Sabadell - BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 20 TO 27 NOVEMBER 2024 (ANÁLISIS BANCO SABADELL)

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Sabadell

Research Department

EUR 100.00 For Business Accounts Only

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 20 TO 27 NOVEMBER 2024 (ANÁLISIS BANCO SABADELL)

European Portfolio
No changes this week.

European High Yield Portfolio
Air Liquide, Airbus, ASML, Schneider Electric and Unicredit
No changes this week.

Spanish Recommended Portfolio
No changes this week.

5-Stock Recommended Portfolio
Amadeus, Cellnex, Ferrovial, IAG & Logista
No changes this week.

5 High-Yield Stock Portfolio
Acciona, Colonial, Redeia, Repsol & Santander
No changes this week.

Mid&Small Recommended Portfolio
Acerinox, CAF, Ence, Grupo Catalana Occidente, Logista, Meliá, Neinor, Redeia, Rovi & Sacyr
No changes this week.

28/11/2024 1 EN

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 20 AL 27 NOVIEMBRE 2024 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa Sin cambios esta semana. Cartera High Yield Europa Air Liquide, Airbus, ASML, Schneider Electric y Unicredit Sin cambios esta semana. Cartera Modelo España Sin cambios esta semana. Cartera 5 Valores España Amadeus, Cellnex, Ferrovial, IAG y Logista Sin cambios esta semana. Cartera 5 valores High Yield España Acciona, Colonial, Redeia, Repsol y Santander Sin cambios esta semana. Cartera Pequeñas y Medianas España Acerinox, CAF, Ence, Grupo Catalana Occidente, Logista, Meliá, Neinor, Redeia, Rovi y Sacyr Sin cambios esta semana.

EUR 200.00

9h / 36m 9h / 36m 1 ES

Ignacio Romero

Ignacio Romero

INFORME SECTORIAL SOCIMIS ESPAÑA: BARATAS A PESAR DE TODO (ANÁLISIS BANCO SABADELL)

Vemos recorrido a pesar de todo. Creemos que las valoraciones tanto de COL como de MRL no son exigentes cotizando con descuentos del -40% y -29% respectivamente frente a NTA jun’24 y cuando lo peor del ciclo bajista en tasaciones parece haber quedado atrás. Adicionalmente, creemos que las carteras en desarrollo tienen buenas perspectivas de generación de valor, especialmente la de MRL con sus centros de datos. Por ese motivo, porque está menos apalancada y porque su crecimiento de cashflow a largo plazo es superior, preferimos a MRL sobre COL. En COL Revisamos nuestro P.O. hasta 7,79 euros/ac...

EUR 400.00

12h / 10m 12h / 10m 1 ES

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 20 TO 27 NOVEMBER 2024 (ANÁLISIS BANCO SABADELL)

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 20 AL 27 NOVIEMBRE 2024 (ANÁLISIS BANCO SABADELL)

INFORME SECTORIAL SOCIMIS ESPAÑA: BARATAS A PESAR DE TODO (ANÁLISIS BANCO SABADELL)

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