Sabadell - BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 13 TO 20 JANUARY 2021 (ANÁLISIS BANCO SABADELL)

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Sabadell

Research Department

EUR 200.00 For Business Accounts Only

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 13 TO 20 JANUARY 2021 (ANÁLISIS BANCO SABADELL)

European Portfolio
We replace AB Inbev and Ahold with Daimler and Sanofi. We lower the weight of Siemens, Total and Vinci. We raise the weight of BNP and Munich Re.

European High Yield Portfolio
Airbus, Air Liquide, Allianz, Deutsche Post & Philips
No changes this week.

Spanish Recommended Portfolio
We remove Aena and lower the weight of Ferrovial. We raise the weight of Arcelor, Merlin, Grifols and Santander.

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

5 High-Yield Stock Portfolio
Acerinox, Enagás, Iberdrola, Merlin & Repsol
We replace Aena with Acerinox.

Mid&Small Recommended Portfolio
Acerinox, Almirall, CAF, CIE, Enagás, Ence, FCC, Indra, Liberbank & Mediaset
No changes this week.

22/01/2021 19 EN

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Sabadell

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Research Department

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Virginia Romero

Virginia Romero

ENDESA: MENSAJES DE LA CONFERENCE CALL DEL PLAN ESTRATÉGICO'26-28 (ANÁLISIS BANCO SABADELL)

De la conference call de la actualización del Plan Estratégico’26-28 destacamos:

EUR 50.00

25m 25m 1 ES

Research Department

Research Department

TELEFÓNICA: 4Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

4Q'25 vs. 4Q'24 Results Sales: € 9.174 Bn (-14.3% vs. -15.5% BS(e) and -15.0% consensus); EBITDA: € 3.198 Bn (+88.0% vs. +82.8% BS(e) and +85.3% consensus); EBIT: € -1.775 Bn (€ -511.0 M in FY2024 vs. € -1.300 Bn BS(e) and € -1.203 Bn consensus); Net Profit: € -3.239 Bn (€ -1.003 Bn in FY2024 vs. € -1.201 Bn BS(e) and € -1.425 Bn consensus); FY2025 vs. FY2024 Results Sales: € 36.145 Bn (-12.1% vs. -12.4% BS(e) and -12.3% consensus); EBITDA: € 12.164 Bn (+9.9% vs. +9.1% BS(e) and +9.5% consensus); EBIT: € 1.286 Bn (-43.9% vs. -23.2% BS(e) and -18.9% consensus); Net Profit: € -4.318 Bn (€ -14.0 ...

EUR 100.00

3h / 22m 3h / 22m 1 EN

Virginia Romero

Virginia Romero

ENDESA: RDOS. 2025, CAMBIO DE P.O. A BAJO REVISIÓN Y ACTUALIZACIÓN PLAN ESTRATÉGICO’26-28 (ANÁLISIS BANCO SABADELL)

Rdos. 2025 vs 2024: EBITDA: 5.760 M euros (+8,8% vs +5,9% BS(e) y +5,7% consenso); BDI: 2.350 M euros (+24,5% vs +11,2% BS(e) y +12,0% consenso);

EUR 100.00

3h / 39m 3h / 39m 1 ES

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 13 TO 20 JANUARY 2021 (ANÁLISIS BANCO SABADELL)

ENDESA: MENSAJES DE LA CONFERENCE CALL DEL PLAN ESTRATÉGICO'26-28 (ANÁLISIS BANCO SABADELL)

TELEFÓNICA: 4Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

ENDESA: RDOS. 2025, CAMBIO DE P.O. A BAJO REVISIÓN Y ACTUALIZACIÓN PLAN ESTRATÉGICO’26-28 (ANÁLISIS BANCO SABADELL)

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