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Weekly Trader and Bond Markets 18.11.2024 – Kingspan, Dalata & DCC

18.11.2024



Opportunities this week:

  • The recent selloff in Kingspan’s shares has the stock trading near a YTD low, providing an attractive entry point for investors looking to add exposure to the name. (BUY PT: €93)
  • Over the past couple of months Dalata has made a number of positive moves, including communicating management’s 2030 vision to the market, adding capacity in Dublin, and a pipeline addition in London. (BUY PT: €5.40)
  • Last week DCC announced a shift in its strategy, resulting in a planned transition to a more streamlined business that will be fully focused on the energy sector. (BUY PT: £71)