BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 04 TO 11 SEPTEMBER 2019 (ANÃLISIS BANCO SABADELL)
European Portfolio
We remove Deutsche Telekom.
We lower the weight of Vinci and raise that of Airbus, Air Liquide, Bayer, Danone, Nokia and SAP.
European High Yield Portfolio
Allianz, AB Inbev, Safran, SAP & Vivendi
We replace Vinci with SAP.
Spanish Recommended Portfolio
We replace Liberbank and Catalana Occidente with Ence and CIE.
We lower the weight of Colonial and Inditex, and raise that of Acerinox, Arcelor Mittal and ACS.
5-Stock Recommended Portfolio
ACS, Caixabank, Cellnex, Ferrovial & Telefónica
We replace Inditex with ACS.
5 High-Yield Stock Portfolio
Colonial, Iberdrola, Repsol, Santander & Telefónica
No changes this week.
Mid&Small Recommended Portfolio
Applus, CAF, Colonial, Dominion, Ence, Indra, Logista, Másmóvil, Sacyr & Unicaja
We replace Catalana Occidente with Ence.