Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 22 AL 29 MAYO 2024 (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 22 AL 29 MAYO 2024 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa
Sale Deutsche Telekom, entra Iberdrola y subimos el peso a Air Liquide.

Cartera High Yield Europa
Air Liquide, Airbus, ASML, LVMH y Vinci
Sin cambios esta semana.

Cartera Modelo España
Salen Enagás, Telefónica, Unicaja y CIE y entran Redeia, Endesa, Colonial y Mapfre. Subimos peso en Cellnex y Amadeus y bajamos en Iberdrola, Merlin, Inditex y Aena.

Cartera 5 Valores España
Amadeus, Caixabank, Ferrovial, Logista e IAG
Sale Inditex y entra Amadeus.

Cartera 5 valores High Yield España
Acciona, Colonial, Redeia, Repsol y Santander
Salen Merlin y Aena y entran Colonial y Redeia.

Cartera Pequeñas y Medianas España
CAF, Ebro Foods, Ence, Grupo Catalana Occidente, Logista, Meliá, Neinor, Redeia, Sacyr y Solaria
Salen CIE, Fluidra y Unicaja y entran Ence, Grupo Catalana Occidente y Redeia.

30/05/2024 1 ES

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COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, OHLA, REDEIA, REPSOL. El mercado de divisas, nuevo foco de atención Jornada mixta en las bolsas europeas, que cotizaron divididas con la vista puesta en el dólar y el nuevo retroceso que sufrió ayer, cayendo a mínimos de 2022. En el STOXX 600 R. Básicos e Industriales fueron los sectores que más subieron, frente a las mayores caídas de Hogar y B. de Consumo (sectores con bastante exposición a dólar). Por el lado macro, en EE.UU. el PIB 1T’25 se revisó a la baja en la tercera lectura hasta el -0,5% t/ta desde el -0,3%, por menor dinamis...

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IBERIAN DAILY 27 JUNE (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA, OHLA, REDEIA, REPSOL. Spotlight now on the currency market It was a mixed session on European stock markets, which were a mixed bag with all eyes on the dollar and the drop it suffered yesterday, falling to a low since 2022. In the STOXX 600, Basic Materials and Industrials were the sectors rising the most, with Household Goods and Consumer Goods falling the most (sectors highly exposed to the USD). On the macro side, in the US the 1Q’25 GDP was lowered in its third reading to -0.5% QoQ from the previous -0.3% due to less dynamic private consumption. Durable Goods ord...

EUR 100.00

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SEMANAL MERCADOS: DEFENSA - TODAVÍA MÁS CARA PERO RESPALDADA POR FUNDAMENTALES (ANÁLISIS BANCO SABADELL)

En la cumbre de la OTAN esta semana los países se comprometieron a gastar el 5,0% del PIB en defensa para 2035

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 22 AL 29 MAYO 2024 (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 27 JUNIO (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 27 JUNE (ANÁLISIS BANCO SABADELL)

SEMANAL MERCADOS: DEFENSA - TODAVÍA MÁS CARA PERO RESPALDADA POR FUNDAMENTALES (ANÁLISIS BANCO SABADELL)

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