BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 01 TO 08 NOVEMBER 2023 (ANÁLISIS BANCO SABADELL)
European Portfolio
No changes this week.
European High Yield Portfolio
Airbus, LVMH, Pernod Ricard, SAP & Vinci
No changes this week.
Spanish Recommended Portfolio
We lower the weight of Repsol, Caixabank and Bankinter and raise that of Ferrovial, Santander, Colonial and Merlin.
5-Stock Recommended Portfolio
Bankinter, Cellnex, Ferrovial, IAG & Inditex
We replace ACS with Ferrovial.
5 High-Yield Stock Portfolio
Aena, Caixabank, Endesa, Iberdrola & Merlin Properties
We replace Repsol with Merlin.
Mid&Small Recommended Portfolio
CAF, Ebro Foods, Enagás, Fluidra, Logista, Meliá, Rovi, Sacyr, Solaria & Unicaja
No changes this week.