ENXTPA:AYV
ENXTPA:AYVTransportation

A Look At Ayvens (ENXTPA:AYV) Valuation As New €750m Fixed Income Notes Are Issued

Ayvens issues new fixed income notes Ayvens (ENXTPA:AYV) has launched a fixed income offering of €750 million in 3.0% non convertible notes due April 18, 2030, a funding move that can matter for both equity and bond investors. See our latest analysis for Ayvens. The bond issue comes as Ayvens’ share price sits at €11.86, with a 30 day share price return of 9.92% and a 1 year total shareholder return of 85.34%, suggesting momentum has recently been building from a relatively strong base. If...
ENXTPA:VIE
ENXTPA:VIEIntegrated Utilities

A Look At Veolia Environnement (ENXTPA:VIE) Valuation After Its Record €2.5b Bond Placement

Veolia Environnement (ENXTPA:VIE) is back in focus after completing a record €2.5b bond placement across three new tranches, issued on terms that drew strong oversubscription and highlighted robust investor appetite. See our latest analysis for Veolia Environnement. While the new €2.5b bond placement has reinforced confidence among credit investors, the equity story looks more measured. The share price is at €29.84 with a modest 1.1% 1 month share price return, alongside a stronger 1 year...
ENXTPA:ABVX
ENXTPA:ABVXBiotechs

Assessing ABIVAX (ENXTPA:ABVX) After Its Strong One Year Share Price Surge

If you are wondering whether ABIVAX Société Anonyme is priced attractively right now, it helps to separate the recent excitement from what the numbers actually say about value. The share price last closed at €103.60, with returns of 4.4% over 7 days, 10.1% over 30 days and a very large gain over the past year, although year to date the stock shows a 9.9% decline. These moves have come as ABIVAX Société Anonyme continues to attract attention in the French pharmaceuticals and biotech space,...
ENXTPA:AF
ENXTPA:AFAirlines

Is Air France-KLM (ENXTPA:AF) Using Cheaper Debt To Quietly Reset Its Balance Sheet Strategy?

In January 2026, Air France-KLM placed €650 million of 5-year senior unsecured notes under its Euro Medium Term Notes program at a fixed 3.875% annual coupon and 4.033% yield, extending the average maturity of its debt. The issue drew more than 150 institutional orders and a very large peak orderbook, enabling the company to secure its lowest-ever credit spread and upsize the deal while planning to redeem higher-coupon sustainability-linked bonds. We will now examine how this successful €650...
ENXTPA:RMS
ENXTPA:RMSLuxury

Is Hermès (ENXTPA:RMS) Share Price Justified After Recent Luxury Sector Optimism?

If you are wondering whether Hermès International Société en commandite par actions still justifies its premium share price, you are not alone. This article focuses squarely on what you might be paying for today. The stock last closed at €2,236.00, with returns of 4.6% over 7 days, 3.6% over 30 days, 6.3% year to date, an 8.9% decline over 1 year, 42.5% over 3 years and 165.6% over 5 years. Recent headlines around Hermès have continued to highlight the brand's position in global luxury and...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

The Bull Case For Thales (ENXTPA:HO) Could Change Following Samsung’s Quantum-Ready Security Chip Collaboration – Learn Why

In early January 2026, Samsung Electronics’ System LSI Business announced CES 2026 recognition for its new post-quantum-ready security chip, which embeds Thales’ secure operating system and quantum-resistant cryptographic libraries to protect connected devices from both current and emerging quantum-enabled cyber threats. This collaboration highlights Thales’ role at the core of next-generation hardware-based security, positioning its technology as a key layer for long-term protection of...
ENXTPA:RF
ENXTPA:RFDiversified Financial

Assessing Eurazeo (ENXTPA:RF) Valuation As Aroma-Zone Expansion And Possible Exit Draw Investor Attention

Media reports around Eurazeo (ENXTPA:RF) potentially exiting its investment in French beauty retailer Aroma-Zone, after several years of store expansion, have put fresh attention on how this holding fits into the group’s portfolio. See our latest analysis for Eurazeo. The Aroma-Zone headlines arrive as Eurazeo’s share price has edged higher in the very short term, with a 1-day share price return of 1.14% and 7-day share price return of 3.00%. This sits against a 90-day share price return...
ENXTPA:TFI
ENXTPA:TFIMedia

Assessing TF1 (ENXTPA:TFI) Valuation After Bernstein’s Downgrade On Weaker French TV Ad Outlook

Bernstein’s downgrade of TF1 (ENXTPA:TFI) from Outperform to Market Perform, tied to weaker visibility on France’s economy and softer TV advertising assumptions for the fourth quarter, has refocused attention on the broadcaster’s risk and income profile. See our latest analysis for TF1. TF1’s share price has eased in recent months, with a 1-day share price return of 0.96% contrasting with a 90-day share price return showing a 6.71% decline. The 1-year total shareholder return of 16.16% points...
ENXTPA:DG
ENXTPA:DGConstruction

Vinci (ENXTPA:DG) Is Down 6.1% After French Tax Fears Trigger Analyst Downgrades And New Contract Win

