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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
59.7% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 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
13.5% 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
19
users have followed this narrative
8 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
1.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
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New China Life Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Earnings Expected To Decline, But Long-Term Investments May Provide Stability
Key Takeaways Focus on traditional products may hinder innovation, impacting future revenue growth amid evolving market trends. Recruitment and training emphasis might boost operational costs, risking net margin compression without proportional productivity gains.
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CN¥46.32
FV
38.1% overvalued
intrinsic discount
-16.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
7 days ago
author updated this narrative
Hindalco Industries
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Acquisition Of Meenakshi Coal Mine Will Improve Raw Material Security
Key Takeaways Strategic acquisitions and expansions enhance raw material security, operational efficiency, and revenue growth by increasing capacity and diversifying product offerings. Commitment to ESG and recycling initiatives boosts resource management and operational efficiency, potentially improving margins despite market pressures.
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₹771.78
FV
9.9% undervalued
intrinsic discount
4.67%
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
7 days ago
author updated this narrative
MTU Aero Engines
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
GTF Advantage Certification And Military Contracts Will Drive Future Opportunities
Key Takeaways MTU is positioned for revenue growth with increased aircraft demand, MRO services, and significant contract wins boosting market share and earnings. New Eurofighter orders and the GTF Advantage program promise steady income and expanded product offerings, enhancing long-term revenue stability.
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€345.86
FV
9.9% overvalued
intrinsic discount
11.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this narrative
LG Chem
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Advancements In Chemical Recycling And Bio-Materials Will Strengthen Competitive Edge
Key Takeaways Restructuring and focus on high-value products are expected to enhance cost efficiency and profitability, positively impacting net margins. Strategic investments in sustainability and key growth sectors like battery materials and drug development aim to boost revenue and secure future growth.
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₩320.89k
FV
8.4% undervalued
intrinsic discount
9.63%
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
7 days ago
author updated this narrative
BT Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
UK Fiber And 5G Expansion Will Drive Future Customer Acquisition
Key Takeaways Focus on UK fiber expansion and 5G growth is key for revenue and earnings through increased customer acquisition and ARPU growth. Cost transformation and structural reorganization aim to improve margins, offsetting revenue pressures and supporting long-term EBITDA and cash flow growth.
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UK£1.95
FV
3.0% overvalued
intrinsic discount
-0.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
74
users have followed this narrative
7 days ago
author updated this narrative
United Microelectronics
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Singapore Fab Expansion And 22-Nanometer Capacity Will Drive Progress
Key Takeaways Strategic focus on technological differentiation and customer demand for advanced products should drive revenue growth and margin improvement. Operational efficiency initiatives, such as AI and intelligent manufacturing, aim to control expenses and support recovery in margins.
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NT$46.92
FV
6.6% undervalued
intrinsic discount
8.20%
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
7 days ago
author updated this narrative
Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Loan Growth And Securities Rollovers At Higher Rates Will Sustain Net Interest Margins
Key Takeaways Anticipated loan book and securities portfolio growth support stable net interest margins despite potential rate cuts. Strategic investments may increase short-term costs but aim to enhance capabilities and shareholder value long-term.
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zł85.13
FV
6.3% undervalued
intrinsic discount
2.96%
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
7 days ago
author updated this narrative
Alfa Laval
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Acquisition And LNG And Hydrogen Trends Will Unlock New Horizons
Key Takeaways Strategic acquisitions and focus on service divisions are expected to enhance revenue growth and improve margins in expanding markets. Innovation in sustainable technologies positions the company for competitive advantage and growth as environmental regulations tighten.
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SEK 436.13
FV
6.0% undervalued
intrinsic discount
4.19%
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
7 days ago
author updated this narrative
HDFC Life Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Regulatory Clarity And Project Inspire Will Expand Markets
Key Takeaways Regulatory changes and product innovations offer growth visibility, tapping underpenetrated markets, and potentially enhancing revenue and earnings stability. Expansion into new markets, technology transformation, and agency channel growth aim to drive sales, improve customer experience, and boost market reach.
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₹810.85
FV
6.0% undervalued
intrinsic discount
16.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
7 days ago
author updated this narrative
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