Opportunities this week:

Given what appears to be an increasingly confident view from management on fares for summer 2025, and a potential fuel-cost tailwind, we believe it appropriate to reiterate our BUY rating on Ryanair. BUY PT: €23.70.
This morning Irish Continental Group issued a mixed set of FY24 results, with revenue growth of 5.6%, EBITDA was flat and 1% below limited consensus and adjusted diluted EPS was also flat, 3% below consensus. BUY PT: €6.20.
Following the release of FY earnings in early February and last week’s Investor Day we continue to rate PayPal as a BUY. PT: $102