ENXTPA:UBI
ENXTPA:UBIEntertainment

Is Ubisoft (ENXTPA:UBI) Trading Creative Ambition for Discipline With Its 2026 Portfolio Overhaul?

In January 2026, Ubisoft Entertainment held a special call to outline a major organizational, operational, and portfolio reset aimed at reclaiming creative leadership and restoring sustainable growth. This reset signals a broad rethink of how Ubisoft structures its teams and game portfolio, potentially reshaping its creative output and execution priorities. We’ll now explore how Ubisoft’s sweeping organizational and portfolio overhaul could reshape its investment narrative and longer-term...
ENXTPA:CS
ENXTPA:CSInsurance

Does AXA’s Hong Kong Re-domiciliation Reshape Its China Strategy And Regional Edge (ENXTPA:CS)?

AXA Hong Kong and Macau has completed the re-domiciliation of its China-focused insurance holding company from Bermuda to Hong Kong as of 26 January 2026, making it one of the first insurers to use Hong Kong’s new re-domiciliation regime. This move reinforces Hong Kong’s role as a major financial centre and signals AXA’s intent to organise its China-related operations closer to the region they serve. We’ll now examine how shifting AXA’s China-focused holding company to Hong Kong influences...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

Is TotalEnergies (ENXTPA:TTE) Quietly Recasting Its Power Business With This SWM Clean-Energy Deal?

TotalEnergies and SWM recently announced a 10-year contract, starting in 2026, for the supply of 800 GWh of renewable electricity to three SWM paper plants in France using around 50 MW of TotalEnergies’ existing renewable assets. The deal underlines how long-term “clean firm power” agreements are becoming an important tool for energy-intensive manufacturers seeking predictable, low-carbon electricity tailored to industrial operations. We’ll now examine how this long-term clean firm power...
ENXTPA:SU
ENXTPA:SUElectrical

Schneider Electric (ENXTPA:SU) Valuation Check After New McLaren Racing Energy Technology Partnership

Schneider Electric (ENXTPA:SU) just stepped up as Official Energy Technology Partner for McLaren Racing, covering multiple race series and facilities and putting its energy management and digital capabilities in front of a global motorsport audience. See our latest analysis for Schneider Electric. Investors have reacted positively in the short term, with a 1 day share price return of 2.57% and a 7 day share price return of 4.75% taking Schneider Electric to €241.4. A 5 year total shareholder...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

Thales Emerges As Key eSIM Supplier In IoT And 5G Growth

Thales is emerging as a central supplier in the rapidly expanding global eSIM market linked to rising IoT and 5G adoption. The company is supplying eSIM technologies across consumer electronics and automotive connectivity use cases. This development highlights a new growth avenue for Thales that has not yet been widely discussed in relation to its core businesses. For investors tracking Thales (ENXTPA:HO), the increased focus on eSIM solutions comes alongside a current share price of...
ENXTPA:PARP
ENXTPA:PARPHospitality

Groupe Partouche (ENXTPA:PARP) One Off Gain Reshapes Profit Narratives For FY 2025

Groupe Partouche (ENXTPA:PARP) has kicked off FY 2025 with first half revenue of €233.33 million and basic EPS of €1.32, while over the last twelve months revenue of €460.2 million sits alongside net income of €51.1 million that reflects a very large one off gain of €56.1 million. The company has seen revenue move from €220.65 million in the first half of FY 2024 to €213.67 million in the second half and then to €233.33 million in the first half of FY 2025, with EPS shifting from €0.53 to a...
ENXTPA:CAP
ENXTPA:CAPIT

Assessing Capgemini (ENXTPA:CAP) Valuation After Recent Share Price Weakness

How Capgemini’s recent share performance frames the investment question Capgemini (ENXTPA:CAP) has drawn attention after a series of weak returns, with the share price down over the past week, month, past 3 months, year to date, and the past year, prompting closer scrutiny from investors. The company reports annual revenue of about €22.1b and net income of roughly €1.6b, with both metrics showing annual growth. This provides a concrete financial base for investors to weigh against the recent...
ENXTPA:IPN
ENXTPA:IPNPharmaceuticals

Is Ipsen (ENXTPA:IPN) Pricing Look Attractive After Strong Multi Year Share Price Gains

If you are wondering whether Ipsen's current share price reflects its true worth, this article will walk you through what the numbers are saying and where potential mispricing might sit. Over shorter timeframes, Ipsen's share price has moved, with returns of 0.4% over the last 7 days, 14.8% over the last 30 days, 17.7% year to date, 16.5% over 1 year, 45.6% over 3 years and 92.9% over 5 years from a last close of €136.6. Recent news around Ipsen has kept attention on how the company is being...
ENXTPA:BN
ENXTPA:BNFood

Assessing Danone (ENXTPA:BN) Valuation After Precautionary Infant Formula Recall

Danone (ENXTPA:BN) is in focus after announcing a targeted recall of specific infant formula batches. This is a precautionary move tied to updated food safety guidance on an ingredient affecting several industry peers. See our latest analysis for Danone. The recall news lands after a softer patch for the share price, with a 30 day share price return of a 13.29% decline and a year to date share price return of a 12.49% decline. However, the 5 year total shareholder return of 44.86% points to a...
ENXTPA:CDI
ENXTPA:CDILuxury

Christian Dior (ENXTPA:CDI) Margin Compression Reinforces Cautious Earnings Narratives

