ENXTPA:MC
ENXTPA:MCLuxury

LVMH (ENXTPA:MC) Is Down 11.8% After Tariff Threats And China DFS Sale News - Has The Bull Case Changed?

In recent days, LVMH has faced renewed US tariff threats on European luxury goods and completed an agreement to sell its DFS Greater China travel retail business to China Tourism Group Duty Free, while also announcing leadership changes across its fashion and jewelry brands ahead of its 22 January 2026 earnings release. These developments highlight how trade policy risks, portfolio reshaping in Greater China, and upcoming margin commentary are converging at a key moment for LVMH’s global...
ENXTPA:OVH
ENXTPA:OVHIT

Is OVH Groupe’s (ENXTPA:OVH) Modest Q1 Revenue Uptick Hinting at Durable Cloud Momentum?

OVH Groupe S.A. recently reported its first quarter fiscal 2026 revenue of €275.3 million, compared with €263.5 million in the same period a year earlier. This incremental revenue increase offers investors a fresh datapoint on OVH Groupe’s current operating performance and potential business momentum. We’ll now look at how OVH Groupe’s latest quarterly revenue growth shapes the company’s investment narrative and future opportunities. These 9 companies survived and thrived after COVID and...
ENXTPA:CAP
ENXTPA:CAPIT

Capgemini Ontario Grid Role Offers Undervalued Stock A Fresh Angle

Capgemini (ENXTPA:CAP) is working with the Ontario Energy Association on the new Distribution System Operator Roadmap. The roadmap focuses on future grid planning for Ontario, targeting affordability, resilience and reliability for electricity users. This collaboration highlights Capgemini’s role in utility sector transformation and digital grid planning. Capgemini’s involvement in Ontario’s DSO Roadmap comes at a time when the company’s shares trade at €133.3, with a 1 year return of 16.5%...
ENXTPA:EXA
ENXTPA:EXAAerospace & Defense

How New Naval DriX H-9 CUAS and Survey Contracts At Exail (ENXTPA:EXA) Have Changed Its Investment Story

Earlier in January 2026, Exail announced two new contracts for its DriX H-9 surface drone, including a CUAS-equipped unit for a major navy and a second system for the French Navy’s hydrographic service SHOM. By combining counter-drone defense capabilities with seabed mapping in a single modular platform, Exail is pushing autonomous surface drones into a wider range of maritime security and survey roles. Next, we’ll examine how Exail’s expanding DriX H-9 order book for advanced CUAS and...
ENXTPA:SOI
ENXTPA:SOISemiconductor

Is Soitec’s New CEO Appointment Reshaping The Investment Case For Soitec (ENXTPA:SOI)?

In January 2026, Soitec announced that its Board had appointed Laurent Rémont, currently a Senior Vice President at Infineon Technologies with extensive semiconductor leadership experience, as Chief Executive Officer effective April 1, 2026, following a brief advisory period and the departure of current CEO Pierre Barnabé on March 31, 2026. Rémont’s background in radio frequency, sensors, automotive and artificial intelligence markets, across companies such as Infineon, Kontron and...
ENXTPA:FIPP
ENXTPA:FIPPReal Estate

European Penny Stocks Under €600M Market Cap

The European market has recently shown resilience, with the STOXX Europe 600 Index ending higher due to solid economic data and earnings results. While major stock indexes have been mixed, the region's overall economic growth and investor sentiment are on an upward trajectory. In this context, penny stocks—often representing smaller or newer companies—remain relevant for their potential to offer affordability and growth opportunities. Despite being a term from past market eras, these stocks...
ENXTPA:ALKLK
ENXTPA:ALKLKCommunications

European Penny Stocks To Watch In January 2026

As the European markets show resilience with the STOXX Europe 600 Index rising, investors are closely watching for emerging opportunities amidst mixed performances across major indexes. Penny stocks, though an old term, continue to capture interest as they represent smaller or newer companies that can offer significant growth potential when backed by solid financials. In this context, we explore three penny stocks that stand out for their financial strength and potential to deliver value in...
ENXTPA:DBV
ENXTPA:DBVBiotechs

DBV Technologies (ENXTPA:DBV) Is Up 18.7% After Extending Its Funding Runway With €166.7m Raise

DBV Technologies previously announced that it raised €166.7 million in gross proceeds from the full exercise of ABSA and BS warrants issued in its March 2025 financing, resulting in tens of millions of new shares and second pre-funded warrants to fund VIASKIN Peanut launch preparations, if approved. This financing eased concerns about DBV Technologies’ ability to continue operations by supporting at least 12 months of working capital and regulatory and commercial readiness efforts. We’ll now...
ENXTPA:AM
ENXTPA:AMAerospace & Defense

A Look At Dassault Aviation (ENXTPA:AM) Valuation After Raising 2025 Sales Guidance

Guidance change puts Dassault Aviation in focus Dassault Aviation société anonyme (ENXTPA:AM) raised its 2025 net sales guidance to over €7b, a move that puts future revenue expectations front and center for investors watching the stock. See our latest analysis for Dassault Aviation société anonyme. That raised sales guidance comes on top of strong recent momentum, with a 30-day share price return of 15.14% contributing to a 12.84% year-to-date gain and a 5-year total shareholder return of...
ENXTPA:GET
ENXTPA:GETInfrastructure

