ENXTPA:TTE
ENXTPA:TTEOil and Gas

Assessing TotalEnergies (ENXTPA:TTE) Valuation After Analyst Upgrades And New Lebanon Exploration Permit

Recent interest in TotalEnergies (ENXTPA:TTE) has been driven by a Jefferies rating upgrade, supportive views from other brokers, and a fresh offshore exploration permit in Lebanon that is part of its multi-energy growth plans. See our latest analysis for TotalEnergies. The latest analyst upgrades and the Lebanon exploration permit sit against a share price of $55.12, with a 3.26% 1 day share price return, a 10.58% 90 day share price return and a 5 year total shareholder return of 100.54%...
ENXTPA:MAU
ENXTPA:MAUOil and Gas

Etablissements Maurel & Prom (ENXTPA:MAU) Is Up 5.7% After Winning Operatorship Of Colombia’s Sinu-9 Gas Licence

Etablissements Maurel & Prom S.A. announced that Colombia’s National Hydrocarbons Agency has approved its acquisition of a 61% working interest and operatorship in the producing Sinu-9 gas licence, clearing a key regulatory hurdle for the US$185 million transaction and allowing the parties to move toward closing. This deal gives Maurel & Prom control over a growing Colombian gas hub with existing production capacity, evacuation infrastructure, and a six-well exploration campaign scheduled to...
ENXTPA:SOI
ENXTPA:SOISemiconductor

Will Soitec (ENXTPA:SOI) Use Its New CEO to Recalibrate Its Semiconductor Edge?

Soitec previously announced that its Board of Directors appointed Laurent Rémont, a senior executive at Infineon Technologies, as Chief Executive Officer, with a transition from outgoing CEO Pierre Barnabé set to complete on April 1, 2026. Rémont’s deep semiconductor experience in radio frequency, sensors, automotive and artificial intelligence positions him to influence how Soitec develops its technology and end-market focus. We’ll now examine how Rémont’s appointment, and his background in...
ENXTPA:GET
ENXTPA:GETInfrastructure

Did Mixed 2025 Tunnel Traffic and Voting Rights Data Just Shift Getlink's (ENXTPA:GET) Investment Narrative?

Getlink SE recently reported its December and full-year 2025 Channel Tunnel traffic, showing small declines in truck volumes and modest growth in passenger vehicle crossings, alongside updated information on its 550,000,000-share capital and associated voting rights. The figures highlight a mixed picture for LeShuttle, with freight activity softening while passenger traffic edged higher despite late-December service disruptions. We’ll now examine what these contrasting freight and passenger...
ENXTPA:DSY
ENXTPA:DSYSoftware

Is Turkey’s Antitrust Probe a Clue to Dassault Systèmes’ (ENXTPA:DSY) Distribution Power Dynamics?

In early January 2026, Turkey's Competition Board opened an investigation into Dassault Systèmes over alleged anti-competitive practices in its dealership system, including potential interference with dealer pricing and restrictions on customers or sales regions. This probe introduces fresh regulatory scrutiny into how Dassault Systèmes structures its software distribution in Turkey, adding a layer of uncertainty around its local operating model and reseller relationships. We'll now...
ENXTPA:RNO
ENXTPA:RNOAuto

Renault (ENXTPA:RNO) Valuation Reassessed After Share Price Drop On Margin Concerns

Renault (ENXTPA:RNO) came under pressure after management comments on company margins, with shares dropping about 4%, putting profitability and the stock’s recent performance into sharper focus for investors watching the automaker. See our latest analysis for Renault. That margin commentary comes after a softer run for the stock. Over the past 7 days, the share price return was 7.04% and over the past 30 days it was 8.97%. The 1 year total shareholder return of 22.60% contrasts with a broadly...
ENXTPA:AMUN
ENXTPA:AMUNCapital Markets

Is Amundi’s AI‑Aware Diversification Strategy Reframing Its Core Investment Narrative (ENXTPA:AMUN)?

