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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
14
users have liked this narrative
0
users have commented on this narrative
34
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
5
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
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5007
Akzo Nobel India
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Government Initiatives And New Product Launches Will Drive Increased Demand In Paint Markets
Key Takeaways Government initiatives and B2B expansion in high-margin industrial sectors are expected to drive significant revenue growth and profitability. New product launches and distribution expansion aim to increase market share and improve market reach, enhancing earnings and valuation.
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₹3.92k
FV
4.0% undervalued
intrinsic discount
6.92%
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
Mahindra Lifespace Developers
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Residential Focus In Mumbai And Pune Will Boost Premium Appeal
Key Takeaways Strategic shifts towards high-growth residential markets and monetization of existing assets aim to enhance market share and improve financial metrics. Emphasis on customer experience, fiscal prudence, and high-margin projects is expected to stabilize earnings and boost long-term profitability.
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₹567.50
FV
35.0% undervalued
intrinsic discount
50.55%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
Ascopiave
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Wind Farm Projects And EstEnergy Stake Sale Will Improve Future Prospects
Key Takeaways Strategic restructuring and simplification may enhance operational efficiencies and net margins through mergers and acquisitions, particularly in renewable energy and gas distribution. Asset divestitures and strategic partnerships are expected to provide financial inflow, supporting future revenue growth and capital expenditures.
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€3.40
FV
7.4% undervalued
intrinsic discount
9.40%
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
Peyto Exploration & Development
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Repsol Asset Integration Expected To Increase Production By 40%
Key Takeaways Successful asset acquisition and operational efficiencies are boosting production and reducing costs, enhancing revenue and net margins. Strategic diversification and local demand for natural gas enhance revenue security and future growth prospects.
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CA$21.66
FV
10.7% undervalued
intrinsic discount
19.06%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
4 days ago
author updated this narrative
Home First Finance Company India
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Branch Expansion And Co-lending Will Strengthen Position In Affordable Housing
Key Takeaways Extensive branch expansion and strong asset quality could drive revenue and earnings growth by improving distribution and managing credit risk. Focus on technology and co-lending partnerships is set to boost operational efficiency, profitability, and new revenue streams.
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₹1.37k
FV
7.6% overvalued
intrinsic discount
29.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
4 days ago
author updated this narrative
Kirloskar Ferrous Industries
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Ford Contract And Cost Reductions Will Boost Future Casting And Steel Production
Key Takeaways Enhanced operational efficiencies and revenue growth are expected through increased capacity utilization, cost reductions, and new product development. Investment in renewable energy, ERP systems, and internal resource utilization may lead to stabilized costs and improved net margins.
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₹625.50
FV
8.9% undervalued
intrinsic discount
12.62%
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
Granules India
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Genome Valley Facility Will Increase Production Capacity To 10 Billion Doses
Key Takeaways Strategic focus on expanding high-growth segments is expected to drive future revenue and enhance earnings stability through improved product approvals. Increased production capacity and quality improvements are set to enhance operational efficiency, supporting sustainable growth and better net margins.
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₹613.29
FV
23.6% undervalued
intrinsic discount
14.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
4 days ago
author updated this narrative
Champion Iron
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Completion Of Flotation Plant By 2025 Will Enable Production Of Higher-Grade Material
Key Takeaways Strategic partnerships and logistics improvements position Champion Iron for increased revenue, higher net margins, and new growth opportunities. Anticipated demand for higher-grade material and DRI feedstock aligns with emerging green steel markets, boosting future earnings potential.
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AU$5.88
FV
14.9% undervalued
intrinsic discount
5.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
4 days ago
author updated this narrative
EcoRodovias Infraestrutura e Logística
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Road Capacity And Toll Automation Will Offer Mixed Results
Key Takeaways Strategic investments and new toll collection initiatives could significantly boost revenue growth and enhance earnings stability. Automation and strategic cost management can improve operational efficiency, potentially enhancing net margins and overall earnings.
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R$9.34
FV
27.7% undervalued
intrinsic discount
-8.31%
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
4 days ago
author updated this narrative
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