ENXTPA:OVH
ENXTPA:OVHIT

Is OVHcloud’s OCRE Win Quietly Reshaping OVH Groupe’s (ENXTPA:OVH) European Cloud Positioning?

OVHcloud was awarded a contract under the European OCRE project, expanding its role in providing cloud infrastructure to research and education institutions across Europe. This win enhances OVHcloud’s visibility among public-sector and academic users, potentially reinforcing its relevance within Europe’s evolving cloud ecosystem. We will explore how winning an OCRE project contract could influence OVHcloud’s investment narrative, particularly its positioning in European cloud...
ENXTPA:ETL
ENXTPA:ETLMedia

Will France Blocking Eutelsat’s Antenna Sale Recast Eutelsat Communications' (ENXTPA:ETL) Protected Infrastructure Narrative

Earlier this week, French Finance Minister Roland Lescure blocked Eutelsat’s planned sale of its ground antennas, key infrastructure used for both civilian and military satellite communications, leading the company to confirm that its disposal agreement with EQT Infrastructure VI will not proceed. The decision reinforces Eutelsat’s role as the only European rival to Starlink and highlights how governments may treat satellite networks as critical national assets. We will now consider how the...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Sanofi (ENXTPA:SAN) Valuation After Strong Results Buyback Expansion Dividend Hike And Positive Amlitelimab Data

Why Sanofi’s latest update matters for shareholders Sanofi (ENXTPA:SAN) has put several moving pieces on the table at once, with fresh 2025 results, higher shareholder payouts, a larger buyback, new 2026 guidance, and late stage amlitelimab data all landing together. See our latest analysis for Sanofi. Sanofi’s latest set of updates, including the amlitelimab phase 3 readouts, higher dividend, larger buyback and 2026 guidance, arrives after a period where momentum has cooled. The 90 day share...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

Thales (ENXTPA:HO) Valuation Revisited As eSIM Growth Prospects Draw Investor Attention

eSIM growth story puts Thales (ENXTPA:HO) in focus Fresh analysis of the eSIM market, highlighting projected expansion driven by IoT, consumer electronics, automotive integration and 5G connectivity, has pushed investors to re examine Thales (ENXTPA:HO) and its role in digital identity and security. See our latest analysis for Thales. Thales shares trade at €256.0, with an 11.40% 1 month share price return and an 8.94% year to date share price return. The 1 year total shareholder return of...
ENXTPA:MC
ENXTPA:MCLuxury

LVMH Moët Hennessy - Louis Vuitton (ENXTPA:MC) Is Down 7.5% After Weaker 2025 Results In Key Segments

LVMH Moët Hennessy – Louis Vuitton reported full-year 2025 results on January 27, 2026, with sales of €80.81 billion and net income of €10.88 billion, both lower than the previous year amid softer demand and currency headwinds. Beneath the headline numbers, pressure in core fashion, leather goods, and wines and spirits contrasted with relative resilience in watches and jewelry and continued investment in brand development. We will now examine how weaker demand in key areas like fashion and...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

TotalEnergies Balances Mozambique LNG Restart With Long Term Renewables Deal

TotalEnergies (ENXTPA:TTE) is resuming work on the US$20b Mozambique LNG project after a five year halt linked to security concerns. The company has also signed a long term renewable electricity supply agreement with SWM in France, aimed at supporting industrial power needs. TotalEnergies, a major integrated energy group, is active across oil, gas, LNG and renewables. The restart of Mozambique LNG brings a large scale African gas project back on the agenda, while the SWM deal in France ties...
ENXTPA:AF
ENXTPA:AFAirlines

Is Air France KLM (ENXTPA:AF) Still Attractive After Recent Share Price Volatility?

