ENXTPA:ANTIN
ENXTPA:ANTINCapital Markets

Is Antin (ENXTPA:ANTIN)ʼs New Co-CIO Structure Quietly Redefining Its Investment Edge?

Antin Infrastructure Partners has recently overhauled its senior leadership, appointing Stéphane Ifker and Angelika Schöchlin as co-Chief Investment Officers, naming Ryan Shockley and Guillaume Friedel co-heads of the New York office, and assigning Anand Jagannathan to lead the NextGen strategy. An interesting feature of this reshuffle is the firm-wide co-CIO structure, which now explicitly links investment decisions across Flagship, Mid Cap and NextGen funds and geographies. We’ll now...
ENXTPA:SU
ENXTPA:SUElectrical

Assessing Schneider Electric’s Valuation As AI Platform Resource Advisor Plus Expands Digital Energy Focus

Why Resource Advisor+ is in focus for Schneider Electric shareholders Schneider Electric (ENXTPA:SU) is in focus after its consulting arm launched Resource Advisor+, an AI powered platform that bundles emissions tracking, supply chain sustainability, climate risk and reporting into a single system. See our latest analysis for Schneider Electric. Resource Advisor+ lands at a time when Schneider Electric’s share price has eased, with a 90 day share price return of 9.15% and a 1 year total...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Is Airbus (ENXTPA:AIR) Still Attractive After Strong Multi Year Share Price Gains

If you have ever wondered whether Airbus shares still offer value at current levels, this article will walk you through what the current price could be implying about the company. Airbus is trading at €206.75, with a 7 day return of 3.8% decline, a 30 day return of 5.1%, year to date return of 1.5%, and a 1 year return of 26.8%. The 3 year and 5 year returns stand at 80.4% and 159.9% respectively. Recent coverage around Airbus has focused on its order book, delivery schedules, and the...
ENXTPA:RNO
ENXTPA:RNOAuto

Is Renault (ENXTPA:RNO) Share Price Slump Creating A Potential Value Opportunity?

If you are wondering whether Renault's current share price still reflects its true worth, this article will walk you through what the numbers are actually saying about value. Renault's share price closed at €32.33, with returns of a 1.4% decline over the last 7 days, a 9.0% decline over 30 days, an 11.1% decline year to date, a 30.2% decline over 1 year and a 6.2% decline over 3 years, while the 5 year return sits at 0.3%. Recent price moves sit against a backdrop of ongoing interest in...
ENXTPA:KER
ENXTPA:KERLuxury

Is Kering (ENXTPA:KER) Centralizing Commercial Power To Rewire Its Luxury Brand Engine?

Kering recently announced that Bartolomeo Rongone will step down as CEO of Bottega Veneta on March 31, 2026, while appointing former Gucci Japan president Daniele Zito as the group’s first chief commercial officer with immediate effect. Together, these moves signal a meaningful reshaping of leadership at both brand and group level as Kering prepares a refreshed commercial blueprint for its luxury portfolio. We will now examine how the creation of a group-level chief commercial officer role...
ENXTPA:RI
ENXTPA:RIBeverage

Will Malibu’s New Pink RTDs Reveal Pernod Ricard’s Next Brand Strategy Playbook (ENXTPA:RI)?

Pernod Ricard’s Malibu brand recently introduced Malibu Pink, a new guava-, pineapple- and coconut-flavoured variant, alongside Malibu & Dole Ready-to-Drink Cocktails made with real pineapple juice. This combination of flavour innovation, ready-to-drink expansion and planned festival-focused marketing highlights how Pernod Ricard is leaning into vibrant, experiential spirits consumption trends. Next, we’ll examine how Malibu’s new flavour launches and ready-to-drink push shape Pernod...
ENXTPA:EDEN
ENXTPA:EDENDiversified Financial

Edenred (ENXTPA:EDEN) Valuation Check After Strongly Oversubscribed €500 Million Bond Issue

Why Edenred’s New Bond Issue Matters for Shareholders Edenred (ENXTPA:EDEN) has just raised €500 million through a 7‑year bond at a 3.75% coupon, a funding move that drew strong institutional demand and was more than 3 times oversubscribed. The proceeds are earmarked for general corporate purposes, including refinancing an existing €500 million bond maturing in March 2026. This helps Edenred lengthen its debt maturity profile and support its Amplify25‑28 plan. See our latest analysis for...
ENXTPA:ETL
ENXTPA:ETLMedia

Why Eutelsat Communications (ENXTPA:ETL) Is Up 5.4% After €1.50bn Capital Raise - And What's Next

