Sabadell - BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 25 MARCH TO 01 APRIL 2020 (ANÃLISIS BANCO SABADELL)

Report

Sabadell

Research Department

EUR 200.00 For Business Accounts Only

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 25 MARCH TO 01 APRIL 2020 (ANÃLISIS BANCO SABADELL)

European Portfolio
We remove SociÃ©tÃ© GÃ©nÃ©rale. We lower the weight of Axa and allocate it to Munich Re and Linde.

European High Yield Portfolio
Airbus, Air Liquide, Allianz, Philips & SAP
No changes this week.

Spanish Recommended Portfolio
We replace Unicaja and CIE with FCC.

5-Stock Recommended Portfolio
ACS, Caixabank, Cellnex, Ferrovial & Grifols
No changes this week.

5 High-Yield Stock Portfolio
Aena, Iberdrola, Repsol, Santander & TelefÃ³nica
No changes this week.

Mid&Small Recommended Portfolio
Almirall, EnagÃ¡s, CAF, Dominion, Ence, FCC, Indra, MÃ¡smÃ³vil, Sacyr & T. Reunidas
We replace Unicaja with FCC.

02/04/2020 18 EN

Provider

Sabadell

See profile

Analysts

Research Department

Other Reports from Sabadell

Research Department

Research Department

VISIÓN TÁCTICA DE LOS MERCADOS 16 FEBRERO (ANÁLISIS BANCO SABADELL)

EUR 100.00

6h / 50m 6h / 50m 1 ES

Research Department

Research Department

ESTRATEGIA SEMANAL DE CRÉDITO: LA RESILIENCIA EN RDOS. DA CONTINUIDAD AL TRAMO FIN. SUB. (ANÁLISIS BANCO SABADELL)

Entorno: los datos de empleo americanos salieron mejor de lo esperado en EE.UU. pero apenas hicieron de freno a la caída de rentabilidades soberanas después de que D. Trump insistiese que K. Warsh sólo tenía un mandato “bajar los tipos”, a esto se unió una inflación de enero a la baja que animó el movimiento a la baja en las rentabilidades (-62 p.b. descuentan los Fed Funds). En geopolítica, Trump insiste en continuar las conversaciones con Irán, aunque se prepara a su vez para enviar un segundo portaaviones a Oriente Medio. Esta semana destaca la Conferencia de Seguridad de Munich (13-15 feb....

EUR 100.00

11h / 33m 11h / 33m 1 ES

Research Department

Research Department

IBERIAN DAILY 16 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ACS, GREENING, INDRA, REPSOL. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. Doubts continue European stock markets saw a mixed performance, with core markets faring better vs. the weakness of the peripheral segment where the Ibex questioned again the 17,700 support level. In the STOXX 600, the best-performing sectors last week were defensive ones, particularly Household Goods and Telecoms, whereas Fin...

EUR 100.00

15h / 30m 15h / 30m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 25 MARCH TO 01 APRIL 2020 (ANÃLISIS BANCO SABADELL)

VISIÓN TÁCTICA DE LOS MERCADOS 16 FEBRERO (ANÁLISIS BANCO SABADELL)

ESTRATEGIA SEMANAL DE CRÉDITO: LA RESILIENCIA EN RDOS. DA CONTINUIDAD AL TRAMO FIN. SUB. (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 16 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 25 MARCH TO 01 APRIL 2020 (ANÃLISIS BANCO SABADELL)