Sabadell - BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 17 TO 24 FEBRUARY 2021 (ANÁLISIS BANCO SABADELL)

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Sabadell

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EUR 200.00 For Business Accounts Only

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 17 TO 24 FEBRUARY 2021 (ANÁLISIS BANCO SABADELL)

European Portfolio
We remove Allianz and Safran. We include AXA and Danone.

European High Yield Portfolio
Airbus, Air Liquide, AXA, Deutsche Post & Philips
We remove Allianz and include AXA.

Spanish Recommended Portfolio
No changes this week.

5-Stock Recommended Portfolio
ACS, Arcelor, Caixabank, Cellnex & Grifols
No changes this week.

5 High-Yield Stock Portfolio
Acerinox, Enagás, Iberdrola, Merlin & Repsol
No changes this week.

Mid&Small Recommended Portfolio
Acerinox, CAF, Enagás, Ence, FCC, G. Catalana Occidente, Indra, Liberbank, Mediaset & Merlin
We replace Almirall with Merlin.

25/02/2021 1 EN

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Sabadell

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Research Department

Other Reports from Sabadell

Ignacio Romero

Ignacio Romero

METROVACESA: FY2025 RESULTS (ANÁLISIS BANCO SABADELL)

4Q'25 vs. 4Q'24 Results Sales: € 458.5 M (+21.0% vs. +13.5% BS(e)); FY2025 vs. FY2024 Results Sales: € 708.5 M (+7.7% vs. +3.4% BS(e)); EBITDA: € 127.6 M (+73.8% vs. +28.1% BS(e)); Net Profit: € 56.9 M (+257.9% vs. +113.8% BS(e));

EUR 100.00

30m 30m 1 EN

Andres Bolumburu

Andres Bolumburu

CAF: PREPARADOS PARA LA SIGUIENTE ETAPA (ANÁLISIS BANCO SABADELL)

Incrementamos estimaciones y P.O. a 70,10 eur/acc. Continúa la fortaleza comercial. SOBREPONDERAR. El gran comportamiento en Bolsa en el último año (+68% en absoluto y +25% vs IBEX) es el reconocimiento a la magnífica ejecución operativa del grupo y su gran momentum comercial. A pesar de las subidas, los fundamentales siguen apoyando. Ajustamos estimaciones al alza: (i) las ventas un +c.0,5% para 2026/29, (ii) el EBIT c.+3% en 2026/29 lo que deja un margen del 6% en 2027 (desde 5,1% en 2024), (iii) rebajamos la DFN un -7% dejando un balance sólido (DFN/EBITDA’25-27e < 0,7x) que asegura la capa...

EUR 400.00

58m 58m 1 ES

Ignacio Romero

Ignacio Romero

METROVACESA: RDOS. 2025 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'25 vs 4T'24: Ventas: 458,5 M euros (+21,0% vs +13,5% BS(e)). Rdos. 2025 vs 2024: Ventas: 708,5 M euros (+7,7% vs +3,4% BS(e) y -34,6%); EBITDA: 127,6 M euros (+73,8% vs +28,1% BS(e)); BDI: 56,9 M euros (+257,9% vs +113,8% BS(e)).

EUR 100.00

1h / 21m 1h / 21m 1 ES

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 17 TO 24 FEBRUARY 2021 (ANÁLISIS BANCO SABADELL)

METROVACESA: FY2025 RESULTS (ANÁLISIS BANCO SABADELL)

CAF: PREPARADOS PARA LA SIGUIENTE ETAPA (ANÁLISIS BANCO SABADELL)

METROVACESA: RDOS. 2025 (ANÁLISIS BANCO SABADELL)

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