Sabadell - SEMANAL MERCADOS: EXCESIVO CASTIGO AL CAC, SUBIMOS A SOBREPONDERAR (ANÁLISIS BANCO SABADELL)

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Sabadell

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SEMANAL MERCADOS: EXCESIVO CASTIGO AL CAC, SUBIMOS A SOBREPONDERAR (ANÁLISIS BANCO SABADELL)

El CAC francés acumula un notable underperformance frente al STOXX 600 en el año

03/10/2024 1 ES

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 25 SEPTEMBER TO 02 OCTOBER 2024 (ANÁLISIS BANCO SABADELL)

European Portfolio No changes this week. European High Yield Portfolio Air Liquide, Airbus, ASML, LVMH and Unicredit No changes this week. Spanish Recommended Portfolio No changes this week. 5-Stock Recommended Portfolio Amadeus, Caixabank, Cellnex, Logista & IAG No changes this week. 5 High-Yield Stock Portfolio Acciona, Colonial, Redeia, Repsol & Santander No changes this week. Mid&Small Recommended Portfolio CAF, Ence, Grupo Catalana Occidente, Logista, Meliá, Neinor, Redeia, Rovi, Sacyr & Solaria We remove Ebro Foods and include Rovi.

EUR 200.00

9h / 23m 9h / 23m 1 EN

Research Department

Research Department

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 25 SEPTIEMBRE AL 02 OCTUBRE 2024 (ANÁLISIS BANCO SABADELL)

Cartera Modelo Europa Sin cambios esta semana. Cartera High Yield Europa Air Liquide, Airbus, ASML, LVMH y Unicredit Sin cambios esta semana. Cartera Modelo España Sin cambios esta semana. Cartera 5 Valores España Amadeus, Caixabank, Cellnex, IAG y Logista Sin cambios esta semana. Cartera 5 valores High Yield España Acciona, Colonial, Redeia, Repsol y Santander Sin cambios esta semana. Cartera Pequeñas y Medianas España CAF, Ence, Grupo Catalana Occidente, Logista, Meliá, Neinor, Redeia, Rovi, Sacyr y Solaria Sale Ebro Foods y entra Rovi.

EUR 200.00

13h / 37m 13h / 37m 1 ES

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SEMANAL MERCADOS: EXCESIVO CASTIGO AL CAC, SUBIMOS A SOBREPONDERAR (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 25 SEPTEMBER TO 02 OCTOBER 2024 (ANÁLISIS BANCO SABADELL)

CAMBIO DE CARTERAS BANCO SABADELL SEMANA 25 SEPTIEMBRE AL 02 OCTUBRE 2024 (ANÁLISIS BANCO SABADELL)

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