BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 03 TO 10 JULY 2024 (ANÁLISIS BANCO SABADELL)
European Portfolio
We remove TotalEnergies and BNP and include ENI, raising the weight of Santander and Unicredit.
European High Yield Portfolio
Air Liquide, Airbus, ASML, LVMH and Unicredit
We remove Vinci and include Unicredit.
Spanish Recommended Portfolio
We remove ArcelorMittal and include Puig.
5-Stock Recommended Portfolio
Amadeus, Caixabank, Ferrovial, Logista & IAG
No changes this week.
5 High-Yield Stock Portfolio
Acciona, Colonial, Redeia, Repsol & Santander
No changes this week.
Mid&Small Recommended Portfolio
CAF, Ebro Foods, Ence, Grupo Catalana Occidente, Logista, Meliá, Neinor, Redeia, Sacyr & Solaria
No changes this week.