Sabadell

Research Department
  • Research Department

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 01 TO 08 OCTOBER 2025 (ANÁLI...

European Portfolio No changes this week. European High Yield Portfolio Air Liquide, Airbus, ASML, AXA & L’Oréal No changes this week. Spanish Recommended Portfolio We remove Amadeus and lower the weight of Repsol. We include Acerinox and raise the weight of Iberdrola, Inditex, Redeia and Cellnex. 5-Stock Recommended Portfolio Cellnex, Ferrovial, IAG, Indra & Merlin No changes this week. 5 High-Yield Stock Portfolio Acerinox, Colonial, Iberdrola, Mapfre and Redeia We remove Repsol and inc...

Research Department
  • Research Department

SEMANAL MERCADOS: FRANCIA - LA SITUACIÓN POLÍTICA PODRÍA EMPEORAR (ANÁ...

Tras la dimisión del primer ministro francés S. Lecornu, E. Macron podría nombrar un socialista/tecnócrata

Research Department
  • Research Department

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 01 AL 08 OCTUBRE 2025 (ANÁLIS...

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 Sale Amadeus y baja peso Repsol. Entra Acerinox y suben peso Iberdrola, Inditex, Redeia y Cellnex. Cartera 5 Valores España Cellnex, Ferrovial, IAG, Indra y Merlin Sin cambios esta semana. Cartera 5 valores High Yield España Acerinox, Colonial, Iberdrola, Mapfre y Redeia Sale Repsol y entra Acerinox. Cartera Pequeñas y Medianas...

Virginia Romero
  • Virginia Romero

REPSOL: TRADING STATEMENT 3T’25 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BAN...

Trading statement 3T’25 bueno por industrial. Revisamos P.O. al alza. SOBREPONDERAR

Research Department
  • Research Department

IBERIAN DAILY 09 OCTOBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: INDRA, REPSOL. Europe returns to positive territory European stock markets rallied, nearing last week’s highs (with the resistance level for the Euro STOXX50 at 5,650 points), whereas the Ibex35 continues to soar. In the STOXX 600, Consumer Goods, Basic Resources and Banks led gains whereas Autos, Real Estate and Technology were the only sectors ending in negative territory. On the macro side, in Germany, August’s industrial output slowed down more than expected. On another note, ...

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