ENXTPA:MF
ENXTPA:MFDiversified Financial

Wendel Weighs Stahl Sale To Henkel And Portfolio Repositioning

Wendel (ENXTPA:MF) has confirmed discussions with Henkel regarding a potential acquisition of its subsidiary, Stahl Holdings B.V. The talks focus on a possible sale of Stahl, a chemicals-focused asset within Wendel's portfolio. This development signals a possible reshaping of Wendel's holdings if an agreement is reached. For you as an investor looking at ENXTPA:MF, these talks highlight how Wendel manages and rotates its portfolio. Stahl operates in specialty chemicals, an area tied to...
ENXTPA:OR
ENXTPA:ORPersonal Products

L'Oréal Tech Push In India And Animal-Free Safety Shape Investor Focus

L'Oréal plans to open a global beauty tech centre in Hyderabad, India, focusing on AI and analytics for its worldwide operations. The company is expanding its role in animal-free cosmetics safety, with a senior L'Oréal executive appointed Chair of the ICCS Board. These moves highlight L'Oréal's push into technology and ethical testing as it refines its long term direction. For investors watching ENXTPA:OR, these announcements sit alongside a current share price of €386.25 and multi year...
ENXTPA:ATO
ENXTPA:ATOIT

Assessing Atos (ENXTPA:ATO) Valuation After A Strong Short Term Share Price Rebound

What recent returns say about Atos (ENXTPA:ATO) Atos (ENXTPA:ATO) has drawn fresh attention after a strong share price move, with the stock showing double digit returns over the past month and past 3 months. This has prompted investors to reassess its fundamentals. See our latest analysis for Atos. That strong 30 day share price return of 29.26% sits alongside a 12.96% share price return over 90 days and a €59.2 latest share price. At the same time, the 1 year total shareholder return of...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Airbus Deepens LEO Satellite Role While Expanding Fuel Cell And Quantum Bets

Airbus (ENXTPA:AIR) has been awarded a contract from Eutelsat to build 340 additional OneWeb low Earth orbit satellites, bringing the total order to 440 units. The new satellites will include upgraded digital processing capabilities to support Eutelsat's global connectivity plans. Airbus is also expanding partnerships, including work with Advent Technologies on advanced fuel cell systems and with PsiQuantum on quantum computing for aerospace use cases. For you as an investor, this news...
ENXTPA:DG
ENXTPA:DGConstruction

Vinci (ENXTPA:DG) Valuation Check After €237 Million Romainville Bobigny Waste Treatment Contract

Vinci (ENXTPA:DG) has secured a €237 million contract linked to the Romainville Bobigny household waste treatment plant, underscoring new business for its construction arm in waste handling, biowaste, and river freight logistics. See our latest analysis for Vinci. These new waste and biowaste projects come after a period where Vinci’s 1 year total shareholder return of 19.58% contrasts with a slightly negative share price return year to date of 2.97%. This suggests long term holders have...
ENXTPA:SW
ENXTPA:SWHospitality

Assessing Sodexo (ENXTPA:SW) Valuation After A Year Of Share Price Weakness

How Sodexo’s recent share performance frames today’s opportunity Sodexo (ENXTPA:SW) has been under pressure, with the share price showing a 19% decline over the past 3 months and a 37% decline over the past year. This comes despite revenue of €24.1b and net income of €695m. See our latest analysis for Sodexo. The recent 1 day share price return of a 1.1% decline and 90 day share price return of an 18.8% decline, alongside a 1 year total shareholder return of a 36.5% decline, points to fading...
ENXTPA:KER
ENXTPA:KERLuxury

A Look At Kering’s (ENXTPA:KER) Valuation After Recent Share Price Weakness

Recent share performance context Kering (ENXTPA:KER) has been under pressure recently, with the share price showing a 1 day return of about 2% lower and a roughly 5% decline over the past week. Over the past month the stock is down about 9%, extending to roughly a 17% decline over the past 3 months, while the 1 year total return sits near 9% and the 3 year total return reflects a decline of about 46%. See our latest analysis for Kering. At a share price of €274.95, Kering’s short term share...
ENXTPA:WLN
ENXTPA:WLNDiversified Financial

Worldline (ENXTPA:WLN) Valuation Check As Cash Advance Partnership With YouLend Draws Fresh Attention

What the Cash Advance launch means for Worldline investors Worldline (ENXTPA:WLN) is drawing fresh attention after partnering with YouLend to launch Cash Advance, a data driven embedded financing product that gives small and medium sized businesses faster access to funding across Europe. See our latest analysis for Worldline. Despite fresh attention around Cash Advance, Worldline’s share price return has been weak, with a 6.86% decline over 30 days and a 41.13% decline over 90 days. The 1...
ENXTPA:ML
ENXTPA:MLAuto Components

Is Michelin (ENXTPA:ML) Pricing Look Attractive After Recent Share Price Rebound?

If you are wondering whether Compagnie Générale des Établissements Michelin Société en commandite par actions is priced attractively right now, looking closely at its current valuation can help you work out how much upside or downside you are comfortable with. The share price, which last closed at €31.12, has returned 3.5% over the past week, 11.4% over the past month, 8.6% year to date, and a 4.0% decline over the last year, while the 3 year and 5 year returns sit at 21.5% and 30.5%...
ENXTPA:FR
ENXTPA:FRAuto Components

Does Valeo’s €1 Billion Smart Interior Lighting Pipeline Redefine Its Bull Case (ENXTPA:FR)?

