Opportunities this week:
- Earlier this month, Greencoat Renewables issued its latest NAV calculation for the end of September 2024. Following last week’s weakness the stock trades at a 27% discount to NAV. (BUY PT: €1.20)
- Kerry’s shares were down 5% last week, although there was no company specific news flow. As such we believe there is an opportunity to Buy on weakness. (BUY PT: €102)
- This morning, we have issued a research note on Ryanair, in which we have increased our price target to €21.25.