Country Company Sector Rating Target Last up/down target Contributing Broker
PortugalMota-Engil SGPS SAIndustrialOverweight1,89-  
PortugalGalp Energia SGPS SAEnergyOverweight17,0011,7544,68%Barclays
SpainRepsol SAEnergyBuy2116,6925,86%Kepler Capital Markets
SpainTelefonica SACommunicationsBuy13,4410,7225,37%Grupo Santander
PortugalBanco Comercial Portugues SAFinancialAccumulate0,120,1021,21%Caixa Banco de Investimento(ESN)
SpainBanco Santander SAFinancialAccumulate6,355,3019,88%Bankia Bolsa (ESN)
SpainTecnicas Reunidas SAIndustrialOutperform4436,9119,23%Exane BNP Paribas
SpainBanco Bilbao Vizcaya ArgentariaFinancialHold8,206,9118,74%Deutsche Bank
SpainBanco Popular Espanol SAFinancialUPGRADEHold0,640,5712,28%Societe Generale
SpainObrascon Huarte Lain SAIndustrialBuy28,8026,548,54%Ahorro Corporacion Financiera SA
PortugalPortugal Telecom SGPS SACommunicationsNeutral4,003,853,84%Credit Suisse
SpainBanco de Sabadell SAFinancialSell1,401,47-4,76%Societe Generale
PortugalZon Multimedia Servicos de TelCommunicationsNeutral3,003,24-7,35%Credit Suisse
SpainMediaset Espana Comunicacion SACommunicationsUnderweight55,84-14,44%Barclays
SpainAcerinox SABasic MaterialsSell5,507,87-30,09%Deutsche Bank
SpainGamesa Corp Tecnologica SAIndustrialSell1,802,70-33,23%DNB Markets

 

Me parece curioso que:

 

  • Acerinox, valor Bestinver tenga una recomendación de venta tan fuerte.
  • Técnicas tenga un 40% de potencial de subida.

 

 

Por otro lado... Mota Engil,( de la que soy accionista), recibe al fin una recomendación de overweiht.