ENXTPA:ETL
ENXTPA:ETLMedia

Assessing Eutelsat Communications (ENXTPA:ETL) Valuation After Bharti Space’s Strategic 88.7 Million Share Purchase

Bharti Space Limited’s purchase of 88.7 million Eutelsat Communications (ENXTPA:ETL) shares on 16 December is a big governance moment, tightening its grip on the satellite operator’s future direction. See our latest analysis for Eutelsat Communications. That move comes after a bruising stretch for investors, with a 30 day share price return of minus 47.1 percent and a five year total shareholder return of minus 72.1 percent. As a result, any sign of strategic conviction now looks like an...
ENXTPA:EDEN
ENXTPA:EDENDiversified Financial

Edenred (ENXTPA:EDEN) Valuation Check as Daimler Truck Charging Partnership Expands Its eMobility Ambitions

Edenred (ENXTPA:EDEN) is quietly tightening its grip on Europe’s electric trucking transition, teaming up with Daimler Truck to power the new TruckCharge Network and expand access via its UTA Edenred and Spirii platforms. See our latest analysis for Edenred. Against that backdrop, Edenred’s 30 day share price return of 1.95% offers only a modest pause in what has been a much tougher spell. The year to date share price return is down 39.71 percent and the five year total shareholder return has...
ENXTPA:MC
ENXTPA:MCLuxury

Is LVMH Fairly Priced After Steady Gains and Resilient Global Luxury Demand?

If you are wondering whether LVMH Moët Hennessy Louis Vuitton Société Européenne is still a quality luxury name at a fair price, you are not alone. That is exactly what we are going to unpack here. The share price has been relatively steady but slightly positive, up around 1.2% over the last week and 3.6% over the past month, while sitting roughly flat year to date and modestly higher over 1 year. This hints at cautious optimism rather than a runaway rally. Recent headlines have focused on...
ENXTPA:PUB
ENXTPA:PUBMedia

Is Publicis Groupe a Value Opportunity After Recent Data and Tech Focus Gains?

Wondering if Publicis Groupe is quietly turning into a value opportunity, or if the market has already priced in the upside? The stock has edged up about 1.5% over the last week and 5.5% over the past month, even though it is still down roughly 13.9% year to date and 10.2% over the last year after a very strong 3 and 5 year run. Recent headlines have focused on Publicis tightening its focus on high margin data and tech led services and securing new global client mandates, reinforcing its...
ENXTPA:ATO
ENXTPA:ATOIT

Is Atos a Turnaround Opportunity After Its 86% 2025 Surge?

If you are wondering whether Atos at around €46 is a turnaround bargain or a value trap, you are not the only one. That is exactly what this breakdown is going to tackle. The stock has swung hard lately, down 15.9% over the last week but still up 6.0% over 30 days, with an eye catching 85.8% gain year to date and a 121.2% rise over the past year after a brutal multi year slide. Those moves come after years of restructuring and strategic shifts that have investors rethinking the long term...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Sanofi (ENXTPA:SAN) Faces MS Setback While Reinforcing Alzheimer’s And Autoimmune Pipeline

Sanofi halted development of tolebrutinib in primary progressive multiple sclerosis after the drug missed its Phase 3 primary endpoint. The company signed a licensing deal worth up to $1.04 billion with ADEL for an investigational Alzheimer’s antibody. Sanofi expanded its collaboration with Dren Bio to advance next generation B cell targeted therapies for autoimmune diseases. Regulatory progress includes approvals for new rare disease medicines in China and EMA orphan designation for an...
ENXTPA:SPIE
ENXTPA:SPIECommercial Services

SPIE (ENXTPA:SPIE): Assessing Valuation After New Multi‑Year Tesla Energy Storage Agreement

SPIE (ENXTPA:SPIE) just deepened its relationship with Tesla through a multi year European framework agreement for battery energy storage projects, a strategic move that plugs SPIE directly into the grid scale transition story. See our latest analysis for SPIE. Those moves sit against a strong backdrop, with the share price up sharply this year on the back of the Tesla framework, energy transition acquisitions and an upcoming anti dilutive buyback, signalling building momentum and improving...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

Is It Too Late to Consider Engie After a 159% Five Year Share Price Surge?

If you are wondering whether Engie is still good value after such a strong run, or if you are turning up late to the party, this breakdown will help you decide whether the current price still makes sense. Engie’s share price has barely moved over the last week (up 0.4%) and month (down 0.3%). However, those quiet short term moves sit on top of a 40.0% gain year to date and a 58.6% rise over the past year, with returns of 110.9% over 3 years and 158.8% over 5 years. Part of this strength...
ENXTPA:PLX
ENXTPA:PLXDiversified Financial

Is There an Opportunity in Pluxee After Its 29% Share Price Slide in 2025?

