Opportunities this week:
- The recent selloff in Kingspan’s shares has the stock trading near a YTD low, providing an attractive entry point for investors looking to add exposure to the name. (BUY PT: €93)
- Over the past couple of months Dalata has made a number of positive moves, including communicating management’s 2030 vision to the market, adding capacity in Dublin, and a pipeline addition in London. (BUY PT: €5.40)
- Last week DCC announced a shift in its strategy, resulting in a planned transition to a more streamlined business that will be fully focused on the energy sector. (BUY PT: £71)