Assessing Getlink (ENXTPA:GET) Valuation After Mixed 2025 Traffic Trends

Getlink (ENXTPA:GET) has put fresh operating data on the table, with December and full year 2025 traffic figures showing softer freight volumes alongside slightly higher annual passenger vehicle numbers for its LeShuttle services. See our latest analysis for Getlink. At a share price of €16.18, Getlink has seen a 5.27% 1 month share price return and a 3.65% 3 month share price return. The 1 year total shareholder return of 8.99% and 5 year total shareholder return of 38.83% suggest momentum...
ENXTPA:EXENS
ENXTPA:EXENSAerospace & Defense

How Record Special-Forces Night-Vision Contract and Theon Stake Will Impact Exosens (ENXTPA:EXENS) Investors

In January 2026, Exosens announced its largest-ever order from ACTinBlack Group for more than 7,000 5G image intensifier tubes, to be delivered in 2027–2028 for integration into night-vision goggles used by undisclosed European Special Forces. This contract underscores the growing adoption of Exosens’ highest-performance night-vision technology and reinforces its role as NATO’s key supplier for advanced defense imaging systems. We’ll now examine how this record 5G image intensifier order,...
ENXTPA:BN
ENXTPA:BNFood

Is Danone (ENXTPA:BN) Pricing Reflect Its Cash Flows And Evolving Consumer Trends

If you are looking at Danone and wondering whether the current share price really lines up with the underlying business, this article is designed to walk you through that question in a clear, practical way. Danone shares most recently closed at €75.44, with returns of a 1.8% decline over 7 days, a 3.6% decline over 30 days, a 0.8% decline year to date and a 19.4% gain over 1 year, 65.2% over 3 years and 63.3% over 5 years, which gives useful context before thinking about what the stock might...
ENXTPA:VIE
ENXTPA:VIEIntegrated Utilities

Did Veolia’s €2.5 Billion Bond Surge Just Recast Veolia Environnement's (ENXTPA:VIE) Investment Narrative?

In early January 2026, Veolia Environnement completed a record €2.50 billion multi-tranche bond issuance in reopened European markets, including 5-, 8- and 12-year bonds with fixed coupons between 3.209% and 4.052%, following very strong investor demand of €10.50 billion and slight negative to low-single-digit basis point new issue concessions. The high level of oversubscription, tight pricing versus secondary markets, and the AMF-compliant liquidity contract update collectively highlight...
ENXTPA:AM
ENXTPA:AMAerospace & Defense

How Dassault’s Higher 2025 Sales Guidance At Dassault Aviation (ENXTPA:AM) Has Changed Its Investment Story

In January 2026, Dassault Aviation société anonyme raised its 2025 net sales guidance to over €7 billion, signaling stronger anticipated revenue than previously communicated. This upward revision highlights management’s increased confidence in the company’s order visibility and demand outlook across its defense and business aviation programs. We’ll now explore how this higher 2025 sales guidance could influence Dassault Aviation’s existing investment narrative and expectations for future...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

Assessing Thales (ENXTPA:HO) Valuation After CES 2026 Recognition For Quantum Ready Samsung Security Chip

Why Thales Stock Is Back in Focus After CES 2026 Thales (ENXTPA:HO) is back on investors’ radar after CES 2026 recognition for a Samsung security chip that embeds Thales’ post quantum ready operating system and cryptographic libraries to protect connected devices. See our latest analysis for Thales. Thales’ €261.6 share price sits on the back of a 15% 1 month share price return and 11% year to date share price return, while its 1 year total shareholder return of about 79% points to strong...
ENXTPA:ORA
ENXTPA:ORATelecom

Orange’s Heavily Oversubscribed US$6 Billion Bond Issue Could Be A Game Changer For Orange (ENXTPA:ORA)

Orange has in early January 2026 successfully priced a US$6.00 billion multi-tranche US dollar bond issue, spanning maturities from 2029 to 2056 with fixed coupons between 4.00% and 5.75%, to fund general corporate purposes including refinancing debt linked to its planned full acquisition of MasOrange. The more than very large oversubscription and the issuer’s first US dollar deal since 2016 highlight both strong credit-market appetite for Orange paper and a deliberate move to broaden its...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Is Sanofi (ENXTPA:SAN) Pricing Reflect Long Term Prospects After Recent Share Price Weakness

If you are wondering whether Sanofi’s current share price lines up with its underlying worth, you are not alone. This article is here to unpack that question clearly. Sanofi’s share price closed at €80.78, with returns of a 4.3% decline over 7 days, 1.6% decline over 30 days, 1.9% decline year to date, 14.1% decline over 1 year, 0.4% gain over 3 years and 20.8% gain over 5 years, which may have some investors reassessing the balance between risk and opportunity. Recent news coverage around...
ENXTPA:ENX
ENXTPA:ENXCapital Markets

How Euronext’s On-Chain Repo Trials (ENXTPA:ENX) Are Quietly Reframing Its Market Infrastructure Ambitions

A consortium of market infrastructure and trading firms recently completed a third wave of transactions on the Canton Network, using tokenized commercial bank deposits via LSEG Digital Settlement House and tokenized collateral such as European government bonds and U.S. Treasuries for on-chain intraday repo across multiple currencies and borders. Euronext highlighted that this work is part of a broader industry push to build tokenization and on-chain infrastructure while staying aligned with...