BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 02 TO 09 DECEMBER 2020 (ANÁLISIS BANCO SABADELL)
European Portfolio
We lower the weight of BNP, Intesa, Santander and Siemens, raising that of AB Inbev, Deutsche Post, Iberdrola and Linde.
European High Yield Portfolio
Airbus, Air Liquide, Allianz, Deutsche Post & Philips
No changes this week.
Spanish Recommended Portfolio
We lower the weight of Santander, Caixabank and Bankia. We include Merlin and raise the weight of IAG and Cellnex.
5-Stock Recommended Portfolio
ACS, Caixabank, Cellnex, Ferrovial & Grifols
No changes this week.
5 High-Yield Stock Portfolio
Aena, Enagás, Iberdrola, Merlin & Repsol
We remove Santander and include Merlin.
Mid&Small Recommended Portfolio
Acerinox, Almirall, CAF, CIE, Enagás, Ence, FCC, Indra, Liberbank & Mediaset
No changes this week.