Sabadell - SEMANAL MERCADOS: SUBIMOS RETAIL A SOBREPONDERAR Y BAJAMOS UTILITIES A NEUTRAL (ANÁLISIS BANCO SABADELL)

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SEMANAL MERCADOS: SUBIMOS RETAIL A SOBREPONDERAR Y BAJAMOS UTILITIES A NEUTRAL (ANÁLISIS BANCO SABADELL)

El sector Retail acumula un importante underperformance vs STOXX 600

11/09/2025 1 ES

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 03 AL 10 SEPTIEMBRE 2025 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa Sin cambios esta semana. Cartera High Yield Europa Air Liquide, Airbus, ASML, AXA y L’Oréal Sin cambios esta semana. Cartera Modelo España Sin cambios esta semana. 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 Sin cambios esta semana. Cartera Pequeñas y Medianas España Amper, CAF, CIE Automotive, Enagás, Fluidra, Global Dominion, Indra, Meliá, Sacyr y Viscofan Sale Ence y entra Amper.

EUR 200.00

8h / 53m 8h / 53m 1 ES

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IBERIAN DAILY 11 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA. Spain breaks away from the pack It was a transitional session on European stock markets, which ended mixed awaiting the ECB meeting today. By indices, the IBEX 35 once again stood out with a breakaway gap aiming at the resistance level of 15,458, thanks to the strong performance by Inditex (+6% on the day). In the STOXX 600, Retail (hailing Inditex’s results) and Banks led the gains, whereas Travel & Leisure and Chemicals suffered the biggest corrections. On the macro side, in Spain July’s industrial output sped up to 2.55 YoY. In the US, general and core production p...

EUR 100.00

12h / 47m 12h / 47m 1 EN

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SEMANAL MERCADOS: SUBIMOS RETAIL A SOBREPONDERAR Y BAJAMOS UTILITIES A NEUTRAL (ANÁLISIS BANCO SABADELL)

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 03 AL 10 SEPTIEMBRE 2025 (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 11 SEPTEMBER (ANÁLISIS BANCO SABADELL)

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