ENXTPA:ETL
ENXTPA:ETLMedia

Assessing Eutelsat Communications (ENXTPA:ETL) Valuation After Bharti Space’s Strategic 88.7 Million Share Purchase

Bharti Space Limited’s purchase of 88.7 million Eutelsat Communications (ENXTPA:ETL) shares on 16 December is a big governance moment, tightening its grip on the satellite operator’s future direction. See our latest analysis for Eutelsat Communications. That move comes after a bruising stretch for investors, with a 30 day share price return of minus 47.1 percent and a five year total shareholder return of minus 72.1 percent. As a result, any sign of strategic conviction now looks like an...
ENXTPA:MC
ENXTPA:MCLuxury

Is LVMH Fairly Priced After Steady Gains and Resilient Global Luxury Demand?

If you are wondering whether LVMH Moët Hennessy Louis Vuitton Société Européenne is still a quality luxury name at a fair price, you are not alone. That is exactly what we are going to unpack here. The share price has been relatively steady but slightly positive, up around 1.2% over the last week and 3.6% over the past month, while sitting roughly flat year to date and modestly higher over 1 year. This hints at cautious optimism rather than a runaway rally. Recent headlines have focused on...
ENXTPA:PUB
ENXTPA:PUBMedia

Is Publicis Groupe a Value Opportunity After Recent Data and Tech Focus Gains?

Wondering if Publicis Groupe is quietly turning into a value opportunity, or if the market has already priced in the upside? The stock has edged up about 1.5% over the last week and 5.5% over the past month, even though it is still down roughly 13.9% year to date and 10.2% over the last year after a very strong 3 and 5 year run. Recent headlines have focused on Publicis tightening its focus on high margin data and tech led services and securing new global client mandates, reinforcing its...
ENXTPA:ATO
ENXTPA:ATOIT

Is Atos a Turnaround Opportunity After Its 86% 2025 Surge?

If you are wondering whether Atos at around €46 is a turnaround bargain or a value trap, you are not the only one. That is exactly what this breakdown is going to tackle. The stock has swung hard lately, down 15.9% over the last week but still up 6.0% over 30 days, with an eye catching 85.8% gain year to date and a 121.2% rise over the past year after a brutal multi year slide. Those moves come after years of restructuring and strategic shifts that have investors rethinking the long term...
ENXTPA:SPIE
ENXTPA:SPIECommercial Services

SPIE (ENXTPA:SPIE): Assessing Valuation After New Multi‑Year Tesla Energy Storage Agreement

SPIE (ENXTPA:SPIE) just deepened its relationship with Tesla through a multi year European framework agreement for battery energy storage projects, a strategic move that plugs SPIE directly into the grid scale transition story. See our latest analysis for SPIE. Those moves sit against a strong backdrop, with the share price up sharply this year on the back of the Tesla framework, energy transition acquisitions and an upcoming anti dilutive buyback, signalling building momentum and improving...
ENXTPA:PLX
ENXTPA:PLXDiversified Financial

Is There an Opportunity in Pluxee After Its 29% Share Price Slide in 2025?

If you are wondering whether Pluxee is a beaten down opportunity or a value trap at its current price, this is a good place to unpack what the market might be missing. The stock has been choppy lately, up 1.8% over the last week but still down 4.5% over 30 days and roughly 29% lower year to date. This naturally raises questions about whether sentiment has swung too far. Recent coverage has focused on Pluxee's standalone positioning in employee benefits and engagement solutions following its...
ENXTPA:SPIE
ENXTPA:SPIECommercial Services

Should SPIE’s New Tesla Megapack Framework Shape Strategy for (ENXTPA:SPIE) Energy Transition Investors?

SPIE recently announced that it has signed a renewable three‑year European framework agreement with Tesla to deliver Megapack-based battery energy storage system projects across its specialist subsidiaries, covering existing and potential work in France, Belgium, the Netherlands, Poland and Germany. This deal not only deepens SPIE’s role in the energy transition by integrating large-scale storage into power grids, it also standardises project execution and legal terms across Europe,...