ENXTPA:TKO
ENXTPA:TKOCapital Markets

Is Tikehau Capital’s Enlarged Revolving Credit Facility Altering The Investment Case For Tikehau (ENXTPA:TKO)?

Tikehau Capital recently renewed and upsized its Revolving Credit Facility, lifting available capacity from €800 million to €1.15 billion and extending potential maturity from 2030 to 2032, with participation from 15 banks across Europe, North America, and Asia. This larger, oversubscribed facility and lower current drawing of €275 million versus €350 million in June 2025 highlight increased financing flexibility and broad lender confidence in the group’s balance sheet strength. We’ll now...
ENXTPA:MEDCL
ENXTPA:MEDCLPharmaceuticals

MedinCell (ENXTPA:MEDCL) Is Up 12.6% After Strong H1 Results And Teva’s FDA Filing - What's Changed

In the past week, MedinCell reported stronger-than-expected H1 2026 earnings while partner Teva submitted a New Drug Application to the FDA for their jointly developed olanzapine long-acting injectable for schizophrenia, alongside progress on multiple late-stage and partnered programs. The combination of UZEDY’s performance, the FDA filing for olanzapine LAI, and new backing for pipeline assets such as the AbbVie and Gates Foundation-supported programs signals a broadening of MedinCell’s...
ENXTPA:ML
ENXTPA:MLAuto Components

Is Michelin Turning into a Value Opportunity After Recent Specialty and Premium Segment Expansion?

Investors may be wondering whether Compagnie Générale des Établissements Michelin Société en commandite par actions is quietly turning into a value opportunity, or if the market already reflects its true worth. The share price is down 0.3% over the last week, 3.4% over the past month and 13.3% year to date. However, it is still up 18.9% over three years and 22.2% over five years, which suggests a mix of recent pessimism and longer term resilience. Recent headlines have focused on Michelin's...
ENXTPA:VK
ENXTPA:VKEnergy Services

Vallourec (ENXTPA:VK) Valuation Check as New CFO Nathalie Delbreuve Prepares to Take Over

Vallourec (ENXTPA:VK) is back on investors radar after naming former Verallia finance chief Nathalie Delbreuve as its new CFO. This leadership shift could subtly reshape capital allocation and balance sheet strategy. See our latest analysis for Vallourec. The timing of Delbreuve’s arrival comes as Vallourec’s share price return has softened in recent months, even though the three and five year total shareholder returns remain strongly positive. This suggests long term investors still see a...
ENXTPA:BNP
ENXTPA:BNPBanks

Is It Too Late to Invest in BNP Paribas After Its 46.9% One Year Surge?

If you are wondering whether BNP Paribas still offers good value after such a strong run, or if you might be arriving late to the opportunity, this is a good place to unpack what the current share price implies. The stock has climbed 3.9% over the last week, 16.5% in the past month and 32.8% year to date, adding up to a 46.9% gain over 1 year and 152.7% over 5 years. That naturally raises questions about how much upside may remain from here. These moves have come as European banks have...
ENXTPA:FGA
ENXTPA:FGAAerospace & Defense

Figeac Aero (ENXTPA:FGA) Returns to Profit in H2 2025, Testing Turnaround Optimism

Figeac Aero Société Anonyme (ENXTPA:FGA) has kicked off H1 2026 earnings season with a fresh look at its turnaround story, coming off H2 2025 revenue of about €232 million and net income of roughly €8 million, translating into EPS of €0.19. The company has seen revenue move from about €221 million in H2 2024 to €200 million in H1 2025 and then €232 million in H2 2025, while EPS has tracked from a loss of €0.17 in H2 2024 to a loss of €0.11 in H1 2025 before swinging to a €0.19 profit in H2...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

A320 Supplier Quality Concerns Could Be A Game Changer For Airbus (ENXTPA:AIR)

In recent days, a Spanish labor union alleged serious manufacturing irregularities at key supplier Sofitec Aero SL on the Airbus A320 program, prompting Airbus to launch inspections across more than 600 aircraft that may disrupt production and deliveries. The episode underlines how quality-control lapses at a single supplier can ripple through Airbus’s tightly stretched supply chain, amplifying existing execution risks. Next, we’ll examine how these A320-related quality concerns may...
ENXTPA:RI
ENXTPA:RIBeverage

Taking Stock of Pernod Ricard (ENXTPA:RI)’s Valuation After Barclays’ Overweight Upgrade

Barclays has just upgraded Pernod Ricard (ENXTPA:RI) to overweight, arguing the spirits group looks mispriced given reduced China exposure, improving India dynamics, and a long runway in the U.S. and Indian markets. See our latest analysis for Pernod Ricard. The upgrade lands after a tough stretch, with a roughly 30 percent year to date share price decline and a three year total shareholder return of about negative 54 percent, but today’s bounce hints that sentiment may be starting to...
ENXTPA:ERF
ENXTPA:ERFLife Sciences

How Eurofins’ Major Vietnam Lab Expansion Will Impact Eurofins Scientific (ENXTPA:ERF) Investors

Eurofins Consumer Product Testing Vietnam has completed a major expansion, relocating to a purpose-built 7,000 sq. m laboratory in Ho Chi Minh City that offers more than two and a half times the floor space of its previous site. This enlarged facility underscores Eurofins’ commitment to supporting Vietnam’s growing role in global manufacturing supply chains, enhancing its ability to serve international brands, retailers, and manufacturers with broader testing capacity. Next, we’ll explore...
ENXTPA:ELIS
ENXTPA:ELISCommercial Services

Is Elis (ENXTPA:ELIS) Still Undervalued After Its Multi‑Year Share Price Run?

