ENXTPA:DG
ENXTPA:DGConstruction

Vinci (ENXTPA:DG) Valuation Check After €237 Million Romainville Bobigny Waste Treatment Contract

Vinci (ENXTPA:DG) has secured a €237 million contract linked to the Romainville Bobigny household waste treatment plant, underscoring new business for its construction arm in waste handling, biowaste, and river freight logistics. See our latest analysis for Vinci. These new waste and biowaste projects come after a period where Vinci’s 1 year total shareholder return of 19.58% contrasts with a slightly negative share price return year to date of 2.97%. This suggests long term holders have...
ENXTPA:SW
ENXTPA:SWHospitality

Assessing Sodexo (ENXTPA:SW) Valuation After A Year Of Share Price Weakness

How Sodexo’s recent share performance frames today’s opportunity Sodexo (ENXTPA:SW) has been under pressure, with the share price showing a 19% decline over the past 3 months and a 37% decline over the past year. This comes despite revenue of €24.1b and net income of €695m. See our latest analysis for Sodexo. The recent 1 day share price return of a 1.1% decline and 90 day share price return of an 18.8% decline, alongside a 1 year total shareholder return of a 36.5% decline, points to fading...
ENXTPA:KER
ENXTPA:KERLuxury

A Look At Kering’s (ENXTPA:KER) Valuation After Recent Share Price Weakness

Recent share performance context Kering (ENXTPA:KER) has been under pressure recently, with the share price showing a 1 day return of about 2% lower and a roughly 5% decline over the past week. Over the past month the stock is down about 9%, extending to roughly a 17% decline over the past 3 months, while the 1 year total return sits near 9% and the 3 year total return reflects a decline of about 46%. See our latest analysis for Kering. At a share price of €274.95, Kering’s short term share...
ENXTPA:WLN
ENXTPA:WLNDiversified Financial

Worldline (ENXTPA:WLN) Valuation Check As Cash Advance Partnership With YouLend Draws Fresh Attention

What the Cash Advance launch means for Worldline investors Worldline (ENXTPA:WLN) is drawing fresh attention after partnering with YouLend to launch Cash Advance, a data driven embedded financing product that gives small and medium sized businesses faster access to funding across Europe. See our latest analysis for Worldline. Despite fresh attention around Cash Advance, Worldline’s share price return has been weak, with a 6.86% decline over 30 days and a 41.13% decline over 90 days. The 1...
ENXTPA:ML
ENXTPA:MLAuto Components

Is Michelin (ENXTPA:ML) Pricing Look Attractive After Recent Share Price Rebound?

If you are wondering whether Compagnie Générale des Établissements Michelin Société en commandite par actions is priced attractively right now, looking closely at its current valuation can help you work out how much upside or downside you are comfortable with. The share price, which last closed at €31.12, has returned 3.5% over the past week, 11.4% over the past month, 8.6% year to date, and a 4.0% decline over the last year, while the 3 year and 5 year returns sit at 21.5% and 30.5%...
ENXTPA:FR
ENXTPA:FRAuto Components

Does Valeo’s €1 Billion Smart Interior Lighting Pipeline Redefine Its Bull Case (ENXTPA:FR)?

Valeo recently announced it has secured a major car interior lighting solutions program from a premium global automaker, using TactoTek’s In-Mold Structural Electronics technology to integrate lighting and electronics into a single smart structure. This win brings Valeo’s interior lighting order intake since 2024 to nearly €1.00 billion, underlining how embedded electronics are becoming central to future car interiors. We’ll now examine how this large IMSE-based interior lighting contract...
ENXTPA:BN
ENXTPA:BNFood

Danone Infant Formula Recall Tests Food Safety Trust And Core Strategy

Danone (ENXTPA:BN) has initiated a targeted recall of certain infant formula batches following updated guidance from food safety authorities. The recall focuses on specific products and batches, with the company working with regulators to identify and remove affected items from distribution channels. Danone has emphasized that the action is precautionary and aligned with evolving food safety standards in the infant nutrition category. For you as an investor, this matters because infant...
ENXTPA:SAF
ENXTPA:SAFAerospace & Defense

Safran Eyes eVTOL And Defense Growth While Shares Sit Near Fair Value

Safran is expanding its presence in electric vertical takeoff and landing aircraft, long range missiles, and unmanned aerial vehicles. The company is targeting growth in Asia Pacific and South America, with a focus on sustainable technologies and electric propulsion. This shift highlights new potential revenue sources in both civil and defense markets for ENXTPA:SAF. Safran, traded as ENXTPA:SAF, is drawing attention as it leans into areas such as eVTOLs, long range missiles, and UAVs,...
ENXTPA:UBI
ENXTPA:UBIEntertainment

Assessing Ubisoft (ENXTPA:UBI) Valuation After Sweeping Restructuring And Sharp Share Price Reset

Why Ubisoft’s reset is back in focus for shareholders Ubisoft Entertainment (ENXTPA:UBI) has moved to reset its organization and game portfolio, cancelling and delaying titles, closing studios and cutting financial targets after years of pressure from tougher competition. This overhaul, framed as a bid to sharpen creative focus and improve efficiency, has been met with a sharp selloff in the shares. This has left investors weighing execution risks against the scale of the planned reset. See...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

