ENXTPA:TKO
ENXTPA:TKOCapital Markets

Is Tikehau Capital’s Enlarged Revolving Credit Facility Altering The Investment Case For Tikehau (ENXTPA:TKO)?

Tikehau Capital recently renewed and upsized its Revolving Credit Facility, lifting available capacity from €800 million to €1.15 billion and extending potential maturity from 2030 to 2032, with participation from 15 banks across Europe, North America, and Asia. This larger, oversubscribed facility and lower current drawing of €275 million versus €350 million in June 2025 highlight increased financing flexibility and broad lender confidence in the group’s balance sheet strength. We’ll now...
ENXTPA:MEDCL
ENXTPA:MEDCLPharmaceuticals

MedinCell (ENXTPA:MEDCL) Is Up 12.6% After Strong H1 Results And Teva’s FDA Filing - What's Changed

In the past week, MedinCell reported stronger-than-expected H1 2026 earnings while partner Teva submitted a New Drug Application to the FDA for their jointly developed olanzapine long-acting injectable for schizophrenia, alongside progress on multiple late-stage and partnered programs. The combination of UZEDY’s performance, the FDA filing for olanzapine LAI, and new backing for pipeline assets such as the AbbVie and Gates Foundation-supported programs signals a broadening of MedinCell’s...
ENXTPA:ML
ENXTPA:MLAuto Components

Is Michelin Turning into a Value Opportunity After Recent Specialty and Premium Segment Expansion?

Investors may be wondering whether Compagnie Générale des Établissements Michelin Société en commandite par actions is quietly turning into a value opportunity, or if the market already reflects its true worth. The share price is down 0.3% over the last week, 3.4% over the past month and 13.3% year to date. However, it is still up 18.9% over three years and 22.2% over five years, which suggests a mix of recent pessimism and longer term resilience. Recent headlines have focused on Michelin's...
ENXTPA:VK
ENXTPA:VKEnergy Services

Vallourec (ENXTPA:VK) Valuation Check as New CFO Nathalie Delbreuve Prepares to Take Over

Vallourec (ENXTPA:VK) is back on investors radar after naming former Verallia finance chief Nathalie Delbreuve as its new CFO. This leadership shift could subtly reshape capital allocation and balance sheet strategy. See our latest analysis for Vallourec. The timing of Delbreuve’s arrival comes as Vallourec’s share price return has softened in recent months, even though the three and five year total shareholder returns remain strongly positive. This suggests long term investors still see a...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

A320 Supplier Quality Concerns Could Be A Game Changer For Airbus (ENXTPA:AIR)

In recent days, a Spanish labor union alleged serious manufacturing irregularities at key supplier Sofitec Aero SL on the Airbus A320 program, prompting Airbus to launch inspections across more than 600 aircraft that may disrupt production and deliveries. The episode underlines how quality-control lapses at a single supplier can ripple through Airbus’s tightly stretched supply chain, amplifying existing execution risks. Next, we’ll examine how these A320-related quality concerns may...
ENXTPA:RI
ENXTPA:RIBeverage

Taking Stock of Pernod Ricard (ENXTPA:RI)’s Valuation After Barclays’ Overweight Upgrade

Barclays has just upgraded Pernod Ricard (ENXTPA:RI) to overweight, arguing the spirits group looks mispriced given reduced China exposure, improving India dynamics, and a long runway in the U.S. and Indian markets. See our latest analysis for Pernod Ricard. The upgrade lands after a tough stretch, with a roughly 30 percent year to date share price decline and a three year total shareholder return of about negative 54 percent, but today’s bounce hints that sentiment may be starting to...
ENXTPA:ERF
ENXTPA:ERFLife Sciences

How Eurofins’ Major Vietnam Lab Expansion Will Impact Eurofins Scientific (ENXTPA:ERF) Investors

Eurofins Consumer Product Testing Vietnam has completed a major expansion, relocating to a purpose-built 7,000 sq. m laboratory in Ho Chi Minh City that offers more than two and a half times the floor space of its previous site. This enlarged facility underscores Eurofins’ commitment to supporting Vietnam’s growing role in global manufacturing supply chains, enhancing its ability to serve international brands, retailers, and manufacturers with broader testing capacity. Next, we’ll explore...
ENXTPA:AF
ENXTPA:AFAirlines

Did CMA CGM’s Equity-Linked Exit Option Just Shift Air France-KLM’s (ENXTPA:AF) Investment Narrative?

