ENXTPA:PARP
ENXTPA:PARPHospitality

Groupe Partouche (ENXTPA:PARP) One Off Gain Reshapes Profit Narratives For FY 2025

Groupe Partouche (ENXTPA:PARP) has kicked off FY 2025 with first half revenue of €233.33 million and basic EPS of €1.32, while over the last twelve months revenue of €460.2 million sits alongside net income of €51.1 million that reflects a very large one off gain of €56.1 million. The company has seen revenue move from €220.65 million in the first half of FY 2024 to €213.67 million in the second half and then to €233.33 million in the first half of FY 2025, with EPS shifting from €0.53 to a...
ENXTPA:CAP
ENXTPA:CAPIT

Assessing Capgemini (ENXTPA:CAP) Valuation After Recent Share Price Weakness

How Capgemini’s recent share performance frames the investment question Capgemini (ENXTPA:CAP) has drawn attention after a series of weak returns, with the share price down over the past week, month, past 3 months, year to date, and the past year, prompting closer scrutiny from investors. The company reports annual revenue of about €22.1b and net income of roughly €1.6b, with both metrics showing annual growth. This provides a concrete financial base for investors to weigh against the recent...
ENXTPA:IPN
ENXTPA:IPNPharmaceuticals

Is Ipsen (ENXTPA:IPN) Pricing Look Attractive After Strong Multi Year Share Price Gains

If you are wondering whether Ipsen's current share price reflects its true worth, this article will walk you through what the numbers are saying and where potential mispricing might sit. Over shorter timeframes, Ipsen's share price has moved, with returns of 0.4% over the last 7 days, 14.8% over the last 30 days, 17.7% year to date, 16.5% over 1 year, 45.6% over 3 years and 92.9% over 5 years from a last close of €136.6. Recent news around Ipsen has kept attention on how the company is being...
ENXTPA:BN
ENXTPA:BNFood

Assessing Danone (ENXTPA:BN) Valuation After Precautionary Infant Formula Recall

Danone (ENXTPA:BN) is in focus after announcing a targeted recall of specific infant formula batches. This is a precautionary move tied to updated food safety guidance on an ingredient affecting several industry peers. See our latest analysis for Danone. The recall news lands after a softer patch for the share price, with a 30 day share price return of a 13.29% decline and a year to date share price return of a 12.49% decline. However, the 5 year total shareholder return of 44.86% points to a...
ENXTPA:CDI
ENXTPA:CDILuxury

Christian Dior (ENXTPA:CDI) Margin Compression Reinforces Cautious Earnings Narratives

Christian Dior (ENXTPA:CDI) opened FY 2025 with first half revenue of €39.8b and basic EPS of €13.14, alongside net income of €2,371m, setting a clear earnings-season marker for investors tracking the luxury group. The company has seen recent half year revenue move from €41.7b and EPS of €16.76 in H1 2024 to €43.0b and EPS of €12.11 in H2 2024, with trailing 12 month EPS sitting in the mid €20s, while net profit margin for the latest trailing year came in at 5.6% versus 6.2% a year earlier...
ENXTPA:ADP
ENXTPA:ADPInfrastructure

Rising 2025 Passenger Volumes Could Be A Game Changer For Aeroports de Paris (ENXTPA:ADP)

Aeroports de Paris SA reported its December 2025 and full-year 2025 traffic figures, with group passenger numbers reaching 29,395,340 for the month and 378,984,019 for the year, both showing year-on-year growth. This continued passenger increase underlines the importance of Aeroports de Paris’s diversified airport ecosystem, where higher traffic can support aviation fees, retail activity, and real estate income. We will now examine how this passenger growth momentum could shape Aeroports de...
ENXTPA:AMUN
ENXTPA:AMUNCapital Markets

The Bull Case For Amundi (ENXTPA:AMUN) Could Change Following New True Potential ALTO Partnership Integration

