VCISY News and Press, Vinci SA ADR From 01/25/23

Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Global Infrastructure Income Strategy invests i...

Summary France-based Vinci SA is a leading engineering and construction company. It also possesses a major concessions business including highways and airports. The airport division has grown steadily over the past decade, making Vinci one of the world's main airport operators. Passenge...

Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...

Summary Construction companies, like other European companies, are working to reduce CO2 emissions and to do business in a circular way where possible. Governments are striving to use more bio-based building materials, including wood. Several large European construction compan...

Summary Mexican airport operator Grupo Aeroportuario del Centro Norte will soon have a new controlling shareholder: France-based Vinci S.A. Vinci is a leading infrastructure group and one of the world's largest airport operators. I view their involvement as a big positive for Cent...

Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...

France is one of the most consistently enticing markets in Europe. Our most successful investments have been in France, and we continue to be invested there, and EWQ has some similarly attractive features. The consumer discretionary focus is a little illusory due to the large expo...

The following slide deck was published by Vinci SA in conjunction with their 2022 Q2 earnings call. For further details see: Vinci SA 2022 Q2 - Results - Earnings Call Presentation

Vinci SA (VCISF) Q2 2022 Earnings Conference Call July 29, 2022 4:30 A.M. ET Company Participants Xavier Huillard - Chairman and Chief Executive Officer Christian Labeyrie - Executive Vice President and Chief Financial Officer Pierre Coppey - Executive Vice-Presi...

Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...