ENXTAM:THEON
ENXTAM:THEONAerospace & Defense

Assessing Theon International’s Valuation After New Defense Technology Partnerships

Why Theon International’s recent defense partnerships matter for investors Theon International (ENXTAM:THEON) has moved into focus after two defense technology collaborations: one with Kopin on DarkWAVE AR night vision and another with Team Wendy Ceradyne on a next generation soldier headborne system. See our latest analysis for Theon International. The recent Kopin and Team Wendy Ceradyne agreements come as Theon International’s share price, now at €30.50, has seen a 10.9% 1 month share...
ENXTAM:CTPNV
ENXTAM:CTPNVReal Estate

CTP (ENXTAM:CTPNV) Valuation Check After Mixed Recent Share Price Returns

What recent returns say about CTP (ENXTAM:CTPNV) CTP (ENXTAM:CTPNV) has caught investor attention after a 1 day return of 1.8%, contrasting with a 4% decline over the past week, and mixed moves over the month and past 3 months. For investors tracking consistency, CTP’s share performance shows a 4.2% move over the month and a 2.2% decline over the past 3 months, while the 1 year total return stands at 21.1%. See our latest analysis for CTP. With the share price at €18.38, CTP’s recent 1 day...
ENXTAM:MT
ENXTAM:MTMetals and Mining

ArcelorMittal (ENXTAM:MT) Valuation Check As Lower Carbon Shift And Portfolio Moves Attract Investor Attention

What is driving interest in ArcelorMittal right now? ArcelorMittal (ENXTAM:MT) is back in focus after recent commentary highlighted its push toward higher margin, lower carbon steel products, ongoing divestments of weaker assets, and supportive trade protections and demand trends in key regions. See our latest analysis for ArcelorMittal. The recent 6.36% 1 day share price return, a 21.14% 30 day share price return and a 104.69% 1 year total shareholder return suggest momentum has been...
ENXTAM:CVC
ENXTAM:CVCCapital Markets

A Look At CVC Capital Partners (ENXTAM:CVC) Valuation After New AIG Insurance Capital Alliance

Why the new AIG alliance matters for CVC Capital Partners CVC Capital Partners (ENXTAM:CVC) shares are in focus after the firm agreed a partnership with American International Group, involving up to $3.5 billion of insurance capital for credit strategies and a new private equity secondaries evergreen platform. See our latest analysis for CVC Capital Partners. The AIG agreement comes as CVC Capital Partners trades at €14.64, with a 7 day share price return of 1.88% and year to date share price...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

Why ASML Holding (ENXTAM:ASML) Is Up 6.5% After AI Capex-Driven Analyst Upgrades And What's Next

In recent weeks, analysts including Morgan Stanley, UBS and RBC have turned increasingly positive on ASML, highlighting its central role in supplying advanced EUV lithography tools to chipmakers ramping investment for AI-related capacity. An important takeaway is that much of this renewed enthusiasm stems from capital spending plans at key customers such as TSMC, which directly influence expected demand for ASML’s high-end equipment and services. With ASML’s shares posting solid short-term...
ENXTAM:SBMO
ENXTAM:SBMOEnergy Services

SBM Offshore (ENXTAM:SBMO) Valuation Check After Barclays Upgrade And Growing Sector Optimism

Analyst upgrade puts SBM Offshore in focus A recent Barclays upgrade has pushed SBM Offshore (ENXTAM:SBMO) into the spotlight, with the bank citing expectations of positive company specific news and a more supportive backdrop for European energy services. See our latest analysis for SBM Offshore. The recent upgrade comes on the back of strong momentum, with a 20.8% 30 day share price return and a 32.3% 90 day share price return, while the 1 year total shareholder return of 72.0% points to...
ENXTAM:HEIO
ENXTAM:HEIOBeverage

Heineken Holding (ENXTAM:HEIO) Valuation Check As Share Buyback Programme Continues

Heineken Holding share buyback programme update Heineken Holding (ENXTAM:HEIO) has continued executing the first tranche of its share buyback programme, repurchasing shares on exchange as part of a planned capital return of up to approximately €750 million. See our latest analysis for Heineken Holding. The ongoing buyback comes during a softer patch for the shares, with a 7 day share price return of 2.5% and a year to date share price return of 2.6%. The 1 year total shareholder return of...
ENXTAM:APAM
ENXTAM:APAMMetals and Mining

What Aperam (ENXTAM:APAM)'s New Slink Motor Technology Means For Shareholders

On 20 January 2026, Aperam announced its new “slink” production method, which adapts in-plane helical bending to iron‑cobalt alloys to manufacture stators and rotors for high‑performance electric motors while sharply cutting material waste. By pairing its AFK iron‑cobalt alloys with this process, Aperam is targeting more efficient, compact electric propulsion systems for aviation, eVTOL aircraft, and hypercars, supporting longer‑term ambitions for lower‑carbon mobility. We will now examine...
ENXTAM:CVC
ENXTAM:CVCCapital Markets

Should AIG-Backed Secondaries and Credit Mandates Reframe CVC Capital Partners’ (ENXTAM:CVC) Fundraising Expansion Narrative?

