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Weekly Trader and Bond Markets 10.02.2025 – Roche, IRES REIT & LVMH

10.02.2025



Opportunities this week:

  • Following on from Roche’s mixed set of full year results at the end of January, but also with a solid guide for 2025 we reiterate our BUY rating on the name with an updated price target of CHF 330.
  • We continue to believe there is potential for IRES REIT to reduce the wide discount (26%) it trades at relative to its Net Aset Value (NAV). We have now added IRES to the ACL. BUY PT: €1.19.
  • Shares in LVMH are down 9% since its FY24 earnings release a couple of weeks ago, which now means there is 16% upside to our €790 price target. As such, on weakness, we are upgrading the stock to BUY.