A director at Faes Farma S.A. bought 4,496 shares at 4.910EUR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...
The acquisitions of Edol and SIFI mark a turning point. With € 345m investment combined, Faes consolidates its position in ophthalmology. Both complement its pharma portfolio and provide access to manufacturing, regulatory and R&D capabilities in high-growth segments. The combined footprint supports its ambition to reach € 1bn in sales by 2030, while diversifying beyond Iberia. We raise our TP by € 1.2 to € 6 mostly on SIFI and reiterate our positive view.
The fifth ODDO BHF Iberian Forum was held virtually, gathering 62 Iberian issuers and close to 200 institutional investors, making it one of the largest dedicated Iberian conferences of the year. The event generated 47 feedbacks, 6 target price revisions (including 4 downgrades), and a rating downgrade for Ence. The main topics of discussion were the impact of US tariffs and a weak USD on industrial companies, concerns about final demand in Europe and the US, and the sustainability of Spain’s ec...
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