BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 02 TO 09 SEPTEMBER 2020 (ANÃLISIS BANCO SABADELL)
European Portfolio
We lower the weight of Kering and raise that of Linde.
European High Yield Portfolio
Airbus, Air Liquide, Allianz, Philips & SAP
No changes this week.
Spanish Recommended Portfolio
We remove MásMóvil and include Liberbank. We raise the weight of Caixabank and Bankia.
5-Stock Recommended Portfolio
ACS, Caixabank, Cellnex, Ferrovial & Grifols
No changes this week.
5 High-Yield Stock Portfolio
Aena, Enagás, Iberdrola, Repsol & Santander
No changes this week.
Mid&Small Recommended Portfolio
Almirall, CAF, Enagás, Ence, FCC, Indra, Logista, MásMóvil, Metrovacesa & Sacyr
We remove MásMóvil and Metrovacesa and include Liberbank and Mediaset.