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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
35
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
2.4% 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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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
31.7% 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
4 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
4 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
29.0% 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
users have followed this narrative
4 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
13.9% 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
4 days ago
author updated this narrative
Liontrust Asset Management
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Transformation And Global Expansion Will Create Opportunities
Key Takeaways Leadership in sustainable funds and global expansion position Liontrust to capture long-term demand and drive growth in diverse markets. Technology integration and improved client strategies boost operational efficiency, supporting higher margins and revenue resilience as market conditions shift.
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UK£4.46
FV
17.0% undervalued
intrinsic discount
-3.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
21
users have followed this narrative
4 days ago
author updated this narrative
Barrick Mining
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In Lumwana And Reko Diq Will Expand Gold And Copper Reserves, Driving Future Opportunities
Key Takeaways Strategic investments in reserves and projects could drive revenue growth and capitalize on future commodity price increases, enhancing long-term earnings potential. Cost efficiencies and strong cash flow generation may boost net margins and earnings per share through reduced costs and share buybacks.
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CA$36.72
FV
18.7% undervalued
intrinsic discount
13.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
79
users have followed this narrative
4 days ago
author updated this narrative
Erawan Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
HOP INN Expansion In Thailand And Japan Will Increase Presence But High CapEx Poses Financial Risk
Key Takeaways Expansion in the budget segment with HOP INN hotels and new locations in Thailand and Japan is expected to drive substantial revenue growth. Focus on cost management and renovating luxury properties is anticipated to enhance margins and increase overall revenue and profitability.
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฿3.24
FV
31.5% undervalued
intrinsic discount
4.11%
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
4 days ago
author updated this narrative
Triveni Engineering & Industries
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion In Power Transmission And Ethanol Will Boost Future Opportunities
Key Takeaways Strategic initiatives, including reducing lower-recovery sugarcane and amalgamating with Sir Shadi Lal Enterprises, aim to enhance profitability and financial stability. Government policy changes and strong order book growth in Power Transmission and Water sectors suggest promising revenue and earnings potential.
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₹496.20
FV
26.1% undervalued
intrinsic discount
9.11%
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
4 days ago
author updated this narrative
Mayur Uniquoters
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Becoming A Preferred Supplier Will Expand US And European Automotive Exports
Key Takeaways Focus on becoming a preferred supplier for OEMs in the U.S. and Europe aims to boost revenue, especially in the automotive sector. Establishing a subsidiary in Lithuania and potential setup in Mexico may expand market reach and enhance production capabilities, supporting future earnings growth.
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₹761.50
FV
22.4% undervalued
intrinsic discount
8.12%
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
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