Opportunities this week:
- Kingspan (Overweight PT €91.0 +13% Upside) Revised PT from €84.70 to €91.0 given recent growth tailwinds and peer outlooks.
- IRES (Overweight PT €1.20 +11% Upside) – Reiterate solid investment case, supported by expected positive rental legalisation.
- DCC (Overweight PT 7070p 45% upside) – Post Q3 interim update and growth strategy