ENXTPA:COFA
ENXTPA:COFAInsurance

Coface (ENXTPA:COFA) Valuation Update As New Data Unit And North America Hire Target Future Growth

COFACE (ENXTPA:COFA) is in focus after appointing Alix McCabe as chief strategy officer for North America, alongside launching a business information unit to monetize its global corporate credit database. See our latest analysis for COFACE. Despite recent news around leadership in North America and the new business information unit, COFACE’s share price has been fairly muted, with a 1-year total shareholder return of 5.88% and a 5-year total shareholder return of 197.54%. This indicates that...
ENXTPA:SU
ENXTPA:SUElectrical

Schneider Electric’s McLaren Deal Puts Premium Valuation In New Spotlight

Schneider Electric and McLaren Racing have agreed a new partnership, with Schneider becoming McLaren's Official Energy Technology Partner. The deal focuses on advanced energy solutions and digital technologies for McLaren's Formula 1 and IndyCar operations. The partnership extends an existing relationship between the two companies into high performance motorsport and manufacturing environments. For investors watching Schneider Electric (ENXTPA:SU), this partnership arrives with the shares...
ENXTPA:GET
ENXTPA:GETInfrastructure

How Investors Are Reacting To Getlink (ENXTPA:GET) Q4 Revenue Jump Amid Flat Full-Year Sales

Getlink SE recently reported unaudited fourth quarter 2025 revenue of €384 million, up from €325 million a year earlier, while full-year 2025 revenue eased slightly to €1.60 billion from €1.61 billion. The combination of robust quarter-on-quarter momentum and a marginal full-year dip offers a nuanced picture of Getlink’s post-pandemic traffic and revenue mix. We’ll now examine how the strong fourth quarter revenue performance shapes Getlink’s investment narrative and its outlook on...
ENXTPA:RMS
ENXTPA:RMSLuxury

Cooling Resale Prices for Birkin Bags Might Change The Case For Investing In Hermès (ENXTPA:RMS)

Resale data in early 2026 show that prices for high-end luxury items such as Hermès Birkin bags have eased and waitlists have shortened, pointing to softer secondary-market demand. This cooling resale appetite matters because it can influence perceptions of Hermès’ brand exclusivity, a core element underpinning its pricing power and desirability. With softer demand in the luxury resale market emerging, we’ll examine how this shift could influence Hermès’ investment narrative and brand...
ENXTPA:IDL
ENXTPA:IDLLogistics

Assessing ID Logistics Group (ENXTPA:IDL) Valuation After Strong 2025 Revenue Update And New Project Wins

ID Logistics Group (ENXTPA:IDL) reported its fourth quarter and full year 2025 revenue update, with quarterly sales of €1,037.5 million and full year revenue of €3,737.0 million, supported by 27 new projects and broader regional expansion. See our latest analysis for ID Logistics Group. The recent revenue update comes as the share price stands at €421.0, with a 30-day share price return of 4.34% and a 90-day share price return of 6.45%, while the 5-year total shareholder return of 83.44%...
ENXTPA:TEP
ENXTPA:TEPProfessional Services

Is Teleperformance’s (ENXTPA:TEP) AI Pivot Reshaping Its Risk‑Return Profile or Just Its Story?

Teleperformance recently outlined its repositioning as a digital business services leader, emphasizing the integration of AI, automation, and higher-value customer experience solutions across its global platform. This shift toward AI-enabled, higher-margin services and tighter cost controls highlights management’s effort to reshape the business mix and stabilize profitability amid regulatory scrutiny. We’ll now examine how Teleperformance’s push into AI-enabled digital services may influence...
ENXTPA:FCMC
ENXTPA:FCMCHospitality

Discover 3 Undiscovered Gems In Europe For Your Investment Portfolio

Amid a backdrop of renewed trade tensions and geopolitical uncertainty, European markets have seen some turbulence, with the STOXX Europe 600 Index recently ending lower. However, business activity in the eurozone remains positive with growing confidence, setting an intriguing stage for investors seeking opportunities in lesser-known stocks that could offer potential amidst these conditions. Identifying a promising stock often involves looking beyond immediate market fluctuations to focus on...
ENXTPA:NEX
ENXTPA:NEXElectrical

How Investors Are Reacting To Nexans (ENXTPA:NEX) Leadership Shake-Up And Boardroom Change

