Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 20 AL 27 NOVIEMBRE 2024 (ANÁLISIS BANCO SABADELL)

Report

Sabadell

Research Department

EUR 200.00 For Business Accounts Only

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 20 AL 27 NOVIEMBRE 2024 (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
Sin cambios esta semana.

Cartera 5 Valores España
Amadeus, Cellnex, Ferrovial, IAG y Logista
Sin cambios esta semana.

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

Cartera Pequeñas y Medianas España
Acerinox, CAF, Ence, Grupo Catalana Occidente, Logista, Meliá, Neinor, Redeia, Rovi y Sacyr
Sin cambios esta semana.

28/11/2024 1 ES

Provider

Sabadell

See profile

Analysts

Research Department

Other Reports from Sabadell

Research Department

Research Department

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 20 TO 27 NOVEMBER 2024 (ANÁLISIS BANCO SABADELL)

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

EUR 100.00

6h / 44m 6h / 44m 1 EN

Ignacio Romero

Ignacio Romero

INFORME SECTORIAL SOCIMIS ESPAÑA: BARATAS A PESAR DE TODO (ANÁLISIS BANCO SABADELL)

Vemos recorrido a pesar de todo. Creemos que las valoraciones tanto de COL como de MRL no son exigentes cotizando con descuentos del -40% y -29% respectivamente frente a NTA jun’24 y cuando lo peor del ciclo bajista en tasaciones parece haber quedado atrás. Adicionalmente, creemos que las carteras en desarrollo tienen buenas perspectivas de generación de valor, especialmente la de MRL con sus centros de datos. Por ese motivo, porque está menos apalancada y porque su crecimiento de cashflow a largo plazo es superior, preferimos a MRL sobre COL. En COL Revisamos nuestro P.O. hasta 7,79 euros/ac...

EUR 400.00

12h / 19m 12h / 19m 1 ES

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 20 AL 27 NOVIEMBRE 2024 (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 20 TO 27 NOVEMBER 2024 (ANÁLISIS BANCO SABADELL)

INFORME SECTORIAL SOCIMIS ESPAÑA: BARATAS A PESAR DE TODO (ANÁLISIS BANCO SABADELL)

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe