French Infrastructure Stock News

Sodexo recently expanded its long-standing partnership with Adventist Health, taking over environmental services at 15 additional sites across California, Hawaii and Oregon, and growing the contract to about US$70,000,000 while adding more than 400 employees. The deal highlights Sodexo’s push to embed advanced technologies such as UVD robots and predictive data tools into hospital operations, aiming to improve both patient care and service efficiency. We’ll now examine how this expanded...

If you are wondering whether Thales at €251.40 is still reasonably priced after its strong run, you are not alone. This article focuses squarely on what that price might imply about value. The share price shows mixed short term moves, with a 1.5% decline over the last 7 days, a 9.8% gain over 30 days, a 7.0% return year to date and longer term returns of 67.1% over 1 year, 116.6% over 3 years and 277.9% over 5 years. Recent news flow around Thales has highlighted its position in defense and...

Antin Infrastructure Partners has recently overhauled its senior leadership, appointing Stéphane Ifker and Angelika Schöchlin as co-Chief Investment Officers, naming Ryan Shockley and Guillaume Friedel co-heads of the New York office, and assigning Anand Jagannathan to lead the NextGen strategy. An interesting feature of this reshuffle is the firm-wide co-CIO structure, which now explicitly links investment decisions across Flagship, Mid Cap and NextGen funds and geographies. We’ll now...

Why Resource Advisor+ is in focus for Schneider Electric shareholders Schneider Electric (ENXTPA:SU) is in focus after its consulting arm launched Resource Advisor+, an AI powered platform that bundles emissions tracking, supply chain sustainability, climate risk and reporting into a single system. See our latest analysis for Schneider Electric. Resource Advisor+ lands at a time when Schneider Electric’s share price has eased, with a 90 day share price return of 9.15% and a 1 year total...

If you have ever wondered whether Airbus shares still offer value at current levels, this article will walk you through what the current price could be implying about the company. Airbus is trading at €206.75, with a 7 day return of 3.8% decline, a 30 day return of 5.1%, year to date return of 1.5%, and a 1 year return of 26.8%. The 3 year and 5 year returns stand at 80.4% and 159.9% respectively. Recent coverage around Airbus has focused on its order book, delivery schedules, and the...

If you are wondering whether Renault's current share price still reflects its true worth, this article will walk you through what the numbers are actually saying about value. Renault's share price closed at €32.33, with returns of a 1.4% decline over the last 7 days, a 9.0% decline over 30 days, an 11.1% decline year to date, a 30.2% decline over 1 year and a 6.2% decline over 3 years, while the 5 year return sits at 0.3%. Recent price moves sit against a backdrop of ongoing interest in...

Wendel (ENXTPA:MF) is in acquisition discussions with Henkel regarding its majority-owned asset Stahl Holdings in the specialty chemicals sector. The talks, confirmed by both sides, point to a potential transaction that could reshape Wendel's portfolio mix. Any deal outcome remains uncertain, and terms have not been publicly detailed. For investors watching Wendel at a share price of €81.5, these discussions come against a backdrop of mixed long-term returns, with the stock showing an 11.5%...

Kering recently announced that Bartolomeo Rongone will step down as CEO of Bottega Veneta on March 31, 2026, while appointing former Gucci Japan president Daniele Zito as the group’s first chief commercial officer with immediate effect. Together, these moves signal a meaningful reshaping of leadership at both brand and group level as Kering prepares a refreshed commercial blueprint for its luxury portfolio. We will now examine how the creation of a group-level chief commercial officer role...

Pernod Ricard’s Malibu brand recently introduced Malibu Pink, a new guava-, pineapple- and coconut-flavoured variant, alongside Malibu & Dole Ready-to-Drink Cocktails made with real pineapple juice. This combination of flavour innovation, ready-to-drink expansion and planned festival-focused marketing highlights how Pernod Ricard is leaning into vibrant, experiential spirits consumption trends. Next, we’ll examine how Malibu’s new flavour launches and ready-to-drink push shape Pernod...

Why Edenred’s New Bond Issue Matters for Shareholders Edenred (ENXTPA:EDEN) has just raised €500 million through a 7‑year bond at a 3.75% coupon, a funding move that drew strong institutional demand and was more than 3 times oversubscribed. The proceeds are earmarked for general corporate purposes, including refinancing an existing €500 million bond maturing in March 2026. This helps Edenred lengthen its debt maturity profile and support its Amplify25‑28 plan. See our latest analysis for...

Eutelsat Communications recently completed an approximately €670 million rights issue in December 2025 as part of a broader €1.50 billion capital increase aimed at reinforcing its financial structure and funding around €4.00 billion of planned investments over 2026–2029. This large recapitalisation has prompted a reassessment of Eutelsat’s balance-sheet flexibility and execution risks, with analysts expressing a wide range of views on its longer-term investment case. We’ll now examine how...