Valeo recently announced it has secured a major car interior lighting solutions program from a premium global automaker, using TactoTek’s In-Mold Structural Electronics technology to integrate lighting and electronics into a single smart structure. This win brings Valeo’s interior lighting order intake since 2024 to nearly €1.00 billion, underlining how embedded electronics are becoming central to future car interiors. We’ll now examine how this large IMSE-based interior lighting contract...
ENXTPA:BN
ENXTPA:BNFood

Danone Infant Formula Recall Tests Food Safety Trust And Core Strategy

Danone (ENXTPA:BN) has initiated a targeted recall of certain infant formula batches following updated guidance from food safety authorities. The recall focuses on specific products and batches, with the company working with regulators to identify and remove affected items from distribution channels. Danone has emphasized that the action is precautionary and aligned with evolving food safety standards in the infant nutrition category. For you as an investor, this matters because infant...
ENXTPA:SAF
ENXTPA:SAFAerospace & Defense

Safran Eyes eVTOL And Defense Growth While Shares Sit Near Fair Value

Safran is expanding its presence in electric vertical takeoff and landing aircraft, long range missiles, and unmanned aerial vehicles. The company is targeting growth in Asia Pacific and South America, with a focus on sustainable technologies and electric propulsion. This shift highlights new potential revenue sources in both civil and defense markets for ENXTPA:SAF. Safran, traded as ENXTPA:SAF, is drawing attention as it leans into areas such as eVTOLs, long range missiles, and UAVs,...
ENXTPA:UBI
ENXTPA:UBIEntertainment

Assessing Ubisoft (ENXTPA:UBI) Valuation After Sweeping Restructuring And Sharp Share Price Reset

Why Ubisoft’s reset is back in focus for shareholders Ubisoft Entertainment (ENXTPA:UBI) has moved to reset its organization and game portfolio, cancelling and delaying titles, closing studios and cutting financial targets after years of pressure from tougher competition. This overhaul, framed as a bid to sharpen creative focus and improve efficiency, has been met with a sharp selloff in the shares. This has left investors weighing execution risks against the scale of the planned reset. See...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

TotalEnergies Expands Trading And Exploration While Shares Screen As Undervalued

TotalEnergies (ENXTPA:TTE) and Bahrain's Bapco Energies launch an equally owned oil trading joint venture in the Middle East. TotalEnergies signs a joint study agreement with BluEnergies to assess deepwater exploration prospects offshore Liberia. TotalEnergies, a major integrated energy company, is adding fresh weight to its oil trading and upstream activities with these two moves. The partnership with Bapco Energies gives the group a larger trading footprint in a region that is central to...
ENXTPA:EL
ENXTPA:ELMedical Equipment

EssilorLuxottica Faces Solos Smartglasses Lawsuit And Future Wearables Questions

Solos Technology has filed a patent infringement lawsuit against EssilorLuxottica Société anonyme, alleging unauthorized use of smartglasses technology. The case names EssilorLuxottica, traded as ENXTPA:EL, as a defendant in connection with its activities in the smart eyewear space. The dispute centers on intellectual property tied to smartglasses features that may relate to connected eyewear products. EssilorLuxottica, known for its prescription lenses, optical retail, and branded frames,...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Sanofi (ENXTPA:SAN) Valuation Check After Strong Phase 3 Amlitelimab Results In Atopic Dermatitis

Sanofi (ENXTPA:SAN) is back in focus after reporting Phase 3 data for amlitelimab in atopic dermatitis, as the SHORE and COAST 2 trials met key efficacy goals and the company outlined plans for global regulatory filings. See our latest analysis for Sanofi. The amlitelimab update lands after an eventful few months for Sanofi, including EU approval for Teizeild in type 1 diabetes, new China approvals for Myqorzo and Redemplo, and the completed $2.2b Dynavax acquisition. However, the 90 day...
ENXTPA:MC
ENXTPA:MCLuxury

LVMH (ENXTPA:MC) Valuation Check As Earnings Near And New Fashion Group Leadership Takes Shape

Event overview and why it matters now LVMH Moët Hennessy - Louis Vuitton Société Européenne (ENXTPA:MC) is back in focus as the group heads into its 22 January 2026 earnings report, shortly after reshaping leadership and joining a new global land restoration council. For you as an investor, this combination of earnings, organizational change, and sustainability initiatives raises fresh questions about how LVMH’s segment mix, margins, and long term positioning might evolve across fashion,...
ENXTPA:ARG
ENXTPA:ARGIndustrial REITs

Higher Dividend And ESG Moves Could Be A Game Changer For Argan (ENXTPA:ARG)

Argan SA recently reported that 2025 was an exceptional year, with rental income and recurring net income rising, and it proposed a cash dividend of €3.45 per share for 2025 and announced its intention to propose €3.65 per share for 2026. The company also issued 2026 rental income guidance of €220 million, outlined a €165 million investment plan, and highlighted governance and ESG developments, including strengthened board independence and further reductions in Scope 3 energy emissions. We...