Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 15 AL 22 ENERO 2025 (ANÁLISIS BANCO SABADELL)

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Sabadell

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 15 AL 22 ENERO 2025 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa
Sin cambios esta semana.

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

Cartera Modelo España
Sale Enagas y entra Indra.

Cartera 5 Valores España
Amadeus, Cellnex, Ferrovial, IAG e Inditex
Sin cambios esta semana.

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

Cartera Pequeñas y Medianas España
Acerinox, CAF, Ence, Grupo Catalana Occidente, Indra, Logista, Meliá, Redeia, Rovi y Sacyr
Sale Neinor y entra Indra.

23/01/2025 1 ES

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SEMANAL MERCADOS: ¿CÓMO IMPACTAN LAS POLÍTICAS DE TRUMP A LOS SECTORES EN EUROPA? (ANÁLISIS BANCO SABADELL)

En este informe tratamos de ordenar los sectores por el potencial impacto de las políticas de Trump, yendo de más beneficiados (Media, Seguros, Ocio) a más perjudicados (Alimentación, Autos, Energía, Tecnología). En su primer mandato Trump utilizó la política arancelaria como arma de negociación, por lo que resulta difícil estimar cual puede ser el resultado final (de momento sólo ha anunciado aranceles del 25% a Canadá y México). Cabe recordar que el presidente puede actuar unilateralmente en materia comercial yendo incluso en contra de tratados comerciales como el USMCA. Europa estaría en ri...

EUR 100.00

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Research Department

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 15 TO 22 JANUARY 2025 (ANÁLISIS BANCO SABADELL)

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

EUR 200.00

5h / 6m 5h / 6m 1 EN

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 15 AL 22 ENERO 2025 (ANÁLISIS BANCO SABADELL)

SEMANAL MERCADOS: ¿CÓMO IMPACTAN LAS POLÍTICAS DE TRUMP A LOS SECTORES EN EUROPA? (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 15 TO 22 JANUARY 2025 (ANÁLISIS BANCO SABADELL)

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