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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
13
users have liked this narrative
0
users have commented on this narrative
31
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
4
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
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Abu Dhabi Islamic Bank PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Vision 2035 Will Advance Banking With Gen AI And Fintech Alliances
Key Takeaways ADIB's Vision 2035 strategy focuses on leveraging technology and innovation to drive growth and profitability improvements. Customer base expansion and improved cost-to-income ratio highlight potential for sustained revenue growth and better margins.
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د.إ17.91
FV
32.9% overvalued
intrinsic discount
8.86%
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
24 days ago
author updated this narrative
Abu Dhabi National Energy Company PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Domestic Revenues And UK Expansions Will Offset Overvaluation Risks
Key Takeaways Over-optimism about revenue and profit growth overlooks the company's reliance on temporary factors, slow renewables transition, and threats from cost inflation and competition. International expansions and renewables investments may not yield significant short-term gains, while legacy fossil fuel exposure increases earnings volatility and margin pressure.
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د.إ2.40
FV
39.9% overvalued
intrinsic discount
3.12%
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
24 days ago
author updated this narrative
CompoSecure
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Implementation Of COS And Arculus Expansion Will Boost Future Efficiency And Market Reach
Key Takeaways Implementation of COS is expected to boost operating margins and profitability through improved efficiency and execution. Significant growth potential in the metal credit card market could drive substantial long-term revenue growth.
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US$15.14
FV
5.7% undervalued
intrinsic discount
13.63%
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
24 days ago
author updated this narrative
Gogo
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Galileo HDX And Satcom Direct Integration Will Unlock Untapped In-Flight Broadband Market
Key Takeaways Gogo's expansion into untapped business jet markets aims to boost revenue, especially from jets lacking broadband outside North America. Introduction of new terminals and strategic partnerships will diversify revenue, enhance margins, and reduce competition risk from single-network providers.
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US$14.56
FV
8.4% overvalued
intrinsic discount
41.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
24 days ago
author updated this narrative
OUTFRONT Media
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanding Digital Billboards Will Create Opportunities But CAPEX May Constrain Cash Flow
Key Takeaways Growth in digital billboard and automated advertising suggests potential for higher future revenues amid expanding digital capabilities and technology investments. Reducing leverage and strategic investments in transit and AFFO growth indicate improved margins and financial stability.
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US$19.43
FV
7.0% undervalued
intrinsic discount
2.13%
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
24 days ago
author updated this narrative
Apple Hospitality REIT
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
New Acquisitions And Renovations Will Shape Hotels Amid Cost Risks
Key Takeaways Limited new supply growth and strategic acquisitions are expected to enhance demand dynamics, stabilize revenue, and drive higher earnings. Focused capital reinvestment and asset sales aim to improve competitive positioning, increase shareholder value, and optimize financial flexibility.
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US$13.50
FV
6.9% undervalued
intrinsic discount
1.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
24 days ago
author updated this narrative
Kilroy Realty
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
SF Leasing And AI Expansion Will Spur Opportunities Amid Risks
Key Takeaways Expanding AI industry and return-to-office mandates are expected to boost leasing activity and revenue, especially in key markets like San Francisco and Seattle. Strategic asset disposals and sustainability focus may improve balance sheet strength and net margins, potentially enhancing Kilroy Realty's corporate appeal.
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US$38.60
FV
3.9% undervalued
intrinsic discount
1.34%
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
24 days ago
author updated this narrative
AZEK
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Merger And Recycling Investments Will Expand Future Prospects
Key Takeaways AZEK's merger with James Hardie and new product launches will enhance growth, market penetration, and positively impact revenue and earnings. Recycling investments and channel expansion indicate potential for margin expansion, reduced costs, and increased sales despite economic uncertainties.
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US$54.95
FV
1.1% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
24 days ago
author updated this narrative
Cullen/Frost Bankers
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Aggressive Expansion Will Burden Margins And Raise Expenses
Key Takeaways Aggressive expansion strategy could lead to increased operational costs and pressure net margins without proportional revenue growth. Over-reliance on expansion-driven growth risks earnings stability if new markets lack consistent profitability.
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US$130.84
FV
3.1% overvalued
intrinsic discount
4.65%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
24 days ago
author updated this narrative
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