BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 03 TO 10 JANUARY 2024 (ANÁLISIS BANCO SABADELL)
European Portfolio
We lower the weight of SAP, raising that of Deutsche Telekom and Airbus.
European High Yield Portfolio
Airbus, Deutsche Telekom, LVMH, Pernod Ricard & Vinci
We remove SAP and include Deutsche Telekom.
Spanish Recommended Portfolio
No changes this week.
5-Stock Recommended Portfolio
Bankinter, Cellnex, Ferrovial, IAG & Inditex
No changes this week.
5 High-Yield Stock Portfolio
Acciona, Aena, Iberdrola, Merlin Properties & Santander
No changes this week.
Mid&Small Recommended Portfolio
CAF, Ebro Foods, Enagás, Fluidra, Logista, Meliá, Rovi, Sacyr, Solaria & Unicaja
No changes this week.