Christian Dior (ENXTPA:CDI) opened FY 2025 with first half revenue of €39.8b and basic EPS of €13.14, alongside net income of €2,371m, setting a clear earnings-season marker for investors tracking the luxury group. The company has seen recent half year revenue move from €41.7b and EPS of €16.76 in H1 2024 to €43.0b and EPS of €12.11 in H2 2024, with trailing 12 month EPS sitting in the mid €20s, while net profit margin for the latest trailing year came in at 5.6% versus 6.2% a year earlier...
ENXTPA:ADP
ENXTPA:ADPInfrastructure

Rising 2025 Passenger Volumes Could Be A Game Changer For Aeroports de Paris (ENXTPA:ADP)

Aeroports de Paris SA reported its December 2025 and full-year 2025 traffic figures, with group passenger numbers reaching 29,395,340 for the month and 378,984,019 for the year, both showing year-on-year growth. This continued passenger increase underlines the importance of Aeroports de Paris’s diversified airport ecosystem, where higher traffic can support aviation fees, retail activity, and real estate income. We will now examine how this passenger growth momentum could shape Aeroports de...
ENXTPA:AMUN
ENXTPA:AMUNCapital Markets

The Bull Case For Amundi (ENXTPA:AMUN) Could Change Following New True Potential ALTO Partnership Integration

True Potential Investments has appointed Amundi as its exclusive strategic investment solutions partner for its Growth-Aligned fund range, extending the relationship into asset allocation design, index-level fund integration, and technology, while Amundi also recently named Alessia Berardi as head of global macroeconomics. The partnership brings Amundi’s macro research and ALTO platform directly into True Potential’s portfolio construction process, tightening the link between Amundi’s...
ENXTPA:EL
ENXTPA:ELMedical Equipment

Is EssilorLuxottica (ENXTPA:EL) Fairly Priced After Recent Share Pullback And DCF Check

If you are wondering whether EssilorLuxottica Société anonyme is attractively priced right now, it helps to step back and look at what the recent share performance and valuation checks are really saying. The stock last closed at €253.30, with returns of a 5.4% decline over 7 days, a 6.6% decline over 30 days, a 4.6% decline year to date, a 2.3% decline over 1 year, 58.8% over 3 years and 125.3% over 5 years, which may catch the eye of investors thinking about both recent setbacks and longer...
ENXTPA:IVA
ENXTPA:IVABiotechs

Is It Too Late To Consider Inventiva (ENXTPA:IVA) After The Recent Share Price Surge?

If you are wondering whether Inventiva's current share price still offers value after a strong run, this article walks through what the numbers are actually saying about the stock. The shares last closed at €5.70, with returns of 3.3% over 7 days, 45.8% over 30 days, 40.9% year to date and 163.9% over the past year, while the 3 year and 5 year returns sit at a 1.0% decline and a 59.0% decline respectively. These moves come as investors continue to react to company specific developments...
ENXTPA:ALO
ENXTPA:ALOMachinery

Alstom (ENXTPA:ALO) Is Up 5.2% After Broker Downgrade Despite New Train Contract Wins – Has The Bull Case Changed?

In January 2026, Alstom reported modest third-quarter and nine-month sales growth while securing sizeable train contracts with SNCF Voyageurs, Toronto Transit Commission, and Baden-Württemberg’s SFBW. Soon after these commercial wins, broker Kepler Cheuvreux downgraded Alstom on concerns over execution risks and weak cash performance, highlighting a tension between revenue momentum and operational quality. Next, we’ll examine how the broker’s focus on execution risk and cash generation...
ENXTPA:ATO
ENXTPA:ATOIT

Atos Cybersecurity Recognition In France And What It May Mean For Valuation

Atos (ENXTPA:ATO) has been recognized as Best In Class for IT/OT cybersecurity services in France. The award comes from industry analysts and focuses on the company’s role in securing critical infrastructure. This recognition highlights the breadth of Atos’ cybersecurity offering across both information technology and operational technology environments. For you as an investor, this matters because IT/OT cybersecurity is closely linked to sectors such as energy, manufacturing and transport,...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Did Positive Amlitelimab Data and China Approvals Just Shift Sanofi's (ENXTPA:SAN) Investment Narrative?

In January 2026, Sanofi reported positive phase 3 data for amlitelimab in atopic dermatitis and advanced global regulatory filings, while China’s National Medical Products Administration approved Sanofi-licensed therapies Myqorzo and Redemplo for obstructive hypertrophic cardiomyopathy and familial chylomicronaemia syndrome. Together, these updates highlight Sanofi’s push into new immunology and cardiovascular niches, underpinned by late-stage biologics and RNA-based medicines targeting...
ENXTPA:OR
ENXTPA:ORPersonal Products

Assessing L'Oréal (ENXTPA:OR) Valuation After Barclays Upgrade To Overweight And Top Pick Status

Barclays’ upgrade of L’Oréal (ENXTPA:OR) to overweight has put the stock in the spotlight, as investors weigh expectations for organic growth, higher innovation spending, and demand trends ahead of the upcoming annual results. See our latest analysis for L'Oréal. At a share price of €380.45, L’Oréal has posted a 4.2% year to date share price return and a 38.3% total shareholder return over five years. This suggests momentum that investors are reassessing in light of Barclays’ upgrade and...