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Posted by
Two Blokes Jul 26 -
Filed in
Stock
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4 views
Citi's refreshed strategy under Jane Fraser is a game-changer, focusing on lower capital requirements and operational improvements, setting the stage for sustained outperformance. Capital return is a key catalyst: ongoing buybacks, the Banamex IPO, and continued CCAR outperformance should drive higher shareholder returns and lower capital ratios. Lower capital targets will boost Citi's ROE and valuation multiples, supporting a potential re-rating to 1.5x book value over the next 2-3 years.