TotalEnergies Expands Trading And Exploration While Shares Screen As Undervalued

TotalEnergies (ENXTPA:TTE) and Bahrain's Bapco Energies launch an equally owned oil trading joint venture in the Middle East. TotalEnergies signs a joint study agreement with BluEnergies to assess deepwater exploration prospects offshore Liberia. TotalEnergies, a major integrated energy company, is adding fresh weight to its oil trading and upstream activities with these two moves. The partnership with Bapco Energies gives the group a larger trading footprint in a region that is central to...
ENXTPA:EL
ENXTPA:ELMedical Equipment

EssilorLuxottica Faces Solos Smartglasses Lawsuit And Future Wearables Questions

Solos Technology has filed a patent infringement lawsuit against EssilorLuxottica Société anonyme, alleging unauthorized use of smartglasses technology. The case names EssilorLuxottica, traded as ENXTPA:EL, as a defendant in connection with its activities in the smart eyewear space. The dispute centers on intellectual property tied to smartglasses features that may relate to connected eyewear products. EssilorLuxottica, known for its prescription lenses, optical retail, and branded frames,...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Sanofi (ENXTPA:SAN) Valuation Check After Strong Phase 3 Amlitelimab Results In Atopic Dermatitis

Sanofi (ENXTPA:SAN) is back in focus after reporting Phase 3 data for amlitelimab in atopic dermatitis, as the SHORE and COAST 2 trials met key efficacy goals and the company outlined plans for global regulatory filings. See our latest analysis for Sanofi. The amlitelimab update lands after an eventful few months for Sanofi, including EU approval for Teizeild in type 1 diabetes, new China approvals for Myqorzo and Redemplo, and the completed $2.2b Dynavax acquisition. However, the 90 day...
ENXTPA:MC
ENXTPA:MCLuxury

LVMH (ENXTPA:MC) Valuation Check As Earnings Near And New Fashion Group Leadership Takes Shape

Event overview and why it matters now LVMH Moët Hennessy - Louis Vuitton Société Européenne (ENXTPA:MC) is back in focus as the group heads into its 22 January 2026 earnings report, shortly after reshaping leadership and joining a new global land restoration council. For you as an investor, this combination of earnings, organizational change, and sustainability initiatives raises fresh questions about how LVMH’s segment mix, margins, and long term positioning might evolve across fashion,...
ENXTPA:ARG
ENXTPA:ARGIndustrial REITs

Higher Dividend And ESG Moves Could Be A Game Changer For Argan (ENXTPA:ARG)

Argan SA recently reported that 2025 was an exceptional year, with rental income and recurring net income rising, and it proposed a cash dividend of €3.45 per share for 2025 and announced its intention to propose €3.65 per share for 2026. The company also issued 2026 rental income guidance of €220 million, outlined a €165 million investment plan, and highlighted governance and ESG developments, including strengthened board independence and further reductions in Scope 3 energy emissions. We...
ENXTPA:IPN
ENXTPA:IPNPharmaceuticals

Assessing Ipsen (ENXTPA:IPN) Valuation After ICC Ruling Secures Aesthetic Toxin Pipeline Ownership

The recent International Chamber of Commerce ruling in favor of Ipsen (ENXTPA:IPN) clarified ownership of its clinical stage aesthetic toxin assets, giving investors a clearer view of the company’s neuroscience pipeline and partnership arrangements. See our latest analysis for Ipsen. The ICC ruling and recent neurological conference updates come as Ipsen’s share price sits at €136.6, with a 30-day share price return of 13.83% and a 5-year total shareholder return of 101.08%. This suggests...
ENXTPA:ATO
ENXTPA:ATOIT

Atos Secures Dual SIAM Status As Turnaround And Valuation Story Evolves

Atos (ENXTPA:ATO) has become the first company worldwide to secure dual Scopism SIAM Assured status. The accreditation covers both SIAM Service Provider and SIAM Consultancy & Advisory Organization roles. This recognition affirms Atos' position in global Service Integration and Management for multi-vendor IT environments. For you as an investor, this development highlights how Atos positions itself in the service integration segment of IT services, where clients often run complex,...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Airbus Tests Humanoid Robots With UBTech To Tackle Production Bottlenecks

Airbus (ENXTPA:AIR) has partnered with Chinese robotics firm UBTech to bring humanoid robots into aviation manufacturing. The agreement introduces UBTech humanoid robots to Airbus production lines, targeting automation of selected tasks. This move positions Airbus among the first major aircraft manufacturers to trial humanoid robots directly in factory operations. For you as an investor, this links a core industrial name with a fast evolving area of robotics. Airbus focuses on commercial...
ENXTPA:ML
ENXTPA:MLAuto Components

A Look At Michelin (ENXTPA:ML) Valuation Following Recent Share Price Momentum

Recent share performance and business snapshot Compagnie Générale des Établissements Michelin Société en commandite par actions (ENXTPA:ML) has drawn investor attention after a period of mixed returns, with a 1 day decline alongside gains over the past week, month, and past 3 months. The stock shows a year to date gain and a 1 year total return decline, while 3 year and 5 year total returns are positive, prompting investors to reassess how current pricing compares with Michelin’s earnings...
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...