ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Should Air Europa’s 40-A350 Shift Reshape the Long-Haul Case for Airbus (ENXTPA:AIR) Investors?

Air Europa has finalized a firm order for up to 40 Airbus A350-900 widebody aircraft, cementing a shift of its long-haul fleet away from Boeing toward Airbus and anchoring its future Spain–Latin America operations. The deal reinforces Airbus’s position in the long-haul widebody market, highlighting airline preference for newer aircraft families that combine range, cargo capability, and passenger comfort on key intercontinental routes. We’ll now examine how Air Europa’s A350-900 commitment,...
ENXTPA:SGO
ENXTPA:SGOBuilding

How Investors May Respond To Compagnie de Saint-Gobain (ENXTPA:SGO) Pivot Toward Higher-Value, Energy-Efficient Panels

Recent commentary highlights that Compagnie de Saint-Gobain is sharpening its portfolio around higher-value construction and renovation solutions while the broader building panels market expands, supported by demand for modular construction and energy-efficient materials. This combination of exposure to fast-growing panel applications and an emphasis on operational discipline and capital allocation is reshaping how investors assess Saint-Gobain’s role in the global construction value...
ENXTPA:FNAC
ENXTPA:FNACSpecialty Retail

Fnac Darty (ENXTPA:FNAC) Valuation Check After Recent Share Price Momentum

Fnac Darty (ENXTPA:FNAC) has drawn fresh attention after recent share price moves, with the stock showing double digit returns over the past month and past 3 months. This has put its valuation metrics in sharper focus for investors. See our latest analysis for Fnac Darty. The recent 7 day share price return of 28.0% and 90 day share price return of 26.0% suggest momentum has picked up again, while the 1 year total shareholder return of 23.5% points to a more measured long term profile. If...
ENXTPA:ERF
ENXTPA:ERFLife Sciences

Assessing Eurofins Scientific (ENXTPA:ERF) Valuation After Alphora’s New AI Drug Development Platform Launch

Eurofins Scientific (ENXTPA:ERF) is back in focus after subsidiary CDMO Alphora launched an AI-powered platform for high throughput salt and co-crystal screening, targeting faster, lower cost decisions in drug substance solid form development. See our latest analysis for Eurofins Scientific. The AI platform launch sits alongside share repurchases and recent insider share acquisitions. It comes as Eurofins Scientific’s share price has a 30 day return of 14.64% and a year to date share price...
ENXTPA:RMS
ENXTPA:RMSLuxury

Hermès Faces Softer Resale Signals As Investors Reassess Pricing Power

Resale prices for high demand Hermès items such as Birkin bags have softened, with shorter waitlists and lower secondary market valuations. The shift in the luxury resale market points to easing demand for some Hermès products, raising questions about brand exclusivity and pricing power. These signals arrive as investors assess how changing buyer behavior in high end accessories could affect Hermès International Société en commandite par actions over time. Hermès International Société en...
ENXTPA:GLE
ENXTPA:GLEBanks

Société Générale Restructuring And Cost Cuts Tested Against Strong Share Gains

Société Générale Société anonyme has announced a major restructuring that includes a proposal to cut 1,800 positions. The reduction is expected to occur through natural attrition and internal mobility rather than direct layoffs. The move is framed as an effort to improve operational efficiency in light of broader pressures facing the banking sector. Société Générale Société anonyme, traded under ENXTPA:GLE, enters this restructuring with its shares at €72.4. Over the past year the stock has...
ENXTPA:RNO
ENXTPA:RNOAuto

Assessing Renault (ENXTPA:RNO) Valuation As EU India Tariff Cuts Support Its Growth Plans

Tariff shifts and growth plans put Renault (ENXTPA:RNO) in focus Closer EU India trade ties have put Renault (ENXTPA:RNO) back on investors radar, as lower import tariffs on EU cars and planned investments in both regions reshape how some shareholders may view the stock. See our latest analysis for Renault. Despite the EU India tariff headlines and recent updates on 2025 vehicle sales and leadership changes, Renault’s share price has eased, with a 30 day share price return of an 11.4% decline...
ENXTPA:BUR
ENXTPA:BURAuto Components

European Dividend Stocks Yielding Up To 5.7% For Your Portfolio

As European markets navigate renewed trade and geopolitical uncertainties, with major indexes like the STOXX Europe 600 and Germany's DAX experiencing declines, investors are increasingly turning their attention to dividend stocks as a potential source of stability and income. In such volatile times, selecting dividend stocks that offer robust yields can be an effective strategy for enhancing portfolio resilience while capitalizing on consistent income streams.
ENXTPA:CDI
ENXTPA:CDILuxury

Assessing Christian Dior (ENXTPA:CDI) Valuation After 2025 Sales And Profit Weakened

Christian Dior (ENXTPA:CDI) is back in focus after reporting full year 2025 results, with sales of €80.8b and net income of €4.5b, both lower than the previous year. See our latest analysis for Christian Dior. The full year 2025 results have come after a weaker share price patch, with a 30 day share price return of 6.45% and a year to date share price return decline of 9.56%, while the 1 year total shareholder return decline of 19.23% and 3 year total shareholder return decline of 26.86%...
ENXTPA:DG
ENXTPA:DGConstruction

Is Vinci (ENXTPA:DG) Fairly Priced After Strong Multi Year Share Price Gains

If you are wondering whether Vinci shares still offer fair value at around €118.75, you are not alone. This article is designed to help you make sense of that question using clear valuation tools. The stock has returned 3.5% over the last 7 days, sits at a 0.8% decline over 30 days, is 2.0% lower year to date, yet is up 18.3% over 1 year, 29.0% over 3 years and 77.8% over 5 years. This gives you a mixed picture to interpret. Recent price moves are set against ongoing interest in Vinci as a...
ENXTPA:RI
ENXTPA:RIBeverage

