Opportunities this week:

With the sale of Kerry’s Dairy Ireland division having gone through on the 31st of December, the company entered 2025 as a pure-play food ingredients company. This will be highlighted upon release of the company’s FY24 results in late February. BUY PT: €106.
In our view, the pullback in Ryanair’s shares since mid-December (-7%) presents an attractive buying opportunity for investors, we also believe there is reason to be optimistic on the airline’s outlook for FY26. BUY PT: €21.80.
We are optimistic that IRES REIT can reduce the significant discount it trades relative to NAV in 2025, driven by a number of supportive catalysts. BUY PT: €1.19.