ENXTPA:RMS
ENXTPA:RMSLuxury

Does Hermès (ENXTPA:RMS) Still Justify Its Premium Valuation After Recent Share Price Weakness?

This article examines whether Hermès International Société en commandite par actions is priced for perfection or still offers value, outlining key signals so you can assess the current share price with more context. The stock last closed at €2,130, with a 2.7% decline over the past 7 days, a 1.7% gain over 30 days, a 1.2% gain year to date and a 19.1% decline over the past year, compared with a 29.1% return over 3 years and 162.9% over 5 years. Recent market attention has focused on Hermès...
ENXTPA:DG
ENXTPA:DGConstruction

How Airport Momentum, Buybacks And Green Projects At Vinci (ENXTPA:DG) Has Changed Its Investment Story

In January 2026, VINCI reported strong 2025 passenger volumes at VINCI Airports, disclosed continued share buybacks, announced executive committee changes, advanced a major New Zealand acquisition, and its subsidiary Chantiers Modernes Construction was selected in a consortium by Syctom for a €237 million waste treatment plant renovation near Paris. Together, these developments highlight how VINCI is expanding its global infrastructure footprint while deepening its role in environmentally...
ENXTPA:GLE
ENXTPA:GLEBanks

Is It Too Late To Reassess Société Générale (ENXTPA:GLE) After Its 144% One Year Rally?

If you are wondering whether Société Générale Société anonyme is still attractively priced after a strong run, you are not alone. This article will help you frame that question clearly. The shares last closed at €70.72, with returns of 0.9% year to date and 144.1% over the past year, so recent price action may be changing how investors think about both upside and risk. Recent news around European banks has kept the sector in focus, especially as investors weigh capital strength, regulation...
ENXTPA:NEX
ENXTPA:NEXElectrical

Assessing Nexans (ENXTPA:NEX) Valuation After Board Exit And Executive Committee Overhaul

Board reshuffle and new executive team put Nexans in focus Nexans (ENXTPA:NEX) is back on investors radars after board member José Francisco Pérez Mackenna resigned to become Chile's Minister of Foreign Affairs, alongside the recent rollout of a refreshed 13 member Executive Committee. See our latest analysis for Nexans. These governance changes come as Nexans' share price sits at €126.6, with a 1 day share price return of 2.1% and a 90 day share price return of 4.5%. Its 1 year total...
ENXTPA:VK
ENXTPA:VKEnergy Services

Assessing Vallourec (ENXTPA:VK) Valuation After New Shell Orca Offshore OCTG Contract

Vallourec (ENXTPA:VK) has attracted investor attention after securing a significant OCTG supply and services contract with Shell for the Orca offshore development, a competitive win that reinforces its role in complex offshore projects. See our latest analysis for Vallourec. The Shell contract lands at a time when momentum in Vallourec’s share price has been firm, with a 14.08% 1 month share price return and a 12.88% 3 month share price return. The 5 year total shareholder return of 114.41%...
ENXTPA:SAF
ENXTPA:SAFAerospace & Defense

Is Safran (ENXTPA:SAF) Fairly Priced After Aerospace And Defense Supply Chain Focus?

If you are wondering whether Safran's share price still lines up with its underlying worth, you are not alone. This article is designed to help you weigh that up clearly. Safran shares last closed at €306.0, with returns of a 4.0% decline over 7 days, 1.9% over 30 days, a 0.4% decline year to date, 30.1% over 1 year, 139.1% over 3 years and 199.5% over 5 years. This raises fair questions about how the current price compares with the business fundamentals. Recent news coverage has focused on...
ENXTPA:HCO
ENXTPA:HCOMedia

European Penny Stocks To Watch In January 2026

As the European markets show resilience with the STOXX Europe 600 Index ending higher, supported by robust economic data and earnings results, investors are keeping a close watch on smaller companies that might offer unique opportunities. Penny stocks, despite their somewhat outdated name, remain an intriguing area of investment for those interested in potentially high-growth sectors. These stocks often represent smaller or newer companies that can provide a blend of affordability and growth...
ENXTPA:UBI
ENXTPA:UBIEntertainment

Ubisoft Overhaul Reshapes Game Portfolio And Undervalued Investment Case

Ubisoft Entertainment (ENXTPA:UBI) has announced a broad overhaul of its organization and game portfolio. The plan includes cancelling and delaying multiple titles, closing certain studios, and restructuring operations across the group. The company is reshaping its creative leadership and refocusing resources on a narrower set of projects. Ubisoft, known for franchises such as Assassin’s Creed and Far Cry, is a major European publisher in an industry where development costs, competition,...
ENXTPA:CAP
ENXTPA:CAPIT

Is Capgemini (ENXTPA:CAP) Using Ontario’s DSO Roadmap to Deepen Its Grid Modernization Edge?

