ENXTPA:UBI
ENXTPA:UBIEntertainment

Ubisoft Overhaul Reshapes Game Portfolio And Undervalued Investment Case

Ubisoft Entertainment (ENXTPA:UBI) has announced a broad overhaul of its organization and game portfolio. The plan includes cancelling and delaying multiple titles, closing certain studios, and restructuring operations across the group. The company is reshaping its creative leadership and refocusing resources on a narrower set of projects. Ubisoft, known for franchises such as Assassin’s Creed and Far Cry, is a major European publisher in an industry where development costs, competition,...
ENXTPA:CAP
ENXTPA:CAPIT

Is Capgemini (ENXTPA:CAP) Using Ontario’s DSO Roadmap to Deepen Its Grid Modernization Edge?

The Ontario Energy Association recently released its Ontario DSO Roadmap, developed in partnership with Capgemini, outlining a multi-phased plan to transition Ontario’s electricity system toward a Distribution System Operator model centered on distributed energy resources. This collaboration underscores Capgemini’s role as a key advisor in grid modernization and digital transformation for a major North American energy market. We will now examine how Capgemini’s role in shaping Ontario’s DSO...
ENXTPA:ABNX
ENXTPA:ABNXBiotechs

European Penny Stocks To Watch: Market Caps Over €100M

The European market has shown resilience, with the pan-European STOXX Europe 600 Index ending higher due to encouraging economic data and earnings results. In this context, penny stocks—though an older term—remain a relevant investment area, often representing smaller or newer companies with growth potential. When these stocks are supported by strong financial health, they can offer unique opportunities for investors seeking hidden value in quality companies.
ENXTPA:VIL
ENXTPA:VILCapital Markets

3 Undiscovered European Gems To Enhance Your Portfolio

As the pan-European STOXX Europe 600 Index sees a modest rise, buoyed by resilient economic data and earnings results, investors are increasingly exploring opportunities beyond the well-trodden paths of large-cap stocks. In this environment, identifying promising small-cap companies with strong fundamentals and growth potential can be crucial to enhancing a diversified portfolio.
ENXTPA:CS
ENXTPA:CSInsurance

Assessing AXA (ENXTPA:CS) Valuation As ESG Consortium With SCOR Draws Fresh Attention

Executive moves and ESG consortium put AXA in focus AXA (ENXTPA:CS) is drawing fresh attention after teaming up with SCOR in a Lloyd's of London consortium aimed at supporting ecological restoration investments, a move that ties insurance capacity to ESG focused projects. See our latest analysis for AXA. AXA's €38.29 share price comes after a 6.5% decline in the year to date and softer recent share price returns, yet its 1 year and 5 year total shareholder returns of 11.68% and 174.42% signal...
ENXTPA:SW
ENXTPA:SWHospitality

Should Sodexo’s Expanded Adventist Health Robotics Deal Require Action From Sodexo (ENXTPA:SW) Investors?

Sodexo recently expanded its long-standing partnership with Adventist Health, taking over environmental services at 15 additional sites across California, Hawaii and Oregon, and growing the contract to about US$70,000,000 while adding more than 400 employees. The deal highlights Sodexo’s push to embed advanced technologies such as UVD robots and predictive data tools into hospital operations, aiming to improve both patient care and service efficiency. We’ll now examine how this expanded...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

Is It Too Late To Consider Thales (ENXTPA:HO) After Its Strong Multi‑Year Rally?

If you are wondering whether Thales at €251.40 is still reasonably priced after its strong run, you are not alone. This article focuses squarely on what that price might imply about value. The share price shows mixed short term moves, with a 1.5% decline over the last 7 days, a 9.8% gain over 30 days, a 7.0% return year to date and longer term returns of 67.1% over 1 year, 116.6% over 3 years and 277.9% over 5 years. Recent news flow around Thales has highlighted its position in defense and...
ENXTPA:ANTIN
ENXTPA:ANTINCapital Markets

Is Antin (ENXTPA:ANTIN)ʼs New Co-CIO Structure Quietly Redefining Its Investment Edge?

Antin Infrastructure Partners has recently overhauled its senior leadership, appointing Stéphane Ifker and Angelika Schöchlin as co-Chief Investment Officers, naming Ryan Shockley and Guillaume Friedel co-heads of the New York office, and assigning Anand Jagannathan to lead the NextGen strategy. An interesting feature of this reshuffle is the firm-wide co-CIO structure, which now explicitly links investment decisions across Flagship, Mid Cap and NextGen funds and geographies. We’ll now...
ENXTPA:SU
ENXTPA:SUElectrical

Assessing Schneider Electric’s Valuation As AI Platform Resource Advisor Plus Expands Digital Energy Focus

Why Resource Advisor+ is in focus for Schneider Electric shareholders Schneider Electric (ENXTPA:SU) is in focus after its consulting arm launched Resource Advisor+, an AI powered platform that bundles emissions tracking, supply chain sustainability, climate risk and reporting into a single system. See our latest analysis for Schneider Electric. Resource Advisor+ lands at a time when Schneider Electric’s share price has eased, with a 90 day share price return of 9.15% and a 1 year total...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Is Airbus (ENXTPA:AIR) Still Attractive After Strong Multi Year Share Price Gains

