ENXTPA:CAP
ENXTPA:CAPIT

Capgemini (ENXTPA:CAP): Reassessing Valuation After a Recent Share Price Rebound

Capgemini (ENXTPA:CAP) has quietly bounced over the past month, even though recent returns over the past year still trail the broader market. That gap is exactly what makes the stock interesting now. See our latest analysis for Capgemini. That recent 30 day share price return of 6.3% sits against a weaker year to date share price performance, while the 5 year total shareholder return of 20.4% suggests the long term story is still intact and momentum may be rebuilding. If Capgemini has you...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

Will Google’s 21‑Year Malaysian Solar Deal Redefine TotalEnergies’ (ENXTPA:TTE) Energy‑Transition Cash Flows?

TotalEnergies and Google recently signed a 21‑year power purchase agreement for 1 TWh of renewable power from the future Citra Energies solar plant in Kedah, Malaysia, which is expected to begin construction in early 2026 to support Google’s local data center operations. This deal, alongside TotalEnergies’ role in powering Sangha Renewables’ behind-the-meter West Texas bitcoin mining data center, highlights how the company is increasingly supplying tailored clean energy solutions to large,...
ENXTPA:ETL
ENXTPA:ETLMedia

Assessing Eutelsat Communications (ENXTPA:ETL) Valuation After Bharti Space’s Strategic 88.7 Million Share Purchase

Bharti Space Limited’s purchase of 88.7 million Eutelsat Communications (ENXTPA:ETL) shares on 16 December is a big governance moment, tightening its grip on the satellite operator’s future direction. See our latest analysis for Eutelsat Communications. That move comes after a bruising stretch for investors, with a 30 day share price return of minus 47.1 percent and a five year total shareholder return of minus 72.1 percent. As a result, any sign of strategic conviction now looks like an...
ENXTPA:EDEN
ENXTPA:EDENDiversified Financial

Edenred (ENXTPA:EDEN) Valuation Check as Daimler Truck Charging Partnership Expands Its eMobility Ambitions

Edenred (ENXTPA:EDEN) is quietly tightening its grip on Europe’s electric trucking transition, teaming up with Daimler Truck to power the new TruckCharge Network and expand access via its UTA Edenred and Spirii platforms. See our latest analysis for Edenred. Against that backdrop, Edenred’s 30 day share price return of 1.95% offers only a modest pause in what has been a much tougher spell. The year to date share price return is down 39.71 percent and the five year total shareholder return has...
ENXTPA:SU
ENXTPA:SUElectrical

Schneider Electric (ENXTPA:SU): Revisiting Valuation After Recent Gains and Longer-Term Shareholder Returns

Schneider Electric (ENXTPA:SU) has been quietly grinding higher over the past month, adding about 6% even after a softer past week. That mix of short term noise and steady gains makes the current setup interesting. See our latest analysis for Schneider Electric. That recent 6.4% 1 month share price return sits against a slightly negative year to date move, while a modest 1 year total shareholder return of 0.7% caps a far stronger 3 year total shareholder return above 90%. This suggests...
ENXTPA:KER
ENXTPA:KERLuxury

Kering (ENXTPA:KER) Valuation Check After This Year’s Share Price Rebound and Recent Pullback

Kering (ENXTPA:KER) has quietly climbed this year, and with the share price hovering around €303 after a recent pullback, investors are starting to reassess whether the luxury group’s recovery has more room to run. See our latest analysis for Kering. The recent pullback sits against a strong backdrop, with a roughly 28 percent year to date share price return. This suggests sentiment toward Kering’s turnaround is improving even as the three and five year total shareholder returns remain deeply...
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...