Sabadell - BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 16 TO 23 OCTOBER 2019 (ANÃLISIS BANCO SABADELL)

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Sabadell

Research Department

EUR 200.00 For Business Accounts Only

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 16 TO 23 OCTOBER 2019 (ANÃLISIS BANCO SABADELL)

European Portfolio
We lower AB Inbevâ€™s weight and raise Daimlerâ€™s and Sanofiâ€™s.

European High Yield Portfolio
Air Liquide, Allianz, Daimler, SAP y Vivendi
We replace AB Inbev with Daimler.

Spanish Recommended Portfolio
We remove Colonial and raise the weight of Ence and IAG.

5-Stock Recommended Portfolio
ACS, Caixabank, Cellnex, Ferrovial & TelefÃ³nica
No changes this week.

5 High-Yield Stock Portfolio
Iberdrola, Merlin, Repsol, Santander & TelefÃ³nica
We replace Colonial with Merlin.

Mid&Small Recommended Portfolio
Applus, CAF, Dominion, EnagÃ¡s, Ence, Indra, Logista, MasmÃ³vil, Sacyr & Unicaja
We replace Colonial with EnagÃ¡s.

24/10/2019 18 EN

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IBERIAN DAILY 16 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

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INFORME DIARIO 16 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, GREENING, INDRA, REPSOL. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. Un mercado con muchas dudas Disparidad en las bolsas europeas, con un desempeño más sólido de los mercados core frente a la debilidad de la periferia, donde el Ibex vuelve a poner en entredicho el soporte de los 17.700 puntos. En el STOXX 600, el mejor comportamie...

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 16 TO 23 OCTOBER 2019 (ANÃLISIS BANCO SABADELL)

ESTRATEGIA SEMANAL DE CRÉDITO: LA RESILIENCIA EN RDOS. DA CONTINUIDAD AL TRAMO FIN. SUB. (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 16 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 16 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 16 TO 23 OCTOBER 2019 (ANÃLISIS BANCO SABADELL)