ENXTPA:DSY
ENXTPA:DSYSoftware

Is Turkey’s Antitrust Probe a Clue to Dassault Systèmes’ (ENXTPA:DSY) Distribution Power Dynamics?

In early January 2026, Turkey's Competition Board opened an investigation into Dassault Systèmes over alleged anti-competitive practices in its dealership system, including potential interference with dealer pricing and restrictions on customers or sales regions. This probe introduces fresh regulatory scrutiny into how Dassault Systèmes structures its software distribution in Turkey, adding a layer of uncertainty around its local operating model and reseller relationships. We'll now...
ENXTPA:RNO
ENXTPA:RNOAuto

Renault (ENXTPA:RNO) Valuation Reassessed After Share Price Drop On Margin Concerns

Renault (ENXTPA:RNO) came under pressure after management comments on company margins, with shares dropping about 4%, putting profitability and the stock’s recent performance into sharper focus for investors watching the automaker. See our latest analysis for Renault. That margin commentary comes after a softer run for the stock. Over the past 7 days, the share price return was 7.04% and over the past 30 days it was 8.97%. The 1 year total shareholder return of 22.60% contrasts with a broadly...
ENXTPA:AMUN
ENXTPA:AMUNCapital Markets

Is Amundi’s AI‑Aware Diversification Strategy Reframing Its Core Investment Narrative (ENXTPA:AMUN)?

Recently, Amundi highlighted the need for greater portfolio diversification as the artificial intelligence investment cycle broadens and reshapes market exposures. This focus on spreading risk across assets and themes shows how Amundi is adjusting its asset management approach to technology-driven shifts in capital allocation. Next, we’ll examine how Amundi’s push for AI-aware portfolio diversification could influence its existing investment narrative and future positioning. Trump has...
ENXTPA:AI
ENXTPA:AIChemicals

How Investors Are Reacting To L'Air Liquide (ENXTPA:AI) Accelerating Its ADVANCE 2025 Hydrogen And Tech Push

In recent months, L’Air Liquide has pushed ahead with its ADVANCE 2025 plan by ramping up investment in hydrogen, carbon capture, and electronics, aiming to deepen its presence across energy transition, healthcare, and high-tech markets. This acceleration in clean-energy and semiconductor-related projects underlines how the group is positioning its industrial gas expertise at the center of long-term decarbonization and technology supply chains. We’ll now examine how this renewed push into...
ENXTPA:TE
ENXTPA:TEEnergy Services

Winning BPCL PRFCC Contracts Could Be A Game Changer For Technip Energies (ENXTPA:TE)

In early January 2026, Technip Energies reported winning two large contracts from Bharat Petroleum Corporation Limited to deliver EPCC services for new polypropylene and Butene-1 units at BPCL’s Bina refinery and EPCm services for India’s first 3 MMTPA Petro Resid Fluidized Catalytic Cracker unit at the Mumbai refinery. These awards, together valued between €250 million and €500 million, deepen a decades-long relationship with BPCL and underline Technip Energies’ role in building India’s...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

How Engie’s (ENXTPA:ENGI) Low‑Income Community Solar Push in Illinois Has Changed Its Investment Story

ENGIE North America recently launched two community solar farms in Knox County, Illinois, supplying renewable power to hundreds of households and businesses while reserving more than 60% of subscriptions for low-to-moderate income customers. A key feature of these projects is the targeted 20% bill reduction for qualifying households, underscoring how community solar can directly address energy affordability as well as decarbonization goals. We’ll now examine how this expansion of low-income...
ENXTPA:TRI
ENXTPA:TRIAuto

Stronger Q1 RV Sales And 2026 Outlook Might Change The Case For Investing In Trigano (ENXTPA:TRI)

Trigano S.A. recently reported unaudited first-quarter sales for the period ended November 30, 2025, of €833.4 million, up from €769.8 million a year earlier, with growth supported by motorhomes, caravans, and mobil-homes. Management also highlighted a planned production ramp-up and a more positive outlook for fiscal 2026, signaling growing confidence in demand across its core recreational vehicle segments. We’ll now examine how the stronger first-quarter sales and planned production ramp-up...
ENXTPA:MF
ENXTPA:MFDiversified Financial

How Investors Are Reacting To Wendel (ENXTPA:MF) Spinning Off Stahl’s Leather Chemicals Unit Into Muno

