BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 11 TO 18 MARCH 2020 (ANÃLISIS BANCO SABADELL)
European Portfolio
We include Essilor, Deutsche Post, Munich Re, Philips and Orange.
European High Yield Portfolio
Airbus, Air Liquide, Allianz, SAP & Vivendi
We replace AXA with Allianz.
Spanish Recommended Portfolio
We include Aena, Amadeus and Enagás. We remove Merlin and raise the weight of Grifols, Iberdrola and Inditex.
5-Stock Recommended Portfolio
ACS, Caixabank, Cellnex, Ferrovial & Grifols
No changes this week.
5 High-Yield Stock Portfolio
Iberdrola, Aena, Repsol, Santander & Telefónica
We replace Merlin with Aena.
Mid&Small Recommended Portfolio
Almirall, Enagás, CAF, Dominion, Ence, Indra, Másmóvil, Sacyr, T. Reunidas & Unicaja
We replace Applus with Enagás.