French Infrastructure Stock News

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...

When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose...

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...

Why Klépierre is on investors’ radar today Klépierre (ENXTPA:LI) has attracted fresh attention after recent price moves, with the share closing at €33.90 and short term performance data giving investors more context on how the stock has behaved recently. See our latest analysis for Klépierre. While the latest 1 day share price return of a 1.34% decline stands out, the 90 day share price return of 5.54% and 1 year total shareholder return of 28.99% point to momentum that has been building...

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...

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...

In 2024, Delta TechOps announced a collaboration with Safran Electrical & Power to develop advanced maintenance solutions using digital twin technology and predictive maintenance for aircraft power systems, aiming to improve reliability and reduce downtime across airline fleets. This partnership highlights how Safran is embedding data-driven predictive capabilities into its electrical and power offerings, potentially deepening customer relationships as airlines seek higher equipment...

OVH Groupe (ENXTPA:OVH) is back in focus after its first quarter 2026 trading update, reporting organic revenue growth of 6.0% and total revenue of €275.3 million compared with €263.5 million a year earlier. See our latest analysis for OVH Groupe. At a share price of €7.86, OVH Groupe has seen a 9.24% 1 month share price return and a 5.50% year to date share price return. Its 90 day share price return of 32.24% and 3 year total shareholder return of 47.60% indicate that recent momentum...

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...

In early January 2026, Veolia Environnement completed a record €2.50 billion bond placement across 5-, 8- and 12-year tranches, with fixed coupons between 3.209% and 4.052% and demand peaking at €10.50 billion from more than 570 orders. The high oversubscription, tight pricing versus the secondary market, and the mix of long-dated tranches highlight lenders’ confidence in Veolia’s balance sheet and its ability to fund ecological transformation projects. We’ll now explore how this sizeable,...

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...

Recently, Renault’s shares moved lower after management comments raised concerns about the company’s profit margins and overall profitability outlook. This reaction highlights how sensitive investors are to any sign that Renault’s margin recovery story may be more challenging than previously thought. We’ll now examine how these renewed worries about Renault’s profit margins may influence the company’s existing investment narrative and risk profile. Trump has pledged to "unleash" American oil...

Getlink (ENXTPA:GET) has just reported December and full year 2025 traffic figures, highlighting lower truck volumes alongside higher passenger vehicle activity. This gives investors fresh data on how its cross Channel business is currently balanced. See our latest analysis for Getlink. Traffic figures and the latest disclosure on Getlink’s 550,000,000 ordinary shares arrive against a share price of €16.45, with a 30 day share price return of 8.72% and a 1 year total shareholder return of...

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...

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...

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...

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...

With a price-to-earnings (or "P/E") ratio of 48.5x Peugeot Invest Société anonyme ( EPA:PEUG ) may be sending very...

One simple way to benefit from the stock market is to buy an index fund. But if you pick the right individual stocks...

With a price-to-earnings (or "P/E") ratio of 70.7x NSE S.A. ( EPA:ALNSE ) may be sending very bearish signals at the...

Amundi (ENXTPA:AMUN) is back in focus after chief investment officer Vincent Mortier highlighted risks of excessive valuations in US technology and AI related stocks, explaining that the group is using derivatives to hedge portfolios. See our latest analysis for Amundi. Amundi’s €74.6 share price has recently been supported by stronger short term momentum, with an 11.18% 30 day share price return, while a 28.35% 1 year total shareholder return points to a solid longer term record as investors...

Those holding Sapmer SA ( EPA:ALMER ) shares would be relieved that the share price has rebounded 32% in the last...

Most readers would already be aware that Virbac's (EPA:VIRP) stock increased significantly by 17% over the past three...

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...