Wendel announced that Stahl has completed the carve-out of its wet-end leather chemicals division, which began operating independently as Muno on 1 January 2026, with Wendel retaining majority ownership of the new company. This move closes Stahl’s multi-year transformation and reshapes Wendel’s portfolio exposure, with Stahl now concentrating on speciality coatings while Muno becomes a separate platform within Wendel’s holdings. We’ll now examine how Wendel’s majority ownership of the newly...
ENXTPA:GTT
ENXTPA:GTTOil and Gas

A Look At Gaztransport & Technigaz (ENXTPA:GTT) Valuation After New Hanwha Ocean LNG Contract

Gaztransport & Technigaz (ENXTPA:GTT) shares have been in focus after the company announced a new contract with South Korea’s Hanwha Ocean to design cryogenic tanks for seven LNG carriers using its NO96 Super+ system. See our latest analysis for Gaztransport & Technigaz. The Hanwha Ocean contract announcement has coincided with a sharp shift in sentiment, with a 1-day share price return of 5.52% and 7-day share price return of 8.31%. The 1-year total shareholder return of 25.81% and 5-year...
ENXTPA:AM
ENXTPA:AMAerospace & Defense

A Look At Dassault Aviation (ENXTPA:AM) Valuation After Higher 2025 Sales Guidance Above €7b

Dassault Aviation société anonyme (ENXTPA:AM) is in focus after raising its 2025 net sales guidance to over €7b, following 2025 aircraft deliveries that met and slightly exceeded its earlier internal targets. See our latest analysis for Dassault Aviation société anonyme. The raised sales guidance and aircraft delivery update sit against a strong run in the shares, with a 30 day share price return of 13.79% and a 1 year total shareholder return of 51.97%. This suggests momentum has been...
ENXTPA:FRVIA
ENXTPA:FRVIAAuto Components

The Bull Case For Forvia (ENXTPA:FRVIA) Could Change Following Sinopec Capital’s Hydrogen Partnership In China

Forvia has recently announced that Sinopec Capital will take a minority stake in its hydrogen-focused subsidiary, FORVIA Hydrogen Solutions China, through a RMB 300,000,000 (≈ €40,000,000) capital increase, adding an industrial partner across China’s hydrogen value chain. This move gives Forvia a local ally with deep energy and chemical expertise, potentially improving its hydrogen unit’s access to Chinese public and private customers. We’ll now examine how Sinopec Capital’s entry as a local...
ENXTPA:AI
ENXTPA:AIChemicals

A Look At L'Air Liquide (ENXTPA:AI) Valuation As ADVANCE 2025 Draws Investor Interest

L'Air Liquide (ENXTPA:AI) is back in the spotlight as investors focus on its ADVANCE 2025 plan, particularly large projects tied to energy transition, low carbon hydrogen, and decarbonization across industrial, healthcare, and electronics markets. See our latest analysis for L'Air Liquide. L'Air Liquide's share price has recently been more muted, with a 6.37% decline over the past 90 days. However, the 1 year total shareholder return of 3.57% and 5 year total shareholder return of 58.95%...
ENXTPA:ATO
ENXTPA:ATOIT

Assessing Atos (ENXTPA:ATO) Valuation After The New WDSF Technology Partnership

What the WDSF partnership could mean for Atos shares Atos (ENXTPA:ATO) has drawn fresh attention after announcing a partnership with the World DanceSport Federation, focused on digital ticketing, competition services, data insights, and fan engagement across upcoming international DanceSport events. For investors, this agreement highlights how Atos is applying its digital and data capabilities in a niche global sports setting. It offers another reference point when weighing the stock against...
ENXTPA:EXA
ENXTPA:EXAAerospace & Defense

Exail Technologies (ENXTPA:EXA) Is Up 30.0% After New Naval Drone Contracts - Has The Bull Case Changed?

In early January 2026, Exail announced two new contracts for its DriX H-9 surface drone, including a CUAS-equipped version for a leading navy and a second unit for France’s SHOM, alongside a separate order worth about €40 million for several hundred K-STER mine neutralization drones for multiple navies. These orders highlight growing demand for autonomous maritime systems that combine anti-drone defense, mine countermeasures, and seabed mapping, reinforcing Exail’s role in next-generation...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

A Look At STMicroelectronics (ENXTPA:STMPA) Valuation After Recent Share Price Momentum

STMicroelectronics (ENXTPA:STMPA) has caught investors’ attention recently, with the share price moving 2.9% over the past day and about 11% over the past month, prompting closer scrutiny of its fundamentals. See our latest analysis for STMicroelectronics. Beyond the recent move, STMicroelectronics’ 30 day share price return of 10.91% and year to date share price return of 5.35% contrast with a 3 year total shareholder return decline of 32.84%, suggesting nearer term momentum against weaker...
ENXTPA:VRLA
ENXTPA:VRLAPackaging

Does Antitrust Clearance And New CFO Appointment Reframe Verallia (ENXTPA:VRLA)'s Regulatory And Governance Risk Profile?

