ENXTPA:CS
ENXTPA:CSInsurance

Should Activist Pressure and the "Unlock the Future" Plan Prompt Action From AXA (ENXTPA:CS) Investors?

In recent days, activist investor Cevian has reportedly set its sights on AXA, considering a similar value-unlocking approach to its previous Aviva campaign, including possible asset sales and capital release strategies. AXA's CEO Thomas Buberl has just launched the "unlock the future" plan, aimed at higher earnings, improved return on equity, and elevating capital returns to shareholders. An interesting aspect is that AXA, despite holding a high solvency ratio and described as undervalued,...
ENXTPA:TE
ENXTPA:TEEnergy Services

Technip Energies (ENXTPA:TE): Is There Value Left After Strong Shareholder Returns?

Technip Energies (ENXTPA:TE) shares have attracted attention recently as investors weigh the company’s market performance against its fundamentals. With performance metrics and valuation in focus, the stock’s move may offer both questions and opportunities for shareholders. See our latest analysis for Technip Energies. Technip Energies has shown real momentum, with a sharp year-to-date share price return of nearly 36% and an even more impressive 1-year total shareholder return of over 50%...
ENXTPA:EXA
ENXTPA:EXAAerospace & Defense

European Stocks That May Be Undervalued In November 2025

In recent weeks, European markets have experienced mixed performance, with the pan-European STOXX Europe 600 Index declining slightly and major indices showing varied results amid shifting expectations for interest rate cuts from the European Central Bank. As investors navigate these uncertain economic conditions and geopolitical tensions, identifying potentially undervalued stocks becomes crucial; such stocks often exhibit strong fundamentals or growth potential that may not yet be fully...
ENXTPA:CRBP2
ENXTPA:CRBP2Banks

Undiscovered Gems in Europe with Promising Potential This November 2025

As the European market navigates a mixed landscape with the pan-European STOXX Europe 600 Index recently pulling back after reaching new highs, investors are keenly observing how economic indicators like inflation and GDP growth might influence future monetary policy decisions by the European Central Bank. In this context of cautious optimism, identifying stocks that demonstrate resilience and potential for growth amidst these broader economic trends can be particularly rewarding for those...
ENXTPA:SCR
ENXTPA:SCRInsurance

SCOR (ENXTPA:SCR): Examining Valuation After Q3 Results Reveal Diverging Segment Performance and Share Price Drop

SCOR (ENXTPA:SCR) shares dropped sharply after the company posted its Q3 2025 results. While headline earnings showed strong Property & Casualty returns and a higher solvency ratio, lingering concerns surfaced about weaker performance in other segments. See our latest analysis for SCOR. SCOR’s headline results painted a strong picture, but the share price reacted swiftly to underlying concerns, dropping nearly 13% in a single day after the Q3 update. Despite this, long-term investors have...
ENXTPA:VIE
ENXTPA:VIEIntegrated Utilities

How Investors Are Reacting To Veolia Environnement (ENXTPA:VIE) Securing Key Chilean Desalination Contract

Veolia Environnement SA was recently awarded the operation and maintenance contract for the Aguas Pacifico multipurpose desalination plant in Valparaiso, Chile, following a competitive tender process that included major national and international firms. This contract emphasizes Veolia’s leadership in sustainable water management, featuring 100% renewable energy use and advanced ocean protection technologies in one of South America’s most drought-impacted regions. We'll examine how winning...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Will Korean Air and Air China Cargo’s A350 Freighter Deals Shift Airbus' (ENXTPA:AIR) Long-Term Growth Story?

In the past week, Korean Air converted seven Airbus A350-1000 passenger aircraft orders to the new A350 freighter, while Air China Cargo announced plans to acquire up to 10 A350 freighters, expanding Airbus's market leadership in next-generation cargo aircraft. These major commercial wins coincided with Airbus reporting strong third-quarter earnings, highlighting a resilient order backlog and renewed momentum in the cargo and freighter market segment. We’ll now explore how Korean Air’s...
ENXTPA:ETL
ENXTPA:ETLMedia

Eutelsat (ENXTPA:ETL) Unprofitability Persists as Price Trades Far Below DCF Fair Value Estimate

Eutelsat Communications (ENXTPA:ETL) remains unprofitable, with losses having accelerated at a rate of 69% per year over the past five years. The company is forecast to continue posting losses through the next three years. While revenue is expected to grow at 3.8% per year, this trails the broader French market rate of 5.5%. Eutelsat’s Price-To-Sales Ratio of 1.3x appears expensive compared to industry peers. Despite ongoing challenges, shares are currently trading at €3.36, significantly...
ENXTPA:CS
ENXTPA:CSInsurance

AXA (ENXTPA:CS) Valuation in Focus as Cevian Eyes Value Unlock and “Unlock the Future” Plan Launches

