Opportunities this week:
- This morning, Ryanair issued a solid set of results for the first half of FY25 in which second quarter operating profits declined by 2% YoY but beat consensus by 2%. (BUY PT: €19.50)
- Last week Grafton Group announced an acquisition in an attractive segment of the Spanish market and issued full year guidance ahead of consensus estimates. (BUY PT: £12.30)
- Last Wednesday, Microsoft reported its Q1 2025 results where it exceeded expectations with double-digit growth in revenue, operating profit, and EPS but reacted negatively to Q2 guidance. (BUY PT: $479)