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Weekly Trader and Bond Markets 11.11.2024 – Greencoat Renewables, Kerry Group & Ryanair

11.11.2024



Opportunities this week:

  • Earlier this month, Greencoat Renewables issued its latest NAV calculation for the end of September 2024. Following last week’s weakness the stock trades at a 27% discount to NAV. (BUY PT: €1.20)
  • Kerry’s shares were down 5% last week, although there was no company specific news flow. As such we believe there is an opportunity to Buy on weakness. (BUY PT: €102)
  • This morning, we have issued a research note on Ryanair, in which we have increased our price target to €21.25.