Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 28 SEPTIEMBRE AL 05 OCTUBRE 2022 (ANÁLISIS BANCO SABADELL)

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Sabadell

Research Department

EUR 100.00 For Business Accounts Only

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 28 SEPTIEMBRE AL 05 OCTUBRE 2022 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa
Sin cambios esta semana.

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

Cartera Modelo España
Baja peso Acerinox y sube Viscofan.

Cartera 5 Valores España
ACS, Bankinter, Cellnex, IAG e Inditex.
Sin cambios esta semana.

Cartera 5 valores High Yield España
Acerinox, Caixabank, Iberdrola, Merlín y Repsol.
Sale Acerinox y entra Viscofan.

Cartera Pequeñas y Medianas España
CAF, Ecoener, FCC, Fluidra, Global Dominion, Meliá, Rovi, Sacyr, Unicaja y Viscofan.
Sale Acerinox y entra Viscofan.

06/10/2022 1 ES

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AIR LIQUIDE: RDOS. 2025 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'25 vs 4T'24: Ventas: 6.6.619 M euros (-4,3% vs -4,6% consenso); Rdos. 2025 vs 2024: Ventas: 26.940 M euros (-0,4% vs -0,5% consenso); EBIT recurrente: 5.582 M euros (+3,5% vs +3,2% consenso); BDI: 3.518 M euros (+6,4% vs +4,8% consenso).

EUR 100.00

February 20, 2026 February 20, 2026 1 ES

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INFORME DIARIO 20 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, SECTOR ELÉCTRICO Y ENERGIA. EUROPA: AIR LIQUIDE, DANONE 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. Vuelven las tensiones geopolíticas Volvieron las caídas a Europa, con Irán en el foco y una posible intervención militar de EE.UU. en los próximos días. En el STOXX 600, casi todos los sectores cerraron con pérdidas, lideradas por R. B...

EUR 100.00

February 20, 2026 February 20, 2026 1 ES

Research Department

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IBERIAN DAILY 20 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ACS, ELECTRICITY SECTOR EUROPE. 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. Geopolitical tensions back in the spotlight European stock markets were back in the red, with Iran in the spotlight and a possible US military intervention in the next few days. In the STOXX 600, almost all sectors ended with losses, led by Basic Materials (the best performer the previous day) and Utilities, with Food and Te...

EUR 100.00

February 20, 2026 February 20, 2026 1 EN

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 28 SEPTIEMBRE AL 05 OCTUBRE 2022 (ANÁLISIS BANCO SABADELL)

AIR LIQUIDE: RDOS. 2025 (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 20 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 20 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

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