Opportunities this week:
- Ahead of Kerry’s US investor day tomorrow, which should provide management with the opportunity to remind the market of the group’s positive momentum and growth trajectory, we are reiterating our BUY rating. (BUY PT: €106)
- This morning Shell issued its regular Q3 production update. (BUY PT £34)
- We held a constructive meeting with the management team for IRES REIT in our offices last week. (BUY PT: €1.18)