JCQupward price movement, recent outflows from US markets could see external liquidity flow inwards geographically combined with geo-political tensions across the globe will likely see inflows to hard assets.
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Is Air France a Good Buy ? - AnalysisDue to the current conflict happening in the middle east, a lot of commercial airlines have seen their stocks depreciate quite a lot. And as we the DFM (Dubai stock market is closed), Air Arabia hasn't had its stock move. Moreover, in order to buy Air Arabia one has to have a NIN, which might take days if not weeks to get depending on your situation. As such, a big European company that is available on big brokers is Air France. This company has dropped (15%) since the start of this conflict and
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Jet Engine Stocks have MomentumIn this idea I talked about Safran SA and similar companies and why I think they are doing so good.
Fugro: The Green Bubble or a Tactical Long?EURONEXT:FUR is selling its soul to offshore wind, but the 2024 price tags on 2026 costs are a ticking time bomb. We are one subsidy cut away from a fleet of high-tech ghost ships
Technicals:
- price trades close to lower bound of a local ascending channel
- after gapping above the resistance zone price started consolidation phase since 13 Feb.
- this zone rejected price three times before, and a further retest of support is expected
- should support hold, I will be looking for a movemen
LโOrรฉal accelerates for Gucci Beauty and reignites LuxuryBattleLโOrรฉal accelerates for Gucci Beauty and reignites the battle for luxury
By Ion Jauregui โ Analyst at ActivTrades
LโOrรฉal wants to move ahead of the calendar. The French group has acknowledged that it is holding discussions with Kering and Coty in an attempt to assume, before 2028, the Gucci beauty license, currently in the hands of the U.S. company.
The move is not minor. The license was one of the strategic pillars of the agreement signed following the sale of Creed for around โฌ4 billion
FDJUFDJU: High-yield value play (9.0% div) trading at 52-week lows (โฌ22.8) after its pivot to FDJ United. Fails the 'Predator' Gross Margin filter (41.8% vs 80% target), though ROE remains elite at 33.2%. Significant debt (249% D/E) from the Kindred acquisition creates a 57% DCF undervaluation gap, but 118% payout ratio raises dividend sustainability concerns. High government ownership (21%) provides a moat but limits explosive growth. Watch earnings on Feb 19 before entry
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Deep Value or Value Trap? A Comprehensive Analysis at โฌ25.80
Executive Summary
Flow Traders, www.flowtraders.com
the Amsterdam-listed ETP market maker, presents a fascinating risk/reward proposition at its current price of โฌ25.80. Trading at a P/E of just 7.2x with a 23.6% ROE and a remarkable Beta of 0.14, the stock appears significantly undervalued. However, beneath the surface lie critical risks including โฌ1.96B in short-term debt, zero dividend yield (down from 6.92%), and extreme earnings volatility. This analysis breaks down whether FLOW is a cont
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๐๐๐ฒ๐ฟ๐ ๐ ๐ผ๐ฟ๐ป๐ถ๐ป๐ด ๐ง๐ต๐ฒ๐ ๐ ๐ฎ๐ฟ๐ธ ๐๐ ๐จ๐ฝIn Parts I and II, I built the fundamental case: 19 January deliveries (worst this decade, below pandemic levels), engine constraints through 2030 per P&W's own president, no supply agreement between Airbus and P&W for the foreseeable future, Singapore Airshow producing one order for four aircraft, and the CEO's leaked memo warning of "unprecedented crises."
Today I want to show what that looks like on the tape. Because the daily chart says this stock is "consolidating." The intraday chart says
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19 January Deliveries. Worse Than the Pandemic.In my first post on Friday, I argued the "record backlog + Boeing weakness = buy" narrative is structurally broken. Engine constraints, margin compression on legacy-priced orders, and aircraft being scrapped at age six for parts.
Zero engagement. Fair enough. Maybe the thesis felt speculative. So here are two hard numbers that dropped since then. They aren't speculative. They're from Airbus's own data, published Thursday.
๐ง๐๐ ๐ก๐จ๐ ๐๐๐ฅ
Airbus delivered 19 aircraft in January 2026.
