Opportunities this week:
- CRH (Overweight PT $142, c. 20% upside) – Look ahead to Q1 results and Holcim read-across
- Smurfit Westrock (Overweight PT $55.60, +39% upside) – Look ahead to Q1 results, PT change, and Mondi read-across
- Kingspan (PT €94.60, +19% Upside) Readthrough post peer results last week.