Big Call: Vinci, Schneider Electric, Hannover Rück, Krones

The Vinci stock came under significant pressure again recently, with the escalating budget and government crisis in France causing substantial declines for many heavyweights in the CAC40. Operationally, the outlook for Vinci remains promising, especially as it continues to perform well in the concession business with airports and toll roads, benefiting from the travel and tourism boom, while the construction sector thrives on substantial public infrastructure investments. Fundamentally, Vinci is also very attractively valued with a P/E ratio of...