BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 23 TO 30 JULY 2025 (ANÁLISIS BANCO SABADELL)
European Portfolio
We lower the weight of AB Inbev and raise that of L’0real and Vinci
European High Yield Portfolio
Air Liquide, Airbus, ASML, AXA & L’Oréal
We replace AB Inbev with L’Oréal.
Spanish Recommended Portfolio
We remove Acciona and raise the weight of Inditex and Repsol
5-Stock Recommended Portfolio
Cellnex, Ferrovial, IAG, Indra & Merlin
No changes this week.
5 High-Yield Stock Portfolio
Colonial, Iberdrola, Mapfre, Redeia & Repsol
We replace Acciona with Repsol.
Mid&Small Recommended Portfolio
CAF, CIE Automotive, Enagás, Ence, Fluidra, Global Dominion, Indra, Meliá, Sac...