Investment case
Michelin
MGDDY · 3 developments mapped · last assessed 2026-09-17
Market Ontology has mapped 3 macro, policy, and market developments to Michelin since 2026-09-03. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for MGDDY yet, so no modelled value is shown. The MGDDY valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run MGDDY on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Strongest support
Michelin Repurchases 199,562 Ordinary Shares at Weighted Average Price of €32.79
Direct reduction in outstanding shares, increasing EPS and potentially signaling management confidence.
· Moves earnings per share (eps), price to earnings (p/e) ratio, return on equity (roe)
What changed, by assumption
- 2026-09-17Michelin Repurchases 199,562 Ordinary Shares at Weighted Average Price of €32.79
- 2026-09-17Michelin Repurchases 199.5K Shares via OTC Transactions at €32.79
- 2026-09-03Michelin Executes Repurchase of 194.5k Shares at €33.64 Average Price
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-09-17 | Michelin Repurchases 199.5K Shares via OTC Transactions at €32.79 | Bullish | 1-3m | 0.60 |
| 2026-09-17 | Michelin Repurchases 199,562 Ordinary Shares at Weighted Average Price of €32.79 | Bullish | 1-3m | 0.70 |
| 2026-09-03 | Michelin Executes Repurchase of 194.5k Shares at €33.64 Average Price | Bullish | 1-3m | 0.60 |