The Ontario Energy Association recently released its Ontario DSO Roadmap, developed in partnership with Capgemini, outlining a multi-phased plan to transition Ontario’s electricity system toward a Distribution System Operator model centered on distributed energy resources. This collaboration underscores Capgemini’s role as a key advisor in grid modernization and digital transformation for a major North American energy market. We will now examine how Capgemini’s role in shaping Ontario’s DSO...
ENXTPA:CS
ENXTPA:CSInsurance

Assessing AXA (ENXTPA:CS) Valuation As ESG Consortium With SCOR Draws Fresh Attention

Executive moves and ESG consortium put AXA in focus AXA (ENXTPA:CS) is drawing fresh attention after teaming up with SCOR in a Lloyd's of London consortium aimed at supporting ecological restoration investments, a move that ties insurance capacity to ESG focused projects. See our latest analysis for AXA. AXA's €38.29 share price comes after a 6.5% decline in the year to date and softer recent share price returns, yet its 1 year and 5 year total shareholder returns of 11.68% and 174.42% signal...
ENXTPA:SW
ENXTPA:SWHospitality

Should Sodexo’s Expanded Adventist Health Robotics Deal Require Action From Sodexo (ENXTPA:SW) Investors?

Sodexo recently expanded its long-standing partnership with Adventist Health, taking over environmental services at 15 additional sites across California, Hawaii and Oregon, and growing the contract to about US$70,000,000 while adding more than 400 employees. The deal highlights Sodexo’s push to embed advanced technologies such as UVD robots and predictive data tools into hospital operations, aiming to improve both patient care and service efficiency. We’ll now examine how this expanded...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

Is It Too Late To Consider Thales (ENXTPA:HO) After Its Strong Multi‑Year Rally?

If you are wondering whether Thales at €251.40 is still reasonably priced after its strong run, you are not alone. This article focuses squarely on what that price might imply about value. The share price shows mixed short term moves, with a 1.5% decline over the last 7 days, a 9.8% gain over 30 days, a 7.0% return year to date and longer term returns of 67.1% over 1 year, 116.6% over 3 years and 277.9% over 5 years. Recent news flow around Thales has highlighted its position in defense and...
ENXTPA:ANTIN
ENXTPA:ANTINCapital Markets

Is Antin (ENXTPA:ANTIN)ʼs New Co-CIO Structure Quietly Redefining Its Investment Edge?

Antin Infrastructure Partners has recently overhauled its senior leadership, appointing Stéphane Ifker and Angelika Schöchlin as co-Chief Investment Officers, naming Ryan Shockley and Guillaume Friedel co-heads of the New York office, and assigning Anand Jagannathan to lead the NextGen strategy. An interesting feature of this reshuffle is the firm-wide co-CIO structure, which now explicitly links investment decisions across Flagship, Mid Cap and NextGen funds and geographies. We’ll now...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Is Airbus (ENXTPA:AIR) Still Attractive After Strong Multi Year Share Price Gains

If you have ever wondered whether Airbus shares still offer value at current levels, this article will walk you through what the current price could be implying about the company. Airbus is trading at €206.75, with a 7 day return of 3.8% decline, a 30 day return of 5.1%, year to date return of 1.5%, and a 1 year return of 26.8%. The 3 year and 5 year returns stand at 80.4% and 159.9% respectively. Recent coverage around Airbus has focused on its order book, delivery schedules, and the...
ENXTPA:RNO
ENXTPA:RNOAuto

Is Renault (ENXTPA:RNO) Share Price Slump Creating A Potential Value Opportunity?

