Sabadell - VISIÓN TÁCTICA DE LOS MERCADOS 09 MARZO (ANÁLISIS BANCO SABADELL)

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Sabadell

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EUR 100.00 For Business Accounts Only

VISIÓN TÁCTICA DE LOS MERCADOS 09 MARZO (ANÁLISIS BANCO SABADELL)

09/03/2026 1 ES

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Sabadell

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Research Department

Other Reports from Sabadell

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Research Department

ESTRATEGIA SEMANAL DE CRÉDITO: LAS CURVAS RECALIBRAN EXPECTATIVAS DE TIPOS (ANÁLISIS BANCO SABADELL)

EUR 100.00

12h / 51m 12h / 51m 1 ES

Javier Esteban

Javier Esteban

BANKINTER: NUEVO FAVORITO EN BANCA DOMÉSTICA - CAMBIO DE RECOMENDACIÓN A SOBREPONDERAR (ANÁLISIS BANCO SABADELL)

Nuevo favorito en banca doméstica. P.O. 16,84 euros/acc. (+27% pot). SOBREPONDERAR. Aunque el favorito podría ser Caixabank por la fuerte revisión del guidance en Rdos. lo cierto es que tras un buen performance (+10% vs BKT en 6meses) cotiza ya a 2x P/ TE’26 vs 1,9x BKT a pesar de que BKT se ha marcado un objetivo de ROTE’26 de 20% (20,6% BS(e) y 18,4% cons.) y 18% CABK (17,9% BS(e) y 18,1% cons.). Revisamos P.O. en BKT +24% hasta 16,84 euros/acc. implicando unos múltiplos de 11,1x PER’28 y 2x P/TE’28. En Caixabank y Unicaja no vemos el mismo atractivo que en BKT a pesar de que revisaremos es...

EUR 400.00

16h / 1m 16h / 1m 1 ES

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VISIÓN TÁCTICA DE LOS MERCADOS 09 MARZO (ANÁLISIS BANCO SABADELL)

ESTRATEGIA SEMANAL DE CRÉDITO: LAS CURVAS RECALIBRAN EXPECTATIVAS DE TIPOS (ANÁLISIS BANCO SABADELL)

BANKINTER: NUEVO FAVORITO EN BANCA DOMÉSTICA - CAMBIO DE RECOMENDACIÓN A SOBREPONDERAR (ANÁLISIS BANCO SABADELL)

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