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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
36
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
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
7 days ago
author updated this narrative
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Tate & Lyle
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integrating CP Kelco And Partnering With Manus Will Drive Growth And Enhance Profitability
Key Takeaways Expansion through CP Kelco enhances specialty solutions, driving revenue growth and improving profitability via anticipated cost synergies and EBITDA margin uplift. Strong cash flow and disciplined financial management fuel share buybacks, increasing EPS, while innovation drives new revenue streams and strengthens market position.
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UK£7.28
FV
25.6% undervalued
intrinsic discount
10.07%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
4 days ago
author updated this narrative
Syngene International
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
New Biologics Facilities And Pilot Programs Will Expand Capabilities
Key Takeaways Acquisition and facility utilization in the US aim to enhance capacity, improve margins, and de-risk the supply chain for revenue growth. New collaborations and advancements in technology are expected to boost the pipeline and margins, strengthening revenue and competitive position.
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₹712.22
FV
4.4% undervalued
intrinsic discount
12.92%
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
4 days ago
author updated this narrative
Nikon
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Acquisition Of RED And Growth In Cell Therapy Propel Revenue And Margins In Imaging And Healthcare
Key Takeaways Nikon's acquisition of RED enhances its video strategy, potentially boosting revenue in the Imaging Products Business. Nikon's pivot in the CDMO business, focusing on cell therapy, may solidify new revenue streams in the Healthcare sector.
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JP¥1.43k
FV
3.5% overvalued
intrinsic discount
2.15%
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
Nomura Real Estate Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Residential And Overseas Expansion Will Create Promising Opportunities
Key Takeaways Strategic investments in domestic and overseas real estate are set to drive revenue and profit growth through diversification and expansion. Shareholder focus, with consistent dividend increases and capital allocation, may enhance investor confidence and boost stock valuation.
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JP¥969.33
FV
11.8% undervalued
intrinsic discount
9.47%
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
Wendel
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Acquisitions Of IK Partners And Monroe Capital Will Diversify Asset Management Business
Key Takeaways Strategic acquisitions and portfolio adjustments are enhancing Wendel's growth and cash flow, supporting increased dividend payouts and improving the company's financial health. Continued transformation and strategic initiatives, such as those by Bureau Veritas and Stahl, are expected to boost margins, contribute to earnings growth, and enhance value creation.
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€118.50
FV
21.2% undervalued
intrinsic discount
4.40%
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
Getinge
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Advanced Digital Health And Infection Control Will Drive Future Markets
Key Takeaways Strong demand in core healthcare segments and increasing digital adoption support resilient revenue streams and margin improvement. Strategic acquisitions and operational efficiencies broaden product offerings and global presence, driving sustained top-line growth and profitability.
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SEK 233.33
FV
13.6% undervalued
intrinsic discount
4.80%
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
659
CTF Services
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Life Insurance And Logistics Acquisitions Will Diversify Future Income Streams
Key Takeaways Strategic acquisitions and expansions in logistics are expected to enhance revenue and margins through value-accretive growth in insurance and logistics sectors. Improved financial management and sustainable dividend policies indicate strong shareholder value focus and optimized cost of capital strategy.
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HK$9.40
FV
17.0% undervalued
intrinsic discount
7.58%
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
Cleanaway Waste Management
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
CustomerConnect Implementation Will Improve Efficiencies And Customer Service By FY '28
Key Takeaways Strategic focus on operational excellence and strategic infrastructure investments aims to enhance margins and boost long-term earnings and revenue growth. High-value contracts and landfill gas processing present sustainable multi-decade growth opportunities, driving revenue and operational improvements.
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AU$3.14
FV
8.0% undervalued
intrinsic discount
8.33%
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
4 days ago
author updated this narrative
NKT
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
SolidAl Integration And High-Voltage Investments Will Expand Future Capabilities
Key Takeaways Expansion in the Solutions segment and acquisition integration are poised to enhance revenue and margins, driven by a high-voltage backlog and improved production capabilities. Sustainability efforts and investments in high-voltage facilities solidify market positioning and aim to boost future revenue capacity and efficiency.
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DKK 599.50
FV
1.9% undervalued
intrinsic discount
8.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
4 days ago
author updated this narrative
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