Elis (ENXTPA:ELIS) has been quietly rewarding patient investors, with the share price up around 27% over the past year and nearly doubling over five years, even after a recent month-long pullback. See our latest analysis for Elis. The recent 3.1% one month share price pullback looks more like a pause than a reversal, given Elis’s stronger year to date share price return and solid multi year total shareholder returns, which together suggest that momentum is still broadly intact. If Elis’s...
ENXTPA:AF
ENXTPA:AFAirlines

Did CMA CGM’s Equity-Linked Exit Option Just Shift Air France-KLM’s (ENXTPA:AF) Investment Narrative?

In recent days, shipping group CMA CGM issued a roughly €325 million three-year equity-linked bond that can be repaid in Air France-KLM shares, cash, or a combination, with the initial exchange rights referencing its full 8.8% stake and an exchange price set at a 30–35% premium to the reference share price. The structure effectively puts a time-limited option over CMA CGM’s entire holding, raising questions about future ownership of the stake while leaving Air France-KLM’s own capital...
ENXTPA:CA
ENXTPA:CAConsumer Retailing

Carrefour (ENXTPA:CA): Assessing Valuation After New Retail Media Partnership With JCDecaux and Unlimitail

Carrefour (ENXTPA:CA) just expanded its retail media push, signing a strategic deal with JCDecaux, Carmila, and Unlimitail to build indoor and outdoor digital advertising across its shopping centres in France and Spain. See our latest analysis for Carrefour. That push into retail media comes as momentum has quietly improved, with a roughly 10.9% 3 month share price return and a 5.2% one year total shareholder return suggesting sentiment is slowly rebuilding around Carrefour. If Carrefour’s...
ENXTPA:ATO
ENXTPA:ATOIT

Atos (ENXTPA:ATO) Valuation After New Sports Tech, AI Security Deals and Saudi Expansion Moves

Atos (ENXTPA:ATO) just stitched together a trio of strategy moves, ranging from becoming CONMEBOL's first Official Innovation Partner to advancing AI forensics and deepening its Saudi sports tech push, that reframes the stock's growth narrative. See our latest analysis for Atos. These moves arrive as momentum quietly rebuilds, with an 8.5 percent 1 month share price return and 96 percent year to date share price return, though the 5 year total shareholder return remains deeply negative,...
ENXTPA:IPS
ENXTPA:IPSMedia

What Ipsos (ENXTPA:IPS)'s CFO Transition Means For Shareholders

Ipsos has confirmed that Group Chief Financial Officer Dan Lévy recently decided to leave the company, with long-serving finance executive Olivier Champourlier stepping in as Interim CFO from 9 December 2025 while a permanent successor is sought. This shift places a seasoned internal leader with deep experience in controlling, consolidation, accounting, tax, and regional finance oversight at the center of Ipsos’ financial decision-making during a key period for the business. We’ll now...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

Thales (ENXTPA:HO) Valuation Check After Cooling Share Price and Strong 1-Year Rally

Thales (ENXTPA:HO) has cooled off after a powerful run this year, slipping over the past month even as its 1 year return still sits near 67%. That disconnect is where today’s story starts. See our latest analysis for Thales. After such a strong year to date, with the share price still around €228 despite a 1 month share price return of minus 5.5%, it looks more like momentum is cooling than reversing. This is especially the case given the 1 year total shareholder return of almost 67% and an...
ENXTPA:AKE
ENXTPA:AKEChemicals

Is Arkema’s Battery Separator Pact With Semcorp Altering The Investment Case For Arkema (ENXTPA:AKE)?

Earlier this month, Semcorp announced it had signed a Memorandum of Understanding with Arkema to accelerate innovation in battery separator technologies and support Semcorp’s international expansion across Electric Vehicles, Energy Storage Systems and Consumer Electronics. Because separators are central to battery safety, efficiency and lifespan, this collaboration highlights Arkema’s increasing exposure to high-performance materials used in electrification and energy storage...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Assessing Sanofi’s Valuation After Share Price Drop and Strategic Shift into Specialty Medicines

Wondering if Sanofi is quietly turning into a bargain while the market is distracted? Let us unpack what the recent share price action really means for long term value focused investors. Despite a solid 29.7% gain over 5 years, the stock is down 12.3% year to date, with shorter term moves also in the red at 4.8% over 30 days and 3.5% over the last week, reminding investors that sentiment can shift faster than fundamentals. Recent headlines have centered on Sanofi’s strategic push deeper into...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

Engie (ENXTPA:ENGI): Reassessing Valuation After a Strong 3-Month and 1-Year Share Price Rally

Engie (ENXTPA:ENGI) has quietly turned into one of the stronger performers in European utilities, with the stock up almost 19% over the past 3 months and more than 53% over the past year. See our latest analysis for Engie. That momentum has been building rather than fading, with a 90 day share price return of 18.6% and a five year total shareholder return of around 150%, signalling that investors are steadily repricing Engie’s growth and risk profile. If Engie’s run has you rethinking your...
ENXTPA:RNO
ENXTPA:RNOAuto

Renault Valuation After 23.5% Slide in 2025 and EV Strategy Shifts

If you have been wondering whether Renault at €36.01 is a bargain or a value trap, you are not alone, and this breakdown is designed to give you a clear, valuation focused answer. The stock has climbed 3.5% over the last week and 4.0% over the past month, but it is still down 23.5% year to date and 14.3% over the last year, which hints that sentiment and risk perception may still be in flux despite a 17.0% gain over three years and 7.8% over five years. Recent headlines around Renault have...