BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 06 TO 13 DECEMBER 2023 (ANÁLISIS BANCO SABADELL)
European Portfolio
We remove BNP, Essilor and Safran and raise the weight of the rest of the portfolio.
European High Yield Portfolio
Airbus, LVMH, Pernod Ricard, SAP & Vinci
No changes this week.
Spanish Recommended Portfolio
We remove Caixabank and Endesa and raise the weight of Colonial, Merlin, Acciona Energía and Acciona.
5-Stock Recommended Portfolio
Bankinter, Cellnex, Ferrovial, IAG & Inditex
No changes this week.
5 High-Yield Stock Portfolio
Acciona, Aena, Iberdrola, Merlin Properties & Santander
We remove Caixabank and Endesa and include Santander and Acciona.
Mid&Small Recommended Portfolio
CAF, Ebro Foods, Enagás, Fluidra, Logista, Meliá, Rovi, Sacyr, Solaria & Unicaja
No changes this week.