Compagnie Générale des Établissements Michelin Société en commandite par actions (ENXTPA:ML) has appointed Bénédicte de Bonnechose as its new Chief Financial Officer. The company reported 2025 free cash flow that exceeded its previous forecast. The combination of a senior finance leadership change and stronger than guided free cash flow is likely to draw close attention from investors. For investors tracking ENXTPA:ML, the announcement comes with the share price at €30.3 and mixed recent...

Stock snapshot and recent performance Hermès International Société en commandite par actions (ENXTPA:RMS) has drawn investor attention after a recent move that leaves the share price at €2,098, with returns mixed across different time frames. The stock shows a 0.5% gain over the past day, offset by a roughly 6.3% decline over the past week and a small decline over the past month. Over the past 3 months, the share price reflects a decline of about 4.4%, and the year to date move is slightly...

BNP Paribas (ENXTPA:BNP) has acquired a significant stake in Tata Motors Commercial Vehicle, marking a new cross border investment step for the bank. The group has also completed legal mergers tied to its earlier AXA Investment Managers acquisition, consolidating its asset management structure. These moves follow recent high level appointments, indicating continued reshaping of BNP Paribas' investment management activities. BNP Paribas shares recently closed at €85.76, with the stock...

Earlier this week, Rubis’ Management Board launched a share buyback programme, authorised by the June 2025 shareholders’ meeting, to repurchase up to 400,000 shares at a maximum price of €50 per share between 21 January and 27 February 2026, with the shares earmarked for employee and corporate officer shareholding plans. This move highlights Rubis’ use of capital to reinforce employee ownership, aligning management and staff incentives more closely with the company’s long-term...

Ubisoft Entertainment recently held a special call outlining a major organizational, operational and portfolio reset, alongside ongoing restructuring moves such as studio closures and layoffs across its network. In parallel, the company appointed Valentine Piedelievre-Eman as Chief Communications Officer, signalling a push to more tightly align its global brand message with its creative vision and long-term priorities. Next, we’ll explore how Ubisoft’s broad organizational and portfolio...

What Arkema’s new Singapore unit could mean for shareholders Arkema (ENXTPA:AKE) has brought its new Rilsan Clear transparent polyamides unit in Singapore fully online, tripling global capacity and giving the group the largest transparent polyamide footprint in Asia. For you as a shareholder or potential investor, this production ramp up directly ties into Arkema’s focus on Specialty Materials, with exposure to demand in eyewear, AR/VR devices, filtration, healthcare equipment and home...

ENGIE (ENXTPA:ENGI) and Masdar reached financial close on the 1.5 GW Khazna solar project in the UAE, one of the region’s largest planned photovoltaic installations. ENGIE signed a 10 year biomethane supply agreement with PepsiCo UK, focused on green gas for the UK food and drink sector. ENGIE secured its first hybrid solar and battery project in India, combining power generation with storage capacity. For investors tracking global utilities, ENGIE operates at the intersection of power...

Why Safran is suddenly on more investors’ radar Interest in Safran (ENXTPA:SAF) has picked up as investors focus on its exposure to eVTOL systems, long range missiles, UAVs, and its push into sustainable technologies and electric propulsion. See our latest analysis for Safran. Safran’s €315.6 share price sits after a 4.43% 1 month share price return and a 2.73% year to date share price return, while its 1 year total shareholder return of 36.92% and 5 year total shareholder return of 209.90%...

If you are wondering whether EssilorLuxottica Société anonyme shares are offering good value at today’s price, you are not alone. This article walks through what the current market price might be implying. The stock recently closed at €267.8, with returns of 7.3% over 1 year, 65.0% over 3 years and 144.5% over 5 years, while the last 7 days and 30 days saw declines of 4.2% and 1.8% respectively. Year to date, the return sits at 0.9%. Recent attention on EssilorLuxottica Société anonyme has...

Stock pickers are generally looking for stocks that will outperform the broader market. Buying under-rated businesses...

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...

Atos SE ( EPA:ATO ) shareholders would be excited to see that the share price has had a great month, posting a 26% gain...

Valeo (ENXTPA:FR) just secured a major interior lighting program from a premium global automaker, using TactoTek’s In Mold Structural Electronics technology to fuse lighting and electronics into smart interior structures. See our latest analysis for Valeo. Despite this nearly €1b interior lighting order intake since 2024, Valeo’s €11.685 share price has had mixed momentum recently. A 6.57% 90 day share price return contrasts with a weaker year to date share price return, and a longer term 5...