Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 26 MARZO AL 02 ABRIL 2025 (ANÁLISIS BANCO SABADELL)

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Sabadell

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 26 MARZO AL 02 ABRIL 2025 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa
Bajamos el peso en Unicredit y Santander y los subimos en AB Inbev.

Cartera High Yield Europa
AB Inbev, Air Liquide, Airbus, ASML y Schneider Electric
Sale Unicredit y entra AB Inbev.

Cartera Modelo España
Bajamos el peso en Caixabank y lo subimos en Iberdrola.

Cartera 5 Valores España
Cellnex, Ferrovial, IAG, Indra y Merlin
Sale Santander y entra Merlin.

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

Cartera Pequeñas y Medianas España
CAF, Enagás, Ence, Fluidra, Global Dominion, Grupo Catalana Occidente, Indra, Meliá, Sacyr y Viscofan
Sin cambios esta semana.

03/04/2025 1 ES

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INFORME DIARIO 04 ABRIL (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: N/A Trump provoca pánico en el mercado Tras los anuncios de D. Trump, no ayudó que la presidenta U. Von der Leyen apuntase a una respuesta europea conjunta con consecuencias “inmensas” y que generará sufrimiento en la economía mundial. Se vieron caídas generalizadas en las bolsas mundiales, con foco en EE.UU. (S&P 500 -4,8%, Nasdaq -6,0%) y Europa (Euro STOXX 50 -3,6%, CAC -3,3%, DAX -2,9%), sobresaliendo el mejor comportamiento relativo del Ibex (-1,1%). En el STOXX 600, se salvaron de los números rojos los defensivos y bond proxies lideradas por Utiliti...

EUR 100.00

4h / 18m 4h / 18m 1 ES

Research Department

Research Department

IBERIAN DAILY 04 APRIL (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: N/A. D. Trump generates market panic Following D. Trump’s announcements the statements made by the president U. Von der Leyen suggesting a joint European response with “immense” consequences that will generate suffering to the global economy did not help markets, which saw generalised drops, particularly in the US (S&P 500 -4.8%, Nasdaq -6.0%) and Europe (Euro STOXX 50 -3,6%, CAC -3,3%, DAX -2,9%). Thus, in the STOXX 600, defensive stocks and bond proxies, led by Utilities and Real Estate, avoided the corrections. However, financials (banks) and cyclical sectors such as Energy ...

EUR 100.00

4h / 53m 4h / 53m 1 EN

Research Department

Research Department

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 26 MARCH TO 02 APRIL 2025 (ANÁLISIS BANCO SABADELL)

European Portfolio We lower the weight of Unicredit and Santander, and raise it in AB Inbev. European High Yield Portfolio AB Inbev, Air Liquide, Airbus, ASML & Schneider Electric We remove Unicredit and include AB Inbev. Spanish Recommended Portfolio We lower the weight of Caixabank and raise that of Iberdrola. 5-Stock Recommended Portfolio Cellnex, Ferrovial, IAG, Indra & Merlin We remove Santander and include Merlin. 5 High-Yield Stock Portfolio Acciona, Colonial, Iberdrola, Mapfre & Redeia No changes this week. Mid&Small Recommended Portfolio CAF, Enagás, Ence, Fluidra, Global Do...

EUR 200.00

19h / 3m 19h / 3m 1 EN

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 26 MARZO AL 02 ABRIL 2025 (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 04 ABRIL (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 04 APRIL (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 26 MARCH TO 02 APRIL 2025 (ANÁLISIS BANCO SABADELL)

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