Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 04 AL 11 MARZO 2026 (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 04 AL 11 MARZO 2026 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa
Sin cambios esta semana.

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

Cartera Modelo España
Sale Sacyr, entra Bankinter y sube peso Redeia y Acerinox.

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

Cartera 5 valores High Yield España
Acerinox, Iberdrola, Inditex, Santander y Telefónica
Sin cambios esta semana.

Cartera Pequeñas y Medianas España
Acerinox, Amper, Bankinter, CAF, CIE Automotive, Fluidra, Indra, Rovi, Sacyr y Viscofan
Sale Global Dominion y entra Bankinter.

12/03/2026 1 ES

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Sabadell

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Research Department

VISIÓN TÁCTICA DE LOS MERCADOS 12 MARZO (ANÁLISIS BANCO SABADELL)

EUR 100.00

2h / 1m 2h / 1m 1 ES

Oscar Rodriguez

Oscar Rodriguez

BMW: RDOS. 4T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'25 vs 4T'24: Ventas: 33.454 M euros (-8,1% vs +1,6% BS(e) y +1,5% consenso); EBIT: 2.122 M euros (+12,8% vs +0,5% BS(e) y -1,0% consenso); Rdos. 2025 vs 2024: Ventas: 133.453 M euros (-6,3% vs -3,8% BS(e) y -3,8% consenso); EBIT: 10.186 M euros (-11,5% vs -13,5% BS(e) y -13,7% consenso).

EUR 100.00

3h / 56m 3h / 56m 1 ES

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 04 AL 11 MARZO 2026 (ANÁLISIS BANCO SABADELL)

VISIÓN TÁCTICA DE LOS MERCADOS 12 MARZO (ANÁLISIS BANCO SABADELL)

BMW: RDOS. 4T’25 (ANÁLISIS BANCO SABADELL)

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