ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Sanofi (ENXTPA:SAN) Faces MS Setback While Reinforcing Alzheimer’s And Autoimmune Pipeline

Sanofi halted development of tolebrutinib in primary progressive multiple sclerosis after the drug missed its Phase 3 primary endpoint. The company signed a licensing deal worth up to $1.04 billion with ADEL for an investigational Alzheimer’s antibody. Sanofi expanded its collaboration with Dren Bio to advance next generation B cell targeted therapies for autoimmune diseases. Regulatory progress includes approvals for new rare disease medicines in China and EMA orphan designation for an...
ENXTPA:ABVX
ENXTPA:ABVXBiotechs

Assessing Abivax (ENXTPA:ABVX) Valuation After Strong Year-To-Date Gains And Recent Pullback

ABIVAX Société Anonyme (ENXTPA:ABVX) has had a mixed run lately, slipping over the past week but still sitting comfortably above its level from the past 3 months and year to date. See our latest analysis for ABIVAX Société Anonyme. Despite a 15.7% seven day share price pullback, ABIVAX Société Anonyme still boasts a powerful year to date share price return and robust one year total shareholder return, which may suggest that longer term momentum is still very much alive. If ABIVAX has piqued...
ENXTPA:RMS
ENXTPA:RMSLuxury

Hermès (ENXTPA:RMS) Valuation: What Softer Birkin and Kelly Resale Prices Signal for the Stock

The cooling frenzy around Birkin and Kelly resale prices is giving investors a fresh lens on Hermès International Société en commandite par actions (ENXTPA:RMS), as the broader luxury market digests inflation driven pressure and shifting demand. See our latest analysis for Hermès International Société en commandite par actions. Even with chatter about softer Birkin and Kelly premiums, Hermès’ latest share price of €2,144 sits on a modest recent upswing, and the stock’s long term total...
ENXTPA:DBV
ENXTPA:DBVBiotechs

DBV Technologies (ENXTPA:DBV) Valuation After Viaskin Peanut’s Phase 3 Success and Regulatory Pathway Progress

DBV Technologies (ENXTPA:DBV) just cleared a key hurdle, reporting that its Viaskin Peanut patch hit the primary endpoint in the pivotal Phase 3 VITESSE trial, and the stock reacted immediately. See our latest analysis for DBV Technologies. The VITESSE win caps a remarkable run, with DBV Technologies posting a roughly 470% year to date share price return and a 534% one year total shareholder return that signals powerful, event driven momentum rather than a slow grind higher. If this kind of...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

Thales (ENXTPA:HO) Valuation Check After Launch of Its New AI Security Fabric Platform

Thales (ENXTPA:HO) just rolled out its AI Security Fabric, a platform aimed at shielding Agentic AI and LLM apps from threats like prompt injection and data leakage, and the stock is starting to reflect that shift. See our latest analysis for Thales. That launch lands after a strong run, with the latest share price at €231.2 and a year to date share price return of 68.02 percent. The five year total shareholder return of 241.04 percent shows longer term momentum has been firmly building...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

TotalEnergies (ENXTPA:TTE): Valuation Check After 21-Year Renewable Power Deal With Google

TotalEnergies (ENXTPA:TTE) just locked in a 21 year deal to supply Google’s Malaysian data centers with solar power from its upcoming Citra Energies plant, a long term contract that underlines its shift toward cash flows driven by renewables. See our latest analysis for TotalEnergies. Deals like the Google PPA, plus recent asset sales and upstream portfolio tweaks, are landing against a backdrop where the latest share price of $55.43 sits on modest positive momentum, with a mid single digit...
ENXTPA:MC
ENXTPA:MCLuxury

LVMH (ENXTPA:MC) Valuation Check as Bulgari Welcomes New CEO Laura Burdese

LVMH Moët Hennessy - Louis Vuitton Société Européenne (ENXTPA:MC) is back in focus after announcing that Laura Burdese will take over as Bulgari CEO in July, succeeding long serving leader Jean Christophe Babin. See our latest analysis for LVMH Moët Hennessy - Louis Vuitton Société Européenne. The leadership shuffle at Bulgari lands at an interesting moment for LVMH, with the share price at $631.7 and a strong 90 day share price return of 22.04 percent contrasting with a modest 1 year total...
ENXTPA:GTT
ENXTPA:GTTOil and Gas

Assessing Gaztransport & Technigaz (ENXTPA:GTT) Valuation After François Michel’s CEO Appointment and Governance Shift

Gaztransport & Technigaz (ENXTPA:GTT) has caught investors attention after naming François Michel as its next CEO, effective January 2026. The move restores split governance and sharpens focus on technology driven growth. See our latest analysis for Gaztransport & Technigaz. The appointment of François Michel comes after a choppy stretch, with a 1 month share price return of minus 13.0% even as the year to date share price return is still up 15.2% and the 1 year total shareholder return of...
ENXTPA:AM
ENXTPA:AMAerospace & Defense

The Bull Case For Dassault Aviation (ENXTPA:AM) Could Change Following Expanded Falcon 6X Fuselage Production In India

On 5 December 2025, Dynamatic Technologies Limited announced an expanded agreement with Dassault Aviation to manufacture and assemble the complete rear fuselage (Section 5) of the Falcon 6X, building on its earlier work industrialising the rear fuel tank already in commercial production. This deeper manufacturing role not only strengthens Dassault Aviation’s supply chain for the Falcon 6X, but also broadens its industrial footprint in India under the Make in India policy, potentially...
ENXTPA:SPIE
ENXTPA:SPIECommercial Services

SPIE (ENXTPA:SPIE): Assessing Valuation After New Multi‑Year Tesla Energy Storage Agreement

SPIE (ENXTPA:SPIE) just deepened its relationship with Tesla through a multi year European framework agreement for battery energy storage projects, a strategic move that plugs SPIE directly into the grid scale transition story. See our latest analysis for SPIE. Those moves sit against a strong backdrop, with the share price up sharply this year on the back of the Tesla framework, energy transition acquisitions and an upcoming anti dilutive buyback, signalling building momentum and improving...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

Is It Too Late to Consider Engie After a 159% Five Year Share Price Surge?

