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: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:ATO
ENXTPA:ATOIT

Is Atos a Turnaround Opportunity After Its 86% 2025 Surge?

If you are wondering whether Atos at around €46 is a turnaround bargain or a value trap, you are not the only one. That is exactly what this breakdown is going to tackle. The stock has swung hard lately, down 15.9% over the last week but still up 6.0% over 30 days, with an eye catching 85.8% gain year to date and a 121.2% rise over the past year after a brutal multi year slide. Those moves come after years of restructuring and strategic shifts that have investors rethinking the long term...
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: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: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...