ENXTPA:ARG
ENXTPA:ARGIndustrial REITs

Argan (ENXTPA:ARG) Valuation Check After Higher Rental Income And Planned 2026 Investments

Argan (ENXTPA:ARG) has reported 2025 rental income of €212.0 million, a 7% increase from 2024, with its warehouse portfolio appraised at €4.1b and around €165 million of investments already lined up for 2026. See our latest analysis for Argan. At a share price of €66.0, Argan’s recent 1 month share price return of 3.94% and 1 year total shareholder return of 13.97% suggest momentum has picked up after more muted multi year total shareholder returns. If Argan’s warehouse income story has your...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

Thales (ENXTPA:HO) Valuation Check After Recent Share Price Momentum Rebuild

With no single headline event driving attention today, Thales (ENXTPA:HO) is back on investors’ radars after a recent share price move. This has prompted closer scrutiny of its valuation and recent performance trends. See our latest analysis for Thales. The recent 7 day share price return of 7.9% and 1 month share price return of 10.6% suggest momentum is rebuilding, set against a 90 day share price decline of 6.4% and a much stronger 1 year total shareholder return of 80.5%. If this move in...
ENXTPA:TKO
ENXTPA:TKOCapital Markets

Tikehau Capital (ENXTPA:TKO) Valuation Check After Recent Share Price Gains

Tikehau Capital (ENXTPA:TKO) has drawn attention after recent share price gains over the past month, alongside reported revenue of €611.739m and net income of €184.725m, putting its last close of €16.64 under closer investor scrutiny. See our latest analysis for Tikehau Capital. The recent 11.08% 1 month share price return, following a weaker 10.25% 3 month share price return and a 16.68% 1 year total shareholder return decline, indicates short term momentum emerging against a softer longer...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

Is It Time To Reassess TotalEnergies (ENXTPA:TTE) After Recent Share Price Weakness?

If you are wondering whether TotalEnergies is attractively priced right now, the key question is whether the current share price reflects its underlying cash generation and asset base. The stock last closed at €55.04, with a 7 day return of 2.4% decline, a 30 day return of 2.4% decline, year to date return of 1.9% decline, and a 1 year return of 6.4%, while the 3 year return sits at 10.9% and the 5 year return at 100.5%. Recent price moves have come alongside ongoing attention on large...
ENXTPA:EL
ENXTPA:ELMedical Equipment

Is LensCrafters’ Omnichannel Optometry Push Reframing EssilorLuxottica’s (ENXTPA:EL) Brand-led Competitive Edge?

LensCrafters, part of EssilorLuxottica, recently continued its Dedicated to Everyday Excellence 360-degree omnichannel campaign, featuring immersive in-store and digital experiences and spotlighting Independent Optometrist Dr. Anisha Haji’s commitment to patient care and leadership in optometry. This renewed campaign underlines EssilorLuxottica’s focus on professional expertise and consumer trust as differentiators in the competitive optical retail and eye-care market. Now we’ll examine how...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

The Bull Case For Sanofi (ENXTPA:SAN) Could Change Following FDA Priority Review Of Tzield Expansion

In recent days, the US FDA accepted a priority review of Sanofi’s supplemental application for Tzield, aiming to extend its use to children aged one year and older with stage 2 type 1 diabetes, supported by interim PETITE-T1D Phase 4 data and a target decision date of April 29, 2026. This accelerated review could meaningfully broaden Tzield’s eligible pediatric population, underscoring Sanofi’s efforts to address early-stage autoimmune disease in very young patients. We’ll now examine how...
ENXTPA:SU
ENXTPA:SUElectrical

How Schneider Electric’s US$700 Million U.S. Expansion Will Impact Schneider Electric (ENXTPA:SU) Investors

In recent days, Schneider Electric announced plans to invest over US$700 million in its U.S. operations over the next two years, upgrading, expanding and opening facilities across multiple states and adding more than 1,000 jobs to support energy infrastructure, AI growth and domestic manufacturing. This move signals a deeper commitment to the U.S. market and energy security, potentially reinforcing Schneider Electric’s role in supplying critical infrastructure for AI and electrification...
ENXTPA:MAU
ENXTPA:MAUOil and Gas

A Look At Maurel & Prom (ENXTPA:MAU) Valuation After Colombian Approval Of Sinu‑9 Gas Licence Deal

Etablissements Maurel & Prom (ENXTPA:MAU) has cleared a key regulatory hurdle in Colombia, with the National Hydrocarbons Agency approving its acquisition of a 61% working interest and operatorship in the Sinu-9 gas licence. See our latest analysis for Etablissements Maurel & Prom. The Colombian approval comes at a time when momentum in Etablissements Maurel & Prom’s shares has picked up, with a 1-day share price return of 7.22% and a 7-day share price return of 21.22%. The 5-year total...
ENXTPA:ALO
ENXTPA:ALOMachinery

Assessing Alstom (ENXTPA:ALO) Valuation After Fresh €3.4b Rail Contract Wins

Alstom (ENXTPA:ALO) has just reported three fresh rolling stock wins worth about €2.5b across the Americas and Europe, adding to a recent €920 million Mexico contract that has put the stock back on investor radar. See our latest analysis for Alstom. The fresh contract wins appear to have fed into stronger momentum, with a 30-day share price return of 16.78% and a 90-day share price return of 19.53%, while the 1-year total shareholder return of 20.55% contrasts with a 5-year total shareholder...