Opportunities this week:

After a difficult period for LVMH shareholders, we have reviewed our Price Target for the stock, we are revising the price target to €589 from €645 previously and reiterating our Overweight recommendation (c.30% upside).  
 Subsequent to last week’s decision to transfer it’s listing to the equity shares of the London Stock Exchange, we reiterate our Overweight rating on the stock and raise our price target from 88p to 90p (14% upside).
Following the latest update on Friday from the Pandox Consortium, regarding its interest in acquiring Dalata, we reiterate our Overweight rating and PT of €6.93.