Verallia has appointed Spanish executive Cristina Riesgo as Group Chief Financial Officer, effective March 1, 2026, succeeding Nathalie Delbreuve and bringing two decades of international finance experience across General Electric and Siemens Gamesa. Separately, the Italian Competition Authority has closed its investigation into wine bottle price increases without finding any infringement, easing legal and reputational uncertainty by confirming external cost pressures and strong demand as...
ENXTPA:CAP
ENXTPA:CAPIT

Capgemini (ENXTPA:CAP) Valuation Check After AI Leader Lila Tretikov Joins The Board

Capgemini (ENXTPA:CAP) has drawn fresh attention after its board accepted the resignation of director Megan Clarken. At the same meeting, the board appointed AI specialist Lila Tretikov to join as a co opted director. See our latest analysis for Capgemini. Capgemini’s €150.85 share price sits alongside a 90 day share price return of 26.02% and a year to date share price return of 7.18%. The 1 year total shareholder return of a 1.73% decline contrasts with a 5 year total shareholder return of...
ENXTPA:EL
ENXTPA:ELMedical Equipment

Assessing EssilorLuxottica (ENXTPA:EL) Valuation After LensCrafters Extends Dedicated To Everyday Excellence Campaign

Interest in EssilorLuxottica Société anonyme (ENXTPA:EL) has picked up after LensCrafters extended its Dedicated to Everyday Excellence campaign, which spotlights optometrists and omnichannel customer engagement across stores, digital platforms, and broader marketing channels. See our latest analysis for EssilorLuxottica Société anonyme. The recent LensCrafters campaign extension comes as EssilorLuxottica’s €277.9 share price sits on a mixed near term run, with a 7 day share price return of...
ENXTPA:SGO
ENXTPA:SGOBuilding

Is Saint Gobain (ENXTPA:SGO) Attractive After Mixed Recent Share Price Performance?

If you are wondering whether Compagnie de Saint-Gobain at €84.60 is still worth considering, the starting point is to ask what you are really getting for that price. The stock has had a mixed run, with a 2.8% decline over the last week, a 1.3% gain over the last month, and returns of 2.9% over 1 year, 73.0% over 3 years and 125.1% over 5 years. Recent coverage has focused on Saint-Gobain as a large European building materials group that spans construction, renovation and industrial end...
ENXTPA:SOI
ENXTPA:SOISemiconductor

Is Soitec (ENXTPA:SOI) Pricing A Recovery After A 70% One‑Year Share Price Fall

If you are wondering whether Soitec is a bargain or a value trap at around €26.99, you are not alone. This article walks through what the current price may be implying about the stock. The share price has moved by 8.5% over the past week and 5.4% over the last month. It still sits on a 70.2% decline over 1 year and an 84.1% decline over 5 years, which naturally raises questions about both risk and potential recovery. Recent coverage around Soitec has focused on its position in the...
ENXTPA:DSY
ENXTPA:DSYSoftware

Assessing Dassault Systèmes (ENXTPA:DSY) Valuation As Turkish Antitrust Investigation Raises Fresh Uncertainty

Turkey’s Competition Board has opened an investigation into Dassault Systèmes (ENXTPA:DSY), focusing on its dealership system, including potential interference with dealer pricing and restrictions on customers or sales regions. See our latest analysis for Dassault Systèmes. At a share price of €24.75, Dassault Systèmes has seen a 7.52% 1 month share price return and a 5.77% year to date share price return. However, its 1 year total shareholder return of 26.42% and 5 year total shareholder...
ENXTPA:AKE
ENXTPA:AKEChemicals

Is Arkema (ENXTPA:AKE) Pricing Reflect Its Share Slide And DCF Upside Estimate?

If you are looking at Arkema and wondering whether the recent share price really reflects its underlying worth, you are not alone. The stock last closed at €52.25, with returns of 0.2% over the past week, 3.5% over the past month, a 0.2% decline year to date, and a 22.8% decline over the last year, alongside a 34.8% decline over three years and 34.9% over five years. Recent attention on Arkema has focused on broader sector moves in chemicals and materials, as investors reassess how cyclical...