American International Group, Inc. and CVC Capital Partners recently announced a long-term partnership that includes up to US$1.50 billion from AIG’s existing private equity portfolio to seed CVC’s new private equity secondaries evergreen platform, alongside plans for up to US$2.00 billion in separately managed credit accounts and funds. This arrangement not only gives CVC immediate scale in secondaries and customized credit mandates, it also positions the firm as a key solutions provider...
ENXTAM:AD
ENXTAM:ADConsumer Retailing

Is Ahold Delhaize (ENXTAM:AD) Offering Value After Recent Share Price Softness?

If you are wondering whether Koninklijke Ahold Delhaize is offering good value at its current share price, you are not alone. Many investors look at this stock as a potential core holding in their portfolio. The shares most recently closed at €34.15, with total returns of 1.2% over the last 7 days, a 1.5% decline over 30 days, a 2.1% decline year to date, and gains of 5.9% over 1 year, 36.7% over 3 years, and 71.8% over 5 years. Recent news coverage around Koninklijke Ahold Delhaize has...
ENXTAM:FUR
ENXTAM:FURConstruction

A Look At Fugro’s (ENXTAM:FUR) Valuation As Its Offshore Digital Services Shift Attracts Fresh Investor Interest

Why Fugro’s business shift is drawing fresh investor attention Fugro (ENXTAM:FUR) is attracting interest after shifting from traditional surveying to integrated digital services for offshore wind and infrastructure, with a stronger focus on remote operations and recurring asset monitoring. See our latest analysis for Fugro. Recent trading has picked up, with a 7 day share price return of 7.74% and a 30 day gain of 13.61%. However, the 1 year total shareholder return shows a 39.33% decline and...
ENXTAM:LIGHT
ENXTAM:LIGHTElectrical

Is Signify’s Shift Toward Connected, Efficient Lighting Reshaping Its Risk Profile (ENXTAM:LIGHT)?

In recent days, Signify N.V. has highlighted ongoing efforts to trim costs, reshape its portfolio, and expand connected lighting and energy-efficiency solutions amid still-soft demand in European construction and cautious corporate spending. This renewed focus on energy transition and smart infrastructure themes is drawing fresh investor attention, despite analysts maintaining a cautious hold view on the shares. We’ll now examine how Signify’s intensified push into connected,...
ENXTAM:MICC
ENXTAM:MICCFood

Assessing Magnum Ice Cream (ENXTAM:MICC) Valuation After Governance Dispute With Ben & Jerry’s Directors

Magnum Ice Cream (ENXTAM:MICC) is back in focus after independent directors at Ben & Jerry’s filed a legal complaint, alleging that Magnum blocked the appointment of a new director following earlier board changes. See our latest analysis for Magnum Ice Cream. The governance dispute has arrived at a time when Magnum’s 1 day share price return of 4.91% and 7 day share price return of 6.10% contrast with a 30 day share price return decline of 2.81%, hinting at short term momentum that sits...
ENXTAM:DSFIR
ENXTAM:DSFIRChemicals

Does DSM-Firmenich’s (ENXTAM:DSFIR) HR Leadership Transition Reinforce Its Culture-First Investment Narrative?

DSM-Firmenich AG has appointed long-time executive Nikeisha van Sleeuwen as Chief Human Resources Officer, effective April 1, 2026, succeeding retiring CHRO Mieke Van de Capelle after her decade of leading major organizational transformation and integration efforts. The internal promotion of van Sleeuwen, with her long tenure and experience in talent, culture, and rewards, signals continuity in DSM-Firmenich’s people-focused approach and may influence how the group sustains its integration,...
ENXTAM:MICC
ENXTAM:MICCFood

What Magnum Ice Cream (ENXTAM:MICC)'s AI-Powered IT Overhaul with HCLTech Means For Shareholders

HCLTech has announced a multi-year partnership to design, build and manage AI-powered, zero-touch IT infrastructure for The Magnum Ice Cream Company, aiming to embed automation across its digital operations. This move highlights how a traditional consumer brand is leaning on advanced technology to support its growth vision and large-scale digital transformation. Next, we’ll explore how Magnum Ice Cream’s AI-enabled IT overhaul with HCLTech could shape the company’s longer-term investment...