BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 25 FEBRUARY TO 04 MARCH 2026 (ANÁLISIS BANCO SABADELL)
European Portfolio
We lower the weight of L’Oréal and LVMH, raising that of Deutsche Telekom and Sanofi.
European High Yield Portfolio
Air Liquide, Airbus, ASML, AXA & Deutsche Telekom
We remove L’Oréal and include Deutsche Telekom.
Spanish Recommended Portfolio
We lower the weight of Repsol and Indra, raise that of Amadeus and include Telefónica.
5-Stock Recommended Portfolio
Cellnex, Ferrovial, IAG, Indra & Merlin
No changes this week.
5 High-Yield Stock Portfolio
Acerinox, Iberdrola, Inditex, Santander and Telefónica
We remove Repsol and include Telefónica.
Mid&Small Recommended Portfolio
Acerinox, Amper, CAF, CIE Automotive, Fluidra, Global Dominion, Indra, Rovi, Sacyr and Viscofan
No changes this week.