Opportunities this week:

L’Oreal – (Overweight PT €410. C. 15% upside) – Update on recent M&A dealings and future opportunities.  
LVMH (Overweight PT €645 +37.8% Upside) – Update post recent sell-off, driven by Iran war.  
CRH – (Overweight, PT $142 c. 33% upside) – recap on recent results, management meeting and LSE delisting