Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 19 AL 26 ENERO 2022 (ANÁLISIS BANCO SABADELL)

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Sabadell

Research Department

EUR 200.00 For Business Accounts Only

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 19 AL 26 ENERO 2022 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa
Sale Air Liquide y baja peso ING, Santander y Daimler y entra Intesa y subimos el peso a Linde, Total, ASML y LVMH.

Cartera High Yield Europa
Airbus, Deutsche Post, Intesa, Kering y Linde.
Sale Air Liquide y entra Linde. Sale Daimler y entra Intesa.

Cartera Modelo España
Sale Enagás y suben peso Rovi, Cellnex e Iberdrola.

Cartera 5 Valores España
ACS, Bankinter, Cellnex, Ferrovial e IAG
Sin cambios esta semana.

Cartera 5 valores High Yield España
Acerinox, Mapfre, Merlín, Repsol y Santander
Sin cambios esta semana.

Cartera Pequeñas y Medianas España
Acerinox, Aedas, CAF, Global Dominion, Grupo San José, FCC, Grupo Catalana Occidente, Rovi Sacyr y Unicaja
Sale Enagás y entra Rovi.

27/01/2022 1 ES

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Sabadell

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Research Department

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COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, SECTOR ELÉCTRICO Y ENERGIA. EUROPA: AIR LIQUIDE, DANONE Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. Vuelven las tensiones geopolíticas Volvieron las caídas a Europa, con Irán en el foco y una posible intervención militar de EE.UU. en los próximos días. En el STOXX 600, casi todos los sectores cerraron con pérdidas, lideradas por R. B...

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NEWS SUMMARY: ACS, ELECTRICITY SECTOR EUROPE. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. Geopolitical tensions back in the spotlight European stock markets were back in the red, with Iran in the spotlight and a possible US military intervention in the next few days. In the STOXX 600, almost all sectors ended with losses, led by Basic Materials (the best performer the previous day) and Utilities, with Food and Te...

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 19 AL 26 ENERO 2022 (ANÁLISIS BANCO SABADELL)

AIR LIQUIDE: RDOS. 2025 (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 20 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 20 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

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