Opportunities this week:
- CRH (Overweight PT $142, 50% upside) – Q2 2026 and M&A review, plus PT update
- Cairn Homes (Overweight PT €3.10 8.6% upside) – Post H1 results model review and PT upgrade
- Kerry Group (Overweight PT €116, +38% Upside) – Update on business model and growth tailwinds.