French Market Community

Update as of 27 March: With specific auto tariffs announced by the Trump administration, Renault is the one European car maker in the green, confirming this narrative. The company's competitive edge, hence, ought to reward it with an even higher PE than originally anticipated here, so I now pencil in a ratio of 12.

Catalysts EV and renewable energy demand (SiC chips) Growth in AI, IoT, and automation Government incentives for chip production Assumptions Revenue Projection (5 Years) Estimate: ~$22-25 billion by 2029 Reasoning: Current revenue : ~$17 billion Annual growth rate : ~5-6% CAGR (historical + industry trend) Growth drivers : Electric Vehicles (EVs) → SiC demand surging IoT & AI expansion → Increased adoption in smart devices Automotive & industrial electronics → Rising semiconductor integration China market expansion → Key growth opportunity Where do you think earnings will be in 5 years time? and why?

Fair Value is based on 5 analyst following the company. The company is active in the domain of semi-conductors so highly volatile but the story behind this company is very appealing : It is a family owned company with a management being there already for longtime and having themselves important stakes They have a very tight relation of being the producers of Melexis (that only conceives chips) qnd hence is assured by a steady flow of orders The current figures are biased by a hefty investment in building up extra capacity They do not target high volumes as this is a battle they can not win, they are just strong in making small to medium batches The major risks and attention points are : Will follow the volatily of the semiconductor business Linked to auto industry so if this one is suffering XFab will perform weaker as well They realize high margins but if Revenue is not attained immediate impact on the bottom line as there are consequent sunk costs.

Key Takeaways Improved rental growth expected from the lease agreement and focus on prime locations may enhance revenue stability. Strategic asset disposals and strong liquidity position could optimize the portfolio and support future earnings.

Key Takeaways Progress in TG4050 trials could establish Transgene as a leader in cancer vaccines, boosting reputation and revenue opportunities. Enhanced manufacturing capabilities are expected to improve net margins by reducing costs and increasing efficiency.

Key Takeaways Strong Q4 performance and restructuring efforts may improve financial stability, boost net margins, and enhance future revenue streams. Strategic transformation initiatives and unit sales aim to improve efficiency, liquidity, and support growth opportunities.

Key Takeaways A robust pipeline of innovative oncology therapeutics and drug candidates highlights strong R&D productivity potentially leading to substantial future earnings. Strategic partnerships, breakthrough therapy designations, and clinical trial progression indicate potential accelerated market entry and revenue growth in oncology treatments.

Key Takeaways Strategic focus on lanifibranor development, cutting other activities, and reducing workforce may improve net margins through operational efficiency. Key partnerships in Asia and financial strength ensure market penetration and support sustained investment, boosting future earnings potential.

Key Takeaways Euroapi focuses on high-margin differentiated APIs and CDMO services to boost sustainable revenue and profit margins through strategic project expansions. Strategic realignment through divestment and ESG initiatives aims to cut costs, enhance efficiency, and attract environmentally-conscious clients for long-term growth.