BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 10 TO 17 JANUARY 2024 (ANÁLISIS BANCO SABADELL)
European Portfolio
We remove Pernod Ricard and include Air Liquide.
European High Yield Portfolio
Air Liquide, Airbus, Deutsche Telekom, LVMH & Vinci
We remove Pernod Ricard and include Air Liquide.
Spanish Recommended Portfolio
We remove Bankinter, Rovi and Colonial and include Logista, CIE Automotive and Sacyr. We raise the weight of Santander and Amadeus.
5-Stock Recommended Portfolio
Cellnex, Ferrovial, IAG, Inditex & Logista
We remove Bankinter and include Logista.
5 High-Yield Stock Portfolio
Acciona, Aena, Iberdrola, Merlin Properties & Santander
No changes this week.
Mid&Small Recommended Portfolio
CAF, CIE Automotive, Ebro Foods, Enagás, Fluidra, Logista, Meliá, Sacyr, Solaria & Unicaja
We remove Rovi and include CIE Automotive.