r/EuropeanStocks

Petit update sur Vusion.

Pendant des semaines on avait des séances mortes avec 5–15k titres échangés. Aujourd’hui on passe déjà ~40k titres avant 14h avec +3% et une vraie activité acheteuse.

Quelques points que le marché semble oublier :

✅ Leader mondial ESL / retail IoT

Walmart, Carrefour, +600M devices déployés, cloud et VAS en forte croissance.

✅ Business en accélération

Le cours a perdu ~60% depuis les plus hauts… pendant que :

•	revenus explosaient

•	cloud install base doublait

•	ARR et services progressaient fortement

•	guidance confirmée.

✅ Valorisation redevenue raisonnable

Forward P/E autour de 10x pour une croissance largement supérieure.

✅ Buyback toujours présent + possibilité d’extension AG

Le sujet du rachat d’actions devient intéressant quand le flottant est tendu.

✅ Borrow rate >7% maintenant

C’est probablement le point le plus sous-estimé.

Passer de ~2–4% à plus de 7% signifie que le coût du short augmente fortement. Ce n’est pas anodin.

Et surtout :

Comment shorts + buyback + retour du volume cohabitent durablement sur un titre avec relativement peu de liquidité ?

Je ne parle pas forcément de squeeze immédiat.

Mais clairement, le rapport risque/rendement devient beaucoup plus intéressant qu’au moment où tout le monde était euphorique à 250€+.

126–128€ devient une zone clé.

Cassure propre avec volume → ça peut aller chercher plus haut rapidement.

DYOR. Long VU. 🚀

I've been watching Airbus for a few weeks now and I can't quite figure out what to make of it.

The stock peaked around €200 in early March and has been sliding ever since. Friday it closed at €167.68, another -2.93% on an already bad day for European markets. That's 16% off the 3-month high and getting uncomfortably close to the 52-week low of €154.

What's weird is that nothing obviously catastrophic has happened to the business. Yes, supply chain issues are still a thing in aerospace. Yes, there are ongoing tensions with China that could affect deliveries. But these aren't new problems, they've been priced in for months.

The stock had a nice run from €154 (late March low) to €188 in early May, that was a 22% bounce in about 5 weeks. But since then it's given almost all of it back. For a company with a backlog of over 8,000 aircraft and production ramping up, this feels... excessive?

Or maybe I'm the one ignoring a red flag. The defense side of the business has been a tailwind given European rearmament, but margins in commercial aerospace are still recovering from the supply chain squeeze. Maybe the market is pricing in slower delivery growth for 2026?

At €167 we're at levels last seen during the March selloff. If it breaks €160 decisively, the next support is probably the 52-week low at €154. Below that... who knows.

I'm curious what other people see here. Is this a value trap where the market knows something we don't about delivery targets? Or is this the kind of pullback in a quality European industrial that you look back on in 12 months and wish you'd bought?

What's your take on Airbus at these levels?

+8% declared short interest.

Borrow fee exploding from 2.2% to 4.9% in a few days.

Buyback program accelerating again this week.

And despite massive pressure… the stock refuses to break below €114-118.

That’s the key signal.

Technically:

•	higher lows forming,

•	rebounds getting sharper,

•	volume increasing,

•	shorts struggling to push the stock lower.

Fundamentally:

•	global ESL leader,

•	AI/data retail exposure,

•	strong growth profile,

•	valuation still ridiculously low compared to US growth peers.

The scary part for shorts?

The stock is already rebounding BEFORE any real panic covering phase.

Low float + rising borrow cost + buyback + 8%+ short interest = potentially explosive setup.

Feels more and more like the beginning of a pressure reversal, not the end of the story. 🚀