Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 07 AL 14 ENERO 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 07 AL 14 ENERO 2026 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa
Sale Ahold y Mercedes Benz, y entran EssilorLuxottica y Sanofi.

Cartera High Yield Europa
Air Liquide, Airbus, ASML, AXA y L’Oréal
Sin cambios esta semana.

Cartera Modelo España
Bajamos peso en Colonial e Indra, y entra Amadeus.

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

Cartera 5 valores High Yield España
Acerinox, Iberdrola, Inditex, Redeia y Santander
Sale Colonial y entra Inditex.

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

15/01/2026 1 ES

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Sabadell

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 07 TO 14 JANUARY 2026 (ANÁLISIS BANCO SABADELL)

EUR 100.00

5h / 12m 5h / 12m 1 EN

Virginia Romero

Virginia Romero

REPSOL: TRADING STATEMENT 4T’25 (ANÁLISIS BANCO SABADELL)

Trading statement 4T’25 flojo por Upstream. SOBREPONDERAR A pesar del buen comportamiento visto en 4T’25 en el margen de refino (hasta 11,1 d/b vs 8,8 d/b en 3T’25, vs 6,9 d/b guidance anual y BS), habría pesado más negativamente en el trimestre el deterioro del precio del crudo (hasta 63,7 d/b vs 69,1 d/b 3T’25, en línea guidance) y la menor producción (hasta 544 kboe vs 551 kboe 3T25, en rango alto anual). Para Rdos. 4T’25 (19-feb) estimamos un BDI 4T’25 ajustado de 630 M euros (c. -23% vs 3T’25, vs 826 M euros consenso, que deberá ajustarlo a la baja). Esperaríamos una lectura floja de este...

EUR 100.00

14h / 13m 14h / 13m 1 ES

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 07 AL 14 ENERO 2026 (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 07 TO 14 JANUARY 2026 (ANÁLISIS BANCO SABADELL)

REPSOL: TRADING STATEMENT 4T’25 (ANÁLISIS BANCO SABADELL)

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