ENXTPA:MMB
ENXTPA:MMBMedia

Should Lagardère’s Carefully Orchestrated Leadership Succession Reshape Its Long‑Term Story for (ENXTPA:MMB) Investors?

Lagardère group has announced that long-serving executive Dag Rasmussen will retire from his responsibilities on March 1, 2026, with internal successor Frédéric Chevalier taking over under a Board chaired by new Non-Executive Chairman Arnaud Lagardère. This carefully prepared transition, built around Chevalier’s two decades shaping Lagardère Travel Retail’s integration and global expansion, underscores the group’s emphasis on continuity in its long-term plan. Next, we’ll explore how this...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

Does ENGIE’s PepsiCo UK Biomethane Deal Shift The Bull Case For Engie (ENXTPA:ENGI)?

In January 2026, ENGIE announced a 10-year biomethane purchase agreement with PepsiCo UK, under which it will build a new anaerobic digestion plant in northern England to supply 60 GWh of green gas annually from 2027, supporting PepsiCo UK's decarbonization efforts. This long-term contract deepens ENGIE's role in low-carbon energy infrastructure, adding to its existing UK biomethane operations and highlighting growing industrial demand for renewable gas solutions. We will now examine how...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

STMicroelectronics (ENXTPA:STMPA) Valuation As Earnings Guidance On Margins And Demand Takes Center Stage

Why STMicroelectronics Is In Focus Ahead of Earnings STMicroelectronics (ENXTPA:STMPA) is drawing attention as investors look ahead to the 29 January 2026 earnings report, with the stock recently moving on expectations around guidance and management commentary. See our latest analysis for STMicroelectronics. The recent 1-month share price return of 10.69% and 90-day share price return of 13.78% suggest momentum has been building into earnings, while the 3-year total shareholder return of a...
ENXTPA:IPS
ENXTPA:IPSMedia

Does Ipsos (ENXTPA:IPS) Leadership Shift and Steady Outlook Redefine Its Governance Premium?

In January 2026, Ipsos SA confirmed its 2025 earnings guidance, expecting total revenue of about €2,525 million with organic growth of 0.6%, while also announcing that long-time Chairman Didier Truchot will step down for health reasons and remain on the Board as main shareholder. The Board’s decision to appoint experienced insider Laurence Stoclet as Chair, supported by a new Lead Independent Director, highlights a governance structure that couples continuity in ownership with refreshed...
ENXTPA:MC
ENXTPA:MCLuxury

Is LVMH (ENXTPA:MC) Pricing Reflect Its Recent Share Weakness And Mixed Valuation Signals

If you are wondering whether LVMH Moët Hennessy - Louis Vuitton Société Européenne is attractively priced right now, you are not alone. The stock often draws attention from investors who care about what they are paying for quality. The shares last closed at €589.30, with a 3.4% gain over the past week. The 30 day return of 6.8% decline and year to date return of 8.2% decline sit alongside a 19.6% decline over the past year and a 21.9% decline over three years, against a 22.5% gain over five...
ENXTPA:ARG
ENXTPA:ARGIndustrial REITs

Argan (ENXTPA:ARG) Valuation Check As Dividend Increase And 2026 Rental Guidance Signal Earnings Visibility

Dividend increase and 2026 rental income guidance Argan (ENXTPA:ARG) has proposed a higher cash dividend for 2025 and outlined rental income guidance of €220 million for 2026, providing investors with updated information on expected cash distributions and earnings visibility. See our latest analysis for Argan. The proposed dividend increases and rental income guidance arrive after a mixed share price patch, with a 2.03% 1 month share price return but a 4.66% 3 month share price decline. The 1...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

TotalEnergies (ENXTPA:TTE) Valuation Check After Long Dated Libya Waha Concession Extension

TotalEnergies (ENXTPA:TTE) has signed an agreement extending its Waha oil concessions in Libya until 2050, with revised fiscal terms and plans to develop the North Gialo field to increase production capacity. See our latest analysis for TotalEnergies. The Libya extension lands after a busy spell for TotalEnergies, which recently formed the BxT Trading joint venture in Bahrain and entered a joint study and application agreement offshore Liberia. Over the same period, the share price has...
ENXTPA:BVI
ENXTPA:BVIProfessional Services

Did Sustainability-Focused Deals Just Recast Bureau Veritas' (ENXTPA:BVI) Investment Narrative?

Bureau Veritas recently acquired Italian consulting firm SPIN360, expanding its sustainable innovation advisory for premium fashion and luxury brands, and was also named an Accredited Consulting Partner by EcoVadis for supply chain sustainability support. Together, these moves deepen Bureau Veritas’ role in sustainability consulting, combining life cycle assessment tools, certification, and supply chain auditing into an integrated offering. We’ll now examine how this enhanced sustainability...
ENXTPA:BNP
ENXTPA:BNPBanks

Does BNP Paribas’ AI Push and New Leadership Team Redefine Its Strategy for Institutional Clients (ENXTPA:BNP)?

BNP Paribas has recently completed an €80,000,000 fixed-income offering of 2.791% senior unsecured preferred notes due January 22, 2029, while also appointing new senior leaders across AI, hedge fund services, UK cash sales trading, and rates repo trading. Together, these moves highlight how BNP Paribas is pairing leadership change with an expanded AI toolkit and institutional client focus to reshape its operating model. Against this backdrop, we will examine how BNP Paribas’s push into AI...
ENXTPA:CA
ENXTPA:CAConsumer Retailing

Carrefour (ENXTPA:CA) Valuation Check As Tex Clothing Gains Environmental Scoring Pilot

Carrefour (ENXTPA:CA) has kicked off a pilot for environmental scores on its Tex clothing line using the Clear Fashion app, raising fresh questions for investors about how sustainability efforts might intersect with the group’s €88.3b revenue base. See our latest analysis for Carrefour. The Tex trial lands at a time when Carrefour’s share price has seen a 6.75% 90 day gain but a 3.40% decline year to date, with a 12.01% one year total shareholder return suggesting longer term holders have...
ENXTPA:BN
ENXTPA:BNFood

Is Danone’s (ENXTPA:BN) Precautionary Formula Recall Reframing Its Approach to Regulatory Risk and Trust?

Earlier in January 2026, Danone announced a targeted recall of specific infant formula batches in selected markets to align with evolving guidance from local food-safety authorities, while stressing that routine and additional tests confirm the products remain safe and fully compliant with regulations. This precautionary move highlights how tightening regulatory expectations in the infant nutrition sector can pressure even established manufacturers to act beyond existing compliance standards...
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...