Sabadell - BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 19 TO 26 JANUARY 2022 (ANÁLISIS BANCO SABADELL)

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Sabadell

Research Department

EUR 100.00 For Business Accounts Only

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 19 TO 26 JANUARY 2022 (ANÁLISIS BANCO SABADELL)

European Portfolio
We remove Air Liquide and lower the weight of ING, Santander and Daimler. We add Intesa and raise the weight of Linde, Total, ASML and LVMH.

European High Yield Portfolio
Airbus, Deutsche Post, Intesa, Kering & Linde.
We replace Air Liquide with Linde, and Daimler with Intesa.

Spanish Recommended Portfolio
We remove Enagás and raise the weight of Rovi, Cellnex and Iberdrola.

5-Stock Recommended Portfolio
ACS, Bankinter, Cellnex, Ferrovial & IAG
No changes this week.

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

Mid&Small Recommended Portfolio
Acerinox, Aedas, CAF, Global Dominion, Grupo San José, FCC, Grupo Catalana Occidente, Rovi Sacyr & Unicaja
We replace Enagás with Rovi.

27/01/2022 1 EN

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 19 TO 26 JANUARY 2022 (ANÁLISIS BANCO SABADELL)

REDEIA: FY2025 RESULTS (ANÁLISIS BANCO SABADELL)

SEMANAL MERCADOS: CASTIGO EXCESIVO A COMPAÑÍAS POTENCIALMENTE AMENAZADAS POR LA IA (ANÁLISIS BANCO SABADELL)

ACS: MENSAJES DE LA CONFERENCE CALL RDOS. 4T’25 (ANÁLISIS BANCO SABADELL)

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