Recently, Amundi highlighted the need for greater portfolio diversification as the artificial intelligence investment cycle broadens and reshapes market exposures. This focus on spreading risk across assets and themes shows how Amundi is adjusting its asset management approach to technology-driven shifts in capital allocation. Next, we’ll examine how Amundi’s push for AI-aware portfolio diversification could influence its existing investment narrative and future positioning. Trump has...
ENXTPA:AI
ENXTPA:AIChemicals

How Investors Are Reacting To L'Air Liquide (ENXTPA:AI) Accelerating Its ADVANCE 2025 Hydrogen And Tech Push

In recent months, L’Air Liquide has pushed ahead with its ADVANCE 2025 plan by ramping up investment in hydrogen, carbon capture, and electronics, aiming to deepen its presence across energy transition, healthcare, and high-tech markets. This acceleration in clean-energy and semiconductor-related projects underlines how the group is positioning its industrial gas expertise at the center of long-term decarbonization and technology supply chains. We’ll now examine how this renewed push into...
ENXTPA:LI
ENXTPA:LIRetail REITs

Assessing Klépierre (ENXTPA:LI) Valuation After Recent Share Price Weakness And Ongoing Momentum

Why Klépierre is on investors’ radar today Klépierre (ENXTPA:LI) has attracted fresh attention after recent price moves, with the share closing at €33.90 and short term performance data giving investors more context on how the stock has behaved recently. See our latest analysis for Klépierre. While the latest 1 day share price return of a 1.34% decline stands out, the 90 day share price return of 5.54% and 1 year total shareholder return of 28.99% point to momentum that has been building...
ENXTPA:TE
ENXTPA:TEEnergy Services

Winning BPCL PRFCC Contracts Could Be A Game Changer For Technip Energies (ENXTPA:TE)

In early January 2026, Technip Energies reported winning two large contracts from Bharat Petroleum Corporation Limited to deliver EPCC services for new polypropylene and Butene-1 units at BPCL’s Bina refinery and EPCm services for India’s first 3 MMTPA Petro Resid Fluidized Catalytic Cracker unit at the Mumbai refinery. These awards, together valued between €250 million and €500 million, deepen a decades-long relationship with BPCL and underline Technip Energies’ role in building India’s...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

How Engie’s (ENXTPA:ENGI) Low‑Income Community Solar Push in Illinois Has Changed Its Investment Story

ENGIE North America recently launched two community solar farms in Knox County, Illinois, supplying renewable power to hundreds of households and businesses while reserving more than 60% of subscriptions for low-to-moderate income customers. A key feature of these projects is the targeted 20% bill reduction for qualifying households, underscoring how community solar can directly address energy affordability as well as decarbonization goals. We’ll now examine how this expansion of low-income...
ENXTPA:SAF
ENXTPA:SAFAerospace & Defense

How Investors May Respond To Safran (ENXTPA:SAF) Expanding Digital Twin Predictive Maintenance With Delta TechOps

In 2024, Delta TechOps announced a collaboration with Safran Electrical & Power to develop advanced maintenance solutions using digital twin technology and predictive maintenance for aircraft power systems, aiming to improve reliability and reduce downtime across airline fleets. This partnership highlights how Safran is embedding data-driven predictive capabilities into its electrical and power offerings, potentially deepening customer relationships as airlines seek higher equipment...
ENXTPA:OVH
ENXTPA:OVHIT

OVH Groupe (ENXTPA:OVH) Valuation Check After Q1 Cloud Growth And AI Expansion Moves

OVH Groupe (ENXTPA:OVH) is back in focus after its first quarter 2026 trading update, reporting organic revenue growth of 6.0% and total revenue of €275.3 million compared with €263.5 million a year earlier. See our latest analysis for OVH Groupe. At a share price of €7.86, OVH Groupe has seen a 9.24% 1 month share price return and a 5.50% year to date share price return. Its 90 day share price return of 32.24% and 3 year total shareholder return of 47.60% indicate that recent momentum...
ENXTPA:TRI
ENXTPA:TRIAuto

Stronger Q1 RV Sales And 2026 Outlook Might Change The Case For Investing In Trigano (ENXTPA:TRI)

Trigano S.A. recently reported unaudited first-quarter sales for the period ended November 30, 2025, of €833.4 million, up from €769.8 million a year earlier, with growth supported by motorhomes, caravans, and mobil-homes. Management also highlighted a planned production ramp-up and a more positive outlook for fiscal 2026, signaling growing confidence in demand across its core recreational vehicle segments. We’ll now examine how the stronger first-quarter sales and planned production ramp-up...
ENXTPA:VIE
ENXTPA:VIEIntegrated Utilities

Should Veolia’s €2.5 Billion Oversubscribed Bond Deal Reshape the Outlook for Veolia Environnement (ENXTPA:VIE) Investors?

