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:IPS
ENXTPA:IPSMedia

What Ipsos (ENXTPA:IPS)'s CFO Transition Means For Shareholders

Ipsos has confirmed that Group Chief Financial Officer Dan Lévy recently decided to leave the company, with long-serving finance executive Olivier Champourlier stepping in as Interim CFO from 9 December 2025 while a permanent successor is sought. This shift places a seasoned internal leader with deep experience in controlling, consolidation, accounting, tax, and regional finance oversight at the center of Ipsos’ financial decision-making during a key period for the business. We’ll now...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

Thales (ENXTPA:HO) Valuation Check After Cooling Share Price and Strong 1-Year Rally

Thales (ENXTPA:HO) has cooled off after a powerful run this year, slipping over the past month even as its 1 year return still sits near 67%. That disconnect is where today’s story starts. See our latest analysis for Thales. After such a strong year to date, with the share price still around €228 despite a 1 month share price return of minus 5.5%, it looks more like momentum is cooling than reversing. This is especially the case given the 1 year total shareholder return of almost 67% and an...
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:ENGI
ENXTPA:ENGIIntegrated Utilities

Engie (ENXTPA:ENGI): Reassessing Valuation After a Strong 3-Month and 1-Year Share Price Rally

Engie (ENXTPA:ENGI) has quietly turned into one of the stronger performers in European utilities, with the stock up almost 19% over the past 3 months and more than 53% over the past year. See our latest analysis for Engie. That momentum has been building rather than fading, with a 90 day share price return of 18.6% and a five year total shareholder return of around 150%, signalling that investors are steadily repricing Engie’s growth and risk profile. If Engie’s run has you rethinking your...
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:ALNTG
ENXTPA:ALNTGSoftware

3 European Penny Stocks With Market Caps Under €60M To Consider

As the European markets experience mixed returns, with some indices showing modest gains amid hopes for interest rate cuts, investors are increasingly exploring diverse opportunities. Penny stocks, often associated with smaller or newer companies, remain a relevant and intriguing area for those seeking growth potential at lower price points. By focusing on firms with strong financials and clear growth prospects, investors can uncover promising opportunities in this often overlooked segment of...
ENXTPA:MC
ENXTPA:MCLuxury

What LVMH Moët Hennessy Louis Vuitton Société Européenne (ENXTPA:MC)'s Dividend And Emissions Cut Progress Means For Shareholders

LVMH Moët Hennessy Louis Vuitton paid an interim dividend of €5.50 per share on December 4, 2025, following an ex-dividend date of December 2 and a final trading day with dividend rights on December 1. The group also marked strong progress on its Life 360 sustainability roadmap, celebrating awards for initiatives that helped cut Scopes 1 and 2 greenhouse gas emissions by 55% since 2019, embedding environmental goals more deeply into governance and capital allocation. We’ll now examine how...
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:FCMC
ENXTPA:FCMCHospitality

European Undiscovered Gems To Explore In December 2025

As European markets navigate a landscape of mixed returns, with the pan-European STOXX Europe 600 Index inching higher on optimism around potential interest rate cuts, investors are keenly observing economic indicators such as inflation and GDP revisions that hint at underlying strengths and challenges. In this dynamic environment, identifying stocks that exhibit resilience through robust fundamentals and growth potential becomes crucial for those seeking opportunities amidst evolving market...
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...