Recently, Syctom awarded a consortium including VINCI Construction subsidiary Chantiers Modernes Construction and Suez a €237,000,000 contract to renovate the Romainville-Bobigny waste treatment plant near Paris, alongside executive appointments and fresh treasury share purchases at VINCI. These developments arrive just as several major banks cut their analyst ratings on VINCI over concerns about French tax exposure, expiring concessions, and reinvestment risks. Against this backdrop, we’ll...
ENXTPA:EL
ENXTPA:ELMedical Equipment

How Investors Are Reacting To EssilorLuxottica (ENXTPA:EL) Expanding AI-Powered Ray-Ban Smart Glasses Production

In early January 2026, reports indicated that EssilorLuxottica and Meta Platforms were considering significantly increasing production capacity for their AI-powered Ray-Ban smart glasses to meet strong demand. This potential scale-up in smart glasses output highlights EssilorLuxottica’s push deeper into technology-enabled eyewear, expanding beyond traditional lenses and frames into AI wearables. We’ll now examine how this potential ramp-up in AI-powered smart glasses production could...
ENXTPA:UBI
ENXTPA:UBIEntertainment

Ubisoft Entertainment (ENXTPA:UBI) Valuation Check After Short Term Share Price Rebound

Context for Ubisoft Entertainment’s recent share performance Ubisoft Entertainment (ENXTPA:UBI) has drawn attention after recent price moves, with the stock up 8.6% over the past day and 13.5% over the past week. This has prompted investors to reassess its profile. See our latest analysis for Ubisoft Entertainment. Despite the recent 8.6% one day and 13.5% seven day share price returns, Ubisoft Entertainment’s 1 year total shareholder return of a 41.2% decline and 5 year total shareholder...
ENXTPA:ERA
ENXTPA:ERAMetals and Mining

Eramet (ENXTPA:ERA) Valuation Check After Strong CDP Climate And Water Security Scores

Eramet (ENXTPA:ERA) has become a talking point after reporting A minus scores for both Climate Change and Water Security in the 2025 Carbon Disclosure Project cycle, reinforcing attention on its “Act for Positive Mining” roadmap. See our latest analysis for ERAMET. The €85.2 share price has been moving sharply, with a 24.65% 7 day share price return and a 79.37% 30 day share price return feeding into a 58.09% 1 year total shareholder return. This suggests momentum has recently picked up as...
ENXTPA:NEX
ENXTPA:NEXElectrical

Assessing Nexans (ENXTPA:NEX) Valuation After Its New Executive Committee Restructuring

Why Nexans’ new leadership structure matters for shareholders Nexans (ENXTPA:NEX) has reshaped its Executive Committee, placing 13 leaders in key regional, functional, and business roles as of January 15, 2026. This change is a move many investors will watch closely. See our latest analysis for Nexans. The leadership reshuffle comes after a year where Nexans’ 1 year total shareholder return of 37.93% and 5 year total shareholder return of 109.95% contrast with a slightly negative year to date...
ENXTPA:TKO
ENXTPA:TKOCapital Markets

Assessing Tikehau Capital (ENXTPA:TKO) Valuation After Recent Share Price Momentum And Mixed Longer Term Returns

How Tikehau Capital’s recent performance looks now Tikehau Capital (ENXTPA:TKO) has drawn investor interest after a recent 1-day move of about 1.6%, adding to a month gain near 6.8%, while the past 3 months show roughly an 8.2% decline. See our latest analysis for Tikehau Capital. At a share price of €16.76, Tikehau Capital’s recent 6.8% 1-month share price return contrasts with an 8.2% 3-month decline and a 17.1% 1-year total shareholder return loss. This suggests short term momentum has...
ENXTPA:BNP
ENXTPA:BNPBanks

Is It Too Late To Consider BNP Paribas (ENXTPA:BNP) After 55% One-Year Rally?

Wondering if BNP Paribas at €87.38 is offering good value or if the easy money has already been made? This article breaks down what the current price might really imply. The stock has seen returns of 5.9% over the last 7 days, 10.8% over the last 30 days and 54.6% over the last year, with longer term returns of 86.4% over 3 years and 178.8% over 5 years. These moves have played out alongside ongoing investor focus on large European banks and how their balance sheets, capital positions and...
ENXTPA:SW
ENXTPA:SWHospitality

Assessing Sodexo (ENXTPA:SW) Valuation After CDP Climate A List Sustainability Recognition

Sustainability recognition and recent trading update Sodexo (ENXTPA:SW) has drawn fresh attention after being ranked on the CDP Climate A List again. This distinction is shared by only a small fraction of the more than 22,000 companies assessed. This renewed recognition on environmental transparency comes shortly after Sodexo reported first quarter fiscal 2026 consolidated revenue of €6,260 million, compared with €6,403 million in the same period a year earlier. This provides investors with...
ENXTPA:ALVU
ENXTPA:ALVUSpecialty Retail

Vente Unique ENXTPA ALVU Margin Compression To 4% Reinforces Bearish Profitability Narratives

Vente-Unique.com (ENXTPA:ALVU) FY 2025 earnings snapshot Vente-Unique.com (ENXTPA:ALVU) has reported fresh numbers for FY 2025, with first half revenue of €97.84 million and EPS of €0.50, setting the tone for how investors may interpret its margin profile and earnings power. The business has seen revenue move from €88.40 million in H2 2024 and €90.26 million in H1 2024 to €97.84 million in H1 2025. EPS has shifted from €0.27 and €0.49 over those periods to €0.50 in the latest half, providing...