If you are wondering whether Renault's current share price still reflects its true worth, this article will walk you through what the numbers are actually saying about value. Renault's share price closed at €32.33, with returns of a 1.4% decline over the last 7 days, a 9.0% decline over 30 days, an 11.1% decline year to date, a 30.2% decline over 1 year and a 6.2% decline over 3 years, while the 5 year return sits at 0.3%. Recent price moves sit against a backdrop of ongoing interest in...
ENXTPA:KER
ENXTPA:KERLuxury

Is Kering (ENXTPA:KER) Centralizing Commercial Power To Rewire Its Luxury Brand Engine?

Kering recently announced that Bartolomeo Rongone will step down as CEO of Bottega Veneta on March 31, 2026, while appointing former Gucci Japan president Daniele Zito as the group’s first chief commercial officer with immediate effect. Together, these moves signal a meaningful reshaping of leadership at both brand and group level as Kering prepares a refreshed commercial blueprint for its luxury portfolio. We will now examine how the creation of a group-level chief commercial officer role...
ENXTPA:EDEN
ENXTPA:EDENDiversified Financial

Edenred (ENXTPA:EDEN) Valuation Check After Strongly Oversubscribed €500 Million Bond Issue

Why Edenred’s New Bond Issue Matters for Shareholders Edenred (ENXTPA:EDEN) has just raised €500 million through a 7‑year bond at a 3.75% coupon, a funding move that drew strong institutional demand and was more than 3 times oversubscribed. The proceeds are earmarked for general corporate purposes, including refinancing an existing €500 million bond maturing in March 2026. This helps Edenred lengthen its debt maturity profile and support its Amplify25‑28 plan. See our latest analysis for...
ENXTPA:ETL
ENXTPA:ETLMedia

Why Eutelsat Communications (ENXTPA:ETL) Is Up 5.4% After €1.50bn Capital Raise - And What's Next

Eutelsat Communications recently completed an approximately €670 million rights issue in December 2025 as part of a broader €1.50 billion capital increase aimed at reinforcing its financial structure and funding around €4.00 billion of planned investments over 2026–2029. This large recapitalisation has prompted a reassessment of Eutelsat’s balance-sheet flexibility and execution risks, with analysts expressing a wide range of views on its longer-term investment case. We’ll now examine how...
ENXTPA:ML
ENXTPA:MLAuto Components

Michelin Names New CFO As 2025 Free Cash Flow Beats Guidance

Compagnie Générale des Établissements Michelin Société en commandite par actions (ENXTPA:ML) has appointed Bénédicte de Bonnechose as its new Chief Financial Officer. The company reported 2025 free cash flow that exceeded its previous forecast. The combination of a senior finance leadership change and stronger than guided free cash flow is likely to draw close attention from investors. For investors tracking ENXTPA:ML, the announcement comes with the share price at €30.3 and mixed recent...
ENXTPA:BNP
ENXTPA:BNPBanks

BNP Paribas Deepens Global Flows With Tata Motors Stake And Mergers

BNP Paribas (ENXTPA:BNP) has acquired a significant stake in Tata Motors Commercial Vehicle, marking a new cross border investment step for the bank. The group has also completed legal mergers tied to its earlier AXA Investment Managers acquisition, consolidating its asset management structure. These moves follow recent high level appointments, indicating continued reshaping of BNP Paribas' investment management activities. BNP Paribas shares recently closed at €85.76, with the stock...
ENXTPA:AKE
ENXTPA:AKEChemicals

Assessing Arkema (ENXTPA:AKE) Valuation After Major Singapore Rilsan Clear Capacity Expansion

What Arkema’s new Singapore unit could mean for shareholders Arkema (ENXTPA:AKE) has brought its new Rilsan Clear transparent polyamides unit in Singapore fully online, tripling global capacity and giving the group the largest transparent polyamide footprint in Asia. For you as a shareholder or potential investor, this production ramp up directly ties into Arkema’s focus on Specialty Materials, with exposure to demand in eyewear, AR/VR devices, filtration, healthcare equipment and home...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

Engie Deepens Long Term Clean Energy Contracts Across UAE UK And India

ENGIE (ENXTPA:ENGI) and Masdar reached financial close on the 1.5 GW Khazna solar project in the UAE, one of the region’s largest planned photovoltaic installations. ENGIE signed a 10 year biomethane supply agreement with PepsiCo UK, focused on green gas for the UK food and drink sector. ENGIE secured its first hybrid solar and battery project in India, combining power generation with storage capacity. For investors tracking global utilities, ENGIE operates at the intersection of power...