If you have ever wondered whether Airbus shares still offer value at current levels, this article will walk you through what the current price could be implying about the company. Airbus is trading at €206.75, with a 7 day return of 3.8% decline, a 30 day return of 5.1%, year to date return of 1.5%, and a 1 year return of 26.8%. The 3 year and 5 year returns stand at 80.4% and 159.9% respectively. Recent coverage around Airbus has focused on its order book, delivery schedules, and the...
ENXTPA:RNO
ENXTPA:RNOAuto

Is Renault (ENXTPA:RNO) Share Price Slump Creating A Potential Value Opportunity?

If you are wondering whether Renault's current share price still reflects its true worth, this article will walk you through what the numbers are actually saying about value. Renault's share price closed at €32.33, with returns of a 1.4% decline over the last 7 days, a 9.0% decline over 30 days, an 11.1% decline year to date, a 30.2% decline over 1 year and a 6.2% decline over 3 years, while the 5 year return sits at 0.3%. Recent price moves sit against a backdrop of ongoing interest in...
ENXTPA:MF
ENXTPA:MFDiversified Financial

Wendel Henkel Talks On Stahl May Shift Portfolio Toward Asset Management

Wendel (ENXTPA:MF) is in acquisition discussions with Henkel regarding its majority-owned asset Stahl Holdings in the specialty chemicals sector. The talks, confirmed by both sides, point to a potential transaction that could reshape Wendel's portfolio mix. Any deal outcome remains uncertain, and terms have not been publicly detailed. For investors watching Wendel at a share price of €81.5, these discussions come against a backdrop of mixed long-term returns, with the stock showing an 11.5%...
ENXTPA:KER
ENXTPA:KERLuxury

Is Kering (ENXTPA:KER) Centralizing Commercial Power To Rewire Its Luxury Brand Engine?

Kering recently announced that Bartolomeo Rongone will step down as CEO of Bottega Veneta on March 31, 2026, while appointing former Gucci Japan president Daniele Zito as the group’s first chief commercial officer with immediate effect. Together, these moves signal a meaningful reshaping of leadership at both brand and group level as Kering prepares a refreshed commercial blueprint for its luxury portfolio. We will now examine how the creation of a group-level chief commercial officer role...
ENXTPA:RI
ENXTPA:RIBeverage

Will Malibu’s New Pink RTDs Reveal Pernod Ricard’s Next Brand Strategy Playbook (ENXTPA:RI)?

Pernod Ricard’s Malibu brand recently introduced Malibu Pink, a new guava-, pineapple- and coconut-flavoured variant, alongside Malibu & Dole Ready-to-Drink Cocktails made with real pineapple juice. This combination of flavour innovation, ready-to-drink expansion and planned festival-focused marketing highlights how Pernod Ricard is leaning into vibrant, experiential spirits consumption trends. Next, we’ll examine how Malibu’s new flavour launches and ready-to-drink push shape Pernod...
ENXTPA:EDEN
ENXTPA:EDENDiversified Financial

Edenred (ENXTPA:EDEN) Valuation Check After Strongly Oversubscribed €500 Million Bond Issue

Why Edenred’s New Bond Issue Matters for Shareholders Edenred (ENXTPA:EDEN) has just raised €500 million through a 7‑year bond at a 3.75% coupon, a funding move that drew strong institutional demand and was more than 3 times oversubscribed. The proceeds are earmarked for general corporate purposes, including refinancing an existing €500 million bond maturing in March 2026. This helps Edenred lengthen its debt maturity profile and support its Amplify25‑28 plan. See our latest analysis for...
ENXTPA:ETL
ENXTPA:ETLMedia

Why Eutelsat Communications (ENXTPA:ETL) Is Up 5.4% After €1.50bn Capital Raise - And What's Next

Eutelsat Communications recently completed an approximately €670 million rights issue in December 2025 as part of a broader €1.50 billion capital increase aimed at reinforcing its financial structure and funding around €4.00 billion of planned investments over 2026–2029. This large recapitalisation has prompted a reassessment of Eutelsat’s balance-sheet flexibility and execution risks, with analysts expressing a wide range of views on its longer-term investment case. We’ll now examine how...
ENXTPA:ML
ENXTPA:MLAuto Components

Michelin Names New CFO As 2025 Free Cash Flow Beats Guidance

Compagnie Générale des Établissements Michelin Société en commandite par actions (ENXTPA:ML) has appointed Bénédicte de Bonnechose as its new Chief Financial Officer. The company reported 2025 free cash flow that exceeded its previous forecast. The combination of a senior finance leadership change and stronger than guided free cash flow is likely to draw close attention from investors. For investors tracking ENXTPA:ML, the announcement comes with the share price at €30.3 and mixed recent...