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

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Sabadell

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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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ESTRATEGIA DE RENTA VARIABLE: CAMBIO DE RECOMENDACIÓN - BAJAMOS CAC Y CONSTRUCCIÓN A INFRAPONDERAR (ANÁLISIS BANCO SABADELL)

El lunes 25 el Primer Ministro F. Bayrou adelantó lo que podría ser el inicio del final del gobierno de E. Macron al plantear una moción de confianza extraordinaria para el 8 de septiembre ante la necesidad de tener el apoyo para aprobar unos presupuestos más restrictivos (recortes de 43.800 M euros) para llevar el déficit al -4,6% en 2026. Sin embargo, tanto por el lado de socialistas como de la extrema derecha estarían barajando romper la tregua y retirar el respaldo. Francia necesita reconducir la senda fiscal de forma urgente y la inestabilidad política está lejos de poder garantizarla. En...

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5h / 25m 5h / 25m 1 ES

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IBERIAN DAILY 27 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ACCIONA. Political instability returns in France European stock markets fell, where we once again highlight the CAC (-1.7%), hit by the rising political risk. In the STOXX 600, 16 of 20 sectors fell, led by financials (Banks and Insurance), while defensive sectors like Telecoms and Consumer Goods showed the biggest gains. On the macro side, in France the finance minister, E. Lombard, suggested there is risk of an intervention by the IMF if Bayrou’s government falls in the no confidence vote. In the US, the Conference Board consumer confidence fell less than expected in August, a...

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8h / 8m 8h / 8m 1 EN

Research Department

Research Department

INFORME DIARIO 27 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA. La inestabilidad política vuelve a Francia Caídas en las bolsas europeas, entre las que volvió a destacar el CAC (-1,7%) perjudicado por el repunte del riesgo político. En el STOXX 600 nueva sesión de pérdidas en 16 de los 20 sectores, dirigidas por los financieros (Bancos y Seguros) mientras que defensivos como Telecomunicaciones y B. Consumo presentaron las mayores subidas. Por el lado macro, en Francia el ministro de finanzas E. Lombard sugirió que existe el riesgo de una intervención del FMI si el gobierno de Bayrou cae por la cuestió...

EUR 100.00

8h / 15m 8h / 15m 1 ES

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

ESTRATEGIA DE RENTA VARIABLE: CAMBIO DE RECOMENDACIÓN - BAJAMOS CAC Y CONSTRUCCIÓN A INFRAPONDERAR (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 27 AUGUST (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 27 AGOSTO (ANÁLISIS BANCO SABADELL)

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