ENXTPA:HO
ENXTPA:HOAerospace & Defense

Thales (ENXTPA:HO): Evaluating Valuation as Satellite Alliance Talks With Airbus and Leonardo Continue

Thales (ENXTPA:HO) addressed recent media reports claiming it had reached an agreement with Airbus and Leonardo for a European satellite joint venture, clarifying that no deal has been finalized yet. Ongoing talks highlight growing competition with Starlink. See our latest analysis for Thales. Thales shares have soared more than 78% year-to-date, lifted by rising demand for defense and aerospace technology as well as speculation about a potential European satellite alliance. Despite a recent...
ENXTPA:RXL
ENXTPA:RXLTrade Distributors

How Investors May Respond To Rexel (ENXTPA:RXL) Reconfirming Guidance and Adding Cevian Partner to Board

Rexel reported third-quarter 2025 sales of €4.76 billion, representing 3% same-day growth, with strong contributions from high-growth sectors in North America, while reconfirming its full-year guidance for slightly positive sales growth, profitability, and cash flow. Additionally, the Board appointed Robert Schuchna, partner at Cevian Capital, as a non-independent member following a recommendation from Cevian, which owns about 23% of Rexel’s share capital. We'll assess how Rexel’s...
ENXTPA:RI
ENXTPA:RIBeverage

Does Pernod Ricard (ENXTPA:RI) Still Have Pricing Power Amid Weak Q1 Sales in China and US?

Pernod Ricard recently reported a 7.6% year-over-year decline in organic net sales for Q1 FY2026, citing soft consumer demand and inventory reductions in China and the US, alongside currency headwinds; fiscal Q1 sales were €2,384 million. Despite a slow start and sharper-than-expected sales decline, the company reaffirmed its full-year 2026 guidance and announced medium-term targets for organic net sales growth of 3% to 6% per year through 2029, signaling a focus on margin expansion and cost...
ENXTPA:MC
ENXTPA:MCLuxury

LVMH (ENXTPA:MC) Is Up 10.9% After Return to Growth and Renewed Chinese Demand – What's Changed

LVMH Moët Hennessy - Louis Vuitton Société Européenne recently reported third quarter 2025 revenue of €18.28 billion, marking a 1% organic increase compared to the previous year, and noted improved demand in Asia, especially China. This return to sales growth followed several quarters of stagnation, and has been viewed as a possible turning point for the luxury sector, supported by strong results in key divisions such as Sephora, Louis Vuitton, and Dior. We'll assess how renewed demand in...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

TotalEnergies (ENXTPA:TTE) Is Up 5.4% After Raising Production Guidance and Reporting Stronger Refining Margins – Has The Bull Case Changed?

In the past week, TotalEnergies provided updated third-quarter 2025 guidance, projecting oil and gas production of 2.5 million barrels of oil equivalent per day, up 4% year-on-year, alongside improved refining margins in Europe despite a decrease in oil prices and planned maintenance work. This outlook highlights the company’s resilience as its rising production and better downstream margins are driving expected increases in earnings and cash flow, even as oil prices remain lower than a year...
ENXTPA:ALO
ENXTPA:ALOMachinery

Did Alstom's (ENXTPA:ALO) CEO Transition Set the Stage for a New Strategic Direction?

Alstom SA recently announced that Martin Sion will take over as Group Chief Executive Officer from April 2026, succeeding long-serving CEO Henri Poupart-Lafarge, with continuity ensured through a planned leadership transition period. Martin Sion brings decades of engineering and executive experience from the aerospace and defense sectors, which could introduce new perspectives to Alstom's leadership during a period of operational transformation. We will explore how the appointment of Martin...
ENXTPA:ABVX
ENXTPA:ABVXBiotechs

Did Positive Phase 3 Obefazimod Data Just Shift ABIVAX Société Anonyme's (ENXTPA:ABVX) Investment Narrative?

Abivax recently announced new Phase 3 clinical data for obefazimod at the United European Gastroenterology Meeting, showing the therapy achieved clinically meaningful improvements in moderate-to-severely active ulcerative colitis and met its FDA primary endpoints for clinical remission at week 8 in both pivotal ABTECT trials. Additional safety findings highlighted a favorable profile with no new serious infection or malignancy signals across a large and diverse patient population, including...
ENXTPA:SU
ENXTPA:SUElectrical

Does Schneider Electric’s Price Reflect Potential After Recent AI Partnership Announcement?

If you’re wondering what to do with Schneider Electric stock these days, you’re definitely not alone. With a closing price of €246.1 and strong long-term returns, plenty of investors are revisiting whether this industrial giant could power up their portfolios. Over the past month, Schneider Electric’s shares have climbed a sturdy 8.4%, following a solid three-year gain of 106.8% and an impressive 145.6% surge over five years. In other words, there have been major tailwinds driving this stock...
ENXTPA:ML
ENXTPA:MLAuto Components

Michelin (ENXTPA:ML) Is Down 8.2% After Cutting 2025 Outlook on North America Weakness and Tariffs – What's Changed

