ENXTPA:SAF
ENXTPA:SAFAerospace & Defense

Will Stable LEAP Engine Deliveries Shape Safran’s (ENXTPA:SAF) Competitive Edge in Aerospace?

In recent commentary, Safran's CEO reported that fourth quarter LEAP engine deliveries are expected to closely match third quarter levels, while CFM is continuing talks for a potential Boeing 737 engine deal with a Turkish airline. This update highlights both the stability of Safran’s core engine operations and the ongoing pursuit of new business opportunities within the commercial aerospace sector. We'll explore how the steady outlook for LEAP engine deliveries shapes Safran's current...
ENXTPA:MRN
ENXTPA:MRNElectrical

Why Mersen (ENXTPA:MRN) Is Down 14.5% After Cutting Outlook Due to Ongoing Solar Weakness

Mersen recently reported Q3 results that missed market expectations, citing ongoing weakness in its solar power segment and reducing its full-year organic sales growth, profit margin, and capital expenditure guidance due to a lack of recovery in this area. An important takeaway is that management expressed limited visibility on a turnaround in the solar segment, prompting analysts to anticipate downward revisions to consensus estimates for the company. We'll explore how weak activity and...
ENXTPA:DG
ENXTPA:DGConstruction

Vinci (ENXTPA:DG) Valuation in Focus as Quarterly Growth and 2025 Outlook Support Investor Optimism

Vinci (ENXTPA:DG) just released third quarter results showing its revenue climbed 5% to €19.4 billion. Traffic at Vinci Airports also increased. The company reaffirmed its 2025 outlook and addressed France’s higher corporate tax charges. See our latest analysis for Vinci. Vinci’s solid quarterly revenue gains and growth in airport traffic have helped the company maintain strong operational momentum this year, even with higher French corporate taxes on the horizon. The shares now trade at...
ENXTPA:RI
ENXTPA:RIBeverage

Did Pernod Ricard's (ENXTPA:RI) Updated Growth Targets Just Shift Its Investment Narrative?

Pernod Ricard recently reported first quarter 2026 sales of €2,384 million and updated its medium-term guidance, projecting average annual organic net sales growth of 3% to 6% through fiscal years 2027-2029, with ongoing margin expansion. The reaffirmed guidance for fiscal year 2026, combined with clear medium-term targets, gives investors greater visibility into expected growth drivers and profitability trends. We'll explore how management’s projection of organic net sales growth and margin...
ENXTPA:CS
ENXTPA:CSInsurance

Are AXA’s (ENXTPA:CS) Recent Awards and Capital Moves a Sign of Evolving Strategic Priorities?

Earlier in October 2025, AXA SA completed two significant fixed-income offerings, raising €750 million through perpetual Tier 1 bonds and approximately €742.46 million via subordinated Tier 2 bonds due 2056, highlighting ongoing efforts to strengthen its capital base. Additionally, AXA Hong Kong and Macau received seven honors at The Hong Kong Insurance Awards 2025, spotlighting the company’s advances in innovation, digital transformation, and customer service excellence in Asia. We'll...
ENXTPA:BNP
ENXTPA:BNPBanks

BNP Paribas (ENXTPA:BNP) Valuation in Focus After Precedent-Setting Sudan Liability Verdict

BNP Paribas (ENXTPA:BNP) has been found civilly liable by a Manhattan federal jury for its role in enabling atrocities in Sudan. The ruling establishes a new legal precedent and highlights significant financial accountability risks for investors. See our latest analysis for BNP Paribas. The landmark Sudan ruling arrives after a volatile stretch for BNP Paribas, with its share price falling 11.7% over the past month but still boasting a year-to-date gain of 15.6%. Despite recent legal...
ENXTPA:VIE
ENXTPA:VIEIntegrated Utilities

How Veolia’s Chilean Desalination Contract Win Could Shape Long-Term Growth for ENXTPA:VIE Investors

Earlier this month, Veolia Environnement was awarded the Operation and Maintenance contract for the Aguas Pacifico multipurpose desalination plant in Valparaiso, Chile, the country's first large-scale facility of its kind, following a competitive tender against five major companies. This milestone contract not only extends Veolia's global leadership in desalination but also highlights its capability to deliver advanced, sustainable water solutions that help address drought-affected regions...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

STMicroelectronics (ENXTPA:STMPA): Valuation Insights After Q3 Beat and Sales Outlook Cut

Interest around STMicroelectronics (ENXTPA:STMPA) jumped this week as the company released its third-quarter earnings. While STMicroelectronics beat analyst estimates for Q3, shares dropped sharply after it lowered its sales outlook for the full year. See our latest analysis for STMicroelectronics. STMicroelectronics’ share price has taken a real hit, down over 13% last week, despite beating Q3 estimates and announcing new products and board changes. That sharp drop reflects fading momentum...
ENXTPA:URW
ENXTPA:URWRetail REITs

Assessing Unibail-Rodamco-Westfield's (ENXTPA:URW) Valuation After Recent Share Price Gains

Unibail-Rodamco-Westfield (ENXTPA:URW) has seen its shares fluctuate over the past week, reflecting ongoing investor interest in the commercial real estate sector. With a steady return in the past month, there is an upbeat mood among shareholders. See our latest analysis for Unibail-Rodamco-Westfield. Unibail-Rodamco-Westfield's share price has climbed 23.26% year-to-date, while the past year’s total shareholder return of 23.11% and a notable 109.58% over three years highlight upward momentum...
ENXTPA:CS
ENXTPA:CSInsurance

AXA (ENXTPA:CS) Valuation in Focus After Recognition for Innovation and Customer Excellence

AXA (ENXTPA:CS) is in the spotlight after its Hong Kong and Macau branches captured seven awards at The Hong Kong Insurance Awards 2025. This recognition highlights the company’s strengths in innovation and customer-focused strategies. See our latest analysis for AXA. AXA’s recognition for innovation arrives on the heels of two sizable fixed-income offerings, each worth around €750 million. These offerings further strengthen its financial footing and capacity for strategic growth. The stock’s...
ENXTPA:DSY
ENXTPA:DSYSoftware

Dassault Systèmes (ENXTPA:DSY) Is Down 12.4% After Lowering Revenue Outlook and Missing Q3 Estimates - What's Changed

Earlier this month, Dassault Systèmes cut its annual revenue growth outlook to 4%-6% for 2025 and reported third-quarter results that came in below expectations, while reaffirming its 7%-10% diluted EPS growth target. An expanded partnership between Medidata, a Dassault Systèmes company, and Sanofi to advance clinical research highlights the potential for innovation within its Life Sciences segment, despite current challenges. We will examine how Dassault Systèmes' lowered full-year revenue...
ENXTPA:MRN
ENXTPA:MRNElectrical

Mersen (ENXTPA:MRN): Evaluating Value After Solar Weakness and Earnings Miss Reshape Market Expectations

Mersen (ENXTPA:MRN) caught investor attention after its shares took a steep dive, following the release of Q3 results that fell short of expectations. This was driven largely by sluggish performance in its solar power segment. See our latest analysis for Mersen. After gaining impressive ground for much of 2024, Mersen's share price has now swung sharply as recent weak solar segment results rattled the market. The stock dropped 18.3% in a single day but still holds a 12.4% year-to-date price...