Sabadell - SEMANAL MERCADOS: DEFENSA - TODAVÍA MÁS CARA PERO RESPALDADA POR FUNDAMENTALES (ANÁLISIS BANCO SABADELL)

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Sabadell

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SEMANAL MERCADOS: DEFENSA - TODAVÍA MÁS CARA PERO RESPALDADA POR FUNDAMENTALES (ANÁLISIS BANCO SABADELL)

En la cumbre de la OTAN esta semana los países se comprometieron a gastar el 5,0% del PIB en defensa para 2035

26/06/2025 1 ES

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 18 TO 25 JUNE 2025 (ANÁLISIS BANCO SABADELL)

European Portfolio No changes this week. European High Yield Portfolio AB Inbev, Air Liquide, Airbus, ASML & AXA No changes this week. Spanish Recommended Portfolio No changes this week. 5-Stock Recommended Portfolio Cellnex, Ferrovial, IAG, Indra & Merlin No changes this week. 5 High-Yield Stock Portfolio Acciona, Colonial, Iberdrola, Mapfre & Redeia No changes this week. Mid&Small Recommended Portfolio CAF, CIE Automotive, Enagás, Ence, Fluidra, Global Dominion, Indra, Meliá, Sacyr & Viscofan No changes this week.

EUR 100.00

7h / 50m 7h / 50m 1 EN

Research Department

Research Department

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 18 AL 25 JUNIO 2025 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa Sin cambios esta semana. Cartera High Yield Europa AB Inbev, Air Liquide, Airbus, ASML y AXA Sin cambios esta semana. Cartera Modelo España Sin cambios esta semana. Cartera 5 Valores España Cellnex, Ferrovial, IAG, Indra y Merlin Sin cambios esta semana. Cartera 5 valores High Yield España Acciona, Colonial, Iberdrola, Mapfre y Redeia Sin cambios esta semana. Cartera Pequeñas y Medianas España CAF, CIE Automotive, Enagás, Ence, Fluidra, Global Dominion, Indra, Meliá, Sacyr y Viscofan Sin cambios esta semana.

EUR 100.00

8h / 33m 8h / 33m 1 ES

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SEMANAL MERCADOS: DEFENSA - TODAVÍA MÁS CARA PERO RESPALDADA POR FUNDAMENTALES (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 18 TO 25 JUNE 2025 (ANÁLISIS BANCO SABADELL)

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 18 AL 25 JUNIO 2025 (ANÁLISIS BANCO SABADELL)

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