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: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: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: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...
ENXTPA:DG
ENXTPA:DGConstruction

How Airport Momentum, Buybacks And Green Projects At Vinci (ENXTPA:DG) Has Changed Its Investment Story

In January 2026, VINCI reported strong 2025 passenger volumes at VINCI Airports, disclosed continued share buybacks, announced executive committee changes, advanced a major New Zealand acquisition, and its subsidiary Chantiers Modernes Construction was selected in a consortium by Syctom for a €237 million waste treatment plant renovation near Paris. Together, these developments highlight how VINCI is expanding its global infrastructure footprint while deepening its role in environmentally...
ENXTPA:GLE
ENXTPA:GLEBanks

Is It Too Late To Reassess Société Générale (ENXTPA:GLE) After Its 144% One Year Rally?

If you are wondering whether Société Générale Société anonyme is still attractively priced after a strong run, you are not alone. This article will help you frame that question clearly. The shares last closed at €70.72, with returns of 0.9% year to date and 144.1% over the past year, so recent price action may be changing how investors think about both upside and risk. Recent news around European banks has kept the sector in focus, especially as investors weigh capital strength, regulation...
ENXTPA:NEX
ENXTPA:NEXElectrical

Assessing Nexans (ENXTPA:NEX) Valuation After Board Exit And Executive Committee Overhaul

Board reshuffle and new executive team put Nexans in focus Nexans (ENXTPA:NEX) is back on investors radars after board member José Francisco Pérez Mackenna resigned to become Chile's Minister of Foreign Affairs, alongside the recent rollout of a refreshed 13 member Executive Committee. See our latest analysis for Nexans. These governance changes come as Nexans' share price sits at €126.6, with a 1 day share price return of 2.1% and a 90 day share price return of 4.5%. Its 1 year total...
ENXTPA:VK
ENXTPA:VKEnergy Services

Assessing Vallourec (ENXTPA:VK) Valuation After New Shell Orca Offshore OCTG Contract

Vallourec (ENXTPA:VK) has attracted investor attention after securing a significant OCTG supply and services contract with Shell for the Orca offshore development, a competitive win that reinforces its role in complex offshore projects. See our latest analysis for Vallourec. The Shell contract lands at a time when momentum in Vallourec’s share price has been firm, with a 14.08% 1 month share price return and a 12.88% 3 month share price return. The 5 year total shareholder return of 114.41%...
ENXTPA:SAF
ENXTPA:SAFAerospace & Defense

Is Safran (ENXTPA:SAF) Fairly Priced After Aerospace And Defense Supply Chain Focus?

If you are wondering whether Safran's share price still lines up with its underlying worth, you are not alone. This article is designed to help you weigh that up clearly. Safran shares last closed at €306.0, with returns of a 4.0% decline over 7 days, 1.9% over 30 days, a 0.4% decline year to date, 30.1% over 1 year, 139.1% over 3 years and 199.5% over 5 years. This raises fair questions about how the current price compares with the business fundamentals. Recent news coverage has focused on...
ENXTPA:HCO
ENXTPA:HCOMedia

European Penny Stocks To Watch In January 2026

As the European markets show resilience with the STOXX Europe 600 Index ending higher, supported by robust economic data and earnings results, investors are keeping a close watch on smaller companies that might offer unique opportunities. Penny stocks, despite their somewhat outdated name, remain an intriguing area of investment for those interested in potentially high-growth sectors. These stocks often represent smaller or newer companies that can provide a blend of affordability and growth...
ENXTPA:UBI
ENXTPA:UBIEntertainment

Ubisoft Overhaul Reshapes Game Portfolio And Undervalued Investment Case

Ubisoft Entertainment (ENXTPA:UBI) has announced a broad overhaul of its organization and game portfolio. The plan includes cancelling and delaying multiple titles, closing certain studios, and restructuring operations across the group. The company is reshaping its creative leadership and refocusing resources on a narrower set of projects. Ubisoft, known for franchises such as Assassin’s Creed and Far Cry, is a major European publisher in an industry where development costs, competition,...
ENXTPA:CAP
ENXTPA:CAPIT

Is Capgemini (ENXTPA:CAP) Using Ontario’s DSO Roadmap to Deepen Its Grid Modernization Edge?

The Ontario Energy Association recently released its Ontario DSO Roadmap, developed in partnership with Capgemini, outlining a multi-phased plan to transition Ontario’s electricity system toward a Distribution System Operator model centered on distributed energy resources. This collaboration underscores Capgemini’s role as a key advisor in grid modernization and digital transformation for a major North American energy market. We will now examine how Capgemini’s role in shaping Ontario’s DSO...
ENXTPA:CS
ENXTPA:CSInsurance

Assessing AXA (ENXTPA:CS) Valuation As ESG Consortium With SCOR Draws Fresh Attention

Executive moves and ESG consortium put AXA in focus AXA (ENXTPA:CS) is drawing fresh attention after teaming up with SCOR in a Lloyd's of London consortium aimed at supporting ecological restoration investments, a move that ties insurance capacity to ESG focused projects. See our latest analysis for AXA. AXA's €38.29 share price comes after a 6.5% decline in the year to date and softer recent share price returns, yet its 1 year and 5 year total shareholder returns of 11.68% and 174.42% signal...
ENXTPA:SW
ENXTPA:SWHospitality

Should Sodexo’s Expanded Adventist Health Robotics Deal Require Action From Sodexo (ENXTPA:SW) Investors?

Sodexo recently expanded its long-standing partnership with Adventist Health, taking over environmental services at 15 additional sites across California, Hawaii and Oregon, and growing the contract to about US$70,000,000 while adding more than 400 employees. The deal highlights Sodexo’s push to embed advanced technologies such as UVD robots and predictive data tools into hospital operations, aiming to improve both patient care and service efficiency. We’ll now examine how this expanded...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

Is It Too Late To Consider Thales (ENXTPA:HO) After Its Strong Multi‑Year Rally?

If you are wondering whether Thales at €251.40 is still reasonably priced after its strong run, you are not alone. This article focuses squarely on what that price might imply about value. The share price shows mixed short term moves, with a 1.5% decline over the last 7 days, a 9.8% gain over 30 days, a 7.0% return year to date and longer term returns of 67.1% over 1 year, 116.6% over 3 years and 277.9% over 5 years. Recent news flow around Thales has highlighted its position in defense and...
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: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: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...