Eutelsat Communications recently completed an approximately €670 million rights issue in December 2025 as part of a broader €1.50 billion capital increase aimed at reinforcing its financial structure and funding around €4.00 billion of planned investments over 2026–2029. This large recapitalisation has prompted a reassessment of Eutelsat’s balance-sheet flexibility and execution risks, with analysts expressing a wide range of views on its longer-term investment case. We’ll now examine how...
ENXTPA:ML
ENXTPA:MLAuto Components

Michelin Names New CFO As 2025 Free Cash Flow Beats Guidance

Compagnie Générale des Établissements Michelin Société en commandite par actions (ENXTPA:ML) has appointed Bénédicte de Bonnechose as its new Chief Financial Officer. The company reported 2025 free cash flow that exceeded its previous forecast. The combination of a senior finance leadership change and stronger than guided free cash flow is likely to draw close attention from investors. For investors tracking ENXTPA:ML, the announcement comes with the share price at €30.3 and mixed recent...
ENXTPA:RMS
ENXTPA:RMSLuxury

Hermès International Société en commandite par actions ENXTPA RMS Valuation After Recent Share Price Weakness

Stock snapshot and recent performance Hermès International Société en commandite par actions (ENXTPA:RMS) has drawn investor attention after a recent move that leaves the share price at €2,098, with returns mixed across different time frames. The stock shows a 0.5% gain over the past day, offset by a roughly 6.3% decline over the past week and a small decline over the past month. Over the past 3 months, the share price reflects a decline of about 4.4%, and the year to date move is slightly...
ENXTPA:BNP
ENXTPA:BNPBanks

BNP Paribas Deepens Global Flows With Tata Motors Stake And Mergers

BNP Paribas (ENXTPA:BNP) has acquired a significant stake in Tata Motors Commercial Vehicle, marking a new cross border investment step for the bank. The group has also completed legal mergers tied to its earlier AXA Investment Managers acquisition, consolidating its asset management structure. These moves follow recent high level appointments, indicating continued reshaping of BNP Paribas' investment management activities. BNP Paribas shares recently closed at €85.76, with the stock...
ENXTPA:RUI
ENXTPA:RUIGas Utilities

What Rubis (ENXTPA:RUI)'s Targeted Employee Share Buyback Means For Shareholders

Earlier this week, Rubis’ Management Board launched a share buyback programme, authorised by the June 2025 shareholders’ meeting, to repurchase up to 400,000 shares at a maximum price of €50 per share between 21 January and 27 February 2026, with the shares earmarked for employee and corporate officer shareholding plans. This move highlights Rubis’ use of capital to reinforce employee ownership, aligning management and staff incentives more closely with the company’s long-term...
ENXTPA:UBI
ENXTPA:UBIEntertainment

Is Ubisoft (ENXTPA:UBI) Using Its Restructuring Reset To Quietly Redefine Creative Leadership?

Ubisoft Entertainment recently held a special call outlining a major organizational, operational and portfolio reset, alongside ongoing restructuring moves such as studio closures and layoffs across its network. In parallel, the company appointed Valentine Piedelievre-Eman as Chief Communications Officer, signalling a push to more tightly align its global brand message with its creative vision and long-term priorities. Next, we’ll explore how Ubisoft’s broad organizational and portfolio...
ENXTPA:AKE
ENXTPA:AKEChemicals

Assessing Arkema (ENXTPA:AKE) Valuation After Major Singapore Rilsan Clear Capacity Expansion

What Arkema’s new Singapore unit could mean for shareholders Arkema (ENXTPA:AKE) has brought its new Rilsan Clear transparent polyamides unit in Singapore fully online, tripling global capacity and giving the group the largest transparent polyamide footprint in Asia. For you as a shareholder or potential investor, this production ramp up directly ties into Arkema’s focus on Specialty Materials, with exposure to demand in eyewear, AR/VR devices, filtration, healthcare equipment and home...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

Engie Deepens Long Term Clean Energy Contracts Across UAE UK And India

ENGIE (ENXTPA:ENGI) and Masdar reached financial close on the 1.5 GW Khazna solar project in the UAE, one of the region’s largest planned photovoltaic installations. ENGIE signed a 10 year biomethane supply agreement with PepsiCo UK, focused on green gas for the UK food and drink sector. ENGIE secured its first hybrid solar and battery project in India, combining power generation with storage capacity. For investors tracking global utilities, ENGIE operates at the intersection of power...
ENXTPA:CS
ENXTPA:CSInsurance

What AXA (ENXTPA:CS)'s Lloyd's Ecological Restoration Insurance Play Means For Shareholders