If you are wondering whether Air France KLM at €10.81 is genuinely good value or just looks cheap on the surface, you are in the right place. The share price is up 1.2% over the last week and 35.1% over the last year, even though it shows a 6.5% decline over 30 days and an 11.9% decline year to date. This can change how investors think about both upside and risk. That mix of recent gains and setbacks comes on the back of ongoing market attention on major European airlines, including Air...
ENXTPA:IVA
ENXTPA:IVABiotechs

Assessing Inventiva (ENXTPA:IVA) Valuation After Analyst Support And €172.5m Phase 3 Funding

Recent analyst coverage around Inventiva (ENXTPA:IVA) has picked up following new clinical data on its lead MASH candidate, lanifibranor, and a €172.5 million equity financing to support the ongoing NATiV3 Phase 3 trial. See our latest analysis for Inventiva. After jumping on renewed interest around lanifibranor and the recent €172.5 million capital raise, Inventiva’s share price has a 30 day share price return of 26.74% and a year to date share price return of 23.61%. This sits alongside a...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

STMicroelectronics FY 2025 Margin Compression Challenges Bullish Earnings Growth Narrative

How STMicroelectronics (ENXTPA:STMPA) Just Shaped Its FY 2025 Story STMicroelectronics (ENXTPA:STMPA) closed FY 2025 with fourth quarter revenue of US$3.3b and a basic EPS loss of US$0.03, setting a mixed headline for investors digesting the latest print. Over the past six quarters, the company has seen quarterly revenue range from US$2.5b to US$3.3b, while basic EPS has swung between a profit of about US$0.39 and a loss of roughly US$0.11. This underscores how sensitive earnings have been to...
ENXTPA:ELIS
ENXTPA:ELISCommercial Services

What Elis (ENXTPA:ELIS)'s Record 2025 Revenue and Acquisition Spree Means For Shareholders

In late January 2026, Elis reported its 2025 results, posting record full-year revenue of €4.80 billion and fourth-quarter revenue of €1,205.7 million, both higher than the prior year. The group also completed nearly 10 acquisitions in 2025, largely in flat linen, which it says are already generating meaningful synergies and supporting resilient demand for hygiene and traceability services. We’ll now examine how this combination of record revenue and acquisition-led expansion influences...
ENXTPA:AMUN
ENXTPA:AMUNCapital Markets

Amundi (ENXTPA:AMUN) Valuation Check After New True Potential Growth-Aligned Partnership

Amundi (ENXTPA:AMUN) is back in focus after True Potential Investments selected the firm as its exclusive investment solutions partner for the Growth-Aligned fund range, a move centered on asset allocation design and index-level fund integration. See our latest analysis for Amundi. Against this backdrop of new partnerships and leadership changes within its macro team, Amundi’s 90 day share price return of 16.56% and 1 year total shareholder return of 16.91% point to building momentum rather...
ENXTPA:AI
ENXTPA:AIChemicals

A Look At L'Air Liquide (ENXTPA:AI) Valuation As Hydrogen HVAC Partnerships Gain Traction

L'Air Liquide (ENXTPA:AI) is back in focus as it features among key players in the hydrogen powered portable HVAC market, where partnerships are forming around low emission, eco focused, AI and IoT enabled systems. See our latest analysis for L'Air Liquide. At a share price of €157.94, L'Air Liquide has seen a 90 day share price return decline of 5.94%, while the 1 year total shareholder return decline of 4.64% contrasts with total shareholder returns of 26.11% over three years and 53.62%...
ENXTPA:ERF
ENXTPA:ERFLife Sciences

Eurofins Scientific ENXTPA ERF Margin Improvement Challenges Longstanding Bearish Earnings Narratives

Eurofins Scientific (ENXTPA:ERF) has reported its FY 2025 results with second half revenue of €3.7b and basic EPS of €1.11, alongside net income of €197.3m, while the trailing 12 months show revenue of €7.3b, EPS of €2.31 and net income of €416m. The company has seen revenue move from €3.5b and EPS of €0.86 in the second half of 2024 to €3.6b and EPS of €1.20 in the first half of 2025, before landing at the latest second half figures. This sets up a story where improving net profit margins...