BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 15 TO 22 APRIL 2020 (ANÃLISIS BANCO SABADELL)
European Portfolio
We remove Telefónica and raise the weight in Orange and Total.
European High Yield Portfolio
Airbus, Air Liquide, Allianz, Philips & SAP
No changes this week.
Spanish Recommended Portfolio
We raise the weight of Enagás and lower that of Telefónica.
5-Stock Recommended Portfolio
ACS, Caixabank, Cellnex, Ferrovial & Grifols
No changes this week.
5 High-Yield Stock Portfolio
Aena, Enagás, Iberdrola, Repsol & Santander
We replace Telefónica with Enagás.
Mid&Small Recommended Portfolio
Almirall, CAF, Enagás, Ence, FCC, Indra, Logista, Másmóvil, Sacyr & T. Reunidas
No changes this week.