True Potential Investments has appointed Amundi as its exclusive strategic investment solutions partner for its Growth-Aligned fund range, extending the relationship into asset allocation design, index-level fund integration, and technology, while Amundi also recently named Alessia Berardi as head of global macroeconomics. The partnership brings Amundi’s macro research and ALTO platform directly into True Potential’s portfolio construction process, tightening the link between Amundi’s...
ENXTPA:EL
ENXTPA:ELMedical Equipment

Is EssilorLuxottica (ENXTPA:EL) Fairly Priced After Recent Share Pullback And DCF Check

If you are wondering whether EssilorLuxottica Société anonyme is attractively priced right now, it helps to step back and look at what the recent share performance and valuation checks are really saying. The stock last closed at €253.30, with returns of a 5.4% decline over 7 days, a 6.6% decline over 30 days, a 4.6% decline year to date, a 2.3% decline over 1 year, 58.8% over 3 years and 125.3% over 5 years, which may catch the eye of investors thinking about both recent setbacks and longer...
ENXTPA:IVA
ENXTPA:IVABiotechs

Is It Too Late To Consider Inventiva (ENXTPA:IVA) After The Recent Share Price Surge?

If you are wondering whether Inventiva's current share price still offers value after a strong run, this article walks through what the numbers are actually saying about the stock. The shares last closed at €5.70, with returns of 3.3% over 7 days, 45.8% over 30 days, 40.9% year to date and 163.9% over the past year, while the 3 year and 5 year returns sit at a 1.0% decline and a 59.0% decline respectively. These moves come as investors continue to react to company specific developments...
ENXTPA:ALO
ENXTPA:ALOMachinery

Alstom (ENXTPA:ALO) Is Up 5.2% After Broker Downgrade Despite New Train Contract Wins – Has The Bull Case Changed?

In January 2026, Alstom reported modest third-quarter and nine-month sales growth while securing sizeable train contracts with SNCF Voyageurs, Toronto Transit Commission, and Baden-Württemberg’s SFBW. Soon after these commercial wins, broker Kepler Cheuvreux downgraded Alstom on concerns over execution risks and weak cash performance, highlighting a tension between revenue momentum and operational quality. Next, we’ll examine how the broker’s focus on execution risk and cash generation...
ENXTPA:ATO
ENXTPA:ATOIT

Atos Cybersecurity Recognition In France And What It May Mean For Valuation

Atos (ENXTPA:ATO) has been recognized as Best In Class for IT/OT cybersecurity services in France. The award comes from industry analysts and focuses on the company’s role in securing critical infrastructure. This recognition highlights the breadth of Atos’ cybersecurity offering across both information technology and operational technology environments. For you as an investor, this matters because IT/OT cybersecurity is closely linked to sectors such as energy, manufacturing and transport,...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Did Positive Amlitelimab Data and China Approvals Just Shift Sanofi's (ENXTPA:SAN) Investment Narrative?

In January 2026, Sanofi reported positive phase 3 data for amlitelimab in atopic dermatitis and advanced global regulatory filings, while China’s National Medical Products Administration approved Sanofi-licensed therapies Myqorzo and Redemplo for obstructive hypertrophic cardiomyopathy and familial chylomicronaemia syndrome. Together, these updates highlight Sanofi’s push into new immunology and cardiovascular niches, underpinned by late-stage biologics and RNA-based medicines targeting...
ENXTPA:OR
ENXTPA:ORPersonal Products

Assessing L'Oréal (ENXTPA:OR) Valuation After Barclays Upgrade To Overweight And Top Pick Status

Barclays’ upgrade of L’Oréal (ENXTPA:OR) to overweight has put the stock in the spotlight, as investors weigh expectations for organic growth, higher innovation spending, and demand trends ahead of the upcoming annual results. See our latest analysis for L'Oréal. At a share price of €380.45, L’Oréal has posted a 4.2% year to date share price return and a 38.3% total shareholder return over five years. This suggests momentum that investors are reassessing in light of Barclays’ upgrade and...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

Is STMicroelectronics (ENXTPA:STMPA) Fairly Priced After Recent Share Price Fluctuations

