Opportunities this week:

Following a month of weak absolute and relative performance for CRH we are reiterating our Overweight rating with PT of 8950p (31% upside).  
We are updating our price target for Uniphar to €4.25 from €3.70 previously and maintain our Overweight recommendation (with 16% upside). 
We are updating our target price on Aviva to 632p from 604p but given the limited upside (1%) and strong performance in the shares (37% total return year to date, 78% over three years), we are downgrading our rating to Neutral from Overweight.