Sabadell - EUROSTOXX50: INFORME ANUAL OCTUBRE 2023 (ANÁLISIS BANCO SABADELL)

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Sabadell

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EUROSTOXX50: INFORME ANUAL OCTUBRE 2023 (ANÁLISIS BANCO SABADELL)

Publicamos nuestro informe anual del EuroStoxx50, donde revisamos estimaciones y P.O. de todas las compañías de nuestro universo de cobertura. Hemos realizado 2 cambios de recomendación en este informe pasando a VENDER Munich Re y a COMPRAR Sanofi, y hemos iniciado cobertura en Hermès International con recomendación de VENDER. Del total de los valores cubiertos (44) hay un 89% en COMPRAR (vs 100% en nuestro anterior informe). Desde el punto de vista Top down, nuestro P.O. para el Euro STOXX50 es 4.500 puntos para diciembre’23 (+10% potencial) y en torno a 4.900 para cierre de 2024 (+20% potencial). A nivel Bottom up nuestro P.O. a 12 meses se sitúa en 5.162 puntos (+26% potencial).

05/10/2023 1 ES

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EUROSTOXX50: INFORME ANUAL OCTUBRE 2023 (ANÁLISIS BANCO SABADELL)

REDEIA: RDOS. 1T’25 Y CAMBIO DE P.O. A BAJO REVISIÓN (ANÁLISIS BANCO SABADELL)

BASF: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 02 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

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