Davy Research

Market Analysis

Ryanair replaces easyJet on our Conviction List
Market Analysis
Kingspan Group | CRH | DCC | Kingfisher | Smurfit Kappa Group | Grafton Group | HeidelbergCement AG | Dalata Hotel Group | Applegreen | Bank of Ireland | Ryanair Holdings

DAVY VIEW

We are replacing easyJet with Ryanair in our Conviction List. EasyJet is up over 30% since inclusion, and we believe that earnings momentum in Ryanair is now superior. The Conviction List is up almost 5% year-to-date, outperforming the broad market (E300) by over 500bps.

Download full report with analyst certification and important disclosures
Download
Download full report with analyst certification and important disclosures
Download
  • RATINGS AND PRICE CORRECT AT TIME OF ISSUE


  • Bank of Ireland

    Closing Price: 680c

  • RATING 11/03/13

  • PREVIOUS RATING 14/08/12

    Neutral

  • CRH

    Closing Price: 3138c

  • RATING 23/05/12

  • PREVIOUS RATING 12/01/12

    Neutral

  • Dalata Hotel Group

    Closing Price: 637c

  • RATING 09/09/14

  • PREVIOUS RATING 03/09/14

    Under Review

  • DCC

    Closing Price: 687500p

  • RATING 30/06/09

  • PREVIOUS RATING N/A

  • Grafton Group

    Closing Price: 80300p

  • RATING 15/12/15

  • PREVIOUS RATING 07/09/15

    Neutral

  • Kingspan Group

    Closing Price: 4050c

  • RATING 12/05/11

  • PREVIOUS RATING 30/06/09

    Neutral

  • Ryanair Holdings

    Closing Price: 1602c

  • RATING 07/12/09

  • PREVIOUS RATING 02/11/09

    Neutral

  • Smurfit Kappa Group

    Closing Price: 3444c

  • RATING 30/06/09

  • PREVIOUS RATING N/A

  • Kingfisher

    Closing Price: 30450p

  • RATING 02/10/17

  • PREVIOUS RATING 01/07/16

    Neutral

  • Applegreen

    Closing Price: 630c

  • RATING 23/07/15

  • PREVIOUS RATING N/A

Analyst(S)

Market Analysis

JUMP TO