Latest Daily Note
Each day we produce a market commentary outlining critical economic and company developments. We leverage off our global network of analysts and investment professionals to provide clients with critical insights from our local teams first thing in the morning.
Latest Research | 24.04.2025
Daily Note 24/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: US markets rose yesterday with the S&P 500 and Nasdaq up 1.67% and 2.50% respectively. Europe ended higher with the Stoxx 600 broad index rising 1.78%. Later this morning, in Europe we get Germany IFO Business Climate Index and Ireland PPI. In the US, we get Durable Goods Orders, Initial Jobless Claims and Existing Home Sales. From central banks we have Nagel, Simkus and Rehn of the ECB, while Kashkari from the Fed will be speaking.
- Stock: We have updates on Roche, Nestle, Glanbia, and Supermarket Income REIT. (Comment attached)
- Debt: Core bond yields moved higher in Europe yesterday as a result of a dovish tone from the ECB
Latest Investment Journal
Our quarterly Investment Journal provides insights into key stocks to watch, a round-up of latest news and investment opportunities, along with performance updates on our flagship products and funds.
Latest Weekly Trader & Bond Markets
On Mondays, we release our Weekly Trader in which we outline key themes driving market sentiment, a review on critical developments within our preferred sectors, equities commentary and market-moving stories to start the week. Our in-house Investment Committee meets on a weekly basis to craft this strategy, aimed at allowing our clients to dynamically position portfolios and to take advantage of market developments.
Latest Research | 09.12.2024
Weekly Trader and Bond Markets 09.12.2024 - Kingspan, Kerry Group & Uniphar
Opportunities this week:
- With Kingspan’s shares ending last week at a 52-week low, we believe it opportune to highlight our €93 price target which implies over 30% upside, supporting our reiterated BUY recommendation.
- During our recent meeting, Kerry CFO, Marguerite Larkin, struck an optimistic tone, highlighting the group’s growth drivers in its key markets. BUY PT: €104.
- We continue to rate Uniphar as a Buy with PT €3.50 (60% upside) given the low valuation levels for this well run, steadily growing business, with a strong niche business model, and potential for debt reduction in the foreseeable future.
Latest Daily Note
Daily Note 24/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 24.04.2025
Daily Note 23/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 23.04.2025
Daily Note 16/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 16.04.2025
Daily Note 15/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 15.04.2025
Daily Note 11/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 11.04.2025
Daily Note 10/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 10.04.2025
Daily Note 09/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.04.2025
Daily Note 04/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.04.2025
Daily Note 03/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 03.04.2025
Daily Note 02/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 02.04.2025
Latest Weekly Traders
Weekly Trader and Bond Markets 09.12.2024 - Kingspan, Kerry Group & Uniphar
Weekly Trader | 09.12.2024
Weekly Trader and Bond Markets 02.12.2024 - DCC, Flutter & Smurfit Westrock
Weekly Trader | 02.12.2024
Weekly Trader and Bond Markets 25.11.2024 - Bank Of Ireland, GSK & CRH
Weekly Trader | 25.11.2024
Weekly Trader and Bond Markets 18.11.2024 - Kingspan, Dalata & DCC
Weekly Trader | 18.11.2024
Weekly Trader and Bond Markets 11.11.2024 - Greencoat Renewables, Kerry Group & Ryanair
Weekly Trader | 11.11.2024
Weekly Trader and Bond Markets 04.11.2024 - Ryanair, Grafton Group & Microsoft
Weekly Trader | 04.11.2024
Weekly Trader and Bond Markets 29.10.2024 - PTSB, Flutter & FedEx
Weekly Trader | 29.10.2024
Weekly Trader and Bond Markets 21.10.2024 - Bank of Ireland, CRH & Deere & Co
Weekly Trader | 21.10.2024
Weekly Trader and Bond Markets 14.10.2024 - Kingspan, PTSB & Supermarket Income REIT
Weekly Trader | 14.10.2024
Weekly Trader and Bond Markets 07.10.2024 - Kerry Group, Shell & IRES REIT
Weekly Trader | 07.10.2024
Latest Investment Journals
Latest Research notes
Research Note - ICG - Oct 2023
Research note | 18.10.2023
Research Note - Flutter - Oct 2023
Research note | 17.10.2023
Research Note - Amazon - Oct 2023
Research note | 12.10.2023
Research Note - AstraZeneca - Sept 2023
Research note | 21.09.2023
Research Note - Cairn Homes- Sept 2023
Research note | 19.09.2023
Research Note - Glanbia - Aug 2023
Research note | 31.08.2023
Research Note - LVMH - Aug 2023
Research note | 29.08.2023
Research Note - Volkswagen - Aug 2023
Research note | 25.08.2023
Research Note - Bank of Ireland - Aug 2023
Research note | 23.08.2023
Research Note - Ryanair - Aug 2023
Research note | 18.08.2023
At Cantor Fitzgerald Ireland, we provide our clients with a global perspective that is unique to the Irish market. Through our research and news section, we share our views on the investment world plus the very latest media updates
Our team of analysts reviews the daily macro and corporate landscape, to maintain a dynamic Analyst Conviction List of equity names along with other investment insights and opportunities. We regularly share key market insights and investment ideas via a number of research publications aimed at helping you to make the most informed investment decisions. We believe in delivering value to our clients and we want you to benefit from our wealth of experience and our global access to research. You can sign up to receive email updates by requesting through Client Services or through your broker/portfolio manager.