervalued
intrinsic discount
6.90%
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
5 days ago
author updated this narrative
Ridley
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Global Commercialization Of NovacqPro Will Open New Revenue Streams
Key Takeaways Strategic acquisitions and market expansion, notably in pet food and prawn markets, are expected to significantly elevate earnings and market presence. Operational efficiency improvements and high-margin focus are poised to boost net margins and reduce costs over the long term.
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AU$3.00
FV
5.4% undervalued
intrinsic discount
24.19%
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
5 days ago
author updated this narrative
Tupy
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Biofuel Engines And Auto Contracts Will Open New Horizons
Key Takeaways Tupy's investments in technology and strategic acquisitions aim to enhance long-term value and diversify revenue streams, focusing on innovation and new market opportunities. Operational optimizations and new contracts with automakers are expected to elevate margins and earnings, boosting Tupy's financial performance and market presence.
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R$23.89
FV
29.8% undervalued
intrinsic discount
4.93%
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
5 days ago
author updated this narrative
MA Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into US Private Credit Market Will Capitalize On Strong Demand
Key Takeaways Strategic partnerships and fund listings are likely to boost revenue growth through increased assets under management and diversified capital sources. Expansion into the U.S. private credit market and advanced loan processing are expected to enhance revenue and maintain market dominance.
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AU$9.42
FV
16.2% undervalued
intrinsic discount
-22.70%
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
5 days ago
author updated this narrative
Transformers and Rectifiers (India)
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Backward Integration And Capacity Expansion Will Unlock Global Opportunities
Key Takeaways Robust order book and capacity expansion plans indicate strong future revenue visibility and potential earnings growth. Backward integration and strategic focus on sustainable energy solutions are expected to improve efficiency, reduce costs, and open new market opportunities.
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₹718.00
FV
32.6% undervalued
intrinsic discount
47.98%
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
5 days ago
author updated this narrative
Aker BioMarine
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Lysoveta Trials And Houston Restructuring Will Expand Omega-3 Reach
Key Takeaways Expanding Omega-3 market share, new products, and major retail partnerships could significantly boost revenue and sales volumes. Centralizing resources and managing tariffs are expected to improve efficiency, reduce costs, and preserve net margins.
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NOK 61.96
FV
31.2% overvalued
intrinsic discount
13.62%
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
Orchid Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
US Partnership For Enmetazobactam Will Unlock Significant Market Opportunities
Key Takeaways EU GMP certification could enable Orchid Pharma's European market expansion and boost future revenue. Investments in Orchid AMS targeting antimicrobial resistance are expected to enhance future profitability.
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₹1.00k
FV
30.1% undervalued
intrinsic discount
31.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
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5 days ago
author updated this narrative
Topsports International Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Inventory Optimization And Online Expansion Will Strengthen Future Performance
Key Takeaways Strategic inventory management and collaboration with brand partners are likely to enhance net margins and optimize inventory turnover, boosting earnings. Omnichannel efficiency and growth in online sales are expected to drive revenue growth and improve financial performance.
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HK$3.77
FV
14.4% undervalued
intrinsic discount
1.93%
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
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