Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 23 AL 30 JULIO 2025 (ANÁLISIS BANCO SABADELL)

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Sabadell

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EUR 200.00 For Business Accounts Only

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 23 AL 30 JULIO 2025 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa
Bajamos peso en AB Inbev y subimos en L’0real y Vinci.

Cartera High Yield Europa
Air Liquide, Airbus, ASML, AXA y L’Oréal
Sale AB Inbev y entra L’Oréal.

Cartera Modelo España
Sale Acciona y suben Inditex y Repsol.

Cartera 5 Valores España
Cellnex, Ferrovial, IAG, Indra y Merlin
Sin cambios esta semana.

Cartera 5 valores High Yield España
Colonial, Iberdrola, Mapfre, Redeia y Repsol
Sale Acciona y entra Repsol.

Cartera Pequeñas y Medianas España
CAF, CIE Automotive, Enagás, Ence, Fluidra, Global Dominion, Indra, Meliá, Sacyr y Viscofan
Sin cambios esta semana.

31/07/2025 1 ES

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Sabadell

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Research Department

Other Reports from Sabadell

Andres Bolumburu

Andres Bolumburu

CELLNEX: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24 Results Sales: € 978.0 M (+0.3% vs. +0.2% BS(e) and +0.4% consensus); EBITDA: € 807.0 M (+0.9% vs. +0.9% BS(e) and +1.0% consensus); Net Profit: € -66.0 M (€ -379.0 M in 1H'24); 1H'25 vs. 1H'24 Results Sales: € 1.942 Bn (+1.1% vs. +1.0% BS(e) and +1.1% consensus); EBITDA: € 1.605 Bn (+1.7% vs. +1.7% BS(e) and +1.8% consensus); Net Profit: € -115.0 M (€ -418.0 M in 1H'24);

EUR 100.00

1h / 45m 1h / 45m 1 EN

Maria Paz Ojeda

Maria Paz Ojeda

AXA: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL)

Rdos. 1S'25 vs 1S'24: Primas: 64.251 M euros (+7,3% vs +7,0% BS(e) y n/a consenso); BDI Operativo grupo: 4.465 M euros (+5,2% vs +2,9% BS(e) y +4,7% consenso); BDI: 3.922 M euros (-2,4% vs +3,6% BS(e) y +5,8% consenso).

EUR 100.00

1h / 52m 1h / 52m 1 ES

Rafael Bonardell

Rafael Bonardell

IAG: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: Ventas: 8.862 M euros (+6,8% vs +6,3% BS(e)); EBIT: 1.680 M euros (+35,4% vs +15,1% BS(e) y +15,2% consenso). Rdos. 1S'25 vs 1S'24: Ventas: 15.906 M euros (+8,0% vs +7,7% BS(e)); EBIT: 1.878 M euros (+43,5% vs +24,2% BS(e) y +24,4% consenso).

EUR 100.00

2h / 12m 2h / 12m 1 ES

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 23 AL 30 JULIO 2025 (ANÁLISIS BANCO SABADELL)

CELLNEX: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)

AXA: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL)

IAG: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

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