ENXTPA:KER
ENXTPA:KERLuxury

Kering (ENXTPA:KER) Valuation Check After This Year’s Share Price Rebound and Recent Pullback

Kering (ENXTPA:KER) has quietly climbed this year, and with the share price hovering around €303 after a recent pullback, investors are starting to reassess whether the luxury group’s recovery has more room to run. See our latest analysis for Kering. The recent pullback sits against a strong backdrop, with a roughly 28 percent year to date share price return. This suggests sentiment toward Kering’s turnaround is improving even as the three and five year total shareholder returns remain deeply...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Does the Market Reaction to Sanofi’s Pipeline Shift Create an Opportunity in 2025?

If you are wondering whether Sanofi is quietly turning into a bargain while everyone is focused on flashier names, this deep dive will help you assess whether the current price reflects its long term potential. Despite a solid 5 year gain of 28.1%, the stock is down 12.7% year to date and 4.6% over the last month, suggesting that sentiment has cooled even as the long term story remains intact. Recently, markets have been reacting to Sanofi's strategic shifts in its pharmaceutical pipeline...
ENXTPA:MC
ENXTPA:MCLuxury

Is LVMH Fairly Priced After Steady Gains and Resilient Global Luxury Demand?

If you are wondering whether LVMH Moët Hennessy Louis Vuitton Société Européenne is still a quality luxury name at a fair price, you are not alone. That is exactly what we are going to unpack here. The share price has been relatively steady but slightly positive, up around 1.2% over the last week and 3.6% over the past month, while sitting roughly flat year to date and modestly higher over 1 year. This hints at cautious optimism rather than a runaway rally. Recent headlines have focused on...
ENXTPA:PUB
ENXTPA:PUBMedia

Is Publicis Groupe a Value Opportunity After Recent Data and Tech Focus Gains?

Wondering if Publicis Groupe is quietly turning into a value opportunity, or if the market has already priced in the upside? The stock has edged up about 1.5% over the last week and 5.5% over the past month, even though it is still down roughly 13.9% year to date and 10.2% over the last year after a very strong 3 and 5 year run. Recent headlines have focused on Publicis tightening its focus on high margin data and tech led services and securing new global client mandates, reinforcing its...
ENXTPA:74SW
ENXTPA:74SWSoftware

74Software (ENXTPA:74SW): Assessing Valuation After a Strong Year-to-Date Share Price Rally

74Software (74SW) has quietly put up a strong run this year, with the stock gaining nearly 50% year to date, supported by steady revenue expansion and faster growing profits. See our latest analysis for 74Software. The recent rally has been driven more by a reappraisal of 74Software’s growth prospects than any single headline, with a 12.82 percent 1 month share price return adding to an already impressive 49.43 percent year to date share price gain and strong multi year total shareholder...
ENXTPA:GET
ENXTPA:GETInfrastructure

Is Getlink’s Recent Traffic Recovery Already Reflected in Its 2025 Valuation?

Wondering if Getlink is quietly becoming good value, or if the recent price leaves little upside on the table? Let us unpack what the market is really pricing into this cross Channel operator. The share price has edged up 1.4% over the last week and 1.0% over the last month, yet it is still roughly flat year to date at -0.6%, with a steadier 4.9% gain over the past year. Recent headlines have focused on traffic recovery through the Channel Tunnel and ongoing infrastructure investment plans...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

Is It Too Late To Consider TotalEnergies After Strong Five Year Share Price Gains?

Wondering if TotalEnergies is still a smart buy at today’s price, or if most of the upside has already been captured? Let us break down what the current share price is really implying about its long term value. The stock has been relatively steady in the short term, up 0.4% over the last week and 0.7% over the past month, but it has quietly delivered a solid 3.9% year to date and 14.3% over the last year, on top of a 110.6% gain across five years. Recent share price resilience has come as...
ENXTPA:SAF
ENXTPA:SAFAerospace & Defense

Safran (ENXTPA:SAF) Valuation Check After Strong Year-to-Date Share Price Gains

Safran (ENXTPA:SAF) has quietly added to its strong run this year, with the stock edging higher over the past week and sitting on roughly 43% gains year to date. See our latest analysis for Safran. That latest move takes Safran’s share price to about €306.3, capping a strong year in which the share price return and longer term total shareholder returns suggest momentum is still building rather than fading. If Safran’s run has you rethinking your aerospace exposure, this could be a good moment...
ENXTPA:DBV
ENXTPA:DBVBiotechs

DBV Technologies (ENXTPA:DBV) Is Up 11.8% After Phase 3 Peanut Patch Success Has The Bull Case Changed?

DBV Technologies recently reported that its Phase 3 VITESSE trial of the VIASKIN Peanut patch for peanut‑allergic children aged 4–7 met its primary endpoint with statistically significant efficacy and a favorable safety profile, and the company now plans to submit a Biologics License Application to the US FDA in the first half of 2026. An important angle for investors is that this late-stage success follows earlier regulatory setbacks, suggesting the redesigned patch and trial design may...
ENXTPA:MC
ENXTPA:MCLuxury

Is LVMH (ENXTPA:MC) Using Bulgari’s New CEO To Rebalance Heritage And Luxury Hospitality Ambitions?

In July 2025, Laura Burdese took over as CEO of Bulgari, succeeding long-time leader Jean-Christophe Babin, who remains chairman and head of the Bulgari Hotel business unit. This leadership reshuffle at one of LVMH’s key jewelry and hospitality brands could subtly reshape how the group balances heritage with expansion. We’ll now explore how Burdese’s appointment at Bulgari might influence LVMH’s broader investment narrative, especially around brand diversification and luxury hospitality. The...
ENXTPA:RMS
ENXTPA:RMSLuxury

Does Cooling Birkin Premiums And New Handbag Funds Subtly Recast Hermès' (ENXTPA:RMS) Luxury Moat?

Recent reports show that resale premiums for Hermès Birkin and Kelly bags have cooled from very large multiples of original prices to lower levels, even as luxury asset manager LUXUS, backed by Christie’s, launches new handbag investment funds focused on these models. This mix of softer secondary-market pricing and financialization of Hermès icons highlights how the brand now sits at the intersection of consumer demand, collectibles culture, and alternative investments. We’ll now examine how...