Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 25 MAYO AL 01 JUNIO 2022 (ANÁLISIS BANCO SABADELL)

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Sabadell

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 25 MAYO AL 01 JUNIO 2022 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa
Baja peso Linde e Iberdrola. Sube peso BNP, Kering y LVMH. Entra Siemens.

Cartera High Yield Europa
Airbus, ASML, BNP, Sanofi y Vinci.
Sale Linde y entra BNP.

Cartera Modelo España
Baja peso Iberdrola, Repsol, ACS, Santander, Ferrovial y FCC. Sale Acciona. Entra Inditex y Aena.

Cartera 5 Valores España
ACS, Bankinter, Cellnex, IAG e Inditex.
Sale Ferrovial y entra Inditex.

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

02/06/2022 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...

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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 25 MAYO AL 01 JUNIO 2022 (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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