French Market Community
Our community narratives are driven by numbers and valuation.
French Investing Ideas
Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share
By: The Forensic Analyst | Simply Wall St In the chaotic world of equity markets, price and value often diverge. But rarely do they divorce as violently as we are currently seeing with Ubisoft Entertainment SA (UBI.PA).Read more
Is This strategic transformation of TTE? Significant re-rating potential
The New Geopolitics of Energy in the Age of Digitalization and Artificial Intelligence Global energy markets are experiencing one of the most volatile and transformative periods in history, at the intersection of geopolitical risk premiums, trade protectionist tendencies, and fluctuating demand projections. By 2025, the world faces a reality where the gap between carbon neutrality targets and the need for uninterrupted energy is narrowing.Read more
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
About Hermès International SA Hermès International SA is a French luxury goods manufacturer. Its core business is leather goods.Read more
European Defense Strategic Authonomy
The Catalyst: Proximity and Geopolitical Reality With a major conflict persisting just 2,000 miles away from where I live (Luxembourg) the "peace dividend" era in Europe has officially ended. The proximity of the war has transformed defense from a political debate into a matter of immediate regional survival.Read more
Sogeclair's Outlook Will See a 18x Future PE in Five Years
Sogeclair est un acteur de l'ingénierie de haute technologie (aéronautique, spatial, transport). C'est un dossier typique de "Small Cap" industrielle.Read more
A great prediction written on the 21st of July 2025
(This peace was written on the 21st of July 2025) I’d like to get your attention on LVMH, an European giant that needs no introductions. LVMH’s current price of 470€ is starting to get into purchasable territory.Read more
Blockchain Group aims for fair value of 1.5 with BTC growth
Méthode d’estimation “fair value” possible pour ALCPB L’idée : faire une “NAV ajustée” (Net Asset Value) — c’est-à-dire valeur des BTC + valeur des autres actifs – dettes, ajustée pour dilution, etc. Puis comparer au cours de l’action.Read more
IA Analysis
Executive Summary – Stellantis N.V. (H1 2025 Update) Consensual target price €10.50 per share (range €8.50 – €11.00) ➡️ Based on institutional consensus (JPMorgan €11, Morgan Stanley €8.50, Wolfe Research €6) and the H1 2025 results review, together with our internal analysis. Narrative supporting the target price 1.Read more
EU#6 - From Political Experiment to Global Aerospace Power
Airbus: From Political Experiment to Global Aerospace Power In 1970, Europe made a decision that sounded almost naïve: it would challenge America in the skies. At the time, US manufacturers—especially Boeing—dominated global aviation.Read more
