BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 22 TO 29 SEPTEMBER 2021 (ANÁLISIS BANCO SABADELL)
European Portfolio
We remove Iberdrola and lower the weight of Sanofi. We include TotalEnergies and raise the weight of Santander, Intesa, Safran and Airbus.
European High Yield Portfolio
Airbus, Air Liquide, Daimler, Deutsche Post & Philips
No changes this week.
Spanish Recommended Portfolio
We remove Telefónica and lower the weight of Iberdrola. We include Bankinter and raise the weight of Santander and Repsol.
5-Stock Recommended Portfolio
ACS, Bankinter, Cellnex, Ferrovial & Grifols
We replace Iberdrola with Bankinter.
5 High-Yield Stock Portfolio
Acerinox, Enagás, Mapfre, Merlin & Santander
We replace Iberdrola with Santander
Mid&Small Recommended Portfolio
Acerinox, Aedas, CAF, Enagás, FCC, Global Dominion, G. Catalana Occidente, Mediaset & Unicaja
We remove Ence.