Sabadell - BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 01 TO 08 MARCH 2023 (ANÁLISIS BANCO SABADELL)

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Sabadell

Research Department

EUR 200.00 For Business Accounts Only

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 01 TO 08 MARCH 2023 (ANÁLISIS BANCO SABADELL)

European Portfolio
We remove Schneider, Allianz and ING, and we include Air Liquide and Unicredit. We lower ENI’s weight and raise that of Ahold, Deutsche Telekom and AXA.

European High Yield Portfolio
BNP, LVMH, Pernod Ricard, Safran & Vinci.
No changes this week.

Spanish Recommended Portfolio
We remove Grifols and lower Merlin’s weight. We include Endesa and Enagás.

5-Stock Recommended Portfolio
ACS, Bankinter, Cellnex, IAG & Inditex.
No changes this week.

5 High-Yield Stock Portfolio
Aena, Caixabank, Iberdrola, Repsol & Viscofan.
No changes this week.

Mid&Small Recommended Portfolio
Ecoener, Enagás, FCC, Fluidra, Logista, Meliá, Rovi, Sacyr, Unicaja & Viscofan.
We remove CAF and Global Dominion, and we include Enagás and Logista.

09/03/2023 1 EN

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NEWS SUMMARY: ACS, GREENING, INDRA, REPSOL. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. Doubts continue European stock markets saw a mixed performance, with core markets faring better vs. the weakness of the peripheral segment where the Ibex questioned again the 17,700 support level. In the STOXX 600, the best-performing sectors last week were defensive ones, particularly Household Goods and Telecoms, whereas Fin...

EUR 100.00

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 01 TO 08 MARCH 2023 (ANÁLISIS BANCO SABADELL)

VISIÓN TÁCTICA DE LOS MERCADOS 16 FEBRERO (ANÁLISIS BANCO SABADELL)

ESTRATEGIA SEMANAL DE CRÉDITO: LA RESILIENCIA EN RDOS. DA CONTINUIDAD AL TRAMO FIN. SUB. (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 16 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

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