Vinci

In your opinion, what are the best long-term savings plans (stocks or etf) that are not from the USA and do not mainly cover the tech sector (or at least not the classics like NVDIA, Apple, etc.). I am currently investing in All world etf and msci World Information technology. But don't want to invest only in the industry. Had now for example $DG (-0,45 %) in view. Or what are your favorites?

Who benefits from the reconstruction of Ukraine?

Yes, it's a macabre topic - but the reconstruction of Ukraine will bring investment and economic opportunities that are already being talked about. The question is: which companies could benefit the most? Will construction companies like $DG (-0,45 %) and $HOT (+0,04 %) , machine manufacturers such as $CAT (+1,14 %) or energy companies like $ENR (+1,7 %) get the biggest contracts? Who do you think could play a central role in this reconstruction project?

Low performers, shitcoin collectors, uphill brakers and poolside swimmers!

Now it's time for a little #beerchallenge with me🍻

If you don't want to read it now: I spent two weeks with my boss and the camper including mountain equipment and gravel in the Schweiz🇨🇭 and in Südfrankreich🇫🇷

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🇨🇭🇨🇭 SWITZERLAND 🇨🇭🇨🇭

We first headed towards Kandersteg via Freiburg to take a look at Lake Oeschinen. I have to say, it's a beautiful lake with a great panorama!

We then continued towards Lake Geneva to Vevey to dip our big toe in the pond and (unintentionally) take a look at the $NESN (-0,1 %) the headquarters.

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🇫🇷 🇫🇷 FRANCE 🇫🇷 🇫🇷

First of all: rejoice you $DG (-0,45 %) shareholders, you got €65 toll from me.

We went to the Verdon Gorge via Grenoble. A bit up and down in just under 3.5 hours.

The next stop was the small coastal town of Hyeres on the Côté d'Azur for a swim and a tan.

Of course, we shopped at $CA (+0,4 %) and refueled at $TTE (-0,63 %) refueling.

Via St. Tropez, Cannes and Monaco, we then headed back home via Lake Maggiore.

After a total of almost 2200km, we had a moderately tasty meal at the lake Dosenbier❤️

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The end of the story:

We were on the road for a total of three weeks, drove 2700km and paid around €200 in tolls.

The vacation was good to get away from the hassle of saving money and enjoy life 🫶🏽

Greetings and kisses,

alpaca

Two new positions with first tranches opened this week in $ULTA (+1,15 %) and $DG (-0,45 %)

Why ULTA? Cosmetics and hygiene products are always bought, Ulta has absolute supremacy in North America and very loyal customers. Sephora is catching up, but is still behind Ulta. I also think the business is currently valued very favorably.

Why Vinci? I want to have a little more energy & infrastructure in my portfolio and Vinci really convinced me. Well diversified across various sectors, highly regarded by employees and positioned worldwide. The largest revenue driver is in construction with €31 billion, followed by energy with €19 billion, highways with €6 billion and airports with €4 billion.

Long-term investment horizon.

If you have any other exciting companies in the Vinci sector, please feel free to comment.

Vinci $DG (-0,45 %)

What do you think of the infrastructure giant?

Vinci is repositioning itself for the future. This is necessary because the French highway concessions expire in the next decade. It is possible because the French company generates high free cash flows every year.

At the end of March, the Group had liquid funds of 12.0 billion euros and unused bank lines of 6.5 billion euros. In recent weeks and months, the financial opportunities have been used to acquire further low-risk and mature assets with long maturities.

In April, Vinci announced the purchase of a 50.01% stake in Edinburgh Airport, where it intends to double EBITDA by 2030.

In June, the company secured a 20% stake in Budapest Airport with an operating concession term of over 55 years.

Vinci's portfolio now comprises 70 airports worldwide, 26 of which are in Europe.

However, the French company is also active in other exciting segments. The energy division in particular promises structural growth in the future). The share (; FR0000125486) had come under pressure due to the uncertainty surrounding the political developments in France), but was able to turn upwards again in the area of the technical support level of around EUR 98.00, which had already been successfully tested several times previously.

Irrespective of the outcome of the elections, it is considered unlikely that current concession agreements will be terminated by the government.

With a 2025 P/E ratio of 11, Vinci's valuation is at the lower end of the 10-year range (10 to 37).

Quick note: In France, new elections to the National Assembly have been announced following the EU parliamentary elections. These will take place on 30.06. and 07.07. After the CAC 40 slipped by around 2%, there are one or two bargains to be had in France. Today I finally found my target entry prices for $DG (-0,45 %) and $AI (-0,24 %) and quickly filled both positions😁.

