Opportunities this week:
- Smurfit Westrock (Overweight, PT $55.60, c.26% upside) – Newsflow update, mill safety and reiterated thesis.
- Grafton (Overweight, PT £12.05, 37% upside) – H1 Sales and Trading statement update.
- Infineon Technologies (Overweight, PT €90.50 23% upside) – Q3 results preview