Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 25 NOVIEMBRE AL 02 DICIEMBRE 2020 (ANÁLISIS BANCO SABADELL)

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Sabadell

Research Department

EUR 200.00 For Business Accounts Only

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 25 NOVIEMBRE AL 02 DICIEMBRE 2020 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa
Sin cambios esta semana.

Cartera High Yield Europa
Airbus, Air Liquide, Allianz, Deutsche Post y Philips
Sin cambios esta semana.

Cartera Modelo España
Entra BBVA y rebajamos el peso en Amadeus, Enagás, Grifols y Repsol.

Cartera 5 Valores España
ACS, Caixabank, Cellnex, Ferrovial y Grifols
Sin cambios esta semana.

Cartera 5 valores High Yield España
Aena, Enagás, Iberdrola, Repsol y Santander
Sin cambios esta semana.

Cartera Pequeñas y Medianas España
Acerinox, Almirall, CAF, CIE, Enagás, Ence, FCC, Indra, Liberbank y Mediaset
Sin cambios esta semana.

03/12/2020 19 ES

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Sabadell

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Research Department

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INFORME DIARIO 25 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, ENCE, INDRA, ROVI VIDRALA. EUROPA: N/A. 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. Europa no capitaliza el rebote Mayor estabilidad en las bolsas europeas, a pesar del rebote en las empresas de software estadounidenses como consecuencia de la sobreventa acumulada por los miedos a una disrupción provocada por la IA. En el STOXX 600 ...

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NEWS SUMMARY: AENA, ENCE, INDRA, ROVI, VIDRALA. 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. Europe unable to capitalise on the rally European stock markets found greater stability, despite the rally by US software companies as a result of the overselling due to fears of a disruption brought about by AI. In the STOXX 600, Autos and Basic Materials led the gains, while Banks (erasing the gains from Monday) and Medi...

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Virginia Romero

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ENDESA: MENSAJES DE LA CONFERENCE CALL DEL PLAN ESTRATÉGICO'26-28 (ANÁLISIS BANCO SABADELL)

De la conference call de la actualización del Plan Estratégico’26-28 destacamos:

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 25 NOVIEMBRE AL 02 DICIEMBRE 2020 (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 25 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

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

ENDESA: MENSAJES DE LA CONFERENCE CALL DEL PLAN ESTRATÉGICO'26-28 (ANÁLISIS BANCO SABADELL)

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