If you are wondering whether Pluxee is a beaten down opportunity or a value trap at its current price, this is a good place to unpack what the market might be missing. The stock has been choppy lately, up 1.8% over the last week but still down 4.5% over 30 days and roughly 29% lower year to date. This naturally raises questions about whether sentiment has swung too far. Recent coverage has focused on Pluxee's standalone positioning in employee benefits and engagement solutions following its...
ENXTPA:SPIE
ENXTPA:SPIECommercial Services

Should SPIE’s New Tesla Megapack Framework Shape Strategy for (ENXTPA:SPIE) Energy Transition Investors?

SPIE recently announced that it has signed a renewable three‑year European framework agreement with Tesla to deliver Megapack-based battery energy storage system projects across its specialist subsidiaries, covering existing and potential work in France, Belgium, the Netherlands, Poland and Germany. This deal not only deepens SPIE’s role in the energy transition by integrating large-scale storage into power grids, it also standardises project execution and legal terms across Europe,...
ENXTPA:BB
ENXTPA:BBCommercial Services

Will Exiting Rocketbook and Tattoo Brands Refocus Société BIC's (ENXTPA:BB) Narrative on Core Staples?

In December 2025, Société BIC said it would discontinue Rocketbook and its Skin Creative tattoo businesses Inkbox and Tattly, winding down their operations by the first quarter of 2026 after reviewing their performance against group ambitions. This exit from digital writing and tattoo products marks a clear refocus on BIC’s core categories and a tightening of its portfolio discipline. We’ll now examine how BIC’s decision to exit Rocketbook and Skin Creative-tattoo activities reshapes its...
ENXTPA:AF
ENXTPA:AFAirlines

Reassessing Air France-KLM (ENXTPA:AF) Valuation After CMA CGM’s Convertible Bond Linked to Its 8.8% Stake

Why CMA CGM's Move Jolted Air France-KLM Shares The latest jolt in Air France-KLM (ENXTPA:AF) came from outside the cockpit, with major shareholder CMA CGM announcing a three year equity linked bond tied to its entire 8.8% stake. This structure effectively puts a timer on potential share issuance. That helps explain why the stock slid around 9% as investors quickly repriced dilution risk, future selling pressure, and the balance between short term volatility and long term value. See our...
ENXTPA:KER
ENXTPA:KERLuxury

Is It Too Late To Consider Kering After Its 2025 Share Price Rebound?

If you are wondering whether Kering is still a bargain after its recent rebound, or if the easy money has already been made, this deep dive is for you. The stock is up 25.6% year to date and 25.2% over the last year, even after a softer recent patch with a 7.6% drop over the past month and only a 0.2% gain in the last week, hinting at shifting sentiment and risk perceptions. Investors have been reacting to headlines around the luxury sector, including concerns about slowing demand in key...
ENXTPA:RI
ENXTPA:RIBeverage

Does Barclays’ India-Focused Upgrade Change The Bull Case For Pernod Ricard (ENXTPA:RI)?

Earlier this week, Barclays upgraded Pernod Ricard from “equal-weight” to “overweight,” citing the spirits group’s improved positioning in the U.S. and India alongside reduced exposure to China. The bank’s more optimistic stance emphasizes emerging benefits from India’s trade agreement with the UK and long-term opportunities linked to new consumption patterns, including ride-hailing and robotaxis in Pernod Ricard’s largest market. We’ll now examine how Barclays’ upgraded view, especially...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

Did New €1 Billion EIB Credit Line Just Shift STMicroelectronics' (ENXTPA:STMPA) Investment Narrative?

Earlier this month, STMicroelectronics and the European Investment Bank agreed a €500 million financing tranche as part of a €1 billion credit line to support high-volume semiconductor manufacturing and R&D across key sites in Italy and France. This ninth financing agreement between the two parties, bringing total EIB support to about €4.20 billion, underlines how STMicroelectronics sits at the center of Europe’s push for semiconductor competitiveness and strategic autonomy, particularly...
ENXTPA:SU
ENXTPA:SUElectrical

Has Schneider Electric’s Strong Multi Year Run Left Much Upside for 2025?

If you are wondering whether Schneider Electric is still a smart buy at today’s price, or if most of the upside has already been captured, you are not alone. This article will walk through what the current market is really pricing in. Despite a strong multi year run, with the stock up roughly 121% over five years and almost 90% over three, the more recent picture has flattened out, with the share price roughly flat over 7 days and slightly negative over the last month and year to...
ENXTPA:ML
ENXTPA:MLAuto Components

Michelin (ENXTPA:ML) valuation: assessing the stock after the $220 million US jury verdict

A US jury has hit Michelin North America, part of Compagnie Générale des Établissements Michelin Société en commandite par actions (ENXTPA:ML), with a $220 million verdict over a fatal tire failure, sharpening investor focus on legal and reputational risk. See our latest analysis for Compagnie Générale des Établissements Michelin Société en commandite par actions. The verdict lands after a choppy spell for Michelin, with the latest share price at $28.05 and a year to date share price return...