In recent days, shipping group CMA CGM issued a roughly €325 million three-year equity-linked bond that can be repaid in Air France-KLM shares, cash, or a combination, with the initial exchange rights referencing its full 8.8% stake and an exchange price set at a 30–35% premium to the reference share price. The structure effectively puts a time-limited option over CMA CGM’s entire holding, raising questions about future ownership of the stake while leaving Air France-KLM’s own capital...
ENXTPA:CA
ENXTPA:CAConsumer Retailing

Carrefour (ENXTPA:CA): Assessing Valuation After New Retail Media Partnership With JCDecaux and Unlimitail

Carrefour (ENXTPA:CA) just expanded its retail media push, signing a strategic deal with JCDecaux, Carmila, and Unlimitail to build indoor and outdoor digital advertising across its shopping centres in France and Spain. See our latest analysis for Carrefour. That push into retail media comes as momentum has quietly improved, with a roughly 10.9% 3 month share price return and a 5.2% one year total shareholder return suggesting sentiment is slowly rebuilding around Carrefour. If Carrefour’s...
ENXTPA:ATO
ENXTPA:ATOIT

Atos (ENXTPA:ATO) Valuation After New Sports Tech, AI Security Deals and Saudi Expansion Moves

Atos (ENXTPA:ATO) just stitched together a trio of strategy moves, ranging from becoming CONMEBOL's first Official Innovation Partner to advancing AI forensics and deepening its Saudi sports tech push, that reframes the stock's growth narrative. See our latest analysis for Atos. These moves arrive as momentum quietly rebuilds, with an 8.5 percent 1 month share price return and 96 percent year to date share price return, though the 5 year total shareholder return remains deeply negative,...
ENXTPA:AKE
ENXTPA:AKEChemicals

Is Arkema’s Battery Separator Pact With Semcorp Altering The Investment Case For Arkema (ENXTPA:AKE)?

Earlier this month, Semcorp announced it had signed a Memorandum of Understanding with Arkema to accelerate innovation in battery separator technologies and support Semcorp’s international expansion across Electric Vehicles, Energy Storage Systems and Consumer Electronics. Because separators are central to battery safety, efficiency and lifespan, this collaboration highlights Arkema’s increasing exposure to high-performance materials used in electrification and energy storage...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Assessing Sanofi’s Valuation After Share Price Drop and Strategic Shift into Specialty Medicines

Wondering if Sanofi is quietly turning into a bargain while the market is distracted? Let us unpack what the recent share price action really means for long term value focused investors. Despite a solid 29.7% gain over 5 years, the stock is down 12.3% year to date, with shorter term moves also in the red at 4.8% over 30 days and 3.5% over the last week, reminding investors that sentiment can shift faster than fundamentals. Recent headlines have centered on Sanofi’s strategic push deeper into...
ENXTPA:RNO
ENXTPA:RNOAuto

Renault Valuation After 23.5% Slide in 2025 and EV Strategy Shifts

If you have been wondering whether Renault at €36.01 is a bargain or a value trap, you are not alone, and this breakdown is designed to give you a clear, valuation focused answer. The stock has climbed 3.5% over the last week and 4.0% over the past month, but it is still down 23.5% year to date and 14.3% over the last year, which hints that sentiment and risk perception may still be in flux despite a 17.0% gain over three years and 7.8% over five years. Recent headlines around Renault have...
ENXTPA:EXENS
ENXTPA:EXENSAerospace & Defense

Is Exosens (ENXTPA:EXENS) Locking In Theon To Cement Its Defense Moat Through 2030?

Exosens and Theon International recently extended their long-term commercial agreement for image intensifier tubes by three years to 2030, converting 2027–2028 options into firm orders and lifting annual supply volumes to address persistent global shortages. This extension, which allows Theon to procure over 400,000 tubes in five years, deepens Exosens’ role as a preferred defense supplier and supports ongoing capacity investments and technology upgrades in a structurally constrained...
ENXTPA:SU
ENXTPA:SUElectrical

Does Schneider’s Marks & Spencer Decarbonization Partnership Reshape The Bull Case For Schneider Electric (ENXTPA:SU)?

Marks & Spencer recently announced the launch of its RE:Spark supply chain decarbonization program, developed with Schneider Electric and powered by the Zeigo Hub digital platform to help global suppliers measure emissions and adopt renewable electricity solutions such as onsite solar and power purchase agreements. This collaboration underscores Schneider Electric’s role at the center of corporate decarbonization efforts while its exposure to expanding smart home and control room technology...