ENXTPA:BNP
ENXTPA:BNPBanks

BNP Paribas (ENXTPA:BNP) Valuation Check After a Strong 12.7% One-Month Share Price Gain

BNP Paribas (ENXTPA:BNP) has quietly pushed higher this month, adding around 13% over the past month even after a small dip today, so it is a good moment to revisit the story. See our latest analysis for BNP Paribas. That recent 12.7% one month share price return has helped cement BNP Paribas’s strong year to date share price gain. A 1 year total shareholder return of roughly 46% suggests momentum is still very much intact rather than fading. If BNP’s run has you thinking about what else...
ENXTPA:MC
ENXTPA:MCLuxury

Is LVMH Fairly Priced After Flat 1 Year Return and 36.4% Gain Over 5 Years

Wondering if LVMH Moët Hennessy - Louis Vuitton Société Européenne is still a luxury icon at a fair price, or if the market is quietly overpaying, you are not alone, and that is exactly what we are going to unpack. The share price has been treading water recently, down around 0.6% over the last week, 3.5% over the past month, and roughly flat at 0.1% over the last year, even though it is still up a solid 36.4% over five years. These muted near term returns come as investors digest a mix of...
ENXTPA:FDJU
ENXTPA:FDJUHospitality

FDJ United (ENXTPA:FDJU) Valuation Check After Sharp Share Price Slide Despite Rising Earnings

FDJ United (ENXTPA:FDJU) has quietly slipped this year, with the stock down sharply over the past 3 months and year, even as revenue and net income keep grinding higher in the background. See our latest analysis for FDJ United. That slide has come despite the company completing its rebrand to FDJ United and continuing to post steady top line and earnings growth. The year to date share price return of negative 38.09 percent has dragged longer term total shareholder returns lower and is...
ENXTPA:AI
ENXTPA:AIChemicals

Air Liquide (ENXTPA:AI): Evaluating Valuation After New Hydrogen Deal and Low-Carbon Investment in China

L'Air Liquide (ENXTPA:AI) has caught fresh attention after two linked energy transition moves: a deeper hydrogen partnership with Hyundai Motor Group, and a EUR 25 million low carbon upgrade of its Yulin, China air separation unit. See our latest analysis for L'Air Liquide. Despite the latest share price at $158.46 and a softer 1 month share price return, the stock still carries solid long term momentum, with a 5 year total shareholder return of 55.67%, suggesting investors continue to back...
ENXTPA:BVI
ENXTPA:BVIProfessional Services

Assessing Bureau Veritas After Recent ESG Expansion and Share Price Weakness in 2025

Wondering if Bureau Veritas is quietly turning into a value opportunity, or if the recent share price drift is a warning sign? This article will walk you through what the numbers really say. The stock has slipped recently, down about 3.0% over the last week, 8.3% over the last month, and 10.6% year to date, but longer term holders are still sitting on gains of 15.4% over three years and 30.8% over five years. Recent headlines have focused on Bureau Veritas expanding its role in...
ENXTPA:SU
ENXTPA:SUElectrical

Is Schneider Electric (ENXTPA:SU) Undervalued After Its Recent Share Price Lift?

Schneider Electric (ENXTPA:SU) has quietly pushed higher, with the stock up around 2% over the past week and roughly 3% in the past 3 months, despite a slightly negative year-to-date performance. See our latest analysis for Schneider Electric. Zooming out, that recent lift in Schneider Electric’s share price to about €239 sits against a modestly negative year to date share price return, while a much stronger multi year total shareholder return hints that long term momentum is still broadly...
ENXTPA:SOP
ENXTPA:SOPIT

Sopra Steria Group (ENXTPA:SOP) Is Up 7.5% After Naming Rajesh Krishnamurthy Future CEO

Sopra Steria announced that its board has appointed Rajesh Krishnamurthy as Group Chief Executive Officer, effective February 2, 2026, bringing three decades of international technology, consulting and transformation experience across Europe, Asia and the Americas. His track record in scaling Infosys and transforming Expleo, including shifting toward digital engineering and AI-enabled services, aligns closely with Sopra Steria’s ambitions in high-value, technology-led offerings. We’ll now...
ENXTPA:CAP
ENXTPA:CAPIT

Capgemini (ENXTPA:CAP) Deepens EU Cyber Mandate: What Does This Signal About Its Security Strategy?

Earlier this month, Capgemini announced it had been selected by the European Commission’s Directorate‑General for Digital Services, alongside Airbus Protect, PwC and NVISO, to deliver multi‑million Euro cybersecurity services over four years to 71 EU institutions, bodies and agencies under the MC17 FREIA Cyber Framework Contract. This wide‑ranging mandate deepens Capgemini’s role in supporting EU cyber resilience and digital sovereignty, spanning incident response, governance, risk...
ENXTPA:MEDCL
ENXTPA:MEDCLPharmaceuticals

MedinCell (ENXTPA:MEDCL) Is Up 12.6% After Strong H1 Results And Teva’s FDA Filing - What's Changed

In the past week, MedinCell reported stronger-than-expected H1 2026 earnings while partner Teva submitted a New Drug Application to the FDA for their jointly developed olanzapine long-acting injectable for schizophrenia, alongside progress on multiple late-stage and partnered programs. The combination of UZEDY’s performance, the FDA filing for olanzapine LAI, and new backing for pipeline assets such as the AbbVie and Gates Foundation-supported programs signals a broadening of MedinCell’s...
ENXTPA:ML
ENXTPA:MLAuto Components

Is Michelin Turning into a Value Opportunity After Recent Specialty and Premium Segment Expansion?

