Opportunities this week:

We believe it is an opportune time to highlight LVMH as a buying opportunity, due to the expectation that LVMH’s organic growth reaches an inflection point in Q2’24, coupled with the recent selloff in its shares. (BUY PT: €821)
Following a period of under-performance, we are upgrading Visa to a BUY rating. (BUY PT: $302)
We reiterate our upgraded target price on DCC. (BUY PT: £71)