If you are wondering whether STMicroelectronics is priced attractively right now, the recent share performance gives you a useful starting point but not the full story. The stock last closed at €24.97, with returns of 3.0% over 7 days, 12.7% over 30 days, 6.5% year to date, 6.4% over 1 year, a 41.9% decline over 3 years and a 22.9% decline over 5 years. This raises questions about how the market currently views its potential and risks. Recent attention on STMicroelectronics has centered on...
ENXTPA:MC
ENXTPA:MCLuxury

LVMH (ENXTPA:MC) Margin Decline To 13.5% Tests Bullish Profitability Narratives

LVMH Moët Hennessy Louis Vuitton Société Européenne (ENXTPA:MC) has reported first half FY 2025 revenue of €39.8b and basic EPS of €11.43, with investors also tracking trailing 12 month revenue of €82.8b and EPS of €22.01 against last year’s €84.7b and €25.13 respectively. Over recent periods the group has seen revenue move from €41.7b in the first half of 2024 to €43.0b in the second half of 2024 and €39.8b in the first half of 2025, while EPS shifted from €14.55 to €10.58 to €11.43 over the...
ENXTPA:BNP
ENXTPA:BNPBanks

Assessing BNP Paribas (ENXTPA:BNP) Valuation After Strong Recent Share Price Gains

Recent performance context for BNP Paribas (ENXTPA:BNP) BNP Paribas (ENXTPA:BNP) has recently drawn fresh attention after a period of strong share price moves, with returns of 12.68% over the past month and 35.99% over the past 3 months. For investors tracking European banks, this performance sits alongside annual revenue of €46.87b and net income of €10.85b. These figures help frame discussions around valuation, earnings power, and risk appetite in the stock. See our latest analysis for BNP...
ENXTPA:GLO
ENXTPA:GLOCommercial Services

GL Events (ENXTPA:GLO) Is Up 11.7% After Confirming Margin Outlook On Rising 2025 Revenue

GL Events SA recently reported that fourth-quarter 2025 revenue (pre-IAS 29) rose to €544.0 million from €430.6 million a year earlier, with full-year 2025 revenue increasing to €1.72 billion from €1.64 billion. Alongside this revenue expansion, the company confirmed guidance for an improved operating margin in 2025, underlining management’s confidence in the efficiency of its business model. We’ll now examine how the confirmed improvement in operating margin shapes GL Events’ investment...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

Is It Time To Reassess TotalEnergies (ENXTPA:TTE) After Strong Multi‑Year Share Price Gains

If you are wondering whether TotalEnergies at around €60 is offering good value today, you are in the right place to scrutinise what the current price might be implying. The share price has been relatively active lately, with returns of 3.9% over the last 7 days, 7.2% over the last 30 days, 7.0% year to date and 14.3% over the last year, alongside a 26.2% return over 3 years and a 130.4% return over 5 years. Recent headlines around TotalEnergies have continued to focus on its role as a large...
ENXTPA:TEP
ENXTPA:TEPProfessional Services

Teleperformance (ENXTPA:TEP) Valuation Check As AI And Automation Pivot Reshapes Its Business Model

Teleperformance (ENXTPA:TEP) is drawing fresh attention as it leans further into AI, automation, and higher margin specialized services. The company is positioning itself as a digital business services provider while tightening cost controls to support profitability. See our latest analysis for Teleperformance. Despite the focus on AI and higher margin services, Teleperformance’s share price has had a weak patch, with a 30 day share price return of 11.36% decline and a year to date share...
ENXTPA:OVH
ENXTPA:OVHIT

OVH Groupe (ENXTPA:OVH) Valuation Check After OCRE Contract Win And Recent Share Price Strength

OVH Groupe (ENXTPA:OVH) is back in focus after OVHcloud secured a contract under the European OCRE project. This business win may influence how investors view its role in regional cloud infrastructure. See our latest analysis for OVH Groupe. The OCRE contract arrives after a period of stronger trading, with a 30-day share price return of 33.13% and a year-to-date share price return of 30.27%. However, the three-year total shareholder return decline of 36.73% indicates that longer-term holders...