Earlier this month, Michelin revised its 2025 segment operating income outlook down to between €2.6 billion and €3 billion, citing worsening conditions in the North American market, the impact of U.S. tariffs, and currency headwinds, following an almost 10% year-on-year drop in Q3 North America sales volumes. The combination of lowered guidance, margin pressures, and regional disparities highlights ongoing operational challenges, even as the company reports growth in other international...
ENXTPA:CA
ENXTPA:CAConsumer Retailing

Carrefour (ENXTPA:CA): Exploring Valuation as Shares Recover from Early-Year Lows

Carrefour (ENXTPA:CA) shares have edged slightly higher over the past week, adding some curiosity for investors watching its performance. The stock’s mild move, while not headline-grabbing, could signal shifting sentiment among those tracking major European retailers. See our latest analysis for Carrefour. Carrefour’s recent 1-month share price return of 10% stands out after a sluggish start to the year. Momentum has picked up with the stock clawing back earlier losses. That said, the 1-year...
ENXTPA:CDI
ENXTPA:CDILuxury

Assessing Christian Dior Shares After 16% Rally and Fresh Optimism in Global Luxury Markets

If you have been watching Christian Dior's share price recently, you probably noticed some interesting moves. In just the past 30 days, the stock climbed 16.4%, a strong rally that might turn heads even if you have been following the broader luxury sector. Over the past week alone, Dior notched a 6.0% gain, showing renewed confidence or perhaps a change in market sentiment around the brand. That said, when we zoom out, the year-to-date return is still down 6.7%, and the one-year return sits...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Airbus (ENXTPA:AIR) Valuation in Focus Following Consistent Share Price Gains

Airbus (ENXTPA:AIR) shares continue to draw investors' attention given its steady performance over the past month, with the stock rising about 6%. This consistent upward movement brings recent valuation into the spotlight. See our latest analysis for Airbus. The momentum is clearly building for Airbus, with a 30-day share price return of 6.5% and a year-to-date gain topping 28%. Even more striking, its total shareholder return over the past year stands at an impressive 48.7%. This reflects...
ENXTPA:FDJU
ENXTPA:FDJUHospitality

Did FDJ United's (ENXTPA:FDJU) Steadfast 2025 Outlook Just Shift Its Investment Narrative?

FDJ United recently confirmed its full-year 2025 earnings guidance, projecting annual revenue to exceed €3.7 billion despite a slight revenue decline anticipated in the fourth quarter compared to the previous year. This guidance comes as the company faces revenue pressure in its Online Betting & Gaming segment from higher taxation and regulatory headwinds, with accelerated cost reduction initiatives forming a key part of its multi-year performance plan. We’ll examine how FDJ United’s...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

Is STMicroelectronics’ Share Repurchase Shaping Its Industry Role or Just Rewarding Talent? (ENXTPA:STMPA)

Earlier in October 2025, STMicroelectronics repurchased 399,335 ordinary shares on Euronext Paris as part of its shareholder-approved common share repurchase program, aiming to fulfill obligations related to employee and company official compensation plans. Apart from capital management efforts, STMicroelectronics is also highlighted as a key innovator in the expanding silicon carbide wafer market, critical for sectors like electric vehicles and renewable energy, demonstrating the company's...
ENXTPA:RI
ENXTPA:RIBeverage

Pernod Ricard (ENXTPA:RI): Assessing Valuation After Modest Share Price Uptick

Pernod Ricard (ENXTPA:RI) shares have edged higher today, adding around 0.04%. While the move is minor, it invites another look at how the company’s valuation and recent performance compare for investors. See our latest analysis for Pernod Ricard. While today’s share price ticked up slightly, it is just a small change in what has been a tougher year for Pernod Ricard, with a year-to-date share price return of -20.04% and a one-year total shareholder return of -27.61%. Recent momentum has...
ENXTPA:AI
ENXTPA:AIChemicals

Is Now the Right Moment for Air Liquide After Its 25% Rally in 2025?

Figuring out what to do with L'Air Liquide stock right now? You are not alone. This French industrial giant is a frequent feature in many long-term portfolios, and for good reason. After a steady, if unspectacular, 2.6% climb over the past year, plus an impressive 11.6% boost year-to-date, investors are wondering if more growth is still in the tank or if caution should take the driver's seat. Short-term traders have noticed a slight rebound recently, with the last 7 days edging up 1.5%, while...
ENXTPA:ATO
ENXTPA:ATOIT

Does the Recent Atos Share Price Surge Signal a True Turnaround in 2025?

If you’re trying to decide what to do with Atos stock right now, you’re not alone. After a turbulent few years, Atos is suddenly back on the radar of value-focused investors. The company’s share price has shot up an impressive 16.4% over the past month and soared by more than 100% since the start of the year. That kind of move naturally sparks some strong opinions. Is this the start of a real turnaround, or just a temporary bounce? In the short term, Atos has been buoyed by shifting market...
ENXTPA:GFC
ENXTPA:GFCOffice REITs

Gecina (ENXTPA:GFC): Assessing Valuation After Recent Share Price Dip

Gecina (ENXTPA:GFC) has seen its share price dip about 1% today, a move that stands out given the company's performance this month. Investors seem curious about recent market shifts and what they might signal for the stock's outlook. See our latest analysis for Gecina. After several months of choppy trading, Gecina’s recent 1% slip comes as momentum continues to cool. Its 30-day share price return sits at -4.5%, and the total shareholder return over the last year is down more than 18%. While...