Opportunities this week:

LVMH (Overweight PT €625 +26% Upside) – Lookahead to H1 results and Bloomberg survey data
L’Oreal (Overweight PT €410, +9% Upside) – Look-ahead to H1 results.  
Ryanair Holdings (Overweight, PT €30.50, 13% upside) – Update on recent newsflow.