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:EDEN
ENXTPA:EDENDiversified Financial

Edenred (ENXTPA:EDEN) Valuation Check as Daimler Truck Charging Partnership Expands Its eMobility Ambitions

Edenred (ENXTPA:EDEN) is quietly tightening its grip on Europe’s electric trucking transition, teaming up with Daimler Truck to power the new TruckCharge Network and expand access via its UTA Edenred and Spirii platforms. See our latest analysis for Edenred. Against that backdrop, Edenred’s 30 day share price return of 1.95% offers only a modest pause in what has been a much tougher spell. The year to date share price return is down 39.71 percent and the five year total shareholder return has...
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:SAN
ENXTPA:SANPharmaceuticals

Sanofi (ENXTPA:SAN) Faces MS Setback While Reinforcing Alzheimer’s And Autoimmune Pipeline

Sanofi halted development of tolebrutinib in primary progressive multiple sclerosis after the drug missed its Phase 3 primary endpoint. The company signed a licensing deal worth up to $1.04 billion with ADEL for an investigational Alzheimer’s antibody. Sanofi expanded its collaboration with Dren Bio to advance next generation B cell targeted therapies for autoimmune diseases. Regulatory progress includes approvals for new rare disease medicines in China and EMA orphan designation for an...