SCOR and AXA recently partnered to launch a new consortium at Lloyd's of London, aimed at backing ecological restoration by underwriting SCOR's Restore Product, which insures the implementation phase of ecosystem recovery projects. This move highlights how specialist insurance can help unlock private capital for nature-based projects by reducing project risk and addressing coverage gaps in ecological restoration. Next, we'll explore how AXA's role in de-risking ecological restoration...
ENXTPA:MMT
ENXTPA:MMTMedia

Assessing M6 (ENXTPA:MMT) Valuation After New Amazon Prime Access Deal

Métropole Télévision (ENXTPA:MMT) has widened access to its M6+ streaming service, as all Prime members in France can now watch the platform free of charge, including over 30,000 hours of group content. See our latest analysis for Métropole Télévision. At a share price of €11.72, Métropole Télévision has had a 1 year total shareholder return of 5.36%, while its 90 day share price return of 4.25% decline suggests momentum has cooled somewhat despite news such as the expanded M6+ access for...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Sanofi (ENXTPA:SAN) Is Down 5.0% After New Approvals Expand Its Rare Disease Portfolio - Has The Bull Case Changed?

In mid-January 2026, China’s National Medical Products Administration approved Sanofi-licensed Myqorzo and Redemplo, while the EU cleared Teizeild to delay stage 3 type 1 diabetes, expanding access to innovative therapies across cardiology, rare lipid disorders, and autoimmune disease. These approvals highlight Sanofi’s growing role in bringing disease-modifying and first-in-class treatments to patients with severe, inherited, and hard-to-treat conditions across major global markets. Next,...
ENXTPA:BN
ENXTPA:BNFood

Assessing Danone (ENXTPA:BN) Valuation After The Silk Protein Plant Based Milk Launch

Silk Protein launch and what it means for Danone shares Danone (ENXTPA:BN) is in focus after its Silk brand launched Silk Protein, a refrigerated plant-based milk positioned as having the highest protein content among comparable products on shelves. See our latest analysis for Danone. Despite the Silk Protein launch aligning with growing interest in higher protein and plant-based options, Danone’s recent share price momentum has been weak, with a 30 day share price return of 12.44% and a year...
ENXTPA:DEC
ENXTPA:DECMedia

Is JCDecaux's (ENXTPA:DEC) CDP A List Streak Quietly Reframing Its Climate Credibility Narrative?

JCDecaux recently reported on its half-year liquidity contract activities and share transactions, while also confirming continued compliance with French market regulations. The company’s inclusion in CDP’s A List for a third consecutive year underscores its long-term Net Zero Carbon ambition and externally validated emissions pathway. We’ll now explore how JCDecaux’s CDP A List recognition and climate commitments could shape its investment narrative for investors. Explore 23 top quantum...
ENXTPA:AYV
ENXTPA:AYVTransportation

Will Ayvens’ €750 Million 2030 Notes Offering Change Ayvens' (ENXTPA:AYV) Narrative

Ayvens recently completed a fixed-income offering of €750 million in 3.0% fixed-coupon notes maturing on April 18, 2030, adding long-term debt to its balance sheet. This move highlights Ayvens’ effort to secure relatively low-cost, fixed-rate funding, which can influence its funding mix and future financial flexibility. Next, we’ll examine how issuing €750 million in long-dated fixed-rate debt shapes Ayvens’ investment narrative and funding profile. Rare earth metals are an input to most...
ENXTPA:VK
ENXTPA:VKEnergy Services

Shell Orca OCTG Contract Could Be A Game Changer For Vallourec (ENXTPA:VK)

In January 2026, Vallourec announced it had secured a major contract with Shell to supply OCTG products and comprehensive offshore and onshore services for the Orca (formerly Gato do Mato) offshore development, covering 10 planned wells and an estimated 12,000 to 15,000 tons of pipes ahead of expected drilling in April 2027. The contract underscores Vallourec’s role as a key supplier of seamless pipes, VAM premium connections, and integrated engineering support across a wide range of...
ENXTPA:FDJU
ENXTPA:FDJUHospitality

Does FDJ United's New Digital Content Alliance Refine Its Online Lottery Strategy (ENXTPA:FDJU)?

Scientific Games recently announced it has been selected as a digital partner to the Lotteries Entertainment Innovation Alliance, a two-year collaboration that includes FDJ United in France, to supply digital game projects and localized content. This partnership highlights how FDJ United and other alliance members are leaning on external digital expertise to broaden their reach and improve operational efficiency in online lottery offerings. We’ll now examine how this new digital game...