Pernod Ricard (ENXTPA:RI) Valuation Check As New Executive Structure Targets Focused Brand Units

Management reshuffle and what it might mean for Pernod Ricard shares Pernod Ricard (ENXTPA:RI) has shaken up its leadership structure, promoting Irish Distillers CEO Nodjame Fouad to lead the new Gold brand unit and appointing Stéphanie Durroux to run the Crystal division. Both executives will report to Jean Etienne Gourgues, who will move into a newly created executive vice president role. The group is reorganizing key whisky, champagne and unaged spirits brands into focused units that...
ENXTPA:MMB
ENXTPA:MMBMedia

Should Lagardère’s Carefully Orchestrated Leadership Succession Reshape Its Long‑Term Story for (ENXTPA:MMB) Investors?

Lagardère group has announced that long-serving executive Dag Rasmussen will retire from his responsibilities on March 1, 2026, with internal successor Frédéric Chevalier taking over under a Board chaired by new Non-Executive Chairman Arnaud Lagardère. This carefully prepared transition, built around Chevalier’s two decades shaping Lagardère Travel Retail’s integration and global expansion, underscores the group’s emphasis on continuity in its long-term plan. Next, we’ll explore how this...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

Does ENGIE’s PepsiCo UK Biomethane Deal Shift The Bull Case For Engie (ENXTPA:ENGI)?

In January 2026, ENGIE announced a 10-year biomethane purchase agreement with PepsiCo UK, under which it will build a new anaerobic digestion plant in northern England to supply 60 GWh of green gas annually from 2027, supporting PepsiCo UK's decarbonization efforts. This long-term contract deepens ENGIE's role in low-carbon energy infrastructure, adding to its existing UK biomethane operations and highlighting growing industrial demand for renewable gas solutions. We will now examine how...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

STMicroelectronics (ENXTPA:STMPA) Valuation As Earnings Guidance On Margins And Demand Takes Center Stage

Why STMicroelectronics Is In Focus Ahead of Earnings STMicroelectronics (ENXTPA:STMPA) is drawing attention as investors look ahead to the 29 January 2026 earnings report, with the stock recently moving on expectations around guidance and management commentary. See our latest analysis for STMicroelectronics. The recent 1-month share price return of 10.69% and 90-day share price return of 13.78% suggest momentum has been building into earnings, while the 3-year total shareholder return of a...
ENXTPA:IPS
ENXTPA:IPSMedia

Does Ipsos (ENXTPA:IPS) Leadership Shift and Steady Outlook Redefine Its Governance Premium?

In January 2026, Ipsos SA confirmed its 2025 earnings guidance, expecting total revenue of about €2,525 million with organic growth of 0.6%, while also announcing that long-time Chairman Didier Truchot will step down for health reasons and remain on the Board as main shareholder. The Board’s decision to appoint experienced insider Laurence Stoclet as Chair, supported by a new Lead Independent Director, highlights a governance structure that couples continuity in ownership with refreshed...
ENXTPA:MC
ENXTPA:MCLuxury

Is LVMH (ENXTPA:MC) Pricing Reflect Its Recent Share Weakness And Mixed Valuation Signals

If you are wondering whether LVMH Moët Hennessy - Louis Vuitton Société Européenne is attractively priced right now, you are not alone. The stock often draws attention from investors who care about what they are paying for quality. The shares last closed at €589.30, with a 3.4% gain over the past week. The 30 day return of 6.8% decline and year to date return of 8.2% decline sit alongside a 19.6% decline over the past year and a 21.9% decline over three years, against a 22.5% gain over five...
ENXTPA:ARG
ENXTPA:ARGIndustrial REITs

Argan (ENXTPA:ARG) Valuation Check As Dividend Increase And 2026 Rental Guidance Signal Earnings Visibility

Dividend increase and 2026 rental income guidance Argan (ENXTPA:ARG) has proposed a higher cash dividend for 2025 and outlined rental income guidance of €220 million for 2026, providing investors with updated information on expected cash distributions and earnings visibility. See our latest analysis for Argan. The proposed dividend increases and rental income guidance arrive after a mixed share price patch, with a 2.03% 1 month share price return but a 4.66% 3 month share price decline. The 1...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

TotalEnergies (ENXTPA:TTE) Valuation Check After Long Dated Libya Waha Concession Extension

TotalEnergies (ENXTPA:TTE) has signed an agreement extending its Waha oil concessions in Libya until 2050, with revised fiscal terms and plans to develop the North Gialo field to increase production capacity. See our latest analysis for TotalEnergies. The Libya extension lands after a busy spell for TotalEnergies, which recently formed the BxT Trading joint venture in Bahrain and entered a joint study and application agreement offshore Liberia. Over the same period, the share price has...
ENXTPA:BVI
ENXTPA:BVIProfessional Services

Did Sustainability-Focused Deals Just Recast Bureau Veritas' (ENXTPA:BVI) Investment Narrative?

Bureau Veritas recently acquired Italian consulting firm SPIN360, expanding its sustainable innovation advisory for premium fashion and luxury brands, and was also named an Accredited Consulting Partner by EcoVadis for supply chain sustainability support. Together, these moves deepen Bureau Veritas’ role in sustainability consulting, combining life cycle assessment tools, certification, and supply chain auditing into an integrated offering. We’ll now examine how this enhanced sustainability...