Sabadell - BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 23 TO 30 JULY 2025 (ANÁLISIS BANCO SABADELL)

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Sabadell

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EUR 100.00 For Business Accounts Only

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 23 TO 30 JULY 2025 (ANÁLISIS BANCO SABADELL)

European Portfolio
We lower the weight of AB Inbev and raise that of L’0real and Vinci

European High Yield Portfolio
Air Liquide, Airbus, ASML, AXA & L’Oréal
We replace AB Inbev with L’Oréal.

Spanish Recommended Portfolio
We remove Acciona and raise the weight of Inditex and Repsol

5-Stock Recommended Portfolio
Cellnex, Ferrovial, IAG, Indra & Merlin
No changes this week.

5 High-Yield Stock Portfolio
Colonial, Iberdrola, Mapfre, Redeia & Repsol
We replace Acciona with Repsol.

Mid&Small Recommended Portfolio
CAF, CIE Automotive, Enagás, Ence, Fluidra, Global Dominion, Indra, Meliá, Sacyr & Viscofan
No changes this week.

31/07/2025 1 EN

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Other Reports from Sabadell

Rafael Bonardell

Rafael Bonardell

IAG: MENSAJES DE LA CONFERENCE CALL RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

De la conference call de Rdos. 2T’25 destacamos:

EUR 50.00

7h / 33m 7h / 33m 1 ES

Andres Bolumburu

Andres Bolumburu

CELLNEX: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24 Results Sales: € 978.0 M (+0.3% vs. +0.2% BS(e) and +0.4% consensus); EBITDA: € 807.0 M (+0.9% vs. +0.9% BS(e) and +1.0% consensus); Net Profit: € -66.0 M (€ -379.0 M in 1H'24); 1H'25 vs. 1H'24 Results Sales: € 1.942 Bn (+1.1% vs. +1.0% BS(e) and +1.1% consensus); EBITDA: € 1.605 Bn (+1.7% vs. +1.7% BS(e) and +1.8% consensus); Net Profit: € -115.0 M (€ -418.0 M in 1H'24);

EUR 100.00

10h / 16m 10h / 16m 1 EN

Maria Paz Ojeda

Maria Paz Ojeda

AXA: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL)

Rdos. 1S'25 vs 1S'24: Primas: 64.251 M euros (+7,3% vs +7,0% BS(e) y n/a consenso); BDI Operativo grupo: 4.465 M euros (+5,2% vs +2,9% BS(e) y +4,7% consenso); BDI: 3.922 M euros (-2,4% vs +3,6% BS(e) y +5,8% consenso).

EUR 100.00

10h / 22m 10h / 22m 1 ES

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 23 TO 30 JULY 2025 (ANÁLISIS BANCO SABADELL)

IAG: MENSAJES DE LA CONFERENCE CALL RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

CELLNEX: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)

AXA: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL)

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