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Research Department
- Research Department
BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 19 TO 26 MARCH 2025 (ANÁLISI...
European Portfolio No changes this week. European High Yield Portfolio Air Liquide, Airbus, ASML, Schneider Electric & Unicredit No changes this week. Spanish Recommended Portfolio We replace Acerinox and ArcelorMittal with Repsol. 5-Stock Recommended Portfolio Cellnex, Ferrovial, IAG, Indra & Santander No changes this week. 5 High-Yield Stock Portfolio Acciona, Colonial, Iberdrola, Mapfre & Redeia No changes this week. Mid&Small Recommended Portfolio CAF, Enagás, Ence, Fluidra, Global...
Research Department
- Research Department
CAMBIO DE CARTERAS BANCO SABADELL SEMANA 19 AL 26 MARZO 2025 (ANÁLISIS...
Cartera Modelo Europa Sin cambios esta semana. Cartera High Yield Europa Air Liquide, Airbus, ASML, Schneider Electric y Unicredit Sin cambios esta semana. Cartera Modelo España Salen Acerinox y ArcelorMittal y entra Repsol. Cartera 5 Valores España Cellnex, Ferrovial, IAG, Indra y Santander Sin cambios esta semana. Cartera 5 valores High Yield España Acciona, Colonial, Iberdrola, Mapfre y Redeia Sin cambios esta semana. Cartera Pequeñas y Medianas España CAF, Enagás, Ence, Fluidra, Gl...
Research Department
- Research Department
SEMANAL MERCADOS: MID CAPS EE.UU. - CON POTENCIAL PARA SUBIR CON MEJOR...
El S&P 400 Mid, que en relativo al S&P 500 se sitúan en mínimos de los últimos 20 años, parecen comenzar a recuperarse ante la expectativa de una política arancelaria menos dura (el relativo vs S&P 500 o respecto a sus propias medias móviles anticipa una mejor evolución a futuro). El índice de medianas ha acusado las dudas sobre el crecimiento en EE.UU., pero ya recoge un ratio de revisiones de BPA muy negativo para próximos meses. Además, vemos margen de recuperación en datos macro, lo que serí...
Virginia Romero
- Virginia Romero
Research Department
- Research Department
IBERIAN DAILY 27 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ENDESA, OHLA, REPSOL, SANTANDER. IBEX unable to break through 13,500 points It was a cautious session with profit taking in Europe, where the geopolitical (Middle East and Ukraine) and tariff situation (they would go into force next week) curbed the advances. In the STOXX 600, most sectors (13 of 20) closed with losses, led by Autos and Technology vs. Energy and Utilities, which were the biggest winners. On the macro side, in the UK both general (2.8% YoY) and core inflation (3.5...
