BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 14 TO 21 FEBRUARY 2024 (ANÁLISIS BANCO SABADELL)
European Portfolio
We remove Nokia and include BASF. We remove Iberdrola and include Mercedes Benz Group.
European High Yield Portfolio
Air Liquide, Airbus, Deutsche Telekom, LVMH and Vinci
No changes this week.
Spanish Recommended Portfolio
We lower the weight of Iberdrola and raise that of Repsol.
5-Stock Recommended Portfolio
Caixabank, Ferrovial, Logista, IAG & Inditex
No changes this week.
5 High-Yield Stock Portfolio
Acciona, Aena, Merlin Properties, Repsol and Santander
We remove Iberdrola and include Repsol.
Mid&Small Recommended Portfolio
CAF, CIE Automotive, Ebro Foods, Enagás, Fluidra, Logista, Meliá, Sacyr, Solaria and Unicaja
No changes this week.