Sabadell - CAMBIO DE CARTERAS BANCO SABADELL SEMANA 31 DICIEMBRE 2024 AL 15 ENERO 2025 (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 31 DICIEMBRE 2024 AL 15 ENERO 2025 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa
Sin cambios esta semana.

Cartera High Yield Europa
Air Liquide, Airbus, ASML, Schneider Electric y Unicredit
Sin cambios esta semana.

Cartera Modelo España
Sale Repsol y subimos el peso en Inditex y Caixabank.

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

Cartera 5 valores High Yield España
Acciona, Colonial, Logista, Redeia y Santander
Sale Repsol y entra Logista.

Cartera Pequeñas y Medianas España
Acerinox, CAF, Ence, Grupo Catalana Occidente, Logista, Meliá, Neinor, Redeia, Rovi y Sacyr
Sin cambios esta semana.

16/01/2025 1 ES

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 31 DECEMBER 2024 TO 15 JANUARY 2025 (ANÁLISIS BANCO SABADELL)

European Portfolio No changes this week. European High Yield Portfolio Air Liquide, Airbus, ASML, Schneider Electric & Unicredit No changes this week. Spanish Recommended Portfolio We remove Repsol and raise the weight of Inditex and Caixabank. 5-Stock Recommended Portfolio Amadeus, Cellnex, Ferrovial, IAG & Inditex We replace Logista with Inditex. 5 High-Yield Stock Portfolio Acciona, Colonial, Logista, Redeia & Santander We replace Repsol with Logista. Mid&Small Recommended Portfolio Acerinox, CAF, Ence, Grupo Catalana Occidente, Logista, Meliá, Neinor, Redeia, Rovi & Sacyr No cha...

EUR 100.00

31m 31m 1 EN

Virginia Romero

Virginia Romero

REPSOL: TRADING STATEMENT 4T’24 Y CAMBIO DE P.O. A LA BAJA (ANÁLISIS BANCO SABADELL)

Trading statement 4T’24 con mejora operativa y baja producción. Cambio de P.O. a la baja. SOBREPONDERAR La producción sigue floja en 4T’24 (554 Kboe/d vs 553 Kboe/e 3T’24) situando el acumulado anual en el rango bajo del guidance (570/600 Kboe/d guidance). Igualmente, el precio del Brent, como esperado, empeora hasta 74,7 d/b en el 4T’24, pero se logra el guidance anual (c. 80 d/b). Por el lado positivo destaca la ligera mejora en el trimestre del margen de refino (hasta 4,8 d/b vs 4 d/b 3T’24: y 6,6 d/b anual vs 7 d/b guidance) y del precio del gas H.Hub (hasta 2,8 d/MBtu vs 2,2 d/MBtu; y 2,3...

EUR 200.00

7h / 36m 7h / 36m 1 ES

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CAMBIO DE CARTERAS BANCO SABADELL SEMANA 31 DICIEMBRE 2024 AL 15 ENERO 2025 (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 31 DECEMBER 2024 TO 15 JANUARY 2025 (ANÁLISIS BANCO SABADELL)

REPSOL: TRADING STATEMENT 4T’24 Y CAMBIO DE P.O. A LA BAJA (ANÁLISIS BANCO SABADELL)

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