BIT:LDO
BIT:LDOAerospace & Defense

Does Thai Battle Management Deal Mark a Strategic Shift for Leonardo (BIT:LDO) in C4/C5 Systems?

In recent days, Leonardo DRS, a subsidiary of Leonardo, signed a contract with Chaiseri Defense Systems to supply an advanced Battle Management System to the Royal Thai Army, deepening its role in Thailand’s defense modernization. This deal underlines Leonardo’s push into higher-value C4 and C5 defense technologies and reflects growing international recognition from industry partners and analysts. Next, we’ll examine how this new Battle Management System contract with the Royal Thai Army...
BIT:RACE
BIT:RACEAuto

Is Ferrari’s Recent Share Price Slide Creating a Compelling Long Term Opportunity?

If you have been wondering whether Ferrari is starting to look like a bargain after its slide, you are not alone. Let us unpack what the recent price action really means for long term, value focused investors. The share price has pulled back sharply, down about 8% over the last week, 15.1% over the past month, and 23.5% year to date, even though it is still up 54.9% over three years and 75.8% over five. This profile suggests a re rating rather than a broken story. Recent headlines have...
BIT:STLAM
BIT:STLAMAuto

Does Stellantis’ Recent 20% Share Price Slide Reveal a Long Term Opportunity?

If you are wondering whether Stellantis is quietly turning into a bargain hiding in plain sight, this article is for you. It is aimed at investors trying to work out whether the current share price really reflects its long term potential or just short term jitters. Despite being down 20.4% year to date and 18.1% over the last year, the stock has shown some resilience recently, slipping 3.6% over the past week but still up 8.8% across the last 30 days. Recent headlines have focused on...
BIT:ENI
BIT:ENIOil and Gas

Is It Too Late To Consider Eni After Five Year 158% Share Price Surge?

If you are wondering whether Eni is still good value after such a strong run, or if you have missed the boat, this breakdown will help you decide whether the current price still stacks up against its fundamentals. Despite a soft pullback of around 1% over the last week and 3% over the last month, the stock is still up about 18.4% year to date and roughly 28.6% over the last year, with a hefty 158.3% gain over five years that has clearly rewarded patient holders. Recent moves have been shaped...
BIT:ENAV
BIT:ENAVInfrastructure

Is ENAV’s Small, Remuneration-Focused Buyback Reframing Its Capital Allocation Story (BIT:ENAV)?

ENAV S.p.A. has commenced a previously approved share repurchase program, allowing buybacks of up to 1,400,000 shares over 18 months to fund employee equity plans and help support market liquidity, with strict price limits tied to recent trading levels and market bids. This relatively small buyback, representing about 0.26% of ENAV’s share capital, underlines management’s continued emphasis on equity-based remuneration and measured capital management alongside its regulated air navigation...
BIT:NEXI
BIT:NEXIDiversified Financial

Assessing Nexi (BIT:NEXI) Valuation After Its Removal from Key S&P Indices

Nexi (BIT:NEXI) is in the spotlight after being removed from several major S&P indices, a move that can prompt forced selling by index funds and sharpen the market focus on its long term prospects. See our latest analysis for Nexi. That backdrop helps explain why, even with a 3.33% 7 day share price return and a small bounce after the index news, Nexi’s year to date share price return and one year total shareholder return remain firmly negative, suggesting momentum is still under pressure...
BIT:LUVE
BIT:LUVEBuilding

Emerging European Stocks With Solid Potential In December 2025

As European markets navigate a landscape marked by mixed returns and hopes for interest rate cuts, the pan-European STOXX Europe 600 Index has shown resilience with a modest rise, reflecting cautious optimism amid economic uncertainties. In this environment, identifying stocks with solid potential involves looking at companies that demonstrate robust fundamentals and adaptability to shifting economic conditions.
BIT:ENEL
BIT:ENELElectric Utilities

Assessing Enel (BIT:ENEL) Valuation After Securing Chile’s 3.36 TWh Multi‑Year Power Tender

Enel (BIT:ENEL) just secured the entire 3.36 TWh per year on offer in Chile's latest national power tender, locking in multi year power purchase agreements that improve cash flow visibility and strengthen its presence in Chile. See our latest analysis for Enel. That backdrop of long term power contracts in Chile, plus recent affirmations of group credit strength, helps explain why Enel’s share price return is up strongly year to date and its multi year total shareholder return still looks...
BIT:A2A
BIT:A2AIntegrated Utilities

A2A (BIT:A2A) Valuation Check After Completing Its Latest Share Buyback Program

A2A (BIT:A2A) has just wrapped up its latest share buyback, adding more than two million treasury shares in early December, which some investors may view as a signal of management’s confidence in its balance sheet and future cash flows. See our latest analysis for A2A. That capital return push comes after a choppier spell for the stock, with a 30 day share price return of minus 16.35 percent but a 3 year total shareholder return of 102.97 percent, suggesting that longer term momentum is still...
BIT:UCG
BIT:UCGBanks

Is UniCredit’s Accelerated Russia Exit Reshaping The Investment Case For UniCredit (BIT:UCG)?

In recent weeks, UniCredit has accelerated its pullback from Russia by selling almost all long-term leasing assets from UniCredit Leasing to Russia-based PR-Leasing and seeing several senior executives depart, as it works toward a full exit under European regulatory pressure. This retrenchment marks a meaningful reshaping of UniCredit’s geographic risk profile and reduces its exposure to a market that had previously contributed to group profits. We’ll now examine how UniCredit’s rapid...
BIT:ENI
BIT:ENIOil and Gas

Eni (BIT:ENI): Assessing Valuation After Major Konta-1 Gas Discovery Offshore Indonesia

Eni (BIT:ENI) just confirmed a major gas discovery at its Konta-1 well offshore Indonesia, adding sizable new reserves that feed directly into its upstream growth plans and longer term cash flow story. See our latest analysis for Eni. Despite the pullback in the past week and month, with 7 day and 30 day share price returns of minus 2.73 percent and minus 3.40 percent respectively, Eni’s year to date share price return of 18.14 percent and 1 year total shareholder return of 28.11 percent...
BIT:BC
BIT:BCLuxury

How Investors Are Reacting To Brunello Cucinelli (BIT:BC) Lifting Its 2025 Revenue Growth Outlook

Earlier in 2025, Brunello Cucinelli raised its 2025 revenue growth outlook to 11–12% at constant exchange rates and reiterated guidance for about 10% revenue growth in 2026, backed by expectations of continued double-digit quarterly sales expansion. This upgraded outlook highlights management’s confidence that demand for the brand’s high-end “quiet luxury” offering can sustain robust top-line momentum even after a period of heavy investment. We’ll now examine how the upgraded 2025 revenue...