European Event-Driven Analyst

Jesus Rodriguez Aguilar

Jesús is an Insight Provider (Event-driven) on the Smartkarma network, where he looks across sectors at opportunities arising from securities mispricing (both credit and equity), share classes, bid announcements, prospective bids, and special situations. He has served as Economic and Business Advisor at the Spanish Congress in Madrid. Prior to that, he has worked in the City of London: as a Credit Analyst at Bloomberg; Event-driven associate at former boutique European Research; and doubled as Special Situations and Equity-linked VP (convertible bonds) at Merrill Lynch. Jesús has an MBA from the London Business School, a BA (Hons.) degree in Economics from the Complutense University in Madrid, and a BA (Hons.) in Law from U.N.E.D., also in Madrid.

Liquid Universe of European Ordinary and Preferred Shares: March '25 Report

Liquid Universe of European Ordinary and Preferred Shares: April '25 Report

Liquid Universe of European Ordinary and Preferred Shares: May '25 Report

Liquid Universe of European Ordinary and Preferred Shares: February'25 Report

Liquid Universe of European Ordinary and Preferred Shares: January'25 Report

Liquid Universe of European Ordinary and Preferred Shares: December‘24 Report

Event-Driven

Bayerische Motoren Werke (BMW) (Pref) / Event-Driven

Bayerische Motoren Werke (BMW) (Pref) (BMW3 GR)

<ul>
<li>BMW plans to repurchase 10% of its share capital over five years, likely replacing the previous buy-back program to optimize capital efficiency.</li>
<li>The share buy-back is expected to boost EPS and support stock prices, with a stronger impact on preferred shares due to lower liquidity.</li>
<li>The Quandt family's ownership stake could increase to approximately 54.36%, further solidifying their control over BMW.</li>
</ul>


BMW plans to repurchase 10% of its share capital over five years, likely replacing the previous buy-back program to optimize capital efficiency.
The share buy-back is expected to boost EPS and support stock prices, with a stronger impact on preferred shares due to lower liquidity.
The Quandt family's ownership stake could increase to approximately 54.36%, further solidifying their control over BMW.


BMW Shifts into High Gear: A 10% Share Buyback to Drive Value