Investors may be wondering whether Compagnie Générale des Établissements Michelin Société en commandite par actions is quietly turning into a value opportunity, or if the market already reflects its true worth. The share price is down 0.3% over the last week, 3.4% over the past month and 13.3% year to date. However, it is still up 18.9% over three years and 22.2% over five years, which suggests a mix of recent pessimism and longer term resilience. Recent headlines have focused on Michelin's...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

A320 Supplier Quality Concerns Could Be A Game Changer For Airbus (ENXTPA:AIR)

In recent days, a Spanish labor union alleged serious manufacturing irregularities at key supplier Sofitec Aero SL on the Airbus A320 program, prompting Airbus to launch inspections across more than 600 aircraft that may disrupt production and deliveries. The episode underlines how quality-control lapses at a single supplier can ripple through Airbus’s tightly stretched supply chain, amplifying existing execution risks. Next, we’ll examine how these A320-related quality concerns may...
ENXTPA:ERF
ENXTPA:ERFLife Sciences

How Eurofins’ Major Vietnam Lab Expansion Will Impact Eurofins Scientific (ENXTPA:ERF) Investors

Eurofins Consumer Product Testing Vietnam has completed a major expansion, relocating to a purpose-built 7,000 sq. m laboratory in Ho Chi Minh City that offers more than two and a half times the floor space of its previous site. This enlarged facility underscores Eurofins’ commitment to supporting Vietnam’s growing role in global manufacturing supply chains, enhancing its ability to serve international brands, retailers, and manufacturers with broader testing capacity. Next, we’ll explore...
ENXTPA:AF
ENXTPA:AFAirlines

Did CMA CGM’s Equity-Linked Exit Option Just Shift Air France-KLM’s (ENXTPA:AF) Investment Narrative?

In recent days, shipping group CMA CGM issued a roughly €325 million three-year equity-linked bond that can be repaid in Air France-KLM shares, cash, or a combination, with the initial exchange rights referencing its full 8.8% stake and an exchange price set at a 30–35% premium to the reference share price. The structure effectively puts a time-limited option over CMA CGM’s entire holding, raising questions about future ownership of the stake while leaving Air France-KLM’s own capital...
ENXTPA:CA
ENXTPA:CAConsumer Retailing

Carrefour (ENXTPA:CA): Assessing Valuation After New Retail Media Partnership With JCDecaux and Unlimitail

Carrefour (ENXTPA:CA) just expanded its retail media push, signing a strategic deal with JCDecaux, Carmila, and Unlimitail to build indoor and outdoor digital advertising across its shopping centres in France and Spain. See our latest analysis for Carrefour. That push into retail media comes as momentum has quietly improved, with a roughly 10.9% 3 month share price return and a 5.2% one year total shareholder return suggesting sentiment is slowly rebuilding around Carrefour. If Carrefour’s...
ENXTPA:ATO
ENXTPA:ATOIT

Atos (ENXTPA:ATO) Valuation After New Sports Tech, AI Security Deals and Saudi Expansion Moves

Atos (ENXTPA:ATO) just stitched together a trio of strategy moves, ranging from becoming CONMEBOL's first Official Innovation Partner to advancing AI forensics and deepening its Saudi sports tech push, that reframes the stock's growth narrative. See our latest analysis for Atos. These moves arrive as momentum quietly rebuilds, with an 8.5 percent 1 month share price return and 96 percent year to date share price return, though the 5 year total shareholder return remains deeply negative,...
ENXTPA:AKE
ENXTPA:AKEChemicals

Is Arkema’s Battery Separator Pact With Semcorp Altering The Investment Case For Arkema (ENXTPA:AKE)?

Earlier this month, Semcorp announced it had signed a Memorandum of Understanding with Arkema to accelerate innovation in battery separator technologies and support Semcorp’s international expansion across Electric Vehicles, Energy Storage Systems and Consumer Electronics. Because separators are central to battery safety, efficiency and lifespan, this collaboration highlights Arkema’s increasing exposure to high-performance materials used in electrification and energy storage...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Assessing Sanofi’s Valuation After Share Price Drop and Strategic Shift into Specialty Medicines

Wondering if Sanofi is quietly turning into a bargain while the market is distracted? Let us unpack what the recent share price action really means for long term value focused investors. Despite a solid 29.7% gain over 5 years, the stock is down 12.3% year to date, with shorter term moves also in the red at 4.8% over 30 days and 3.5% over the last week, reminding investors that sentiment can shift faster than fundamentals. Recent headlines have centered on Sanofi’s strategic push deeper into...
ENXTPA:RNO
ENXTPA:RNOAuto

Renault Valuation After 23.5% Slide in 2025 and EV Strategy Shifts

If you have been wondering whether Renault at €36.01 is a bargain or a value trap, you are not alone, and this breakdown is designed to give you a clear, valuation focused answer. The stock has climbed 3.5% over the last week and 4.0% over the past month, but it is still down 23.5% year to date and 14.3% over the last year, which hints that sentiment and risk perception may still be in flux despite a 17.0% gain over three years and 7.8% over five years. Recent headlines around Renault have...
ENXTPA:EXENS
ENXTPA:EXENSAerospace & Defense

Is Exosens (ENXTPA:EXENS) Locking In Theon To Cement Its Defense Moat Through 2030?

Exosens and Theon International recently extended their long-term commercial agreement for image intensifier tubes by three years to 2030, converting 2027–2028 options into firm orders and lifting annual supply volumes to address persistent global shortages. This extension, which allows Theon to procure over 400,000 tubes in five years, deepens Exosens’ role as a preferred defense supplier and supports ongoing capacity investments and technology upgrades in a structurally constrained...