Sabadell - BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 19 TO 26 JULY 2023 (ANÁLISIS BANCO SABADELL)

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Sabadell

Research Department

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 19 TO 26 JULY 2023 (ANÁLISIS BANCO SABADELL)

European Portfolio
We lower the weight of ASML (-1%) to neutralise the portfolio following the strong performance in 2023, and we raise that of TotalEnergies, as the stock is pricing in an overly conservative scenario for crude oil prices.

European High Yield Portfolio
BNP, Pernod Ricard, Safran, SAP & Vinci
No changes this week.

Spanish Recommended Portfolio
No changes this week.

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

5 High-Yield Stock Portfolio
Aena, Caixabank, Endesa, Iberdrola & Repsol
No changes this week.

Mid&Small Recommended Portfolio
Ebro Foods, Ecoener, Enagás, Fluidra, Logista, Meliá, Rovi, Sacyr, Talgo & Unicaja
No changes this week.

27/07/2023 1 EN

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Rdos. 4T'25 vs 4T'24: Ventas: 6.6.619 M euros (-4,3% vs -4,6% consenso); Rdos. 2025 vs 2024: Ventas: 26.940 M euros (-0,4% vs -0,5% consenso); EBIT recurrente: 5.582 M euros (+3,5% vs +3,2% consenso); BDI: 3.518 M euros (+6,4% vs +4,8% consenso).

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COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, SECTOR ELÉCTRICO Y ENERGIA. EUROPA: AIR LIQUIDE, DANONE 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. Vuelven las tensiones geopolíticas Volvieron las caídas a Europa, con Irán en el foco y una posible intervención militar de EE.UU. en los próximos días. En el STOXX 600, casi todos los sectores cerraron con pérdidas, lideradas por R. B...

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NEWS SUMMARY: ACS, ELECTRICITY SECTOR EUROPE. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. Geopolitical tensions back in the spotlight European stock markets were back in the red, with Iran in the spotlight and a possible US military intervention in the next few days. In the STOXX 600, almost all sectors ended with losses, led by Basic Materials (the best performer the previous day) and Utilities, with Food and Te...

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 19 TO 26 JULY 2023 (ANÁLISIS BANCO SABADELL)

AIR LIQUIDE: RDOS. 2025 (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 20 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 20 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

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