Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 04 AL 11 JUNIO 2025 (ANÁLISIS BANCO SABADELL)

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Sabadell

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 04 AL 11 JUNIO 2025 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa
Sin cambios esta semana.

Cartera High Yield Europa
AB Inbev, Air Liquide, Airbus, ASML y AXA
Sin cambios esta semana.

Cartera Modelo España
Sale Endesa y entra Enagás.

Cartera 5 Valores España
Cellnex, Ferrovial, IAG, Indra y Merlin
Sin cambios esta semana.

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

Cartera Pequeñas y Medianas España
CAF, CIE Automotive, Enagás, Ence, Fluidra, Global Dominion, Indra, Meliá, Sacyr y Viscofan
Sin cambios esta semana.

12/06/2025 1 ES

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IBERIAN DAILY 13 JUNE (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ANNUAL SPANISH MARKET REPORT, ELECTRICITY SECTOR. Despite the corrections, the Ibex remains at 14,000 points Despite the trade agreement between the US and China, the 55% tariffs to the Asian country failed to provide optimism on Euroepan markets, hit this time by the increased geopolitical tensions in the Middle East. In the STOXX 600, the best-performing sectors were Energy (for the third consecutive session in view of the hike in Brent crude prices) and Utilities whereas Travel&Leisure and Basic Resources ended with the biggest drops. On the macro side, in the US, May’s prod...

EUR 100.00

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SEMANAL MERCADOS: TECNOLOGÍA, OPORTUNIDAD A LARGO PLAZO (ANÁLISIS BANCO SABADELL)

El sector Tecnología del STOXX 600 acumula en el año un +6,2% (vs +9,0% STOXX 600) pero desde los mínimos de abr’25 el outperformance frente al índice es del +6,4%. El sector tiene una elevada correlación con la actividad y negativa con el riesgo, por lo que el entorno invita a mantener la cautela a corto plazo (ante un empeoramiento de datos macro y repunte de la volatilidad), sobre todo cuanto en términos de valoración el sector cotiza a niveles ajustados. Por el lado positivo, y con una perspectiva a más largo plazo, el desarrollo de la IA y las crecientes necesidades de centros de datos se...

EUR 100.00

21h / 9m 21h / 9m 1 ES

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 04 TO 11 JUNE 2025 (ANÁLISIS BANCO SABADELL)

European Portfolio No changes this week. European High Yield Portfolio AB Inbev, Air Liquide, Airbus, ASML & AXA No changes this week. Spanish Recommended Portfolio We replace Endesa with Enagás. 5-Stock Recommended Portfolio Cellnex, Ferrovial, IAG, Indra & Merlin No changes this week. 5 High-Yield Stock Portfolio Acciona, Colonial, Iberdrola, Mapfre & Redeia No changes this week. Mid&Small Recommended Portfolio CAF, CIE Automotive, Enagás, Ence, Fluidra, Global Dominion, Indra, Meliá, Sacyr & Viscofan No changes this week.

EUR 100.00

23h / 23m 23h / 23m 1 EN

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 04 AL 11 JUNIO 2025 (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 13 JUNE (ANÁLISIS BANCO SABADELL)

SEMANAL MERCADOS: TECNOLOGÍA, OPORTUNIDAD A LARGO PLAZO (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 04 TO 11 JUNE 2025 (ANÁLISIS BANCO SABADELL)

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