AXA (ENXTPA:CS) is drawing attention as activist investor Cevian weighs an engagement focused on releasing capital and possible asset sales. This aligns with AXA's own "unlock the future" initiative, which targets higher earnings and shareholder returns. See our latest analysis for AXA. After a strong start to the year, AXA’s share price has lost some steam recently, dipping 6.8% over the past month and giving up some YTD gains. However, the long-term picture remains impressive, with a 1-year...
ENXTPA:ALCPB
ENXTPA:ALCPBSoftware

Blockchain Group (ENXTPA:ALCPB) Five-Year Annual Losses Worsen 37.9% as Valuation Premium Draws Scrutiny

Blockchain Group (ENXTPA:ALCPB) remains unprofitable, posting losses that have deepened at an average annual rate of 37.9% over the past five years. The company’s net profit margin has shown no improvement year over year, and ALCPB stands out as expensive among both its peer group and the French software sector, with a Price-To-Sales Ratio of 15.2x compared to the industry’s 1.6x average. With no signs of profit acceleration and several key risks on the table, margin and profit trends will be...
ENXTPA:SCR
ENXTPA:SCRInsurance

SCOR (ENXTPA:SCR) Earnings Growth Surges 173%, Challenging Cautious Market Narratives

SCOR (ENXTPA:SCR) delivered a remarkable 173.2% earnings growth year-over-year, far outpacing its five-year average of 3.5% per year. Net profit margins rose to 3.3% from 1.2% last year, and with shares trading at a Price-to-Earnings Ratio of 8.7x, which is below the European Insurance industry average, investors may see opportunity in this combination of improving profitability and relative value. While the company trades below estimated fair value and shows steady revenue growth forecasts,...
ENXTPA:ALBOU
ENXTPA:ALBOUSpecialty Retail

Bourrelier Group (ENXTPA:ALBOU) Five-Year Net Loss Reduction Challenges Persistent Profitability Concerns

Bourrelier Group (ENXTPA:ALBOU) remains unprofitable, but the company managed to reduce its losses by 14.7% per year over the last five years. Despite the steady decline in losses, net profit margins are still negative and the quality of earnings continues to be affected by the ongoing lack of profitability. On the valuation front, shares now trade at a Price-to-Sales ratio of 0.9x. This stands above both the European Specialty Retail industry average of 0.4x and the peer group’s 0.2x. The...
ENXTPA:SGO
ENXTPA:SGOBuilding

Is Saint-Gobain an Opportunity After Recent 7% Price Dip and Sustainability Expansion?

Wondering if Compagnie de Saint-Gobain is trading at a bargain or riding high on market hype? You are not alone; plenty of investors are asking the same after its latest moves. The stock has dipped 7.0% over the past week and is down 9.5% over the last month, but the longer view shows a 119.4% gain over three years and 158.3% over five years. This suggests there is still growth potential worth examining. Recently, investors and analysts have been digesting news of Saint-Gobain's expansion...
ENXTPA:MC
ENXTPA:MCLuxury

How Does LVMH’s Recent 16.8% Rise Affect Its True Worth in 2025?

Ever wondered if LVMH Moët Hennessy Louis Vuitton Société Européenne is really worth its current price tag? You’re not alone. The stock often draws attention from both seasoned investors and newcomers looking for luxury sector opportunities. After dipping slightly by 0.1% in the last week, LVMH’s shares have actually surged 16.8% over the past month, hinting at renewed optimism or shifting perceptions of its growth prospects. Recent headlines highlight strong demand for luxury goods in key...
ENXTPA:DSY
ENXTPA:DSYSoftware

Dassault Systèmes (ENXTPA:DSY): Exploring Valuation After Key Medidata Expansion and New 3D Retail Launch

Dassault Systèmes (ENXTPA:DSY) is drawing attention this week thanks to two headline events. The company announced a major expansion of its Medidata collaboration with Sanofi, and also revealed new 3D retail technology that is now live on Sklum’s platform. See our latest analysis for Dassault Systèmes. While the Medidata partnership expansion and the launch of immersive retail tech signal Dassault Systèmes’ drive to innovate, the market’s response has been cautious. The stock’s share price...
ENXTPA:ATO
ENXTPA:ATOIT

Is Atos a Bargain After 103% Rally and Restructuring Headlines in 2025?

Curious whether Atos is a hidden bargain, overpriced, or sitting right where it should be? Let’s break down what the recent numbers and headlines really say about the stock’s value. While Atos has soared 102.9% so far this year, short-term performance is decidedly mixed, with a 16.3% drop in the past month and a slight 2.0% gain over the past year. Recent buzz surrounds Atos as the company’s significant restructuring efforts and ongoing negotiations for asset sales have captured market...