Opportunities this week:
- Flutter (Overweight, PT $269, 115% upside) – General update and PT downward revision.
- Smurfit Westrock (Overweight, PT $59.70, c. 16% upside) – PT update following Q4 results and medium-term guidance.
- LVMH (Overweight PT €645 +25% Upside) – Increasing PT from €630 to €645 and move to Overweight as core brand strength remains evident.