Wishing you all a successful Börsenwoche👌🏻.

Employees Shares

Hello everyone,

The company where I work $DG (-0,45 %) offers employee shares every year. The offer is very attractive in my opinion, you get free shares after a 3-year vesting period.

After the 3 years, you can sell anything you want. If you have to sell earlier than 3 years, you can, but of course you lose the free shares.

I'm still a dual student (civil engineering) and have "only" subscribed to 20 shares, but I'll fill up to 100 in the future if possible.

How is it with you? Do you have an employee share program and if so, what does it look like? Why do you participate, or why not?

I would be happy to hear what other share programs look like :)

$DG (-0,45 %) I decided today to buy Vinci over the next few days (4 shares)

Next should be a company from the healthcare sector. Preferably from Asia/ South America, anyone have any suggestions? LG Florian

The 1x1 of the hydrogen industry on the stock exchange.

Hello dear community,

Considering the fact that there are a lot of newcomers on the platform, I have created a, for social media typical, dumb graphic to give you an overview of stocks, which may not be on everyone's radar. After all, it goes without saying that you can't know your way around every industry. But we have come together here in the community for a solid exchange.

But since we're here on Getquin and not on Instagram, here's some input for the inquisitive.

What do the companies do anyway?

Service provider:

On the service provider side, you'll find rather atypical companies for the sector.

Here I have Friedrich Vorwerk $VH2 (+0,36 %) , Vinci $DG (-0,45 %) , Ferrovial $FER , Bilfinger $GBF (-1,23 %) and Jacobs Solutions $J (+1,16 %) listed.

Their main focus is background work on the objects themselves. They support the companies in planning, realization, construction and maintenance. They work decentralized in regional working groups to cover the breadth of the industry. They provide almost any service for an industrial company.

The established elite

If you want to invest in the hydrogen sector, all roads lead to the giants Linde $LIN (+0,48 %) , Air Products $APD (+0,88 %) and Air Liquide $AI (-0,24 %) . Their market power in the field of industrial gases and in today's market environment of commercial hydrogen production seems indisputable. Their know-how in the gaseous materials production segment has been proven over decades and their processes are almost perfectly optimized. Each company also has its own engineering divisions that position them perfectly for the future in electrolyzer development.

The established newcomers

With plenty of money in their satchels, the oil companies Shell $SHEL (+0,44 %) , Total $TTE (-0,63 %) and BP $BP. (+0,15 %) are entering the segment. Oil is finite, but the business should not be. These companies are also experienced in dealing with hydrogen. In the refinery process, hydrogen is an indispensable component. In order to become less dependent on the big 3, they are also entering new market fields. Will they be able to prove themselves there?

Speculative titles

Nothing but expenses. Years of hype and yet a harsh reality hit the small fish in the shark tank around the segment. Nel $NEL (+0,4 %) , Plug Power $PLUG (+0,05 %) and Ballard $BLDP (+0,86 %) are long-suffering. They have never managed to deliver even remotely profitable figures. On the contrary, quarter after quarter, things seem to be getting worse. Only sales are increasing. Can this ever work?

Plant engineering and equipment

Of course, in a globalized world, one no longer takes care of the entire value chain from A-Z. Each company is specialized in its own segment. Permanent beneficiaries of the industry are therefore the equipment suppliers, because they have to technically develop the cornerstones for every innovation in order to survive in the vastness of globalization.

The equipment suppliers

They manufacture the physical parts for the process plants.

Examples of this are Voestalpine $VOE (-0,28 %) , Atlas Copco $ATCO B or Sulzer $SUNE .

The equipment suppliers

In addition, the transport of substances is also part of the process. Mass transfer in industry, but also at home, for example in water pipes, is ensured by pumps (for liquids) or by compressors (for gases). Established brands here are KSB $KSB (-1,58 %) , Xylem $XYL (+0,44 %) , Gorrman-Rupp $GRC (+0,5 %) but also as total supplier Chart Industries $GTLS (+0,59 %) or SKF $SKF B (+1,47 %) or for specialized tools Stanley B&D $SWK (+0,88 %) .

Furthermore, process control is indispensable. Here, brands such as Siemens $SIE (-0,63 %) , ABB $ABBN (+1,03 %) or also Rockwell $ROK (+0,68 %) and Parker $PH (+0,91 %) have established themselves. They not only supply the electronic equipment for the process plants. They also offer their software services as safety services, so that safety in process control can always be guaranteed.

I hope to have given you a little insight into the industry and would be very happy to receive constructive feedback.

#wasserstoff
#h2
#hydrogen