In early January 2026, Veolia Environnement completed a record €2.50 billion bond placement across 5-, 8- and 12-year tranches, with fixed coupons between 3.209% and 4.052% and demand peaking at €10.50 billion from more than 570 orders. The high oversubscription, tight pricing versus the secondary market, and the mix of long-dated tranches highlight lenders’ confidence in Veolia’s balance sheet and its ability to fund ecological transformation projects. We’ll now explore how this sizeable,...
ENXTPA:MF
ENXTPA:MFDiversified Financial

How Investors Are Reacting To Wendel (ENXTPA:MF) Spinning Off Stahl’s Leather Chemicals Unit Into Muno

Wendel announced that Stahl has completed the carve-out of its wet-end leather chemicals division, which began operating independently as Muno on 1 January 2026, with Wendel retaining majority ownership of the new company. This move closes Stahl’s multi-year transformation and reshapes Wendel’s portfolio exposure, with Stahl now concentrating on speciality coatings while Muno becomes a separate platform within Wendel’s holdings. We’ll now examine how Wendel’s majority ownership of the newly...
ENXTPA:RNO
ENXTPA:RNOAuto

Why Renault (ENXTPA:RNO) Is Down 7.0% After Margin Concerns Cloud Profitability Outlook – And What's Next

Recently, Renault’s shares moved lower after management comments raised concerns about the company’s profit margins and overall profitability outlook. This reaction highlights how sensitive investors are to any sign that Renault’s margin recovery story may be more challenging than previously thought. We’ll now examine how these renewed worries about Renault’s profit margins may influence the company’s existing investment narrative and risk profile. Trump has pledged to "unleash" American oil...
ENXTPA:GET
ENXTPA:GETInfrastructure

Assessing Getlink (ENXTPA:GET) Valuation After Mixed 2025 Cross Channel Traffic Trends

Getlink (ENXTPA:GET) has just reported December and full year 2025 traffic figures, highlighting lower truck volumes alongside higher passenger vehicle activity. This gives investors fresh data on how its cross Channel business is currently balanced. See our latest analysis for Getlink. Traffic figures and the latest disclosure on Getlink’s 550,000,000 ordinary shares arrive against a share price of €16.45, with a 30 day share price return of 8.72% and a 1 year total shareholder return of...
ENXTPA:GTT
ENXTPA:GTTOil and Gas

A Look At Gaztransport & Technigaz (ENXTPA:GTT) Valuation After New Hanwha Ocean LNG Contract

Gaztransport & Technigaz (ENXTPA:GTT) shares have been in focus after the company announced a new contract with South Korea’s Hanwha Ocean to design cryogenic tanks for seven LNG carriers using its NO96 Super+ system. See our latest analysis for Gaztransport & Technigaz. The Hanwha Ocean contract announcement has coincided with a sharp shift in sentiment, with a 1-day share price return of 5.52% and 7-day share price return of 8.31%. The 1-year total shareholder return of 25.81% and 5-year...
ENXTPA:AM
ENXTPA:AMAerospace & Defense

A Look At Dassault Aviation (ENXTPA:AM) Valuation After Higher 2025 Sales Guidance Above €7b

Dassault Aviation société anonyme (ENXTPA:AM) is in focus after raising its 2025 net sales guidance to over €7b, following 2025 aircraft deliveries that met and slightly exceeded its earlier internal targets. See our latest analysis for Dassault Aviation société anonyme. The raised sales guidance and aircraft delivery update sit against a strong run in the shares, with a 30 day share price return of 13.79% and a 1 year total shareholder return of 51.97%. This suggests momentum has been...
ENXTPA:FRVIA
ENXTPA:FRVIAAuto Components

The Bull Case For Forvia (ENXTPA:FRVIA) Could Change Following Sinopec Capital’s Hydrogen Partnership In China

Forvia has recently announced that Sinopec Capital will take a minority stake in its hydrogen-focused subsidiary, FORVIA Hydrogen Solutions China, through a RMB 300,000,000 (≈ €40,000,000) capital increase, adding an industrial partner across China’s hydrogen value chain. This move gives Forvia a local ally with deep energy and chemical expertise, potentially improving its hydrogen unit’s access to Chinese public and private customers. We’ll now examine how Sinopec Capital’s entry as a local...