Sabadell - BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 08 TO 15 JANUARY 2020 (ANÃLISIS BANCO SABADELL)

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Sabadell

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EUR 200.00 For Business Accounts Only

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 08 TO 15 JANUARY 2020 (ANÃLISIS BANCO SABADELL)

European Portfolio
We replace Inditex and Siemens with TelefÃ³nica and Unilever. We raise the weight of Bayer.

European High Yield Portfolio
Airbus, Air Liquide, AXA, SAP & Vivendi
No changes this week.

Spanish Recommended Portfolio
No changes this week.

5-Stock Recommended Portfolio
ACS, Caixabank, Cellnex, Ferrovial & Grifols
We replace TelefÃ³nica with Grifols.

5 High-Yield Stock Portfolio
Iberdrola, Merlin, Repsol, Santander & TelefÃ³nica
No changes this week.

Mid&Small Recommended Portfolio
Almirall, Applus, CAF, Dominion, Ence, Indra, Logista, MÃ¡smÃ³vil, Sacyr & Unicaja
No changes this week.

16/01/2020 18 EN

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Arancha Pineiro

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PUIG BRANDS: FY2025 RESULTS AND T.P. CUT (ANÁLISIS BANCO SABADELL)

4Q'25 vs. 4Q'24 Results Sales: € 1.446 Bn (+6.2% vs. +2.7% BS(e) and +2.9% consensus); FY2025 vs. FY2024 Results Sales: € 5.042 Bn (+5.3% vs. +4.3% BS(e) and +4.3% consensus); Adjusted EBITDA: € 1.045 Bn (+7.8% vs. +5.2% BS(e) and +5.1% consensus); EBIT: € 834.46 M (+36.3% vs. +30.7% BS(e) and +28.9% consensus); Net Profit: € 593.7 M (+11.8% vs. +14.3% BS(e) and +12.8% consensus);

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BAYER: ACUERDO PARA RESOLVER DEMANDAS POR EL GLIFOSATO (ANÁLISIS BANCO SABADELL)

Acuerdo para resolver demandas por el glifosato. SOBREPONDERAR BAYN propone un acuerdo en EE. UU. para resolver demandas actuales y futuras relacionadas con el caso glifosato, aunque todavía pendiente de aprobación judicial. Las provisiones aumentarán hasta 11.800 M euros (vs 7.800 M euros anteriores) para cubrir futuros pagos durante 21 años. Con esto BAYN prevé un flujo de caja negativo en 2026 por un impacto de c. 5.000 M euros. No prevén ampliaciones de capital. Aunque las provisiones anunciadas estarían por encima de lo estimado por nosotros (3.700 M euros vs 8.900 M euros del valor prese...

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Arancha Pineiro

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PUIG BRANDS: RDOS. 2025 Y CAMBIO DE P.O. A LA BAJA (ANÁLISIS BANCO SABADELL)

Rdos. 4T'25 vs 4T'24: Ventas: 1.446 M euros (+6,2% vs +2,7% BS(e) y +2,9% consenso). Rdos. 2025 vs 2024: Ventas: 5.042 M euros (+5,3% vs +4,3% BS(e) y +4,3% consenso); EBITDA ajustado: 1.045 M euros (+7,8% vs +5,2% BS(e) y +5,1% consenso); EBIT: 834,46 M euros (+36,3% vs +30,7% BS(e) y +28,9% consenso); BDI: 593,7 M euros (+11,8% vs +14,3% BS(e) y +12,8% consenso).

EUR 100.00

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 08 TO 15 JANUARY 2020 (ANÃLISIS BANCO SABADELL)

PUIG BRANDS: FY2025 RESULTS AND T.P. CUT (ANÁLISIS BANCO SABADELL)

BAYER: ACUERDO PARA RESOLVER DEMANDAS POR EL GLIFOSATO (ANÁLISIS BANCO SABADELL)

PUIG BRANDS: RDOS. 2025 Y CAMBIO DE P.O. A LA BAJA (ANÁLISIS BANCO SABADELL)

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 08 TO 15 JANUARY 2020 (ANÃLISIS BANCO SABADELL)