Opportunities this week:

As referenced last week, we met with Ryanair’s investor relations team, and following subsequent news flow we retain a positive outlook on the company.
Following the release of their results, we met with FBD’s CEO and CFO to discuss the results and outlook in more detail. Overall, we remain positive on the stock.
We also covered a review of LVMH, nearly a month post H1 results. Slow but growing strength in key end markets coupled with strong brand recognition and healthy fundamentals has resulted in us maintaining a positive view on the company.