Nexans recently overhauled its Executive Committee, installing 13 executives in newly defined roles across legal, strategy, HR/ESG, regional leadership, and key business lines to streamline operations and reinforce group-wide execution. In parallel, director José Francisco Pérez Mackenna resigned from the board and its main committees, after being appointed Chile’s Minister of Foreign Affairs, highlighting Nexans’ governance links to international public policy circles. We’ll now examine how...
ENXTPA:VLTSA
ENXTPA:VLTSARenewable Energy

Voltalia (ENXTPA:VLTSA) Valuation Check After New €244.4m Credit Facility For SPRING Plan

Voltalia (ENXTPA:VLTSA) is back in focus after securing a new €244.4 million syndicated corporate credit facility that refinances 2026 maturities and supports its SPRING plan for renewable energy projects. See our latest analysis for Voltalia. At a share price of €7.43, Voltalia's recent 4.43% 7 day share price return and 1.78% 90 day share price return sit against a weaker year to date share price return of 9% and a mixed picture of a 12.24% 1 year total shareholder return versus deeper 3...
ENXTPA:ADP
ENXTPA:ADPInfrastructure

A Look At Aeroports de Paris (ENXTPA:ADP) Valuation As Passenger Traffic Continues To Recover

Traffic results put Aeroports de Paris in focus Aeroports de Paris (ENXTPA:ADP) has drawn fresh attention after reporting December 2025 traffic data, with 29,395,340 passengers for the month, up 3.0%, and 378,984,019 year to date, up 4.2%. See our latest analysis for Aeroports de Paris. The latest traffic update lands after a softer patch in the share price, with a 30 day share price return of a 2.06% decline and a 90 day share price return of an 8.83% decline. The one year total shareholder...
ENXTPA:GLE
ENXTPA:GLEBanks

A Look At Société Générale (ENXTPA:GLE) Valuation As French Restructuring Plans Take Shape

Restructuring move and bond issuance come into focus Société Générale Société anonyme (ENXTPA:GLE) has drawn investor attention after outlining plans to trim 1,800 jobs in France, largely through natural attrition, as part of a broader organisational reshaping. The restructuring proposal, agreed with three trade unions under a December 2025 employment agreement, sits alongside fresh funding activity. This includes a €30 million fixed income offering that adds another reference point for...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Airbus (ENXTPA:AIR) Valuation Check After Air Europa’s Major A350-900 Fleet Shift

Airbus (ENXTPA:AIR) has drawn fresh investor attention after Air Europa finalized a deal for up to 40 A350-900 jets, positioning the type as the core of the airline’s long-haul fleet. See our latest analysis for Airbus. Despite the recent A350-900 order and other program updates in areas like quantum computing and low emission propulsion, Airbus shares currently trade at €202.4, with a 30 day share price return of 3.29% and a three year total shareholder return of 84.86%, pointing to strong...
ENXTPA:EL
ENXTPA:ELMedical Equipment

Assessing EssilorLuxottica (ENXTPA:EL) Valuation After Recent Share Price Weakness

Recent share performance and business profile EssilorLuxottica Société anonyme (ENXTPA:EL) has seen its share price under pressure recently, including a 2.9% decline over the past day and weaker moves over the week, month, and past 3 months. For investors watching this pullback, the group’s €27,242.0m in revenue and €2,381.0m in net income, alongside reported annual growth in both lines, may help frame how the current valuation compares with its recent financial profile. See our latest...
ENXTPA:AKE
ENXTPA:AKEChemicals

Is Arkema (ENXTPA:AKE) Using Bio-Based Polyamides To Quietly Redefine Its Specialty Materials Edge?

Arkema recently brought its new Rilsan Clear transparent polyamides production unit in Singapore fully online, tripling its global capacity for these high-performance materials and reinforcing its presence in Asia’s specialty polymers market. This US$20 million investment not only gives Arkema the largest transparent polyamide production capacity in Asia but also underlines its focus on bio-based, recyclable materials for applications spanning eyewear, AR/VR, smart electronics, healthcare...
ENXTPA:ALSTI
ENXTPA:ALSTIMachinery

3 European Stocks Estimated To Be Up To 40.5% Below Intrinsic Value

In recent weeks, European markets have faced renewed trade and geopolitical uncertainties, with major stock indexes such as France's CAC 40 and Germany's DAX experiencing declines. Despite these challenges, the eurozone has seen modest business activity growth and increased optimism in the business outlook, suggesting potential opportunities for investors seeking undervalued stocks. In this environment, identifying stocks that are trading below their intrinsic value can be a strategic...