Not a typo
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AIRBUS - Beyond the Backlog: What the Consensus Is Missing๐๐๐ฟ๐ฟ๐ฒ๐ป๐ ๐ฃ๐ฟ๐ถ๐ฐ๐ฒ: โฌ189 | ๐๐ผ๐ป๐๐ฒ๐ป๐๐๐ ๐ง๐ฎ๐ฟ๐ด๐ฒ๐: โฌ230 | ๐ ๐ผ๐ฟ๐ป๐ถ๐ป๐ด๐๐๐ฎ๐ฟ ๐๐ฉ: โฌ165
๐๐ฒ๐ ๐๐ฎ๐๐ฒ: February 19, 2026 โ FY 2025 Earnings Release
๐ง๐๐๐ฆ๐๐ฆ: ๐ง๐๐ "๐ฅ๐๐๐ข๐ฅ๐ ๐๐๐๐๐๐ข๐ + ๐๐ข๐๐๐ก๐ ๐ช๐๐๐๐ก๐๐ฆ๐ฆ = ๐๐จ๐ฌ" ๐ก๐๐ฅ๐ฅ๐๐ง๐๐ฉ๐ ๐๐ฆ ๐ฆ๐ง๐ฅ๐จ๐๐ง๐จ๐ฅ๐๐๐๐ฌ ๐๐ฅ๐ข๐๐๐ก.
Six months ago, Airbus CEO Faury told the US Chamber of Commerce the supply chain had "changed dramatically for the better." On February 3, speaking at the World Governments Summit in Dubai, he told a different story: engines remain the hardest components to source through both 2025 and
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$TTE Strong and good macro contextThis is the currently one of my biggest position, because OIL is needed and will be needed, especially to sustain a run for the energy with AI, with current geopolitical context, and growth
Next resistance:
- 64.28
- 69
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BUY WKL DCADropped further from out initial level and now we have reached another vital level where we can expect an influx of buyers to potentially push this stock back up again.
TTE Weekly: Gap Breakout Above Kumo + 200MAOn the weekly chart, TTE is showing a clear polarity shift:
Bullish breakout on the weekly timeframe, supported by a gap-up move this week.
Price is now back above the Ichimoku Kumo (cloud) โ typically a sign of a regime change from bearish/neutral to bullish when sustained.
The stock has also reclaimed the 200-day moving average, reinforcing the idea that medium/long-term bias is turning upward.
What Iโm watching next
Confirmation: a weekly close holding above the Kumo + 200MA zone (roughl
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Rise of AFME (French)Quick look at Affluent Medical (AFME.PA) on the weekly chart: after years of brutal downtrend from IPO we finally have the first real signs of a technical reversal heading into 2026.
Key Technicals (Ichimoku 9-26-52):Current price ~โฌ1.855 (recent close +0.27%, with some intraday strength)
Breakout above the Kumo (light green cloud: Span A ~1.743 > Span B ~1.695)
Bullish crossover : Tenkan-sen (1.780) > Kijun-sen (1.705)
Chikou Span free above past prices โ confirmed bullish momentum
Major su
ALong
Inventiva continues its upward trajectory :) :)The psychological level of โฌ5 is now acting as support. The fundamentals for the MASH treatment are very strong. Phase 3 is progressing as planned.
Next target: โฌ7.50. Although โฌ10 doesn't seem unreasonable for the end of the year.
Now's the time to buy, guys, before the final surge.
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not good to buyBuying a stock on good news when the price is high is a classic dilemma. It often feels like you are "chasing" the market, but history suggests that high prices aren't necessarily a reason to stay away.
Whether you should buy depends on your time horizon and whether the "good news" has already been fully priced in.
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Update on LVMHEURONEXT:MC appeared to be forming a Wave 4 triangle that was expected to resolve higher. However, following macroeconomic news, the stock sold off sharply and found support at a key level that previously acted as major resistance after the October breakout.
We view this level as technically significant and attractive. As a result, we have initiated a position equal to 50% of our intended exposure. With earnings scheduled in two days, the upcoming report will be the key catalyst in determinin
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$AM - Dassault shakes off Rafale shoot-down to rise againA snippet from ForexTraderPaul's YT Channel Monday Market Update #211: Greenland is cold whilst Defence Stocks are hot.
Dassault share price slide last year after Indian Rafales were shot down as part of the tete-a-tete air battle with Pakistan. That weighed on the share price, however recent orders from Ukraine and others, plus general geo-political sentiment and recent events, have lifted the share price once again. Points to note.
- Strong order momentum driven by Rafale exports and Europ
euronext belgium good news good to buybullish divergence with good news good to buy
Walvis Bay, Namibia โ Cleanergy Solutions Namibia proudly marked the official grand opening of its green hydrogen production and refuelling facility by Right Honourable Dr. Tjitunga Elijah Ngurare, Prime Minister of the Republic of Namibia on behalf of Her Excellency the President Dr. Netumbo Nandi-Ndaitwah. The event brought together national leaders, European dignitaries, industry stakeholders and the local community to mark a major milestone in N
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Euronext Paris Renault SA bullish divergence good to buy Euronext Paris Renault SA bullish divergence good to buy at 32 and below
Renault Group and Ford are forming a strategic partnership in passenger and commercial vehicles, starting with two affordable electric vehicles in Europe.
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