Be Fraud Aware: By staying vigilant, you can help yourself from being the victim of fraud.

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 | 18.02.2025

Daily Note 18/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Macro: US markets were closed for Presidents Day yesterday. Europe was moderately higher with the Stoxx 600 broad index rising slightly. Later today, at 7.45am we have final French CPI for Jan, at 10am Germany’s ZEW expectations survey for February is released. Then later in the US at 1.30pm we get the Empire Manufacturing survey and at 3pm the NAHB Housing Market index is to be announced. Central bankers speaking include Daly and Barr of the Fed, as well as the BoE’s Bailey, and Holzmann and Cipollone from the ECB.
  • Stock: We have updates on Bank of Ireland, Kerry Group, and FBD. (Comment attached)
  • Debt: Core Bond yields moved higher in Europe following discussions around greater defence spending at yesterday’s meeting of European leaders.

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 18/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 18.02.2025

Daily Note 14/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 14.02.2025

Daily Note 13/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 13.02.2025

Daily Note 12/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 12.02.2025

Daily Note 11/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.02.2025

Daily Note 07/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 07.02.2025

Daily Note 06/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 06.02.2025

Daily Note 05/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 05.02.2025

Daily Note 31/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 31.01.2025

Daily Note 30/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 30.01.2025

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 - Flutter - Jan 2024

Research note | 25.01.2024

Research Note - Apple - Jan 2024

Research note | 09.01.2024

Research Note - ASML - Dec 2023

Research note | 05.12.2023

Research Note - Volkswagen - Dec 2023

Research note | 01.12.2023

Research Note - Deere Co - Nov 2023

Research note | 28.11.2023

Research Note - Nestle - Nov 2023

Research note | 23.11.2023

Research Note - Alphabet - Nov 2023

Research note | 17.11.2023

Research Note - Microsoft - Nov 2023

Research note | 14.11.2023

Research Note - TTE - Nov 2023

Research note | 08.11.2023

Research Note - PayPal - Nov 2023

Research note | 07.11.2023

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.