Opportunities this week:
- CRH PLC – (Overweight PT $142, c. 40% upside) – LSE delisting, Vulcan Materials comparison and PT change.
- PTSB – (Overweight PT €3.37 c. 12% upside) – Update on formal sale process and PT change.
- Infineon Technologies (Overweight PT €47, 24% Upside) – Commentary relating to recent sell-off along with strong growth opportunities. Added to ACL.