Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 02 AL 09 OCTUBRE 2024 (ANÁLISIS BANCO SABADELL)

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Sabadell

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EUR 200.00 For Business Accounts Only

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 02 AL 09 OCTUBRE 2024 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa
Sale BASF y entra Schneider Electric.

Cartera High Yield Europa
Air Liquide, Airbus, ASML, LVMH y Unicredit
Sin cambios esta semana.

Cartera Modelo España
Sin cambios esta semana.

Cartera 5 Valores España
Amadeus, Caixabank, Cellnex, IAG y Logista
Sin cambios esta semana.

Cartera 5 valores High Yield España
Acciona, Colonial, Redeia, Repsol y Santander
Sin cambios esta semana.

Cartera Pequeñas y Medianas España
CAF, Ence, Grupo Catalana Occidente, Logista, Meliá, Neinor, Redeia, Rovi, Sacyr y Solaria
Sin cambios esta semana.

10/10/2024 1 ES

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SEMANAL MERCADOS: PREVIO RDOS. 3T’24 - SOPORTE PARA EE.UU. Y BAJAS EXPECTATIVAS EN EUROPA (ANÁLISIS BANCO SABADELL)

Después del fuerte ajuste de expectativas de beneficios durante la campaña del 2T’24 en EE.UU. (c. -4,0% ex 7 magníficas), creemos que la campaña del 3T’24 servirá de soporte para el S&P 500, con un ratio de sorpresas positivas en beneficios cercano a la media histórica. En Europa la reciente oleada de revisiones a la baja de BPA entre las que destaca Autos, ha dado paso a unas expectativas muy bajas y que ya estarían descontadas en las cotizaciones, con cierto margen para el mercado de responder positivamente si el mensaje de las compañías es algo más optimista para los próximos 12 meses. En ...

EUR 100.00

5h / 34m 5h / 34m 1 ES

Research Department

Research Department

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 02 TO 09 OCTOBER 2024 (ANÁLISIS BANCO SABADELL)

European Portfolio We remove BASF and include Schneider Electric. European High Yield Portfolio Air Liquide, Airbus, ASML, LVMH and Unicredit No changes this week. Spanish Recommended Portfolio No changes this week. 5-Stock Recommended Portfolio Amadeus, Caixabank, Cellnex, Logista & IAG No changes this week. 5 High-Yield Stock Portfolio Acciona, Colonial, Redeia, Repsol & Santander No changes this week. Mid&Small Recommended Portfolio CAF, Ence, Grupo Catalana Occidente, Logista, Meliá, Neinor, Redeia, Rovi, Sacyr & Solaria No changes this week.

EUR 200.00

6h / 16m 6h / 16m 1 EN

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 02 AL 09 OCTUBRE 2024 (ANÁLISIS BANCO SABADELL)

SEMANAL MERCADOS: PREVIO RDOS. 3T’24 - SOPORTE PARA EE.UU. Y BAJAS EXPECTATIVAS EN EUROPA (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 02 TO 09 OCTOBER 2024 (ANÁLISIS BANCO SABADELL)

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