ENXTPA:AC
ENXTPA:ACHospitality

Accor (ENXTPA:AC) Valuation Check as Trading Surges and New Regional CEO Signals Strategic Shift

Accor (ENXTPA:AC) is drawing extra attention after promoting long time executive Karelle Lamouche to CEO for Europe and North Africa, just as trading volumes climb ahead of the group’s February 2026 earnings. See our latest analysis for Accor. That leadership change is landing as momentum builds, with a roughly 15 percent 90 day share price return and a standout three year total shareholder return north of 115 percent, suggesting investors are leaning into Accor’s recovery story. If Karelle...
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:GTT
ENXTPA:GTTOil and Gas

Will GTT’s New CEO Shape a Credible Diversification Path for Gaztransport & Technigaz (ENXTPA:GTT)?

GTT Group has announced that François Michel will become Chief Executive Officer on January 5, 2026, restoring a dissociated governance structure after a demanding selection process by the Board on December 13, 2025. Michel’s mix of high-level public policy experience and international industrial leadership is set to influence GTT’s technology roadmap and diversification push. We’ll now examine how Michel’s appointment as CEO could influence GTT’s investment narrative, particularly its...
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:TKO
ENXTPA:TKOCapital Markets

Tikehau Capital (ENXTPA:TKO): Assessing Valuation After Its Expanded Oversubscribed Credit Facility Renewal

Tikehau Capital (ENXTPA:TKO) just renewed and increased its revolving credit facility from €800 million to €1.15 billion, with strong oversubscription from 15 international banks, extending its financing horizon into the next decade. See our latest analysis for Tikehau Capital. The renewed credit line lands at a time when the share price has shown a 1 month share price return of 3.73% but a 1 year total shareholder return of minus 19.98%, suggesting sentiment is stabilising after a tougher...
ENXTPA:SAF
ENXTPA:SAFAerospace & Defense

How Investors Are Reacting To Safran (ENXTPA:SAF) Launching Its First Overseas R&T Hub In UK

In December 2025, Safran created Safran Tech UK, its first Research & Technology centre outside France, deepening its 90-year footprint in the country and supporting a UK business that now generates about £1.50 billion in annual revenue across 14 sites. The new centre focuses on electrification of propulsion and actuation systems and high‑performance composite materials, underlining how Safran is tying its UK expansion directly to aviation decarbonization, which already accounts for...
ENXTPA:OPM
ENXTPA:OPMAuto Components

OPmobility (ENXTPA:OPM): Reviewing Valuation After Kepler Cheuvreux’s Upgrade on Improving Margins and Outlook

Kepler Cheuvreux recently shifted OPmobility (ENXTPA:OPM) to a buy rating, citing a recovering Lighting division, steadier hybrid car demand, and shrinking losses in new energy activities as key margin drivers. See our latest analysis for OPmobility. The upbeat call comes after a strong run in the shares, with a roughly 54% year to date share price return and a 64% one year total shareholder return. This suggests momentum is clearly building despite a still-muted five year picture. If...
ENXTPA:EDEN
ENXTPA:EDENDiversified Financial

Edenred (ENXTPA:EDEN) Valuation Check After New Daimler Truck Electric Charging Partnership

Edenred (ENXTPA:EDEN) just moved deeper into e mobility, teaming up with Daimler Truck to provide the software backbone for Europe focused TruckCharge, a semi public charging network for heavy electric vehicles. See our latest analysis for Edenred. Even with this strategically timed push into e mobility, Edenred’s 1 year total shareholder return of minus 36.7% and 3 year total shareholder return of minus 60.1% show longer term sentiment has been weak. However, the recent 7 day share price...
ENXTPA:VLTSA
ENXTPA:VLTSARenewable Energy

Voltalia (ENXTPA:VLTSA) Valuation After Securing 20-Year Tariffs for 68MW of Italian Solar Projects

Voltalia (ENXTPA:VLTSA) just locked in 20 year tariffs for 68 megawatts of solar projects in Italy, giving investors clearer visibility on long term revenues from a meaningful slice of its Italian pipeline. See our latest analysis for Voltalia. The announcement has arrived after a choppy spell for the stock, with a 90 day share price return of almost 12% but a flat 1 year total shareholder return. This suggests early signs of momentum rather than a full rerating. If this kind of long term...
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

3 European Dividend Stocks To Watch With Up To 6.3% Yield

As European markets navigate mixed performances, with Germany's DAX showing gains while France's CAC 40 and the UK's FTSE 100 face declines, investors are keenly observing potential shifts in monetary policy by the European Central Bank. In this context, dividend stocks can offer a measure of stability and income generation, making them appealing options for those looking to balance growth with reliable returns.
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...
ENXTPA:BVI
ENXTPA:BVIProfessional Services

Bureau Veritas (ENXTPA:BVI): Assessing Valuation After the Recent Share Price Pullback

Bureau Veritas (ENXTPA:BVI) has slipped about 8% over the past month, extending its year-to-date decline. This naturally raises the question: has the market now overshot to the downside on this testing and certification specialist? See our latest analysis for Bureau Veritas. With the share price now around €25.88 after an 11% year to date share price decline, short term momentum is clearly fading, even though the three and five year total shareholder returns remain comfortably positive. If...
ENXTPA:FRVIA
ENXTPA:FRVIAAuto Components

Forvia (ENXTPA:FRVIA) Valuation Check After Early Redemption of €200m 2028 Notes

Forvia (ENXTPA:FRVIA) just moved to redeem €200 million of its €700 million 3.75% 2028 notes, a proactive debt trim that can lighten future interest costs and subtly reshape the balance sheet. See our latest analysis for Forvia. The redemption move comes after Forvia began a strategic review and potential sale of parts of its interiors business. The market has taken notice, with a roughly 52% year to date share price return, but a still muted 3 year total shareholder return suggests that...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

Is Offshore Win At BC-Wind And Analyst Upgrade Altering The Investment Case For Engie (ENXTPA:ENGI)?

Recently, DEME secured offshore wind installation contracts in Poland for the BC-Wind project, a roughly 390MW development led by Ocean Winds, the joint venture between EDP Renewables and ENGIE, with offshore installation scheduled for 2027–2028. Around the same time, ENGIE’s sponsored ADR received an earnings-based rating upgrade from Zacks, highlighting growing confidence in its underlying business momentum. We’ll now examine how progress on the BC-Wind offshore project, together with the...