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Weekly Compass 02.06.2026 – FedEx Express, DCC & Infineon Technologies

24.06.2026



Opportunities this week:

  • FedEx Express (Neutral, PT $320, 5% downside) – Post FedEx Freight Spin Valuation & PT/Rating revision.
  • DCC (Overweight, PT 6960p 17% upside) – Takeover watch and FY26 recap.
  • Infineon Technologies (Overweight PT €90.50, +13% Upside) – Increased PT given sector growth and expanded Nvidia partnership.