If you are wondering whether Engie is still good value after such a strong run, or if you are turning up late to the party, this breakdown will help you decide whether the current price still makes sense. Engie’s share price has barely moved over the last week (up 0.4%) and month (down 0.3%). However, those quiet short term moves sit on top of a 40.0% gain year to date and a 58.6% rise over the past year, with returns of 110.9% over 3 years and 158.8% over 5 years. Part of this strength...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

How Tolebrutinib’s MS Setback and China Wins Will Impact Sanofi (ENXTPA:SAN) Investors

Sanofi recently reported that its PERSEUS Phase 3 trial found the multiple sclerosis drug tolebrutinib failed to delay disability progression in primary progressive MS, leading the company to stop seeking approval for this indication while the FDA review for non‑relapsing secondary progressive MS is pushed beyond the previously expected December 2025 decision date. At the same time, Sanofi has expanded its presence in rare blood disorders in China with approvals for Qfitlia in hemophilia and...
ENXTPA:PLX
ENXTPA:PLXDiversified Financial

Is There an Opportunity in Pluxee After Its 29% Share Price Slide in 2025?

If you are wondering whether Pluxee is a beaten down opportunity or a value trap at its current price, this is a good place to unpack what the market might be missing. The stock has been choppy lately, up 1.8% over the last week but still down 4.5% over 30 days and roughly 29% lower year to date. This naturally raises questions about whether sentiment has swung too far. Recent coverage has focused on Pluxee's standalone positioning in employee benefits and engagement solutions following its...
ENXTPA:ERF
ENXTPA:ERFLife Sciences

Eurofins Scientific (ENXTPA:ERF): Has the 20% Year-To-Date Rally Closed Its Valuation Gap?

Eurofins Scientific (ENXTPA:ERF) has quietly outperformed this year, with the stock up roughly 20% year to date, despite a more mixed picture over the past month and quarter. See our latest analysis for Eurofins Scientific. That 19.5% year to date share price return, alongside a 23% one year total shareholder return, suggests sentiment has been steadily improving as investors reassess Eurofins Scientific's growth prospects and risk profile around its current €58.26 share price. If Eurofins's...
ENXTPA:SPIE
ENXTPA:SPIECommercial Services

Should SPIE’s New Tesla Megapack Framework Shape Strategy for (ENXTPA:SPIE) Energy Transition Investors?

SPIE recently announced that it has signed a renewable three‑year European framework agreement with Tesla to deliver Megapack-based battery energy storage system projects across its specialist subsidiaries, covering existing and potential work in France, Belgium, the Netherlands, Poland and Germany. This deal not only deepens SPIE’s role in the energy transition by integrating large-scale storage into power grids, it also standardises project execution and legal terms across Europe,...
ENXTPA:BVI
ENXTPA:BVIProfessional Services

Did Bureau Veritas' (ENXTPA:BVI) Board Changes Quietly Redefine Its Governance and Capital Structure Story?

Bureau Veritas has recently updated investors on its capital structure, reporting 453,916,256 shares outstanding as of November 30, 2025, alongside detailed voting rights data reflecting new shares issued through stock option exercises. At the same time, the Board has reshaped its governance by appointing Geoffroy Roux de Bézieux as Lead Independent Director and Vice-Chairman, lifting board independence to 58% and signalling a stronger emphasis on oversight and remuneration control. We’ll...
ENXTPA:SOP
ENXTPA:SOPIT

Reassessing Sopra Steria Group (ENXTPA:SOP) Valuation After Naming Rajesh Krishnamurthy as Next CEO

The market is digesting Sopra Steria Group (ENXTPA:SOP) naming Rajesh Krishnamurthy as its next CEO from February 2026, a leadership shift that could reshape the stock’s digital transformation story. See our latest analysis for Sopra Steria Group. The leadership news arrives as investors reassess Sopra Steria’s trajectory, with the 1 month share price return of 13.7 percent and 1 week share price return of 11.2 percent partly reversing a weaker year to date and a modestly positive 3 year...
ENXTPA:BB
ENXTPA:BBCommercial Services

Will Exiting Rocketbook and Tattoo Brands Refocus Société BIC's (ENXTPA:BB) Narrative on Core Staples?

In December 2025, Société BIC said it would discontinue Rocketbook and its Skin Creative tattoo businesses Inkbox and Tattly, winding down their operations by the first quarter of 2026 after reviewing their performance against group ambitions. This exit from digital writing and tattoo products marks a clear refocus on BIC’s core categories and a tightening of its portfolio discipline. We’ll now examine how BIC’s decision to exit Rocketbook and Skin Creative-tattoo activities reshapes its...